The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 24,801 | 554,829 | SH | SOLE | 554,829 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 14,778 | 309,230 | SH | SOLE | 309,230 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 25,818 | 60,937 | SH | SOLE | 60,937 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 19,605 | 258,128 | SH | SOLE | 258,128 | 0 | 0 | ||
| DANA HLDG CORP | COM | 235825205 | 20,107 | 1,043,988 | SH | SOLE | 1,043,988 | 0 | 0 | ||
| DISCOVER FINL SVCS | COM | 254709108 | 19,760 | 414,770 | SH | SOLE | 414,770 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 20,026 | 304,306 | SH | SOLE | 304,306 | 0 | 0 | ||
| FREESCALE SEMICONDUCTOR LTD | SHS | G3727Q101 | 18,877 | 1,393,108 | SH | SOLE | 1,393,108 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 30,171 | 905,765 | SH | SOLE | 905,765 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 34,588 | 959,707 | SH | SOLE | 959,707 | 0 | 0 | ||
| LIGHTINTHEBOX HLDG CO LTD | SPONSORED ADR | 53225G102 | 3,883 | 288,500 | SH | SOLE | 288,500 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 23,008 | 530,622 | SH | SOLE | 530,622 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 11,363 | 617,561 | SH | SOLE | 617,561 | 0 | 0 | ||
| PERFECT WORLD CO LTD | SPON ADR REP B | 71372U104 | 5,100 | 292,751 | SH | SOLE | 292,751 | 0 | 0 | ||
| PRECISION CASTPARTS CORP | COM | 740189105 | 10,236 | 45,288 | SH | SOLE | 45,288 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 19,165 | 415,100 | SH | SOLE | 415,100 | 0 | 0 | ||
| STANDARD PAC CORP NEW | COM | 85375C101 | 18,761 | 2,252,249 | SH | SOLE | 2,252,249 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 30,361 | 1,728,002 | SH | SOLE | 1,728,002 | 0 | 0 | ||
| U S AIRWAYS GROUP INC | COM | 90341W108 | 21,108 | 1,285,531 | SH | SOLE | 1,285,531 | 0 | 0 | ||
| U S G CORP | COM NEW | 903293405 | 22,957 | 995,961 | SH | SOLE | 995,961 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 13,294 | 472,923 | SH | SOLE | 472,923 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 23,261 | 480,490 | SH | SOLE | 480,490 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 15,764 | 137,842 | SH | SOLE | 137,842 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 8,931 | 322,992 | SH | SOLE | 322,992 | 0 | 0 | ||