The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 7,982 159,600 SH   DFND   0 159,600 0
CSX CORP COM 126408103 4,496 155,200 SH   DFND   0 155,200 0
CAL DIVE INTL INC DEL COM 12802T101 4,962 2,918,968 SH   DFND   0 2,918,968 0
CONSTELLIUM NV CL A N22035104 1,908 65,000 SH   DFND   0 65,000 0
COUNTRY STYLE COOKING RESTAU SPONSORED ADR 22238M109 212 22,300 SH   DFND   0 22,300 0
DIGITALGLOBE INC COM NEW 25389M877 6,654 229,386 SH   DFND   0 229,386 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,694 49,200 SH   DFND   0 49,200 0
GOODRICH PETE CORP COM NEW 382410405 2,794 176,600 SH   DFND   0 176,600 0
GULFPORT ENERGY CORP COM NEW 402635304 2,509 35,243 SH   DFND   0 35,243 0
BLOCK H & R INC COM 093671105 10,150 336,200 SH   DFND   0 336,200 0
HOSPIRA INC COM 441060100 5,163 119,380 SH   DFND   0 119,380 0
PDC ENERGY INC COM 69327R101 5,581 89,635 SH   DFND   0 89,635 0
WELLS FARGO & CO NEW COM 949746101 7,436 149,500 SH   DFND   0 149,500 0