The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 5,185 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| AMERICAN RLTY CAP PPTYS INC | COM | 02917T104 | 8,458 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| AVON PRODS INC | COM | 054303102 | 4,310 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| CINCINNATI BELL INC NEW | COM | 171871106 | 5,600 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 5,787 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| ELIZABETH ARDEN INC | COM | 28660G106 | 4,177 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| ENERGY XXI BERMUDA LTD | USD UNRS SHS | G10082140 | 8,034 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| GENCORP INC | COM | 368682100 | 10,648 | 557,500 | SH | SOLE | 557,500 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 7,902 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037109 | 10,638 | 1,315,000 | SH | SOLE | 1,315,000 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | CL A | 31620R105 | 7,043 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 2,622 | 622,500 | SH | SOLE | 622,500 | 0 | 0 | ||
| OCWEN FINL CORP | COM NEW | 675746309 | 9,327 | 251,400 | SH | SOLE | 251,400 | 0 | 0 | ||
| OFFICE DEPOT INC | COM | 676220106 | 10,783 | 1,895,000 | SH | SOLE | 1,895,000 | 0 | 0 | ||
| SELECT INCOME REIT | COM SH BEN INT | 81618T100 | 5,187 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 6,028 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| TFS FINL CORP | COM | 87240R107 | 4,920 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||