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 | 4,117 | 73,500 | SH | SOLE | 73,500 | 0 | 0 | ||
| AMERICAN RLTY CAP PPTYS INC | COM | 02917T104 | 1,394 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
| AVON PRODS INC | COM | 054303102 | 2,301 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 4,809 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| ENERGY XXI LTD | USD UNRS SHS | G10082140 | 1,356 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
| FCB FINL HLDGS INC | CL A | 30255G103 | 739 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| GENCORP INC | COM | 368682100 | 8,262 | 451,500 | SH | SOLE | 451,500 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037109 | 4,001 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 1,836 | 622,500 | SH | SOLE | 622,500 | 0 | 0 | ||
| OCWEN FINL CORP | COM NEW | 675746309 | 4,530 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| OFFICE DEPOT INC | COM | 676220106 | 3,773 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| SELECT INCOME REIT | COM SH BEN INT | 81618T100 | 2,441 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SMITH & WESSON HLDG CORP | COM | 831756101 | 2,604 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||