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
AMER INTL GROUP INC CMN NEW CMN 026874784 28,756 575,000 SH   SOLE   575,000 0 0
AMERICAN WOODMARK CORP CMN 030506109 6,670 198,145 SH   SOLE   198,145 0 0
CONTINENTAL BUILDING PRODUCT COMMON CMN 211171103 1,208 64,103 SH   SOLE   64,103 0 0
DANA HOLDING CORP COMMON CMN 235825205 7,311 314,200 SH   SOLE   314,200 0 0
DELPHI AUTOMOTIVE PLC COMMON CMN G27823106 20,380 300,323 SH   SOLE   300,323 0 0
LUXFER ADR CMN 550678106 47,305 2,415,982 SH   SOLE   2,415,982 0 0
MGIC INVESTMENT CORP CMN 552848103 12,780 1,500,000 SH   SOLE   1,500,000 0 0
NEW HOME CO LLC COMMON CMN 645370107 1,177 82,624 SH   SOLE   82,624 0 0
VERSO PAPER CORP COMMON CMN 92531L108 283 97,836 SH   SOLE   97,836 0 0
VISTEON CORP COMMON CMN 92839U206 12,462 140,912 SH   SOLE   140,912 0 0
WCI COMMUNITIES INC COMMON CMN 92923C807 130,331 6,595,676 SH   SOLE   6,595,676 0 0