13F-HR 1 inview2q12.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: InView Investment Management, LLC Address: 205 North Michigan Avenue, Suite 2550 Chicago, IL 60601 13F File Number: 028-12238 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Glenn Kleczka Title: Chief Executive Officer & Managing Director Phone: 312-630-3470 Signature, Place, and Date of Signing: /s/ Glenn Kleczka Chicago, IL August 06, 2012 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 59 Form 13F Information Table Value Total: $108,965 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AECOM TECHNOLOGY CORP DELAWA COM 00766T100 1215 73890 SH SOLE 42600 0 31290 AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 1552 290161 SH SOLE 168251 0 121910 AMERICAN EQTY INVT LIFE HLD COM 025676206 2351 213563 SH SOLE 123011 0 90552 APOLLO COML REAL EST FIN INC COM 03762U105 2609 162340 SH SOLE 93520 0 68820 ARES CAP CORP COM 04010L103 3338 209130 SH SOLE 124980 0 84150 ASBURY AUTOMOTIVE GROUP INC COM 043436104 2551 107680 SH SOLE 62000 0 45680 AURICO GOLD INC COM 05155C105 1003 125280 SH SOLE 72200 0 53080 AVISTA CORP COM 05379B107 2777 104010 SH SOLE 59980 0 44030 AVNET INC COM 053807103 2118 68640 SH SOLE 39560 0 29080 BELDEN INC COM 077454106 2314 69400 SH SOLE 39990 0 29410 BIO RAD LABS INC CL A 090572207 1692 16920 SH SOLE 9760 0 7160 BRINKER INTL INC COM 109641100 2422 75999 SH SOLE 43900 0 32099 CINEMARK HOLDINGS INC COM 17243V102 1492 65310 SH SOLE 37790 0 27520 CMS ENERGY CORP COM 125896100 2863 121850 SH SOLE 70310 0 51540 COLUMBUS MCKINNON CORP N Y COM 199333105 1081 71620 SH SOLE 41300 0 30320 COMSTOCK RES INC COM NEW 205768203 1598 97310 SH SOLE 56080 0 41230 COUSINS PPTYS INC COM 222795106 2224 286919 SH SOLE 164735 0 122184 CROWN HOLDINGS INC COM 228368106 3014 87390 SH SOLE 50340 0 37050 CYS INVTS INC COM 12673A108 537 39000 SH SOLE 39000 0 0 DEAN FOODS CO NEW COM 242370104 1514 88880 SH SOLE 51140 0 37740 DELUXE CORP COM 248019101 2273 91142 SH SOLE 52490 0 38652 DIGITALGLOBE INC COM NEW 25389M877 1300 85740 SH SOLE 49430 0 36310 ENPRO INDS INC COM 29355X107 2314 61920 SH SOLE 35690 0 26230 FLEXTRONICS INTL LTD ORD Y2573F102 2530 408000 SH SOLE 235227 0 172773 FOREST OIL CORP COM PAR $0.01 346091705 796 108550 SH SOLE 62530 0 46020 FREIGHTCAR AMER INC COM 357023100 956 41610 SH SOLE 23990 0 17620 FRESH DEL MONTE PRODUCE INC ORD G36738105 1361 57975 SH SOLE 33646 0 24329 HAIN CELESTIAL GROUP INC COM 405217100 2023 36750 SH SOLE 21300 0 15450 HANCOCK HLDG CO COM 410120109 2221 72950 SH SOLE 42020 0 30930 HUDSON PAC PPTYS INC COM 444097109 1892 108679 SH SOLE 62393 0 46286 INVESCO MORTGAGE CAPITAL INC COM 46131b100 1290 70370 SH SOLE 42930 0 27440 JONES GROUP INC COM 48020T101 1417 148200 SH SOLE 85410 0 62790 KELLY SVCS INC CL A 488152208 1363 105590 SH SOLE 61250 0 44340 KEYW HLDG CORP COM 493723100 602 59950 SH SOLE 34570 0 25380 LITTELFUSE INC COM 537008104 2530 44473 SH SOLE 25581 0 18892 LONE PINE RES INC COM 54222A106 183 66384 SH SOLE 38303 0 28081 LOUISIANA PAC CORP COM 546347105 1460 134180 SH SOLE 77730 0 56450 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2582 270900 SH SOLE 156220 0 114680 MATRIX SVC CO COM 576853105 1579 139354 SH SOLE 80664 0 58690 MB FINANCIAL INC NEW COM 55264U108 1445 67090 SH SOLE 38840 0 28250 MEADOWBROOK INS GROUP INC COM 58319P108 2051 233280 SH SOLE 134450 0 98830 MEREDITH CORP COM 589433101 1921 60144 SH SOLE 34667 0 25477 MFA FINANCIAL INC COM 55272X102 1199 151944 SH SOLE 87564 0 64380 NATIONAL PENN BANCSHARES INC COM 637138108 2408 252330 SH SOLE 145818 0 106512 NEWELL RUBBERMAID INC COM 651229106 2339 128947 SH SOLE 74257 0 54690 OLD NATL BANCORP IND COM 680033107 2364 196860 SH SOLE 113460 0 83400 OMNICARE INC COM 681904108 1670 53480 SH SOLE 30840 0 22640 PAR PHARMACEUTICAL COS INC COM 69888P106 2337 64660 SH SOLE 37260 0 27400 PATTERSON UTI ENERGY INC COM 703481101 840 57680 SH SOLE 33340 0 24340 PEBBLEBROOK HOTEL TR COM 70509V100 1495 64120 SH SOLE 36940 0 27180 PORTLAND GEN ELEC CO COM NEW 736508847 2101 78790 SH SOLE 45650 0 33140 PRIVATEBANCORP INC COM 742962103 1678 113680 SH SOLE 65520 0 48160 PULTE GROUP INC COM 745867101 1654 154560 SH SOLE 89600 0 64960 REGAL BELOIT CORP COM 758750103 2541 40820 SH SOLE 23520 0 17300 REGAL ENTMT GROUP CL A 758766109 1953 141900 SH SOLE 81740 0 60160 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2023 84900 SH SOLE 48950 0 35950 STAGE STORES INC COM NEW 85254C305 1187 64780 SH SOLE 37350 0 27430 TECH DATA CORP COM 878237106 3023 62760 SH SOLE 36150 0 26610 TOWER GROUP INC COM 891777104 1799 86219 SH SOLE 49709 0 36510