13F-HR 1 inviewinvestment3q12.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: September 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 November 14, 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: 57 Form 13F Information Table Value Total: $91,169 (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 1245 58822 SH SOLE 37412 0 21410 AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 1401 230743 SH SOLE 147802 0 82941 AMERICAN EQTY INVT LIFE HLD COM 025676206 1977 169956 SH SOLE 108002 0 61954 APOLLO COML REAL EST FIN INC COM 03762U105 2240 129162 SH SOLE 82102 0 47060 ARES CAP CORP COM 04010L103 2728 159140 SH SOLE 101650 0 57490 ASBURY AUTOMOTIVE GROUP INC COM 043436104 2395 85678 SH SOLE 54428 0 31250 AURICO GOLD INC COM 05155C105 697 99716 SH SOLE 63406 0 36310 AVISTA CORP COM 05379B107 2132 82836 SH SOLE 52676 0 30160 AVNET INC COM 053807103 1589 54640 SH SOLE 34740 0 19900 BELDEN INC COM 077454106 2037 55238 SH SOLE 35118 0 20120 BIO RAD LABS INC CL A 090572207 1438 13472 SH SOLE 8572 0 4900 BRINKER INTL INC COM 109641100 2137 60543 SH SOLE 38542 0 22001 CINEMARK HOLDINGS INC COM 17243V102 1164 51878 SH SOLE 33178 0 18700 CMS ENERGY CORP COM 125896100 2286 97060 SH SOLE 61750 0 35310 COLUMBUS MCKINNON CORP N Y COM 199333105 862 57032 SH SOLE 36272 0 20760 COMSTOCK RES INC COM NEW 205768203 1424 77458 SH SOLE 49228 0 28230 COUSINS PPTYS INC COM 222795106 1814 228425 SH SOLE 144765 0 83660 CROWN HOLDINGS INC COM 228368106 2555 69516 SH SOLE 44196 0 25320 DEAN FOODS CO NEW COM 242370104 1158 70810 SH SOLE 44950 0 25860 DELUXE CORP COM 248019101 2216 72520 SH SOLE 46080 0 26440 DIGITALGLOBE INC COM NEW 25389M877 1392 68260 SH SOLE 43410 0 24850 ENPRO INDS INC COM 29355X107 1775 49292 SH SOLE 31342 0 17950 FLEXTRONICS INTL LTD ORD Y2573F102 1948 324702 SH SOLE 206629 0 118073 FOREST OIL CORP COM PAR $0.01 346091705 730 86348 SH SOLE 54898 0 31450 FREIGHTCAR AMER INC COM 357023100 589 33128 SH SOLE 21068 0 12060 FRESH DEL MONTE PRODUCE INC ORD G36738105 1179 46066 SH SOLE 29518 0 16548 HAIN CELESTIAL GROUP INC COM 405217100 1842 29238 SH SOLE 18698 0 10540 HANCOCK HLDG CO COM 410120109 1798 58044 SH SOLE 36894 0 21150 HUDSON PAC PPTYS INC COM 444097109 1600 86502 SH SOLE 54826 0 31676 INVESCO MORTGAGE CAPITAL INC COM 46131b100 1039 51598 SH SOLE 32808 0 18790 JONES GROUP INC COM 48020T101 1518 117962 SH SOLE 75002 0 42960 KELLY SVCS INC CL A 488152208 1059 84022 SH SOLE 53772 0 30250 KEYW HLDG CORP COM 493723100 597 47722 SH SOLE 30362 0 17360 LITTELFUSE INC COM 537008104 1999 35349 SH SOLE 22459 0 12890 LOUISIANA PAC CORP COM 546347105 1334 106744 SH SOLE 68244 0 38500 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2545 215694 SH SOLE 137204 0 78490 MATRIX SVC CO COM 576853105 1172 110790 SH SOLE 70811 0 39979 MB FINANCIAL INC NEW COM 55264U108 1053 53318 SH SOLE 34098 0 19220 MEREDITH CORP COM 589433101 1675 47870 SH SOLE 30439 0 17431 MFA FINANCIAL INC COM 55272X102 1028 120943 SH SOLE 76893 0 44050 NATIONAL PENN BANCSHARES INC COM 637138108 1830 200847 SH SOLE 128058 0 72789 NEWELL RUBBERMAID INC COM 651229106 1961 102742 SH SOLE 65218 0 37524 OLD NATL BANCORP IND COM 680033107 2134 156820 SH SOLE 99620 0 57200 OMNICARE INC COM 681904108 1446 42566 SH SOLE 27076 0 15490 PAR PHARMACEUTICAL COS INC COM 69888P106 2572 51470 SH SOLE 32720 0 18750 PATTERSON UTI ENERGY INC COM 703481101 725 45834 SH SOLE 29264 0 16570 PEBBLEBROOK HOTEL TR COM 70509V100 1194 51050 SH SOLE 32440 0 18610 PORTLAND GEN ELEC CO COM NEW 736508847 1696 62728 SH SOLE 40078 0 22650 PRIVATEBANCORP INC COM 742962103 1447 90476 SH SOLE 57526 0 32950 PULTE GROUP INC COM 745867101 1907 123058 SH SOLE 78648 0 44410 REGAL BELOIT CORP COM 758750103 2290 32494 SH SOLE 20654 0 11840 REGAL ENTMT GROUP CL A 758766109 1588 112844 SH SOLE 71764 0 41080 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1500 67552 SH SOLE 42982 0 24570 STAGE STORES INC COM NEW 85254C305 1086 51574 SH SOLE 32804 0 18770 STEEL DYNAMICS INC COM 858119100 836 74378 SH SOLE 47298 0 27080 TECH DATA CORP COM 878237106 2259 49928 SH SOLE 31748 0 18180 TOWER GROUP INC COM 891777104 1331 68614 SH SOLE 43655 0 24959