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
AMERCO COM COM 023586100 3,849 11,775 SH   SOLE   11,775 0 0
AVOLON HLDGS LTD COM COM g52237107 804 35,000 SH   SOLE   35,000 0 0
BELMOND LTD CL A COM g1154h107 812 65,000 SH   SOLE   65,000 0 0
BERRY PLASTICS GRP INC COM COM 08579w103 2,658 82,052 SH   SOLE   82,052 0 0
BOB EVANS FARMS INC COM COM 096761101 2,857 55,957 SH   SOLE   55,957 0 0
BOSTON PRIVT FINL HLDG COM COM 101119105 2,498 186,250 SH   SOLE   186,250 0 0
CAMECO CORP COM 13321L108 2,088 146,209 SH   SOLE   146,209 0 0
COLUMBUS MCKINNON CORP COM COM 199333105 1,312 52,500 SH   SOLE   52,500 0 0
CROCS INC COM 227046109 1,890 128,468 SH   SOLE   128,468 0 0
DENTSPLY INTL INC NEW COM COM 249030107 1,745 33,844 SH   SOLE   33,844 0 0
DIAMOND FOODS INC COM COM 252603105 2,681 85,445 SH   SOLE   85,445 0 0
GENESEE & WYO INC CL A COM 371559105 1,409 18,500 SH   SOLE   18,500 0 0
HEALTHSTREAM INC COM 42222N103 990 32,552 SH   SOLE   32,552 0 0
HORSEHEAD HLDG CORP COM COM 440694305 871 74,297 SH   SOLE   74,297 0 0
IGNYTA INC COM 451731103 151 10,000 SH   SOLE   10,000 0 0
KLX INC COM COM 482539103 3,486 78,990 SH   SOLE   78,990 0 0
LIBERTY INTERACTIVE CO LBT VEN COM 53071m880 2,422 61,672 SH   SOLE   61,672 0 0
LIONS GATE ENTMNT CORP COM NEW COM 535919203 1,927 52,000 SH   SOLE   52,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,514 91,451 SH   SOLE   91,451 0 0
MADISON SQUARE GARDEN CL A COM 55826p100 2,094 25,085 SH   SOLE   25,085 0 0
PFENEX INC COM COM 717071104 1,036 53,386 SH   SOLE   53,386 0 0
PHARMERICA CORP COM COM 71714f104 2,298 69,000 SH   SOLE   69,000 0 0
PROTHENA CORP PLC COM g72800108 1,081 20,530 SH   SOLE   20,530 0 0
RE MAX HLDGS INC CL A COM 75524w108 1,421 40,020 SH   SOLE   40,020 0 0
REIS INC COM COM 75936p105 1,357 61,164 SH   SOLE   61,164 0 0
RESTORATION HARDWARE HOLDING COM 761283100 1,520 15,574 SH   SOLE   15,574 0 0
SOTHEBYS COM COM 835898107 2,590 57,252 SH   SOLE   57,252 0 0
SPX CORP COM COM 784635104 724 10,000 SH   SOLE   10,000 0 0
TENET HEALTHCARE CORP COM NEW COM 88033G407 2,740 47,341 SH   SOLE   47,341 0 0
TIMKEN CO COM COM 887389104 2,035 55,656 SH   SOLE   55,656 0 0
UMB FINANCIAL CORP COM 902788108 1,425 25,000 SH   SOLE   25,000 0 0
VERICEL CORP COM COM 92346j108 54 15,000 SH   SOLE   15,000 0 0
VULCAN MATLS CO COM COM 929160109 2,969 35,375 SH   SOLE   35,375 0 0
WMS INDS INCCMN COM 00790r104 1,680 57,272 SH   SOLE   57,272 0 0
XPO LOGISTICS INC COM COM 983793100 2,483 54,960 SH   SOLE   54,960 0 0