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
ARCH CAP GROUP LTD ORD G0450A105 10,995 184,200 SH   SOLE   184,200 0 0
CAPELLA EDUCATION COMPANY COM 139594105 7,707 116,000 SH   SOLE   116,000 0 0
CEVA INC COM 157210105 3,590 235,900 SH   SOLE   235,900 0 0
CHESAPEAKE ENERGY CORP COM 165167107 9,108 335,600 SH   SOLE   335,600 0 0
CITRIX SYS INC COM 177376100 2,119 33,500 SH   SOLE   33,500 0 0
COPART INC COM 217204106 3,885 106,000 SH   SOLE   106,000 0 0
CORELOGIC INC COM 21871D103 1,552 43,675 SH   SOLE   43,675 0 0
DELTIC TIMBER CORP COM 247850100 1,353 19,913 SH   SOLE   19,913 0 0
DEVRY ED GROUP INC COM 251893103 3,674 103,500 SH   SOLE   103,500 0 0
E M C CORP MASS COM 268648102 1,811 72,000 SH   SOLE   72,000 0 0
EXTERRAN HLDGS INC COM 30225X103 3,977 116,300 SH   SOLE   116,300 0 0
GENWORTH FINL INC COM CL A 37247D106 12,862 828,200 SH   SOLE   828,200 0 0
GENWORTH FINL INC COM CL A 37247D106 2 150,000 SH Put SOLE   150,000 0 0
HOLLYFRONTIER CORP COM 436106108 2,947 59,300 SH   SOLE   59,300 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,527 38,600 SH   SOLE   38,600 0 0
LENDER PROCESSING SVCS INC COM 52602E102 10,213 273,233 SH   SOLE   273,233 0 0
LINCOLN ELEC HLDGS INC COM 533900106 1,071 15,014 SH   SOLE   15,014 0 0
MGIC INVT CORP WIS COM 552848103 10,719 1,270,000 SH   SOLE   1,270,000 0 0
NASDAQ OMX GROUP INC COM 631103108 10,076 253,160 SH   SOLE   253,160 0 0
PACCAR INC COM 693718108 888 15,000 SH   SOLE   15,000 0 0
PLUM CREEK TIMBER CO INC COM 729251108 1,874 40,300 SH   SOLE   40,300 0 0
RF MICRODEVICES INC COM 749941100 5,165 1,000,900 SH   SOLE   1,000,900 0 0
SONUS NETWORKS INC COM 835916107 1,029 326,600 SH   SOLE   326,600 0 0
SYNOPSYS INC COM 871607107 10,335 254,744 SH   SOLE   254,744 0 0
TEMPUR SEALY INTL INC COM 88023U101 8,472 157,000 SH   SOLE   157,000 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 4,626 298,667 SH   SOLE   298,667 0 0
WELLPOINT INC COM 94973V107 10,865 117,599 SH   SOLE   117,599 0 0
XILINX INC COM 983919101 2,296 50,000 SH   SOLE   50,000 0 0