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
THE ADT CORPORATION COM 00101J106 1,216 30,050 SH   SOLE   30,050 0 0
AEP INDS INC COM 001031103 48,928 926,140 SH   SOLE   926,140 0 0
AETNA INC NEW COM 00817Y108 5,070 73,924 SH   SOLE   73,924 0 0
AGCO CORP COM 001084102 10,131 171,156 SH   SOLE   171,156 0 0
AVIS BUDGET GROUP COM 053774105 11,705 289,589 SH   SOLE   289,589 0 0
CHESAPEAKE ENERGY CORP COM 165167107 483 17,800 SH   SOLE   17,800 0 0
CONOCOPHILLIPS COM 20825C104 1,166 16,500 SH   SOLE   16,500 0 0
CAMPBELL SOUP CO COM 134429109 978 22,600 SH   SOLE   22,600 0 0
COOPER TIRE & RUBR CO COM 216831107 10,337 430,000 SH   SOLE   430,000 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 1,018 56,800 SH   SOLE   56,800 0 0
CHEVRON CORP NEW COM 166764100 1,024 8,200 SH   SOLE   8,200 0 0
DANA HLDG CORP COM 235825205 8,534 434,972 SH   SOLE   434,972 0 0
DEAN FOODS CO NEW COM NEW 242370203 2,011 117,000 SH   SOLE   117,000 0 0
DOW CHEM CO COM 260543103 1,709 38,500 SH   SOLE   38,500 0 0
EMERSON ELEC CO COM 291011104 1,404 20,000 SH   SOLE   20,000 0 0
FERRO CORP COM 315405100 3,744 291,832 SH   SOLE   291,832 0 0
GENERAL ELECTRIC CO COM 369604103 4,527 161,500 SH   SOLE   161,500 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 4,724 492,100 SH   SOLE   492,100 0 0
GAP INC DEL COM 364760108 7,816 200,000 SH   SOLE   200,000 0 0
GENERAL MTRS CO COM 37045V100 12,523 306,400 SH   SOLE   306,400 0 0
HOME DEPOT INC COM 437076102 1,787 21,700 SH   SOLE   21,700 0 0
INTEL CORP COM 458140100 1,064 41,000 SH   SOLE   41,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,875 22,300 SH   SOLE   22,300 0 0
JOHNSON & JOHNSON COM 478160104 1,401 15,300 SH   SOLE   15,300 0 0
KLA-TENCOR CORP COM 482480100 1,031 16,000 SH   SOLE   16,000 0 0
COCA COLA CO COM 191216100 1,363 33,000 SH   SOLE   33,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 1,262 27,700 SH   SOLE   27,700 0 0
MCDONALDS CORP COM 580135101 1,310 13,500 SH   SOLE   13,500 0 0
MONDELEZ INTL INC CL A 609207105 995 28,200 SH   SOLE   28,200 0 0
ALTRIA GROUP INC COM 02209S103 818 21,300 SH   SOLE   21,300 0 0
MICROSOFT CORP COM 594918104 1,309 35,000 SH   SOLE   35,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 12,698 188,113 SH   SOLE   188,113 0 0
OWENS ILL INC COM NEW 690768403 12,566 351,193 SH   SOLE   351,193 0 0
PEPSICO INC COM 713448108 1,136 13,700 SH   SOLE   13,700 0 0
PROCTER & GAMBLE CO COM 742718109 1,319 16,200 SH   SOLE   16,200 0 0
PINNACLE ENTMT INC COM 723456109 11,814 454,546 SH   SOLE   454,546 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 9,916 133,299 SH   SOLE   133,299 0 0
TYSON FOODS INC CL A 902494103 8,200 245,071 SH   SOLE   245,071 0 0
TYCO INTERNATIONAL LTD SHS H89128104 1,092 26,600 SH   SOLE   26,600 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,195 10,500 SH   SOLE   10,500 0 0