The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACCRETIVE HEALTH INC | COM | 00438V103 | 9,893 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | ||
| ALERE INC | COM | 01449J105 | 13,361 | 369,097 | SH | SOLE | 369,097 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 10,981 | 465,500 | SH | SOLE | 465,500 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 9,065 | 220,296 | SH | SOLE | 220,296 | 0 | 0 | ||
| BABCOCK & WILCOX CO NEW | COM | 05615F102 | 22,989 | 672,390 | SH | SOLE | 672,390 | 0 | 0 | ||
| BOISE CASCADE CO DEL | COM | 09739D100 | 26,244 | 890,234 | SH | SOLE | 890,234 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 3,920 | 465,022 | SH | SOLE | 465,022 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 17,007 | 222,000 | SH | SOLE | 222,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 32,648 | 140,095 | SH | SOLE | 140,095 | 0 | 0 | ||
| COBALT INTL ENERGY INC | COM | 19075F106 | 4,892 | 297,372 | SH | SOLE | 297,372 | 0 | 0 | ||
| COMVERSE INC | COM | 20585P105 | 3,042 | 78,392 | SH | SOLE | 78,392 | 0 | 0 | ||
| COOPER TIRE & RUBR CO | COM | 216831107 | 6,984 | 290,500 | SH | SOLE | 290,500 | 0 | 0 | ||
| DEMAND MEDIA INC | COM | 24802N109 | 5,683 | 985,000 | SH | SOLE | 985,000 | 0 | 0 | ||
| EMULEX CORP | COM NEW | 292475209 | 10,553 | 1,473,931 | SH | SOLE | 1,473,931 | 0 | 0 | ||
| FOREST OIL CORP | COM PAR $0.01 | 346091705 | 3,238 | 897,000 | SH | SOLE | 897,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 10,218 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 6,567 | 92,461 | SH | SOLE | 92,461 | 0 | 0 | ||
| INTERDIGITAL INC | COM | 45867G101 | 7,361 | 249,600 | SH | SOLE | 249,600 | 0 | 0 | ||
| INTERMUNE INC | COM | 45884X103 | 7,218 | 490,015 | SH | SOLE | 490,015 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 32,409 | 661,000 | SH | SOLE | 661,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 2,951 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 5,712 | 70,538 | SH | SOLE | 70,538 | 0 | 0 | ||
| MBIA INC | COM | 55262C100 | 31,044 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| MOLYCORP INC DEL | COM | 608753109 | 10,875 | 1,935,000 | SH | SOLE | 1,935,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 35,366 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
| PERKINELMER INC | COM | 714046109 | 17,138 | 415,672 | SH | SOLE | 415,672 | 0 | 0 | ||
| PLY GEM HLDGS INC | COM | 72941W100 | 6,977 | 386,968 | SH | SOLE | 386,968 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 6,757 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 14,302 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 7,054 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SEQUENOM INC | COM NEW | 817337405 | 5,176 | 2,211,876 | SH | SOLE | 2,211,876 | 0 | 0 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 7,985 | 326,199 | SH | SOLE | 326,199 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 13,744 | 1,053,208 | SH | SOLE | 1,053,208 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 13,900 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| TOWER GROUP INTL LTD | COM | G8988C105 | 11,019 | 3,260,000 | SH | SOLE | 3,260,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 5,485 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 5,224 | 121,655 | SH | SOLE | 121,655 | 0 | 0 | ||