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
ACTUANT CORP CL A NEW 00508X203 2,212 64,769 SH   SOLE 64,769 0 0
AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 8,469 858,920 SH   SOLE 858,920 0 0
AMERICAN WOODMARK CORP COM 030506109 6,478 192,467 SH   SOLE 192,467 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 8,312 156,100 SH   SOLE 156,100 0 0
BGC PARTNERS INC CL A 05541T101 6,556 1,002,401 SH   SOLE 1,002,401 0 0
CLEARWATER PAPER CORP COM 18538R103 2,507 40,000 SH   SOLE 40,000 0 0
DECKERS OUTDOOR CORP COM 243537107 5,820 73,000 SH   SOLE 73,000 0 0
EAGLE MATERIALS INC COM 26969P108 5,660 63,835 SH   SOLE 63,835 0 0
FOOT LOCKER INC COM 344849104 5,007 106,585 SH   SOLE 106,585 0 0
INTELSAT S A COM L5140P101 3,557 190,000 SH   SOLE 190,000 0 0
LOUISIANA PAC CORP COM 546347105 5,055 299,642 SH   SOLE 299,642 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 10,881 190,000 SH   SOLE 190,000 0 0
PLY GEM HLDGS INC COM 72941W100 5,832 461,770 SH   SOLE 461,770 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 9,319 116,927 SH   SOLE 116,927 0 0
TRIUMPH GROUP INC NEW COM 896818101 5,722 88,600 SH   SOLE 88,600 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 11,212 388,211 SH   SOLE 388,211 0 0