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
AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 5,432 439,478 SH   SOLE 5,432 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 400 7,500 SH   SOLE 400 0 0
BALL CORP COM 058498106 421 6,000 SH   SOLE 421 0 0
BERRY PLASTICS GROUP INC COM 08579W103 7,303 225,400 SH   SOLE 7,303 0 0
BGC PARTNERS INC CL A 05541T101 8,153 931,800 SH   SOLE 8,153 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,637 516,900 SH   SOLE 6,637 0 0
CAPITAL PRODUCT PARTNERS L P COM UNIT LP Y11082107 391 50,000 SH   SOLE 391 0 0
CARMIKE CINEMAS INC COM 143436400 7,101 267,540 SH   SOLE 7,101 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 284 31,000 SH   SOLE 284 0 0
COTT CORP QUE COM 22163N106 5,061 517,448 SH   SOLE 5,061 0 0
DECKERS OUTDOOR CORP COM 243537107 252 3,500 SH   SOLE 252 0 0
EAGLE MATERIALS INC COM 26969P108 9,263 121,354 SH   SOLE 9,263 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 4,489 545,433 SH   SOLE 4,489 0 0
GLOBAL CASH ACCESS HLDGS INC COM 378967103 9,443 1,220,000 SH   SOLE 9,443 0 0
GNC HLDGS INC COM CL A 36191G107 378 8,500 SH   SOLE 378 0 0
HUNTSMAN CORP COM 447011107 486 22,000 SH   SOLE 486 0 0
ITT CORP NEW COM NEW 450911201 3,728 89,100 SH   SOLE 3,728 0 0
LA Z BOY INC COM 505336107 474 18,000 SH   SOLE 474 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 14,130 171,000 SH   SOLE 14,130 0 0
MEDIA GEN INC NEW COM 58441K100 4,878 295,270 SH   SOLE 4,878 0 0
MOHAWK INDS INC COM 608190104 430 2,250 SH   SOLE 430 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 54 14,947 SH   SOLE 54 0 0
NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102 375 35,000 SH   SOLE 375 0 0
REGAL BELOIT CORP COM 758750103 363 5,000 SH   SOLE 363 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 5,120 50,200 SH   SOLE 5,120 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 405 5,000 SH   SOLE 405 0 0
VECTOR GROUP LTD COM 92240M108 5,282 225,148 SH   SOLE 5,282 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 222 2,000 SH   SOLE 222 0 0