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
AMERICAN RLTY CAP PPTYS INC COM 02917T104 294,245 20,987,538 SH   SOLE   20,987,538 0 0
BROOKFIELD RESIDENTIAL PPTYS COM 11283W104 79,028 3,768,523 SH   SOLE   3,768,523 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 76,407 2,905,217 SH   SOLE   2,905,217 0 0
CYRUSONE INC COM 23283R100 19,436 933,098 SH   SOLE   933,098 0 0
GENCORP INC COM 368682100 105,321 5,764,669 SH   SOLE   5,764,669 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 232,981 8,916,234 SH   SOLE   8,916,234 0 0
LEAR CORP COM NEW 521865204 117,461 1,403,026 SH   SOLE   1,403,026 0 0
LEAR CORP COM NEW 521865204 418,600 5,000,000 SH Call SOLE   0 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 209,344 3,655,392 SH   SOLE   3,655,392 0 0
NCR CORP NEW COM 62886E108 376,483 10,300,488 SH   SOLE   10,300,488 0 0
SIGNET JEWELERS LIMITED SHS G81276100 53,692 507,200 SH   SOLE   507,200 0 0
SOTHEBYS COM 835898107 198,718 4,562,991 SH   SOLE   4,562,991 0 0
UNITED RENTALS INC COM 911363109 158,490 1,669,368 SH   SOLE   1,669,368 0 0
VAIL RESORTS INC COM 91879Q109 99,519 1,427,825 SH   SOLE   1,427,825 0 0