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 |
| AMERICAN RLTY CAP PPTYS INC | COM | 02917T104 | 266,599 | 22,106,075 | SH | SOLE | 22,106,075 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 164,514 | 2,997,160 | SH | SOLE | 2,997,160 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 688,130 | 17,767,368 | SH | SOLE | 17,767,368 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 280,907 | 12,437,753 | SH | SOLE | 12,437,753 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 313,769 | 3,631,167 | SH | SOLE | 3,631,167 | 0 | 0 | ||
| LIFE TIME FITNESS INC | COM | 53217R207 | 157,129 | 3,115,167 | SH | SOLE | 3,115,167 | 0 | 0 | ||
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 257,871 | 3,866,126 | SH | SOLE | 3,866,126 | 0 | 0 | ||
| NCR CORP NEW | COM | 62886E108 | 362,515 | 10,850,488 | SH | SOLE | 10,850,488 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 181,165 | 5,071,806 | SH | SOLE | 5,071,806 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 146,456 | 1,688,063 | SH | SOLE | 1,688,063 | 0 | 0 | ||