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
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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
ARBITRON INC COM 03875Q108 1,570 33,810 SH   SOLE   33,810 0 0
BELO CORP COM SER A 080555105 4,022 288,325 SH   SOLE   288,325 0 0
BERRY PLASTICS GROUP INC COM 08579W103 4,121 186,725 SH   SOLE   186,725 0 0
BMC SOFTWARE INC COM 055921100 1,405 31,140 SH   SOLE   31,140 0 0
BOB EVANS FARMS INC COM 096761101 5,005 106,538 SH   SOLE   106,538 0 0
CLEARWIRE CORP NEW CL A 18538Q105 1,025 205,300 SH   SOLE   205,300 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 2,774 120,000 SH   SOLE   120,000 0 0
COMPUWARE CORP COM 205638109 8,769 848,093 SH   SOLE   848,093 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,469 47,380 SH   SOLE   47,380 0 0
COPART INC COM 217204106 1,868 60,660 SH   SOLE   60,660 0 0
DELL INC COM 24702R101 1,173 88,000 SH   SOLE   88,000 0 0
EARTHLINK INC COM 270321102 4,635 746,396 SH   SOLE   746,396 0 0
ELAN PLC ADR 284131208 2,072 146,540 SH   SOLE   146,540 0 0
EXACTTARGET INC COM 30064K105 2,375 70,440 SH   SOLE   70,440 0 0
IRON MTN INC COM 462846106 722 27,128 SH   SOLE   27,128 0 0
KAR AUCTION SVCS INC COM 48238T109 5,420 236,983 SH   SOLE   236,983 0 0
LAMAR ADVERTISING CO CL A 512815101 2,137 49,260 SH   SOLE   49,260 0 0
MYERS INDS INC COM 628464109 2,523 168,090 SH   SOLE   168,090 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 3,424 91,120 SH   SOLE   91,120 0 0
PHILLIPS 66 COM 718546104 3,111 52,810 SH   SOLE   52,810 0 0
POWER ONE INC NEW COM 73930R102 2,369 374,856 SH   SOLE   374,856 0 0
QEP RES INC COM 74733V100 2,488 89,555 SH   SOLE   89,555 0 0
ROCKWOOD HLDGS INC COM 774415103 3,523 55,025 SH   SOLE   55,025 0 0
SPECTRA ENERGY CORP COM 847560109 12,244 355,325 SH   SOLE   355,325 0 0
TIMKEN CO COM 887389104 3,883 68,990 SH   SOLE   68,990 0 0
TRONOX LTD SHS CL A Q9235V101 1,143 56,705 SH   SOLE   56,705 0 0