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

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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
ASHLAND INC NEW COM 044209104 2,155 22,210 SH   SOLE   22,210 0 0
BERRY PLASTICS GROUP INC COM 08579W103 6,555 275,525 SH   SOLE   275,525 0 0
BOB EVANS FARMS INC COM 096761101 9,830 194,315 SH   SOLE   194,315 0 0
COMPUWARE CORP COM 205638109 15,034 1,341,145 SH   SOLE   1,341,145 0 0
EQUINIX INC COM NEW 29444U502 8,781 49,484 SH   SOLE   49,484 0 0
GENERAL MTRS CO COM 37045V100 6,536 159,925 SH   SOLE   159,925 0 0
HALLIBURTON CO COM 406216101 253 4,995 SH   SOLE   4,995 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 2,155 75,310 SH   SOLE   75,310 0 0
HESS CORP COM 42809H107 3,727 44,900 SH   SOLE   44,900 0 0
IRON MTN INC COM 462846106 823 27,128 SH   SOLE   27,128 0 0
LAMAR ADVERTISING CO CL A 512815101 6,286 120,315 SH   SOLE   120,315 0 0
LENDER PROCESSING SVCS INC COM 52602E102 5,418 144,943 SH   SOLE   144,943 0 0
MERITOR INC COM 59001K100 3,904 374,275 SH   SOLE   374,275 0 0
MYERS INDS INC COM 628464109 4,533 214,626 SH   SOLE   214,626 0 0
OIL STS INTL INC COM 678026105 5,226 51,375 SH   SOLE   51,375 0 0
PHILLIPS 66 COM 718546104 4,218 54,690 SH   SOLE   54,690 0 0
QEP RES INC COM 74733V100 1,730 56,445 SH   SOLE   56,445 0 0
SCHLUMBERGER LTD COM 806857108 773 8,573 SH   SOLE   8,573 0 0
TIMKEN CO COM 887389104 5,797 105,270 SH   SOLE   105,270 0 0
UNITED RENTALS INC COM 911363109 1,867 23,945 SH   SOLE   23,945 0 0
VISTEON CORP COM NEW 92839U206 9,518 116,230 SH   SOLE   116,230 0 0