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
AARONS INC COM PAR $0.50 002535300 7,218 202,527 SH   SOLE   202,527 0 0
ASHLAND INC NEW COM 044209104 5,293 48,680 SH   SOLE   48,680 0 0
BLOCK H & R INC COM 093671105 6,075 181,230 SH   SOLE   181,230 0 0
BOB EVANS FARMS INC COM 096761101 13,179 263,315 SH   SOLE   263,315 0 0
COMPUWARE CORP COM 205638109 11,692 1,170,400 SH   SOLE   1,170,400 0 0
EQUINIX INC COM NEW 29444U502 4,906 23,352 SH   SOLE   23,352 0 0
FUSION-IO INC COM 36112J107 2,387 211,261 SH   SOLE   211,261 0 0
GENERAL MTRS CO COM 37045V100 6,586 181,425 SH   SOLE   181,425 0 0
HALLIBURTON CO COM 406216101 355 4,995 SH   SOLE   4,995 0 0
HOLOGIC INC COM 436440101 7,181 283,290 SH   SOLE   283,290 0 0
IRON MTN INC COM 462846106 1,573 44,380 SH   SOLE   44,380 0 0
MENS WEARHOUSE INC COM 587118100 8,856 158,705 SH   SOLE   158,705 0 0
MERITOR INC COM 59001K100 13,341 1,023,082 SH   SOLE   1,023,082 0 0
OIL STS INTL INC COM 678026105 7,224 112,717 SH   SOLE   112,717 0 0
QEP RES INC COM 74733V100 6,183 179,225 SH   SOLE   179,225 0 0
SCHLUMBERGER LTD COM 806857108 1,011 8,573 SH   SOLE   8,573 0 0
SUNEDISON INC COM 86732Y109 10,534 466,120 SH   SOLE   466,120 0 0
VISTEON CORP COM NEW 92839U206 12,052 124,230 SH   SOLE   124,230 0 0