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
ALLOT COMMUNICATIONS LTD SHS M0854Q105 1,508 110,000 SH   SOLE 0 110,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 2,748 61,477 SH   SOLE 0 61,477 0 0
APPLE INC COM 037833100 2,150 5,423 SH   SOLE 0 5,423 0 0
ASCENA RETAIL GROUP INC COM 04351G101 2,480 142,095 SH   SOLE 0 142,095 0 0
BANK OF AMERICA CORPORATION COM 060505104 2,526 196,400 SH   SOLE 0 196,400 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,949 17,410 SH   SOLE 0 17,410 0 0
BRAVO BRIO RESTAURANT GROUP COM 10567B109 2,003 112,395 SH   SOLE 0 112,395 0 0
CITIGROUP INC COM NEW 172967424 2,245 46,800 SH   SOLE 0 46,800 0 0
COMVERSE INC COM 20585P105 1,321 44,548 SH   SOLE 0 44,548 0 0
DOMINION DIAMOND CORP COM 257287102 2,444 173,000 SH   SOLE 0 173,000 0 0
ECHOSTAR CORP CL A 278768106 1,426 36,452 SH   SOLE 0 36,452 0 0
FINISH LINE INC CL A 317923100 2,617 119,700 SH   SOLE 0 119,700 0 0
GENCORP INC COM 368682100 3,003 184,700 SH   SOLE 0 184,700 0 0
GENERAL MTRS CO COM 37045V100 3,087 92,675 SH   SOLE 0 92,675 0 0
GORDMANS STORES INC COM 38269P100 1,874 137,661 SH   SOLE 0 137,661 0 0
HARVEST NATURAL RESOURCES IN COM 41754V103 1,744 562,466 SH   SOLE 0 562,466 0 0
HERBALIFE LTD COM USD SHS G4412G101 2,131 47,200 SH   SOLE 0 47,200 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,675 67,541 SH   SOLE 0 67,541 0 0
ING U S INC COM 45685E106 2,530 93,500 SH   SOLE 0 93,500 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 2,344 101,870 SH   SOLE 0 101,870 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 2,370 27,882 SH   SOLE 0 27,882 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 3,531 27,854 SH   SOLE 0 27,854 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,698 145,000 SH   SOLE 0 145,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 1,046 46,800 SH   SOLE 0 46,800 0 0
MOVADO GROUP INC COM 624580106 1,614 47,700 SH   SOLE 0 47,700 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,249 14,000 SH   SOLE 0 14,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,209 273,339 SH   SOLE 0 273,339 0 0
RDA MICROELECTRONICS INC SPONSORED ADR 749394102 1,576 142,200 SH   SOLE 0 142,200 0 0
REGIONS FINL CORP NEW COM 7591EP100 2,674 280,600 SH   SOLE 0 280,600 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,559 116,900 SH   SOLE 0 116,900 0 0
UNITED RENTALS INC COM 911363109 3,594 72,000 SH   SOLE 0 72,000 0 0
VERINT SYS INC COM 92343X100 1,967 55,451 SH   SOLE 0 55,451 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,678 120,842 SH   SOLE 0 120,842 0 0
VISTEON CORP COM NEW 92839U206 2,540 40,234 SH   SOLE 0 40,234 0 0