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
Forestar Group Inc COM 346233109 5,428 344,224 SH   SOLE   0 344,224 0
Visteon Corp COM 92839U206 3,943 40,898 SH   SOLE   40,898 0 0
Kraton Performance Polymers In COM 50077C106 2,385 118,000 SH   SOLE   118,000 0 0
OM Group Inc COM 670872100 2,092 69,678 SH   SOLE   69,678 0 0
Children's Place Inc/The COM 168905107 1,823 28,400 SH   SOLE   28,400 0 0
Rally Software Development Cor COM 751198102 1,686 107,446 SH   SOLE   107,446 0 0
American Realty Capital Proper COM 02917T104 1,515 153,796 SH   SOLE   153,796 0 0
Tile Shop Holdings Inc COM 88677Q109 1,235 102,000 SH   SOLE   102,000 0 0
Magnachip Semiconductor Corp COM 55933J203 1,035 189,200 SH   SOLE   189,200 0 0
Exterran Holdings Inc COM 30225X103 1,007 30,000 SH   SOLE   30,000 0 0
Bravo Brio Restaurant Group In COM 10567B109 521 35,500 SH   SOLE   35,500 0 0
Furmanite Corp COM 361086101 142 18,000 SH   SOLE   18,000 0 0