The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ENERGY XXI (BERMUDA) LTD | USD UNRS SHS | G10082140 | 8,981 | 405,000 | SH | DFND | 0 | 0 | 405,000 | 0 | |
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 78,560 | 1,549,817 | SH | SOLE | 0 | 1,549,817 | 0 | 0 | |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 125,829 | 3,137,873 | SH | SOLE | 0 | 3,137,873 | 0 | 0 | |
| DINEEQUITY INC | COM | 254423106 | 162,007 | 2,352,356 | SH | SOLE | 0 | 2,352,356 | 0 | 0 | |
| FUTUREFUEL CORPORATION | COM | 36116M106 | 4,208 | 296,959 | SH | SOLE | 0 | 296,959 | 0 | 0 | |
| PVH CORP | COM | 693656100 | 99,553 | 796,108 | SH | SOLE | 0 | 796,108 | 0 | 0 | |
| SUNSTONE HOTEL INVS INC NEW | COM | 867892101 | 13,312 | 1,101,953 | SH | SOLE | 0 | 1,101,953 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 70,440 | 918,387 | SH | SOLE | 0 | 918,387 | 0 | 0 | |