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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
DELPHI AUTOMOTIVE PLCSHSG2782310679,0311,314,343SH SOLE 1,314,34300
ASBURY AUTOMOTIVE GROUP INCCOM043436104138,5652,578,424SH SOLE 2,578,42400
DINEEQUITY INCCOM254423106196,5392,352,356SH SOLE 2,352,35600
PVH CORPCOM693656100104,146765,666SH SOLE 765,66600
SUNSTONE HOTEL INVS INC NEWCOM86789210110,187760,200SH SOLE 760,20000
WEX INCCOM96208T10456,806573,620SH SOLE 573,62000