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
3M CO COM 88579y101 1,108 7,821 SH   SOLE   7,821 0 0
APPLE INC COM 037833100 4,748 47,131 SH   SOLE   47,131 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,339 26,200 SH   SOLE   26,200 0 0
BANK AMER CORP COM 060505104 3,819 224,000 SH   SOLE   224,000 0 0
BECTON DICKINSON & CO COM 075887109 1,058 9,300 SH   SOLE   9,300 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,100 21,486 SH   SOLE   21,486 0 0
CA INC COM 12673P105 936 33,500 SH   SOLE   33,500 0 0
CAMPBELL SOUP CO COM 134429109 889 20,794 SH   SOLE   20,794 0 0
CAPITOL ACQUISITION CORP II UNIT 99/99/9999 14056V204 1,320 130,484 SH   SOLE   130,484 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309l102 2,107 69,170 SH   SOLE   69,170 0 0
CONOCOPHILLIPS COM 20825C104 1,075 14,050 SH   SOLE   14,050 0 0
CONVERSANT INC COM 21249J105 3,618 105,625 SH   SOLE   105,625 0 0
CUSTOMERS BANCORP INC COM 23204G100 765 42,570 SH   SOLE   42,570 0 0
DARDEN RESTAURANTS INC COM 237194105 912 17,715 SH   SOLE   17,715 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 1,061 14,779 SH   SOLE   14,779 0 0
EMERSON ELEC CO COM 291011104 953 15,231 SH   SOLE   15,231 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 1,099 17,175 SH   SOLE   17,175 0 0
EVERTEC INC COM 30040P103 983 44,000 SH   SOLE   44,000 0 0
GENERAL ELECTRIC CO COM 369604103 957 37,350 SH   SOLE   37,350 0 0
INTEL CORP COM 458140100 4,004 115,000 SH   SOLE   115,000 0 0
JOHNSON & JOHNSON COM 478160104 1,131 10,608 SH   SOLE   10,608 0 0
LAZARD LTD SHS A G54050102 2,783 54,900 SH   SOLE   54,900 0 0
MARVELL TECHNOLOGY GROUP LTD ORD g5876h105 1,752 130,000 SH   SOLE   130,000 0 0
METLIFE INC COM 59156r108 3,084 57,400 SH   SOLE   57,400 0 0
MICROSOFT CORP COM 594918104 4,024 86,800 SH   SOLE   86,800 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,306 30,300 SH   SOLE   30,300 0 0
NETAPP INC COM 64110D104 2,341 54,500 SH   SOLE   54,500 0 0
NORFOLK SOUTHERN CORP COM 655844108 1,255 11,250 SH   SOLE   11,250 0 0
NOW INC COM 67011P100 230 7,575 SH   SOLE   7,575 0 0
NVR INC COM 62944T105 3,447 3,050 SH   SOLE   3,050 0 0
ORACLE CORP COM 68389X105 2,021 52,800 SH   SOLE   52,800 0 0
PBF ENERGY INC CL A 69318G106 3,001 125,050 SH   SOLE   125,050 0 0
PFIZER INC COM 717081103 861 29,122 SH   SOLE   29,122 0 0
PROCTER & GAMBLE CO COM 742718109 890 10,634 SH   SOLE   10,634 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347b201 2,106 37,385 SH   SOLE   37,385 0 0
QUEST DIAGNOSTICS INC COM 74834L100 843 13,885 SH   SOLE   13,885 0 0
SWIFT TRANSN CO CL A 87074u101 2,932 139,750 SH   SOLE   139,750 0 0
SYSCO CORP COM 871829107 874 23,041 SH   SOLE   23,041 0 0
TIME WARNER INC COM NEW 887317303 1,216 16,163 SH   SOLE   16,163 0 0
UNITED CONTL HLDGS INC COM 910047109 5,100 109,000 SH   SOLE   109,000 0 0
VIACOM INC NEW CL B 92553p201 1,041 13,530 SH   SOLE   13,530 0 0