The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMER INTL GROUP INC CMN NEW | CMN | 026874784 | 39,571 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| AMERICAN WOODMARK CORP | CMN | 030506109 | 10,134 | 317,983 | SH | SOLE | 317,983 | 0 | 0 | ||
| CONTINENTAL BUILDING PRODUCT COMMON | CMN | 211171103 | 16,427 | 1,066,673 | SH | SOLE | 1,066,673 | 0 | 0 | ||
| DANA HOLDING CORP COMMON | CMN | 235825205 | 7,673 | 314,200 | SH | SOLE | 314,200 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC COMMON | CMN | G27823106 | 20,644 | 300,323 | SH | SOLE | 300,323 | 0 | 0 | ||
| HOME DEPOT INC COMMON | CMN | 437076102 | 8,258 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
| LUXFER ADR | CMN | 550678106 | 45,783 | 2,415,982 | SH | SOLE | 2,415,982 | 0 | 0 | ||
| MGIC INVESTMENT CORP | CMN | 552848103 | 16,309 | 1,765,000 | SH | SOLE | 1,765,000 | 0 | 0 | ||
| NEW HOME CO LLC COMMON | CMN | 645370107 | 885 | 62,616 | SH | SOLE | 62,616 | 0 | 0 | ||
| VERSO PAPER CORP COMMON | CMN | 92531L108 | 623 | 296,699 | SH | SOLE | 296,699 | 0 | 0 | ||
| WCI COMMUNITIES INC COMMON | CMN | 92923C807 | 127,363 | 6,595,676 | SH | SOLE | 6,595,676 | 0 | 0 | ||