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 |
| CONTINENTAL BUILDING PRODUCT COMMON | CMN | 211171103 | 16,239 | 766,338 | SH | SOLE | 766,338 | 0 | 0 | ||
| LUXFER ADR | CMN | 550678106 | 32,184 | 2,475,685 | SH | SOLE | 2,475,685 | 0 | 0 | ||
| MGIC INVESTMENT CORP | CMN | 552848103 | 2,833 | 248,956 | SH | SOLE | 248,956 | 0 | 0 | ||
| NEW HOME CO INC COMMON | CMN | 645370107 | 3,785 | 219,699 | SH | SOLE | 219,699 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP-A | CMN | 87724P106 | 4,524 | 222,206 | SH | SOLE | 222,206 | 0 | 0 | ||
| VERSO PAPER CORP COMMON | CMN | 92531L108 | 2,866 | 4,342,774 | SH | SOLE | 4,342,774 | 0 | 0 | ||
| WCI COMMUNITIES INC COMMON | CMN | 92923C807 | 119,827 | 4,912,968 | SH | SOLE | 4,912,968 | 0 | 0 | ||
| WILLIAM LYON HOMES CL A COMMON | CMN | 552074700 | 3,844 | 149,752 | SH | SOLE | 149,752 | 0 | 0 | ||
| YAHOO! INC COMMON | CMN | 984332106 | 52,059 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||