ALLIANCE ONE INTL INC COM 018772103 23821 8186050 SH SOLE 8186050 0 0 ASSURANT INC COM 04621X108 26960 498334 SH SOLE 498334 0 0 ASSURED GUARANTY LTD COM G0585R106 129763 6920678 SH SOLE 6920678 0 0 COWEN GROUP INC NEW CL A 223622101 18156 5277834 SH SOLE 5277834 0 0 GENWORTH FINL INC COM CL A 37247D106 25872 2021264 SH SOLE 2021264 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 84926 1478512 SH SOLE 1478512 0 0 KRATON PERFORMANCE POLYMERS COM 50077C106 53798 2746187 SH SOLE 2746187 0 0 LEAR CORP COM NEW 521865204 11894 166180 SH SOLE 166180 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 11345 77095 SH SOLE 77095 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 95660 5156866 SH SOLE 5156866 0 0 MBIA INC COM 55262C100 31197 3049563 SH SOLE 3049563 0 0 OUTERWALL INC COM 690070107 86453 1728019 SH SOLE 1728019 0 0 PHH CORP COM NEW 693320202 54563 2298365 SH SOLE 2298365 0 0 POLYONE CORP COM 73179P106 32797 1067965 SH SOLE 1067965 0 0 POPULAR INC COM NEW 733174700 39039 1487200 SH SOLE 1487200 0 0 PZENA INVESTMENT MGMT INC CLASS A 74731Q103 1213 178873 SH SOLE 178873 0 0 SCIENTIFIC GAMES CORP CL A 80874P109 112975 6986709 SH SOLE 6986709 0 0 SEARS HLDGS CORP COM 812350106 85429 1436022 SH SOLE 1436022 0 0 SEARS HOMETOWN & OUTLET STOR COM 812362101 28161 886974 SH SOLE 886974 0 0 SYMETRA FINL CORP COM 87151Q106 22551 1265475 SH SOLE 1265475 0 0 SYNOVUS FINL CORP COM 87161C105 15065 4565248 SH SOLE 4565248 0 0 TFS FINL CORP COM 87240R107 16892 1411219 SH SOLE 1411219 0 0 TRONOX LTD SHS CL A Q9235V101 45570 1862300 SH SOLE 1862300 0 0