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 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 5,267 | 91,702 | SH | SOLE | 91,702 | 0 | 0 | ||
| CAPELLA EDUCATION COMPANY | COM | 139594105 | 5,983 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 2,879 | 194,900 | SH | SOLE | 194,900 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 8,535 | 274,600 | SH | SOLE | 274,600 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 5,142 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | ||
| DELTIC TIMBER CORP | COM | 247850100 | 1,203 | 19,913 | SH | SOLE | 19,913 | 0 | 0 | ||
| DEVRY ED GROUP INC | COM | 251893103 | 4,382 | 103,500 | SH | SOLE | 103,500 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 5,400 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| EXTERRAN HLDGS INC | COM | 30225X103 | 5,232 | 116,300 | SH | SOLE | 116,300 | 0 | 0 | ||
| GENWORTH FINL INC | COM CL A | 37247D106 | 7,480 | 429,900 | SH | SOLE | 429,900 | 0 | 0 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 2,591 | 59,300 | SH | SOLE | 59,300 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 9,776 | 1,058,000 | SH | SOLE | 1,058,000 | 0 | 0 | ||
| NASDAQ OMX GROUP INC | COM | 631103108 | 6,494 | 168,160 | SH | SOLE | 168,160 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 942 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PLUM CREEK TIMBER CO INC | COM | 729251108 | 1,818 | 40,300 | SH | SOLE | 40,300 | 0 | 0 | ||
| RF MICRODEVICES INC | COM | 749941100 | 7,681 | 800,900 | SH | SOLE | 800,900 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 6,599 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 6,985 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| TRIQUINT SEMICONDUCTOR INC | COM | 89674K103 | 2,372 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | 3,250 | 267,700 | SH | SOLE | 267,700 | 0 | 0 | ||
| WEATHERFORD INTERNATIONAL LT | REG SHS | H27013103 | 3,051 | 132,667 | SH | SOLE | 132,667 | 0 | 0 | ||
| WELLPOINT INC | COM | 94973V107 | 12,655 | 117,599 | SH | SOLE | 117,599 | 0 | 0 | ||
| ZOES KITCHEN INC | COM | 98979J109 | 172 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||