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 |
| ANTHEM INC | COM | 036752103 | 12,656 | 100,710 | SH | SOLE | 100,710 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 5,420 | 91,702 | SH | SOLE | 91,702 | 0 | 0 | ||
| CAPELLA EDUCATION COMPANY | COM | 139594105 | 5,772 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 2,628 | 144,900 | SH | SOLE | 144,900 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 6,366 | 325,274 | SH | SOLE | 325,274 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 5,942 | 162,826 | SH | SOLE | 162,826 | 0 | 0 | ||
| DEVRY ED GROUP INC | COM | 251893103 | 3,275 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 6,989 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| EXTERRAN HLDGS INC | COM | 30225X103 | 6,594 | 202,400 | SH | SOLE | 202,400 | 0 | 0 | ||
| GENWORTH FINL INC | COM CL A | 37247D106 | 5,210 | 612,900 | SH | SOLE | 612,900 | 0 | 0 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 2,953 | 78,800 | SH | SOLE | 78,800 | 0 | 0 | ||
| J2 GLOBAL INC | COM | 48123V102 | 290 | 400 | SH | Call | SOLE | 400 | 0 | 0 | |
| MGIC INVT CORP WIS | COM | 552848103 | 4,520 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| LINDSAY CORP | COM | 535555106 | 10 | 115 | SH | Call | SOLE | 115 | 0 | 0 | |
| NASDAQ OMX GROUP INC | COM | 631103108 | 8,065 | 168,160 | SH | SOLE | 168,160 | 0 | 0 | ||
| NCR CORP NEW | COM | 62886E108 | 845 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 4,032 | 92,270 | SH | SOLE | 92,270 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 1,020 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PLUM CREEK TIMBER CO INC | COM | 729251108 | 1,724 | 40,300 | SH | SOLE | 40,300 | 0 | 0 | ||
| RF MICRODEVICES INC | COM | 749941100 | 8,066 | 486,200 | SH | SOLE | 486,200 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 7,390 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 5,326 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 6,798 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
| TRIBUNE MEDIA CO | CL A | 896047503 | 2,869 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| TRIQUINT SEMICONDUCTOR INC | COM | 89674K103 | 4,133 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | 3,386 | 344,077 | SH | SOLE | 344,077 | 0 | 0 | ||
| ZOES KITCHEN INC | COM | 98979J109 | 150 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||