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 |
| AIRCASTLE LTD | COM | G0129K104 | 30,890 | 1,888,115 | SH | SOLE | 1,888,115 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 27,601 | 515,900 | SH | SOLE | 515,900 | 0 | 0 | ||
| CIT GROUP INC | COM NEW | 125581801 | 60,566 | 1,317,802 | SH | SOLE | 1,317,802 | 0 | 0 | ||
| COLLABRIUM JAPAN ACQUISITN C | *W EXP 04/01/201 | G2266G110 | 142 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 4,622 | 72,936 | SH | SOLE | 72,936 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 41,968 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 11,828 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 60,783 | 2,707,500 | SH | SOLE | 2,707,500 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 10,698 | 803,135 | SH | SOLE | 803,135 | 0 | 0 | ||