The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 38,597 | 1,806,115 | SH | SOLE | 1,806,115 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 21,450 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| BARNES & NOBLE INC | COM | 067774109 | 13,722 | 590,956 | SH | SOLE | 590,956 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 33,481 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| CIT GROUP INC | COM NEW | 125581801 | 63,030 | 1,317,802 | SH | SOLE | 1,317,802 | 0 | 0 | ||
| COLLABRIUM JAPAN ACQUISITN C | *W EXP 04/01/201 | G2266G110 | 20 | 334,637 | SH | SOLE | 334,637 | 0 | 0 | ||
| DISCOVER FINL SVCS | COM | 254709108 | 19,647 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FINISH LINE INC | CL A | 317923100 | 5,289 | 217,561 | SH | SOLE | 217,561 | 0 | 0 | ||
| FIRST NIAGARA FINL GP INC | COM | 33582V108 | 12,706 | 1,507,295 | SH | SOLE | 1,507,295 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 39,386 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 20,522 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 52,363 | 2,707,500 | SH | SOLE | 2,707,500 | 0 | 0 | ||
| TIME INC NEW | COM | 887228104 | 9,130 | 371,000 | SH | SOLE | 371,000 | 0 | 0 | ||