The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AEROVIRONMENT INC COM 008073108 6,038 150,000 SH   SOLE   150,000 0 0
AEROVIRONMENT INC COM 008073108 2,415 60,000 SH Call SOLE   60,000 0 0
AK STL HLDG CORP COM 001547108 903 125,000 SH   SOLE   125,000 0 0
ARCH COAL INC COM 039380100 1,687 350,000 SH   SOLE   350,000 0 0
BRIGGS & STRATTON CORP COM 109043109 1,168 52,500 SH   SOLE   52,500 0 0
CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 269 10,395 SH   SOLE   10,395 0 0
CHEROKEE INC DEL NEW COM 16444H102 1,400 100,500 SH   SOLE   100,500 0 0
COMPASS MINERALS INTL INC COM 20451N101 5,100 61,800 SH   SOLE   61,800 0 0
COOPER TIRE & RUBR CO COM 216831107 8,019 330,000 SH   SOLE   330,000 0 0
COOPER TIRE & RUBR CO COM 216831107 3,645 150,000 SH Call SOLE   150,000 0 0
DOUGLAS DYNAMICS INC COM 25960R105 1,307 75,000 SH   SOLE   75,000 0 0
DSP GROUP INC COM 23332B106 346 40,000 SH   SOLE   40,000 0 0
ENTEGRIS INC COM 29362U104 5,752 475,000 SH   SOLE   475,000 0 0
ENTROPIC COMMUNICATIONS INC COM 29384R105 2,986 730,000 SH   SOLE   730,000 0 0
EVOGENE LTD SHS M4119S104 1,143 60,000 SH   SOLE   60,000 0 0
EXTREME NETWORKS INC COM 30226D106 1,450 250,000 SH   SOLE   250,000 0 0
FUSION-IO INC COM 36112J107 223 21,200 SH   SOLE   21,200 0 0
GLOBE SPECIALTY METALS INC COM 37954N206 3,581 172,000 SH   SOLE   172,000 0 0
GREIF INC CL A 397624107 4,199 80,000 SH   SOLE   80,000 0 0
GSE SYS INC COM 36227K106 696 399,742 SH   SOLE   399,742 0 0
HILLENBRAND INC COM 431571108 2,991 92,500 SH   SOLE   92,500 0 0
HOLLY ENERGY PARTNERS LP COM UT LTD PTN 435763107 349 10,529 SH   SOLE   10,529 0 0
HORSEHEAD HLDG CORP COM 440694305 2,103 125,000 SH   SOLE   125,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101 3,488 250,000 SH   SOLE   250,000 0 0
INTRALINKS HLDGS INC COM 46118H104 9,412 920,000 SH   SOLE   920,000 0 0
INTRALINKS HLDGS INC COM 46118H104 1,509 147,500 SH Call SOLE   147,500 0 0
KVH INDS INC COM 482738101 3,027 230,000 SH   SOLE   230,000 0 0
LAYNE CHRISTENSEN CO COM 521050104 1,646 90,500 SH   SOLE   90,500 0 0
LIBBEY INC COM 529898108 13,520 520,000 SH   SOLE   520,000 0 0
MACK CALI RLTY CORP COM 554489104 2,287 110,000 SH Call SOLE   110,000 0 0
MALIBU BOATS INC COM CL A 56117J100 333 15,000 SH   SOLE   15,000 0 0
MATRIX SVC CO COM 576853105 3,716 110,000 SH   SOLE   110,000 0 0
MCCLATCHY CO CL A 579489105 1,297 201,971 SH   SOLE   201,971 0 0
NETLIST INC COM 64118P109 380 200,000 SH   SOLE   200,000 0 0
OIL DRI CORP AMER COM 677864100 9,300 269,262 SH   SOLE   269,262 0 0
OMEGA PROTEIN CORP COM 68210P107 1,328 110,000 SH   SOLE   110,000 0 0
PBF ENERGY INC CL A 69318G106 4,644 180,000 SH   SOLE   180,000 0 0
POTASH CORP SASK INC COM 73755L107 5,433 150,000 SH   SOLE   150,000 0 0
POTASH CORP SASK INC COM 73755L107 4,346 120,000 SH Call SOLE   120,000 0 0
QUALCOMM INC COM 747525103 4,919 62,375 SH   SOLE   62,375 0 0
QUALCOMM INC COM 747525103 9,858 125,000 SH Call SOLE   125,000 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 724 35,000 SH   SOLE   35,000 0 0
REMY INTL INC COM 759663107 6,430 272,235 SH   SOLE   272,235 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323108 2,566 909,800 SH   SOLE   909,800 0 0
SILICON IMAGE INC COM 82705T102 6,210 900,000 SH   SOLE   900,000 0 0
SILICON IMAGE INC COM 82705T102 927 134,300 SH Call SOLE   134,300 0 0
SIRIUS XM HLDGS INC COM 82968B103 1,152 360,000 SH   SOLE   360,000 0 0
SUPERTEX INC COM 868532102 10,306 312,500 SH   SOLE   312,500 0 0
SUPERTEX INC COM 868532102 165 5,000 SH Call SOLE   5,000 0 0
TECHTARGET INC COM 87874R100 1,766 245,000 SH   SOLE   245,000 0 0
TELENAV INC COM 879455103 2,861 480,000 SH   SOLE   480,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 8,507 287,500 SH   SOLE   287,500 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 1,790 60,500 SH Call SOLE   60,500 0 0
THESTREET INC COM 88368Q103 7,072 2,699,235 SH   SOLE   2,699,235 0 0
TUESDAY MORNING CORP COM 899035505 3,997 282,500 SH   SOLE   282,500 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 5,655 430,000 SH   SOLE   430,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 5,562 320,000 SH   SOLE   320,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 4,332 150,000 SH   SOLE   150,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 3,249 112,500 SH Call SOLE   112,500 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 945 58,862 SH   SOLE   58,862 0 0