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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALLIANCE DATA SYSTEMS CORPCOM0185811081,251,0635,877,400SH SOLE15,877,40000
ARMSTRONG FLOORING INCCOM04238R10662,5454,609,071SH SOLE14,609,07100
ARMSTRONG WORLD INDS INC NEWCOM04247X102385,8026,852,612SH SOLE16,852,61200
CBRE GROUP INCCL A12504L109940,47719,916,923SH SOLE119,916,92300
CITIGROUPCOM NEW1729674241,093,50016,200,000SH SOLE116,200,00000
KKR & CO LPCOM UNITS48248M1021,008,91049,700,000SH SOLE149,700,00000
MORGAN STANLEYCOM NEW617446448969,10117,959,620SH SOLE117,959,62000
SEAGATE TECHNOLOGY PLCSHSG7945M1071,255,75721,458,600SH SOLE121,458,60000
SLM CORPCOM78442P10682,9547,400,000SH SOLE17,400,00000
TRINITY INDS INCCOM896522109698,53921,407,891SH SOLE121,407,89100
TWENTY-FIRST CENTURY FOX INCCL B90130A2001,939,47953,326,334SH SOLE153,326,33400
VALEANT PHARMACEUTICALS INTECOM91911K102286,74418,011,537SH SOLE118,011,53700