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 |
| ACCO BRANDS CORP | COM | 00081T108 | 1,859 | 290,000 | SH | DFND | 1 | 290,000 | 0 | 0 | |
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 945 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| AMETEK INC NEW | COM | 031100100 | 1,372 | 26,252 | SH | DFND | 1 | 26,252 | 0 | 0 | |
| BASIC ENERGY SVCS INC NEW | COM | 06985P100 | 438 | 15,000 | SH | DFND | 1 | 15,000 | 0 | 0 | |
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 5,563 | 265,143 | SH | DFND | 1 | 265,143 | 0 | 0 | |
| CELADON GROUP INC | COM | 150838100 | 1,059 | 49,670 | SH | DFND | 1 | 49,670 | 0 | 0 | |
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 1,323 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| COMFORT SYS USA INC | COM | 199908104 | 761 | 48,148 | SH | DFND | 1 | 48,148 | 0 | 0 | |
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 3,701 | 160,000 | SH | DFND | 1 | 160,000 | 0 | 0 | |
| COPART INC | COM | 217204106 | 719 | 20,000 | SH | DFND | 1 | 20,000 | 0 | 0 | |
| DYCOM INDS INC | COM | 267475101 | 1,790 | 57,178 | SH | DFND | 1 | 57,178 | 0 | 0 | |
| EMERSON ELEC CO | COM | 291011104 | 1,965 | 29,614 | SH | DFND | 1 | 29,614 | 0 | 0 | |
| FUELCELL ENERGY INC | COM | 35952H106 | 2,057 | 856,879 | SH | DFND | 1 | 856,879 | 0 | 0 | |
| GENERAL ELECTRIC CO | COM | 369604103 | 2,341 | 89,064 | SH | DFND | 1 | 89,064 | 0 | 0 | |
| GLOBAL BRASS & COPPR HLDGS I | COM | 37953G103 | 8,002 | 473,463 | SH | DFND | 1 | 473,463 | 0 | 0 | |
| GRANITE CONSTR INC | COM | 387328107 | 2,921 | 81,178 | SH | DFND | 1 | 81,178 | 0 | 0 | |
| ISHARES | 20+ YR TR BD ETF | 464287432 | 2,838 | 25,000 | SH | Put | DFND | 1 | 25,000 | 0 | 0 |
| JACOBS ENGR GROUP INC DEL | COM | 469814107 | 266 | 5,000 | SH | DFND | 1 | 5,000 | 0 | 0 | |
| KENNAMETAL INC | COM | 489170100 | 1,573 | 33,979 | SH | DFND | 1 | 33,979 | 0 | 0 | |
| KEYW HLDG CORP | COM | 493723100 | 3,657 | 290,902 | SH | DFND | 1 | 290,902 | 0 | 0 | |
| MOLYCORP INC DEL | COM | 608753109 | 504 | 196,033 | SH | DFND | 1 | 196,033 | 0 | 0 | |
| MRC GLOBAL INC | COM | 55345K103 | 21,788 | 770,175 | SH | DFND | 1 | 770,175 | 0 | 0 | |
| NORCRAFT COS INC | COM | 65557Y105 | 3,435 | 240,010 | SH | DFND | 1 | 240,010 | 0 | 0 | |
| ORION MARINE GROUP INC | COM | 68628V308 | 4,380 | 404,462 | SH | DFND | 1 | 404,462 | 0 | 0 | |
| OSI SYSTEMS INC | COM | 671044105 | 501 | 7,500 | SH | DFND | 1 | 7,500 | 0 | 0 | |
| PARAGON SHIPPING INC | CL A NEW | 69913R408 | 515 | 87,066 | SH | DFND | 1 | 87,066 | 0 | 0 | |
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 713 | 14,400 | SH | DFND | 1 | 14,400 | 0 | 0 | |
| PENTAIR PLC | SHS | G7S00T104 | 1,082 | 15,000 | SH | DFND | 1 | 15,000 | 0 | 0 | |
| PIKE CORP | COM | 721283109 | 4,627 | 516,391 | SH | DFND | 1 | 516,391 | 0 | 0 | |
| PLY GEM HLDGS INC | COM | 72941W100 | 8,698 | 861,163 | SH | DFND | 1 | 861,163 | 0 | 0 | |
| PLY GEM HLDGS INC | COM | 72941W100 | 1,504 | 148,900 | SH | Call | DFND | 1 | 148,900 | 0 | 0 |
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 2,978 | 40,400 | SH | DFND | 1 | 40,400 | 0 | 0 | |
| SCORPIO TANKERS INC | SHS | Y7542C106 | 3,263 | 320,878 | SH | DFND | 1 | 320,878 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,893 | 25,000 | SH | Put | DFND | 1 | 25,000 | 0 | 0 |
| THOMPSON CREEK METALS CO INC | COM | 884768102 | 1,184 | 400,000 | SH | DFND | 1 | 400,000 | 0 | 0 | |
| TRONOX LTD | SHS CL A | Q9235V101 | 1,463 | 54,383 | SH | DFND | 1 | 54,383 | 0 | 0 | |
| UNIVERSAL TRUCKLOAD SVCS INC | COM | 91388P105 | 3,240 | 127,769 | SH | DFND | 1 | 127,769 | 0 | 0 | |
| UTI WORLDWIDE INC | ORD | G87210103 | 165 | 15,970 | SH | DFND | 1 | 15,970 | 0 | 0 | |
| WILLBROS GROUP INC DEL | COM | 969203108 | 805 | 65,200 | SH | DFND | 1 | 65,200 | 0 | 0 | |
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 9,594 | 341,295 | SH | DFND | 1 | 341,295 | 0 | 0 | |