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 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 1,127 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 2,186 | 45,800 | SH | DFND | 45,800 | 0 | 0 | ||
| AXIALL CORP | COM | 05463D100 | 863 | 55,000 | SH | DFND | 55,000 | 0 | 0 | ||
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 4,472 | 335,462 | SH | DFND | 335,462 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 1,144 | 27,500 | SH | DFND | 27,500 | 0 | 0 | ||
| CALIX INC | COM | 13100M509 | 428 | 54,889 | SH | DFND | 54,889 | 0 | 0 | ||
| CASELLA WASTE SYS INC | CL A | 147448104 | 1,939 | 334,348 | SH | DFND | 334,348 | 0 | 0 | ||
| CELADON GROUP INC | COM | 150838100 | 6,998 | 436,800 | SH | DFND | 436,800 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 6,609 | 332,967 | SH | DFND | 332,967 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 207 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| COMFORT SYS USA INC | COM | 199908104 | 545 | 20,000 | SH | Put | DFND | 20,000 | 0 | 0 | |
| COPART INC | COM | 217204106 | 2,632 | 80,000 | SH | DFND | 80,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 1,034 | 38,430 | SH | DFND | 38,430 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 684 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 8,325 | 424,727 | SH | DFND | 424,727 | 0 | 0 | ||
| FORWARD AIR CORP | COM | 349853101 | 1,275 | 30,722 | SH | DFND | 30,722 | 0 | 0 | ||
| FURMANITE CORPORATION | COM | 361086101 | 167 | 27,500 | SH | DFND | 27,500 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 1,023 | 17,314 | SH | DFND | 17,314 | 0 | 0 | ||
| GIBRALTAR INDS INC | COM | 374689107 | 481 | 26,203 | SH | DFND | 26,203 | 0 | 0 | ||
| GLOBAL BRASS & COPPR HLDGS I | COM | 37953G103 | 308 | 15,000 | SH | DFND | 15,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 2,841 | 30,000 | SH | DFND | 30,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 2,434 | 34,083 | SH | DFND | 34,083 | 0 | 0 | ||
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | 214 | 2,000 | SH | DFND | 2,000 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 3,947 | 63,706 | SH | DFND | 63,706 | 0 | 0 | ||
| KRATON PERFORMANCE POLYMERS | COM | 50077C106 | 456 | 25,495 | SH | DFND | 25,495 | 0 | 0 | ||
| L-3 COMMUNICATIONS HLDGS INC | COM | 502424104 | 523 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 1,920 | 40,000 | SH | DFND | 40,000 | 0 | 0 | ||
| MERCURY SYS INC | COM | 589378108 | 1,491 | 93,700 | SH | DFND | 93,700 | 0 | 0 | ||
| MILLER HERMAN INC | COM | 600544100 | 1,442 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 383 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| NCI BUILDING SYS INC | COM | 628852204 | 370 | 35,000 | SH | DFND | 35,000 | 0 | 0 | ||
| NCR CORP NEW | COM | 62886E108 | 1,326 | 58,300 | SH | DFND | 58,300 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 5,150 | 67,409 | SH | DFND | 67,409 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 2,625 | 181,627 | SH | DFND | 181,627 | 0 | 0 | ||
| PLY GEM HLDGS INC | COM | 72941W100 | 767 | 65,515 | SH | DFND | 65,515 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 1,408 | 74,620 | SH | DFND | 74,620 | 0 | 0 | ||
| QUEST RESOURCE HLDG CORP | COM | 74836W104 | 183 | 325,896 | SH | DFND | 325,896 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 819 | 7,500 | SH | DFND | 7,500 | 0 | 0 | ||
| ROADRUNNER TRNSN SVCS HLDG I | COM | 76973Q105 | 1,468 | 79,785 | SH | DFND | 79,785 | 0 | 0 | ||
| RUCKUS WIRELESS INC | COM | 781220108 | 1,069 | 90,000 | SH | DFND | 90,000 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 665 | 15,000 | SH | DFND | 15,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 1,522 | 40,000 | SH | DFND | 40,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 19,163 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 469 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| SWIFT TRANSN CO | CL A | 87074U101 | 5,077 | 338,000 | SH | DFND | 338,000 | 0 | 0 | ||
| TEAM INC | COM | 878155100 | 1,310 | 40,789 | SH | DFND | 40,789 | 0 | 0 | ||
| TRAVELCENTERS AMER LLC | COM | 894174101 | 1,044 | 101,101 | SH | DFND | 101,101 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 450 | 7,500 | SH | DFND | 7,500 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 890 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| VALSPAR CORP | COM | 920355104 | 4,661 | 64,847 | SH | DFND | 64,847 | 0 | 0 | ||
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 1,498 | 113,000 | SH | DFND | 113,000 | 0 | 0 | ||