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 |
| ACCURIDE CORP NEW | COM NEW | 00439T206 | 2,731 | 732,112 | SH | SOLE | 732,112 | 0 | 0 | ||
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 5,869 | 212,561 | SH | SOLE | 212,561 | 0 | 0 | ||
| ALON USA ENERGY INC | COM | 020520102 | 3,596 | 217,426 | SH | SOLE | 217,426 | 0 | 0 | ||
| BAZAARVOICE INC | COM | 073271108 | 9,322 | 1,176,995 | SH | SOLE | 1,176,995 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 7,942 | 421,532 | SH | SOLE | 421,532 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 6,059 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 12,027 | 306,272 | SH | SOLE | 306,272 | 0 | 0 | ||
| DELEK US HLDGS INC | COM | 246647101 | 3,407 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 22,239 | 287,220 | SH | SOLE | 287,220 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 3,006 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346233109 | 3,136 | 147,439 | SH | SOLE | 147,439 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 11,725 | 286,896 | SH | SOLE | 286,896 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 12,902 | 270,416 | SH | SOLE | 270,416 | 0 | 0 | ||
| HOUSTON AMERN ENERGY CORP | COM | 44183U100 | 120 | 480,859 | SH | SOLE | 480,859 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 15,284 | 39,795 | SH | SOLE | 39,795 | 0 | 0 | ||
| INVESTORS REAL ESTATE TR | SH BEN INT | 461730103 | 4,321 | 503,592 | SH | SOLE | 503,592 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 19,797 | 199,461 | SH | SOLE | 199,461 | 0 | 0 | ||
| LIFEPOINT HOSPITALS INC | COM | 53219L109 | 12,942 | 244,937 | SH | SOLE | 244,937 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 27,238 | 296,940 | SH | SOLE | 296,940 | 0 | 0 | ||
| MAXWELL TECHNOLOGIES INC | COM | 577767106 | 10,681 | 1,374,651 | SH | SOLE | 1,374,651 | 0 | 0 | ||
| MBIA INC | COM | 55262C100 | 16,853 | 1,411,471 | SH | SOLE | 1,411,471 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 4,188 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MERITOR INC | COM | 59001K100 | 15,132 | 1,450,816 | SH | SOLE | 1,450,816 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 6,760 | 397,862 | SH | SOLE | 397,862 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 8,447 | 268,497 | SH | SOLE | 268,497 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 15,103 | 195,815 | SH | SOLE | 195,815 | 0 | 0 | ||
| PIONEER ENERGY SVCS CORP | COM | 723664108 | 8,622 | 1,076,430 | SH | SOLE | 1,076,430 | 0 | 0 | ||
| PROGRESSIVE WASTE SOLUTIONS | COM | 74339G101 | 15,667 | 633,014 | SH | SOLE | 633,014 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 12,177 | 289,106 | SH | SOLE | 289,106 | 0 | 0 | ||
| TESORO CORP | COM | 881609101 | 15,422 | 263,618 | SH | SOLE | 263,618 | 0 | 0 | ||
| UNIT CORP | COM | 909218109 | 24,809 | 480,612 | SH | SOLE | 480,612 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 16,500 | 559,329 | SH | SOLE | 559,329 | 0 | 0 | ||
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 28,619 | 567,837 | SH | SOLE | 567,837 | 0 | 0 | ||
| VIVUS INC | COM | 928551100 | 26,996 | 2,973,158 | SH | SOLE | 2,973,158 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 32,552 | 2,635,775 | SH | SOLE | 2,635,775 | 0 | 0 | ||
| WILLBROS GROUP INC DEL | COM | 969203108 | 3,978 | 422,341 | SH | SOLE | 422,341 | 0 | 0 | ||