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
ACCURIDE CORP NEW COM NEW 00439T206 3,211 724,894 SH   SOLE   724,894 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 9,855 329,160 SH   SOLE   329,160 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 13,542 751,098 SH   SOLE   751,098 0 0
ALON USA ENERGY INC COM 020520102 3,204 214,426 SH   SOLE   214,426 0 0
CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 2,003 77,514 SH   SOLE   77,514 0 0
CHICOS FAS INC COM 168615102 23,494 1,465,656 SH   SOLE   1,465,656 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,590 150,000 SH   SOLE   150,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,607 41,021 SH   SOLE   41,021 0 0
DELEK US HLDGS INC COM 246647101 2,875 99,000 SH   SOLE   99,000 0 0
DR REDDYS LABS LTD ADR 256135203 2,195 50,000 SH   SOLE   50,000 0 0
EAGLE MATERIALS INC COM 26969P108 33,436 377,131 SH   SOLE   377,131 0 0
EMCORE CORP COM NEW 290846203 93 18,434 SH   SOLE   18,434 0 0
FORESTAR GROUP INC COM 346233109 2,680 150,551 SH   SOLE   150,551 0 0
HCA HOLDINGS INC COM 40412C101 19,471 370,880 SH   SOLE   370,880 0 0
HOUSTON AMERN ENERGY CORP COM 44183U100 265 480,859 SH   SOLE   480,859 0 0
IDT CORP CL B NEW 448947507 732 43,935 SH   SOLE   43,935 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 18,216 41,589 SH   SOLE   41,589 0 0
INVESTORS REAL ESTATE TR SH BEN INT 461730103 4,888 544,336 SH   SOLE   544,336 0 0
ISHARES RUSSELL 2000 ETF 464287655 911 4,856 SH Put SOLE   4,856 0 0
KIRBY CORP COM 497266106 13,936 137,636 SH   SOLE   137,636 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 13,361 244,937 SH   SOLE   244,937 0 0
MARATHON PETE CORP COM 56585A102 22,691 260,697 SH   SOLE   260,697 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 17,760 1,374,651 SH   SOLE   1,374,651 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 4,573 55,000 SH   SOLE   55,000 0 0
MERITOR INC COM 59001K100 17,867 1,458,516 SH   SOLE   1,458,516 0 0
NAVISTAR INTL CORP NEW COM 63934E108 2,896 85,505 SH   SOLE   85,505 0 0
PBF ENERGY INC CL A 69318G106 10,777 417,705 SH   SOLE   417,705 0 0
PHILLIPS 66 COM 718546104 12,977 168,405 SH   SOLE   168,405 0 0
PROGRESSIVE WASTE SOLUTIONS COM 74339G101 16,370 646,793 SH   SOLE   646,793 0 0
REPUBLIC AWYS HLDGS INC COM 760276105 3,441 376,463 SH   SOLE   376,463 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 705 4,902 SH Put SOLE   4,902 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 13,293 310,505 SH   SOLE   310,505 0 0
TESORO CORP COM 881609101 14,505 286,718 SH   SOLE   286,718 0 0
UNIT CORP COM 909218109 19,746 302,015 SH   SOLE   302,015 0 0
VALERO ENERGY CORP NEW COM 91913Y100 25,846 486,748 SH   SOLE   486,748 0 0
VIVUS INC COM 928551100 25,527 4,297,471 SH   SOLE   4,297,471 0 0
WABASH NATL CORP COM 929566107 27,444 1,994,501 SH   SOLE   1,994,501 0 0
WILLBROS GROUP INC DEL COM 969203108 2,059 163,115 SH   SOLE   163,115 0 0