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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
CAMERON INTERNATIONAL CORP COM 13342B105 101,108 1,648,852 SH   SOLE 1,648,852 0 0
HEALTH NET INC COM 42222G108 73,897 1,227,111 SH   SOLE 1,227,111 0 0
METRO BANCORP INC PA COM 59161R101 348 11,856 SH   SOLE 11,856 0 0
PEPCO HOLDINGS INC COM 713291102 8,150 336,512 SH   SOLE 336,512 0 0
SOLERA HOLDINGS INC COM 83421A104 49,302 913,000 SH   SOLE 913,000 0 0