13F-HR 1 d538262d13fhr.txt FORM 13F ================================================================================ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F Form 13F Cover Page Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ] Amendment Number: ________________ This Amendment (Check only one.): [ ] is a restatement [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Centaur Capital Partners, L.P. Address: 1460 Main Street, Ste 234 Southlake, TX 76092 Form 13F File Number: 28-13305 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Malcolm E. Ashton Title: Managing Partner Phone: 817-488-9632 Signature, Place, and Date of Signing: /s/ Malcolm E. Ashton Southlake, TX May 15, 2013 ------------------------- -------------------- ----------------------- (Signature) (City, State) (Date) Report Type (Check only one.): [ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [X] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: 1 28-12232 T2 Partners Management, LP ================================================================================ FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 25 Form 13F Information Table Value Total: 51,797 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 --------------------------- --------------- --------- -------- ------------------------ ----------- -------- ------------------- TITLE OF VALUE SHRS OR INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X1000) PRN AMT SH/PRN PUT/CALL DISCRETION MANAGERS SOLE SHARED NONE --------------------------- --------------- --------- -------- -------- ------ -------- ----------- -------- ------- ------ ---- ALLEGHANY CORP DEL COM 017175100 1,187 3,000 SH N/A SOLE -- 3,000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 5,046 130,000 SH CALL SOLE -- N/A N/A N/A ANNIES INC COM 03600T104 957 25,000 SH PUT SOLE -- 25,000 0 0 APPLE INC COM 037833100 4,316 9,750 SH N/A SOLE -- 9,750 0 0 ASTEX PHARMACEUTICALS INC COM 04624B103 1,652 370,000 SH N/A SOLE -- 370,000 0 0 BIG LOTS INC COM 089302103 1,587 45,000 SH N/A SOLE -- 45,000 0 0 BLUCORA INC COM 095229100 3,158 204,000 SH N/A SOLE -- 204,000 0 0 BLUCORA INC COM 095229100 1,083 70,000 SH CALL SOLE -- N/A N/A N/A BODY CENT CORP COM 09689U102 2,350 250,000 SH N/A SOLE -- 250,000 0 0 BRAVO BRIO RESTAURANT GROUP COM 10567B109 317 20,000 SH N/A SOLE -- 20,000 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,642 45,000 SH N/A SOLE -- 45,000 0 0 COACH INC COM 189754104 4,249 85,000 SH N/A SOLE -- 85,000 0 0 E M C CORP MASS COM 268648102 2,986 125,000 SH N/A SOLE -- 125,000 0 0 E M C CORP MASS COM 268648102 2,031 85,000 SH CALL SOLE -- N/A N/A N/A FIRST AMERN FINL CORP COM 31847R102 6,776 265,000 SH N/A SOLE -- 265,000 0 0 IDT CORP CL B NEW 448947507 989 82,000 SH N/A SOLE -- 82,000 0 0 KOHLS CORP COM 500255104 4,152 90,000 SH N/A SOLE -- 90,000 0 0 MITCHAM INDS INC COM 606501104 423 25,000 SH CALL SOLE -- N/A N/A N/A OM GROUP INC COM 670872100 2,031 86,500 SH N/A SOLE -- 86,500 0 0 SKULLCANDY INC COM 83083J104 1,056 200,000 SH N/A SOLE -- 200,000 0 0 TELULAR CORP COM NEW 87970T208 881 87,600 SH N/A SOLE -- 87,600 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 802 78,200 SH N/A SOLE -- 78,200 0 0 VONAGE HLDGS CORP COM 92886T201 404 140,000 SH N/A SOLE -- 140,000 0 0 WESTERN DIGITAL CORP COM 958102105 991 19,700 SH N/A SOLE -- 19,700 0 0 XPO LOGISTICS INC NOTE 4.500%10/0 983793AA8 731 600 PRN N/A SOLE -- 600 0 0