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 |
| ASSISTED LIVING CONCPT NEV N | CL A NEW | 04544X300 | 14,950 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| BABCOCK & WILCOX CO NEW | COM | 05615F102 | 42,042 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| BARNES & NOBLE INC | COM | 067774109 | 11,970 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| BLYTH INC | COM NEW | 09643P207 | 2,792 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COMVERSE INC | COM | 20585P105 | 29,760 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 41,145 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
| FOREST CITY ENTERPRISES INC | CL A | 345550107 | 35,820 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| GENCORP INC | COM | 368682100 | 28,455 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 39,165 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 49,965 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LENDER PROCESSING SVCS INC | COM | 52602E102 | 56,613 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 28,521 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 26,348 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| NORDION INC | COM | 65563C105 | 7,400 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| OLD REP INTL CORP | COM | 680223104 | 5,019 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| PHH CORP | COM NEW | 693320202 | 36,684 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| QLT INC | COM | 746927102 | 13,829 | 3,150,000 | SH | SOLE | 3,150,000 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 9,753 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 32,220 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 36,452 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| SUNCOKE ENERGY PARTNERS L P | COMUNIT REP LT | 86722Y101 | 2,210 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 92857W209 | 51,732 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||