The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 21,803 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| BABCOCK & WILCOX CO NEW | COM | 05615F102 | 47,208 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| BARNES & NOBLE INC | COM | 067774109 | 9,705 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| BLYTH INC | COM NEW | 09643P207 | 1,067 | 77,184 | SH | SOLE | 77,184 | 0 | 0 | ||
| COMVERSE INC | COM | 20585P105 | 31,950 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 39,108 | 2,370,200 | SH | SOLE | 2,370,200 | 0 | 0 | ||
| GENCORP INC | COM | 368682100 | 28,053 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 21,880 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 53,955 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LENDER PROCESSING SVCS INC | COM | 52602E102 | 28,280 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 33,109 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 25,875 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 70,664 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | ||
| PHH CORP | COM NEW | 693320202 | 41,545 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| QLT INC | COM | 746927102 | 14,585 | 3,150,000 | SH | SOLE | 3,150,000 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 29,334 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 36,360 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 44,200 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 92857W209 | 77,396 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||