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 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 26,730 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| AMERICAN RLTY CAP PPTYS INC | COM | 02917T104 | 45,010 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| BABCOCK & WILCOX CO NEW | COM | 05615F102 | 61,542 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| BARNES & NOBLE INC | COM | 067774109 | 13,455 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 29,460 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| FOREST CITY ENTERPRISES INC | CL A | 345550107 | 3,343 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| GENCORP INC | COM | 368682100 | 45,050 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 14,333 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GENERAL MTRS CO | *W EXP 07/10/201 | 37045V118 | 150 | 4,806 | SH | SOLE | 4,806 | 0 | 0 | ||
| GENERAL MTRS CO | *W EXP 07/10/201 | 37045V126 | 111 | 4,806 | SH | SOLE | 4,806 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 61,521 | 1,505,287 | SH | SOLE | 1,505,287 | 0 | 0 | ||
| LENDER PROCESSING SVCS INC | COM | 52602E102 | 29,904 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 36,613 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 32,355 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037109 | 43,510 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 81,090 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| PHH CORP | COM NEW | 693320202 | 36,525 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| QLT INC | COM | 746927102 | 18,103 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 35,513 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 59,640 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 45,620 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 92857W209 | 86,482 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||