The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
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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
Accretive Health Inc COM 00438v103 1,605 205,831 SH   SOLE   205,831 0 0
Allscripts Healthcare Solution COM 01988p108 5,316 331,220 SH   SOLE   331,220 0 0
American Axle & Manufacturing Holdings, Inc COM 24061103 5,429 287,390 SH   SOLE   287,390 0 0
Babcock & Wilcox Co New COM 05615f102 3,855 118,754 SH   SOLE   118,754 0 0
Bio Rad Laboratories Inc CL A 90572207 5,820 48,620 SH   SOLE   48,620 0 0
Chevron Corp New COM 166764100 396 3,037 SH   SOLE   3,037 0 0
Computer Sciences Corp COM 205363104 318 5,030 SH   SOLE   5,030 0 0
Compuware Corp COM 205638109 2,457 245,930 SH   SOLE   245,930 0 0
Covidien PLC SHS g2554f113 271 3,000 SH   SOLE   3,000 0 0
Crown Holdings Inc COM 228368106 259 5,200 SH   SOLE   5,200 0 0
CSX Corp COM 126408103 529 17,160 SH   SOLE   17,160 0 0
Denbury Resources Inc COM NEW 247916208 7,133 386,410 SH   SOLE   386,410 0 0
Dresser-Rand Group Inc COM 261608103 3,244 50,910 SH   SOLE   50,910 0 0
Eastman Chem Co COM 277432100 332 3,800 SH   SOLE   3,800 0 0
Emulex Corp COM NEW 292475209 5,825 1,021,850 SH   SOLE   1,021,850 0 0
Energizer Holdings Inc COM 29266r108 7,876 64,540 SH   SOLE   64,540 0 0
Exelis Inc COM 30162a108 6,438 379,130 SH   SOLE   379,130 0 0
Express Inc COM 30219e103 4,070 238,970 SH   SOLE   238,970 0 0
Fidelity National Financial Inc CL A 31620r105 6,847 209,010 SH   SOLE   209,010 0 0
First Niagara Financial Group Inc COM 33582v108 2,842 325,150 SH   SOLE   325,150 0 0
Fluor Corp New COM 343412102 385 5,010 SH   SOLE   5,010 0 0
General Motors Co COM 37045v100 6,825 188,020 SH   SOLE   188,020 0 0
Ingersoll-Rand PLC SHS g47791101 260 4,160 SH   SOLE   4,160 0 0
International Business Machines COM 459200101 357 1,970 SH   SOLE   1,970 0 0
Kulicke & Soffa Industries Inc COM 501242101 8,714 611,110 SH   SOLE   611,110 0 0
Legg Mason Inc COM 524901105 5,023 97,890 SH   SOLE   97,890 0 0
Mallinckrodt Pub Ltd Co SHS g5785g107 806 10,075 SH   SOLE   10,075 0 0
MeadWestvaco Corp COM 583334107 6,786 153,320 SH   SOLE   153,320 0 0
Merck & Co Inc New COM 58933y105 217 3,750 SH   SOLE   3,750 0 0
Nordion Inc COM 65563c105 3,418 272,101 SH   SOLE   272,101 0 0
Oritani Financial Corp Del COM 68633d103 2,438 158,396 SH   SOLE   158,396 0 0
Philip Morris Intl Inc COM 718172109 298 3,530 SH   SOLE   3,530 0 0
Quantum Corp COM DSSG 747906204 3,202 2,624,875 SH   SOLE   2,624,875 0 0
SP Plus Corp COM 78469c103 4,737 221,451 SH   SOLE   221,451 0 0
Symantec Corp COM 871503108 7,412 323,670 SH   SOLE   323,670 0 0
Target Corp COM 87612e106 4,356 75,170 SH   SOLE   75,170 0 0
Telephone & Data Systems Inc COM NEW 879433829 4,708 180,300 SH   SOLE   180,300 0 0
Textron Inc COM 883203101 6,883 179,770 SH   SOLE   179,770 0 0
Universal American Corp New COM 91338e101 4,753 570,573 SH   SOLE   570,573 0 0
VCA Inc COM 918194101 5,664 161,410 SH   SOLE   161,410 0 0
Viewpoint Financial Group Inc MD COM 92672a101 784 29,141 SH   SOLE   29,141 0 0
WPX Energy Inc COM 98212b103 6,249 261,370 SH   SOLE   261,370 0 0
XL Group PLC SHS g98290102 5,583 170,580 SH   SOLE   170,580 0 0