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
Estimated average burden
hours per response: 23.8
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
AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 8,952 887,167 SH   SOLE 887,167 0 0
AMERICAN WOODMARK CORP COM 030506109 6,472 203,067 SH   SOLE 203,067 0 0
BERRY PLASTICS GROUP INC COM 08579W103 4,386 170,000 SH   SOLE 170,000 0 0
BGC PARTNERS INC CL A 05541T101 4,790 643,764 SH   SOLE 643,764 0 0
DIANA SHIPPING INC COM Y2066G104 964 88,508 SH   SOLE 88,508 0 0
EAGLE MATERIALS INC COM 26969P108 5,358 56,835 SH   SOLE 56,835 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,550 13,500 SH   SOLE 13,500 0 0
JGWPT HLDGS INC CL A 46617M109 3,418 303,541 SH   SOLE 303,541 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 11,164 179,000 SH   SOLE 179,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 10,220 583,660 SH   SOLE 583,660 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 2,622 706,701 SH   SOLE 706,701 0 0
PGT INC COM 69336V101 4,661 550,316 SH   SOLE 550,316 0 0
SCORPIO TANKERS INC SHS Y7542C106 2,543 250,000 SH   SOLE 250,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 8,079 93,907 SH   SOLE 93,907 0 0
STEELCASE INC CL A 858155203 2,398 158,500 SH   SOLE 158,500 0 0
TRIUMPH GROUP INC NEW COM 896818101 3,044 43,600 SH   SOLE 43,600 0 0
URBAN OUTFITTERS INC COM 917047102 3,386 100,000 SH   SOLE 100,000 0 0