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

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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
AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 8,845 630,906 SH   SOLE 8,845 0 0
BERRY PLASTICS GROUP INC COM 08579W103 4,085 129,492 SH   SOLE 4,085 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 4,928 277,946 SH   SOLE 4,928 0 0
COTT CORP QUE COM 22163N106 6,536 950,000 SH   SOLE 6,536 0 0
DIGITAL RIV INC COM 25388B104 7,419 300,000 SH   SOLE 7,419 0 0
EAGLE MATERIALS INC COM 26969P108 7,773 102,235 SH   SOLE 7,773 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 6,959 1,073,988 SH   SOLE 6,959 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 471 2,545,000 SH Call SOLE 471 0 0
GLOBAL CASH ACCESS HLDGS INC COM 378967103 7,901 1,105,000 SH   SOLE 7,901 0 0
INSTALLED BLDG PRODS INC COM 45780R101 1,883 105,652 SH   SOLE 1,883 0 0
LA Z BOY INC COM 505336107 5,529 206,016 SH   SOLE 5,529 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 12,738 179,188 SH   SOLE 12,738 0 0
MEDIA GEN INC NEW COM 58441K100 8,294 495,764 SH   SOLE 8,294 0 0
MENS WEARHOUSE INC COM 587118100 5,607 127,000 SH   SOLE 5,607 0 0
NATIONAL CINEMEDIA INC COM 635309107 8,020 558,074 SH   SOLE 8,020 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 5,928 1,633,159 SH   SOLE 5,928 0 0
PGT INC COM 69336V101 3,373 350,273 SH   SOLE 3,373 0 0
SEALED AIR CORP NEW COM 81211K100 5,516 130,000 SH   SOLE 5,516 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 5,732 59,907 SH   SOLE 5,732 0 0
WABASH NATL CORP COM 929566107 6,314 510,803 SH   SOLE 6,314 0 0