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
ALLISON TRANSMISSION HLDGS I COM 01973R101 9,037 317,192 SH   SOLE NONE 317,192 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 18,405 518,737 SH   SOLE NONE 518,737 0 0
CONSOLIDATED TOMOKA LD CO COM 210226106 1,452 29,600 SH   SOLE NONE 29,600 0 0
EQUINIX INC COM NEW 29444U502 8,499 40,000 SH   SOLE NONE 40,000 0 0
ERA GROUP INC COM 26885G109 4,725 217,263 SH   SOLE NONE 217,263 0 0
FREIGHTCAR AMER INC COM 357023100 8,836 265,344 SH   SOLE NONE 265,344 0 0
GASTAR EXPL INC NEW COM 36729W202 8,468 1,442,625 SH   SOLE NONE 1,442,625 0 0
GENCORP INC COM 368682100 5,302 331,969 SH   SOLE NONE 331,969 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 9,028 220,126 SH   SOLE NONE 220,126 0 0
MICRON TECHNOLOGY INC COM 595112103 30,217 882,005 SH   SOLE NONE 882,005 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 2,641 94,885 SH   SOLE NONE 94,885 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 2,763 150,000 SH   SOLE NONE 150,000 0 0
SEMGROUP CORP CL A 81663A105 10,054 120,735 SH   SOLE NONE 120,735 0 0
SUNEDISON INC COM 86732Y109 10,357 548,564 SH   SOLE NONE 548,564 0 0