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
ABERCROMBIE & FITCH CO CL A 002896207 17,022 442,132 SH   OTR 1, 2 0 442,132 0
AEROVIRONMENT INC COM 008073108 2,013 50,000 SH   OTR 1, 2 0 50,000 0
LSB INDS INC COM 502160104 5,303 141,710 SH   OTR 1, 2 0 141,710 0
MEDIFAST INC COM 58470H101 17,454 600,000 SH   OTR 1, 2 0 600,000 0
OSI SYSTEMS INC COM 671044105 2,449 40,909 SH   OTR 1, 2 0 40,909 0
PAREXEL INTL CORP COM 699462107 1,028 19,000 SH   OTR 1, 2 0 19,000 0
QEP RES INC COM 74733V100 2,893 98,283 SH   OTR 1, 2 0 98,283 0
ROVI CORP COM 779376102 11,255 494,075 SH   OTR 1, 2 0 494,075 0
RENTECH INC COM 760112102 16,234 8,544,305 SH   OTR 1, 2 0 8,544,305 0
SILICON IMAGE INC COM 82705T102 6,856 993,674 SH   OTR 1, 2 0 993,674 0
TIMKEN CO COM 887389104 9,888 168,228 SH   OTR 1, 2 0 168,228 0
URS CORP NEW COM 903236107 1,287 27,339 SH   OTR 1, 2 0 27,339 0
UTI WORLDWIDE INC ORD G87210103 1,896 179,021 SH   OTR 1, 2 0 179,021 0
VOLCANO CORPORATION COM 928645100 46,760 2,372,403 SH   OTR 1, 2 0 2,372,403 0