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
CAPITAL SOUTHWEST CORP COM 140501107 2,044 44,041 SH   SOLE   44,041 0 0
CITIZENS FINL GROUP INC COM 174610105 3,574 148,100 SH   SOLE   148,100 0 0
CORPORATE EXECUTIVE BRD CO COM 21988R102 3,486 43,647 SH   SOLE   43,647 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 9,304 350,422 SH   SOLE   350,422 0 0
FAIR ISAAC CORP COM 303250104 23,346 263,137 SH   SOLE   263,137 0 0
MENS WEARHOUSE INC COM 587118100 22,517 431,367 SH   SOLE   431,367 0 0
MENS WEARHOUSE INC COM 587118100 2,333 44,700 SH Call SOLE   44,700 0 0
MICRON TECHNOLOGY INC COM 595112103 2,363 87,100 SH   SOLE   87,100 0 0
MONDELEZ INTL INC CL A 609207105 6,583 182,400 SH   SOLE   182,400 0 0
QUALITY DISTR INC FLA COM 74756M102 5,134 496,960 SH   SOLE   496,960 0 0
REALOGY HLDGS CORP COM 75605Y106 8,559 188,200 SH   SOLE   188,200 0 0
SABRE CORP COM 78573M104 3,892 160,182 SH   SOLE   160,182 0 0
SEMGROUP CORP CL A 81663A105 9,328 114,684 SH   SOLE   114,684 0 0
ULTRATECH INC COM 904034105 5,383 310,421 SH   SOLE   310,421 0 0