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
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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
ASHLAND INC NEW COM 044209104 3,810 41,195 SH   SOLE   41,195 0 0
ASTEX PHARMACEUTICALS INC COM 04624B103 5,485 646,089 SH   SOLE   646,089 0 0
BERRY PLASTICS GROUP INC COM 08579W103 5,502 275,525 SH   SOLE   275,525 0 0
BOB EVANS FARMS INC COM 096761101 11,128 194,315 SH   SOLE   194,315 0 0
COMPUWARE CORP COM 205638109 13,047 1,165,963 SH   SOLE   1,165,963 0 0
COPART INC COM 217204106 3,168 99,660 SH   SOLE   99,660 0 0
ELAN PLC ADR 284131208 2,392 153,560 SH   SOLE   153,560 0 0
EQUINIX INC COM NEW 29444U502 4,778 26,015 SH   SOLE   26,015 0 0
HILLSHIRE BRANDS CO COM 432589109 1,747 56,820 SH   SOLE   56,820 0 0
IRON MTN INC COM 462846106 733 27,128 SH   SOLE   27,128 0 0
LAMAR ADVERTISING CO CL A 512815101 5,658 120,315 SH   SOLE   120,315 0 0
LENDER PROCESSING SVCS INC COM 52602E102 4,822 144,943 SH   SOLE   144,943 0 0
MOLEX INC CL A 608554200 445 11,620 SH   SOLE   11,620 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 5,568 147,420 SH   SOLE   147,420 0 0
OIL STS INTL INC COM 678026105 6,195 59,878 SH   SOLE   59,878 0 0
PHILLIPS 66 COM 718546104 6,349 109,810 SH   SOLE   109,810 0 0
QEP RES INC COM 74733V100 3,610 130,355 SH   SOLE   130,355 0 0
ROCKWOOD HLDGS INC COM 774415103 673 10,060 SH   SOLE   10,060 0 0
SAFEWAY INC COM NEW 786514208 1,972 61,655 SH   SOLE   61,655 0 0
SPECTRA ENERGY CORP COM 847560109 12,163 355,325 SH   SOLE   355,325 0 0
TIMKEN CO COM 887389104 6,764 111,990 SH   SOLE   111,990 0 0
VISTEON CORP COM NEW 92839U206 8,422 111,340 SH   SOLE   111,340 0 0