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
AIRGAS INC COM 009363102 1,836 13,272 SH   SOLE   13,272 0 0
AKORN INC COM 009728106 2,233 59,854 SH   SOLE   59,854 0 0
ALLY FINL INC COM 02005N100 1,087 58,312 SH   SOLE   58,312 0 0
ASBURY AUTOMOTIVE GROUP COM 043436104 1,068 15,829 SH   SOLE   15,829 0 0
ATMEL CORP COM 049513104 1,126 130,800 SH   SOLE   130,800 0 0
BLOUNT INTERNATIONAL INC COM 095180105 561 57,200 SH   SOLE   57,200 0 0
BOB EVANS FARMS COM 096761101 2,141 55,114 SH   SOLE   55,114 0 0
CABLEVISION SYSTEMS CL A NY CABLVS 12686C109 2,256 70,732 SH   SOLE   70,732 0 0
CIT Group Inc COM NEW 125581801 1,062 26,741 SH   SOLE   26,741 0 0
ETHAN ALLEN INTERIORS COM 297602104 3,649 131,166 SH   SOLE   131,166 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 467 19,618 SH   SOLE   19,618 0 0
FOREST CITY ENTERPRISES-CL A CL A 345550107 1,266 57,730 SH   SOLE   57,730 0 0
MEDIA GENERAL INC COM 58441K100 520 32,180 SH   SOLE   32,180 0 0
PMC - SIERRA INC COM 69344F106 1,143 98,349 SH   SOLE   98,349 0 0
SOLERA HOLDINGS INC COM 83421A104 1,009 18,398 SH   SOLE   18,398 0 0
STANCORP FINL GROUP INC COM 852891100 955 8,388 SH   SOLE   8,388 0 0
VIAVI SOLUTIONS INC COM 925550105 378 62,104 SH   SOLE   62,104 0 0
VIVINT SOLAR INC COM 92854Q106 477 17,590 SH   SOLE   17,590 0 0