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
ACXIOM CORP COM 005125109 8,982 414,125 SH   SOLE   414,125 0 0
ALLERGAN INC COM 018490102 11,389 67,300 SH   SOLE   67,300 0 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 12,119 16,761 SH   SOLE   16,761 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 7,637 293,409 SH   SOLE   293,409 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 26,018 226,364 SH   SOLE   226,364 0 0
ANNIES INC COM 03600T104 1,338 39,556 SH   SOLE   39,556 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 6,101 106,225 SH   SOLE   106,225 0 0
BED BATH & BEYOND INC COM 075896100 3,414 59,500 SH   SOLE   59,500 0 0
BROOKDALE SR LIVING INC COM 112463104 6,758 202,700 SH   SOLE   202,700 0 0
BROOKS AUTOMATION INC COM 114340102 6,508 604,285 SH   SOLE   604,285 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 5,114 114,543 SH   SOLE   114,543 0 0
CHICOS FAS INC COM 168615102 7,890 465,200 SH   SOLE   465,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,834 77,550 SH   SOLE   77,550 0 0
ENPRO INDS INC COM 29355X107 38,485 526,044 SH   SOLE   526,044 0 0
ENTEGRIS INC COM 29362U104 5,370 390,700 SH   SOLE   390,700 0 0
GENERAL ELECTRIC CO COM 369604103 2,849 108,400 SH   SOLE   108,400 0 0
HUBBELL INC CL B 443510201 10,269 83,387 SH   SOLE   83,387 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 3,782 52,035 SH   SOLE   52,035 0 0
MANITOWOC INC COM 563571108 4,520 137,550 SH   SOLE   137,550 0 0
MKS INSTRUMENT INC COM 55306N104 8,547 273,593 SH   SOLE   273,593 0 0
MYLAN INC COM 628530107 4,321 83,800 SH   SOLE   83,800 0 0
NCR CORP NEW COM 62886E108 6,745 192,211 SH   SOLE   192,211 0 0
OCWEN FINL CORP COM NEW 675746309 5,565 150,000 SH Call SOLE   150,000 0 0
ORIENT-EXPRESS HOTELS LTD CL A G67743107 4,526 311,300 SH   SOLE   311,300 0 0
OWENS ILL INC COM NEW 690768403 16,035 462,905 SH   SOLE   462,905 0 0
RPM INTL INC COM 749685103 7,107 153,900 SH   SOLE   153,900 0 0
SEAWORLD ENTMT INC COM 81282V100 3,218 113,600 SH   SOLE   113,600 0 0
SHIRE PLC SPONSORED ADR 82481R106 10,338 43,900 SH   SOLE   43,900 0 0
TIMKEN CO COM 887389104 8,523 175,500 SH   SOLE   175,500 0 0
TREX CO INC COM 89531P105 3,784 131,300 SH   SOLE   131,300 0 0
TYSON FOODS INC CL A 902494103 6,307 168,000 SH   SOLE   168,000 0 0
VECTOR GROUP LTD COM 92240M108 6,122 296,025 SH   SOLE   296,025 0 0
WHIRLPOOL CORP COM 963320106 15,030 107,961 SH   SOLE   107,961 0 0
XPO LOGISTICS INC COM 983793100 1,866 65,200 SH   SOLE   65,200 0 0