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
ACTAVIS PLC SHS G0083B108 17,379 58,393 SH   SOLE   58,393 0 0
ADVANCED ENERGY INDS COM 007973100 15,455 602,297 SH   SOLE   602,297 0 0
ALTERA CORP COM 021441100 2,231 52,000 SH   SOLE   52,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 12,796 104,964 SH   SOLE   104,964 0 0
ANN INC COM 035623107 7,968 194,200 SH   SOLE   194,200 0 0
APPLE INC COM 037833100 2,489 20,000 SH   SOLE   20,000 0 0
AUDIOCODES LTD ORD M15342104 760 165,291 SH   SOLE   165,291 0 0
BELMOND LTD CL A G1154H107 5,210 424,307 SH   SOLE   424,307 0 0
BRINKS CO COM 109696104 553 20,000 SH   SOLE   20,000 0 0
BROOKDALE SR LIVING INC COM 112463104 8,915 236,100 SH   SOLE   236,100 0 0
BROOKS AUTOMATION INC COM 114340102 880 75,644 SH   SOLE   75,644 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,131 169,542 SH   SOLE   169,542 0 0
CAPITAL SR LIVING CORP COM 140475104 4,160 160,366 SH   SOLE   160,366 0 0
CONSOLIDATED TOMOKA LD CO COM 210226106 3,094 51,868 SH   SOLE   51,868 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,730 40,700 SH   SOLE   40,700 0 0
DRESSER-RAND GROUP INC COM 261608103 8,753 108,942 SH   SOLE   108,942 0 0
ENDO INTL PLC SHS G30401106 7,212 100,000 SH Call SOLE   100,000 0 0
ENPRO INDS INC COM 29355X107 1,725 26,158 SH   SOLE   26,158 0 0
EPIQ SYS INC COM 26882D109 4,653 259,521 SH   SOLE   259,521 0 0
GANNETT INC COM 364730101 2,540 68,500 SH   SOLE   68,500 0 0
GENERAL ELECTRIC CO COM 369604103 1,637 66,000 SH   SOLE   66,000 0 0
GLOBE SPECIALTY METALS INC COM 37954N206 4,875 257,687 SH   SOLE   257,687 0 0
GRAHAM HLDGS CO COM 384637104 8,974 8,550 SH   SOLE   8,550 0 0
KLX INC COM 482539103 2,243 58,200 SH   SOLE   58,200 0 0
KRAFT FOODS GROUP INC COM 50076Q106 15,672 179,900 SH   SOLE   179,900 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 1,920 28,058 SH   SOLE   28,058 0 0
MCDONALDS CORP COM 580135101 9,111 93,500 SH   SOLE   93,500 0 0
MENS WEARHOUSE INC COM 587118100 2,819 54,000 SH   SOLE   54,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 4,149 63,100 SH   SOLE   63,100 0 0
MKS INSTRUMENT INC COM 55306N104 7,247 214,331 SH   SOLE   214,331 0 0
MOLSON COORS BREWING CO CL B 60871R209 5,949 79,900 SH   SOLE   79,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,560 23,400 SH   SOLE   23,400 0 0
MYLAN N V SHS EURO N59465109 8,606 145,000 SH   SOLE   145,000 0 0
NCI BUILDING SYS INC COM NEW 628852204 4,389 253,979 SH   SOLE   253,979 0 0
NORCRAFT COS INC COM 65557Y105 5,254 205,475 SH   SOLE   205,475 0 0
OWENS ILL INC COM NEW 690768403 3,416 146,479 SH   SOLE   146,479 0 0
PATTERSON COMPANIES INC COM 703395103 2,147 44,000 SH   SOLE   44,000 0 0
PATTERSON COMPANIES INC COM 703395103 4,879 100,000 SH Call SOLE   100,000 0 0
PIER 1 IMPORTS INC COM 720279108 4,534 324,300 SH   SOLE   324,300 0 0
PINNACLE ENTMT INC COM 723456109 6,193 171,600 SH   SOLE   171,600 0 0
PLY GEM HLDGS INC COM 72941W100 554 42,600 SH   SOLE   42,600 0 0
QUALITY DISTR INC FLA COM 74756M102 2,703 261,661 SH   SOLE   261,661 0 0
RPM INTL INC COM 749685103 8,900 185,460 SH   SOLE   185,460 0 0
SALIX PHARMACEUTICALS INC COM 795435106 18,214 105,400 SH   SOLE   105,400 0 0
SIGMA ALDRICH CORP COM 826552101 13,272 96,000 SH   SOLE   96,000 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 3,311 96,900 SH   SOLE   96,900 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,155 20,000 SH   SOLE   20,000 0 0
TERADYNE INC COM 880770102 4,477 237,500 SH   SOLE   237,500 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 15,815 275,000 SH Call SOLE   275,000 0 0
TILE SHOP HLDGS INC COM 88677Q109 1,102 91,000 SH   SOLE   91,000 0 0
TIMKEN CO COM 887389104 4,766 113,100 SH   SOLE   113,100 0 0
TITAN INTL INC ILL COM 88830M102 968 103,461 SH   SOLE   103,461 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 6,574 33,100 SH   SOLE   33,100 0 0
VECTOR GROUP LTD COM 92240M108 7,475 340,226 SH   SOLE   340,226 0 0
VISTEON CORP COM NEW 92839U206 7,630 79,147 SH   SOLE   79,147 0 0
VITESSE SEMICONDUCTOR CORP COM NEW 928497304 4,407 830,000 SH   SOLE   830,000 0 0
YAHOO INC COM 984332106 7,998 180,000 SH   SOLE   180,000 0 0