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
ALBEMARLE CORP COM 012653101 200,960 3,025,592 SH   SOLE   3,025,592 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 129,196 4,315,165 SH   SOLE   4,315,165 0 0
AXIALL CORP COM 05463D100 123,724 2,754,316 SH   SOLE   2,754,316 0 0
BARNES GROUP INC COM 067806109 84,356 2,192,764 SH   SOLE   2,192,764 0 0
DARLING INTL INC COM 237266101 268,043 13,388,761 SH   SOLE   13,388,761 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 183,738 2,668,673 SH   SOLE   2,668,673 0 0
DOVER CORP COM 260003108 167,063 2,043,585 SH   SOLE   2,043,585 0 0
DOVER DOWNS GAMING & ENTMT I COM 260095104 2,899 1,907,240 SH   SOLE   1,907,240 0 0
FLOTEK INDS INC DEL COM 343389102 160,794 5,773,557 SH   SOLE   5,773,557 0 0
FLOTEK INDS INC DEL COM 343389102 4,650 31,000 SH Put SOLE   31,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 58,148 1,594,857 SH   SOLE   1,594,857 0 0
GRACE W R & CO DEL NEW COM 38388F108 163,863 1,652,347 SH   SOLE   1,652,347 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,050 10,000 SH Put SOLE   10,000 0 0
HEADWATERS INC COM 42210P102 102,554 7,763,348 SH   SOLE   7,763,348 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 187,867 13,361,819 SH   SOLE   13,361,819 0 0
INTERVAL LEISURE GROUP INC COM 46113M108 50,631 1,936,930 SH   SOLE   1,936,930 0 0
ITT CORP NEW COM NEW 450911201 31,797 743,610 SH   SOLE   743,610 0 0
MCGRAW HILL FINL INC COM 580645109 139,945 1,834,144 SH   SOLE   1,834,144 0 0
MERCER INTL INC COM 588056101 85,227 11,363,665 SH   SOLE   11,363,665 0 0
MGM RESORTS INTERNATIONAL COM 552953101 82,131 3,175,983 SH   SOLE   3,175,983 0 0
MUELLER INDS INC COM 624756102 142,794 4,761,392 SH   SOLE   4,761,392 0 0
NATIONAL OILWELL VARCO INC COM 637071101 87,218 1,120,043 SH   SOLE   1,120,043 0 0
NORTEK INC COM NEW 656559309 252,005 3,065,382 SH   SOLE   3,065,382 0 0
RICHARDSON ELECTRS LTD COM 763165107 30,225 2,809,052 SH   SOLE   2,809,052 0 0
ROCKWOOD HLDGS INC COM 774415103 188,034 2,527,334 SH   SOLE   2,527,334 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 144,585 1,904,692 SH   SOLE   1,904,692 0 0
SNAP ON INC COM 833034101 157,492 1,387,838 SH   SOLE   1,387,838 0 0
STARZ COM SER A 85571Q102 67,925 2,104,258 SH   SOLE   2,104,258 0 0
TRONOX LTD SHS CL A Q9235V101 80,570 3,389,583 SH   SOLE   3,389,583 0 0
VISHAY PRECISION GROUP INC COM 92835K103 19,676 1,132,093 SH   SOLE   1,132,093 0 0