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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

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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
AMERICAN CAP LTD COM 02503Y103 25,328 1,600,000 SH   SOLE 1, 2 1,600,000 0 0
INGRAM MICRO INC CL A 457153104 71,000 2,041,414 SH   SOLE 1, 2 2,041,414 0 0
LEXMARK INTL INC CL A 529771107 14,975 396,693 SH   SOLE 1, 2 396,693 0 0
LINKEDIN CORP COM CL A 53578A108 104,088 550,000 SH   SOLE 1, 2 550,000 0 0
MEDIA GEN INC NEW COM 58441K100 47,273 2,750,000 SH   SOLE 1, 2 2,750,000 0 0
ST JUDE MED INC COM 790849103 89,438 1,146,646 SH   SOLE 1, 2 1,146,646 0 0