The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
| Magnum Hunter Resources Corporation | COM | 55973B102 | 80,712 | 30,229,080 | SH | SOLE | 30,229,080 | 0 | 0 | ||
| Mondelez International, Inc. | COM | 609207105 | 449,973 | 12,468,076 | SH | SOLE | 12,468,076 | 0 | 0 | ||
| Clean Harbors, Inc. | COM | 184496107 | 83,806 | 1,475,984 | SH | SOLE | 1,475,984 | 0 | 0 | ||
| Guaranty Bancorp | COM | 40075T607 | 59,672 | 3,518,400 | SH | SOLE | 3,518,400 | 0 | 0 | ||
| PMC-Sierra, Inc. | COM | 69344F106 | 211,654 | 22,807,519 | SH | SOLE | 22,807,519 | 0 | 0 | ||
| Hologic, Inc. | COM | 436440101 | 428,279 | 12,968,332 | SH | SOLE | 12,968,332 | 0 | 0 | ||
| Esterline Technologies Corporation | COM | 297425100 | 283,595 | 2,478,543 | SH | SOLE | 2,478,543 | 0 | 0 | ||
| Bunge Limited | COM | G16962105 | 407,408 | 4,946,670 | SH | SOLE | 4,946,670 | 0 | 0 | ||
| SPDR S&P MidCap 400 ETF Trust | COM | 78467Y107 | 3,826 | 13,800 | SH | SOLE | 13,800 | 0 | 0 | ||
| SPDR S&P 500 ETF Trust | COM | 78462F103 | 6,771 | 32,800 | SH | SOLE | 32,800 | 0 | 0 | ||
| The Manitowoc Company, Inc. | COM | 563571108 | 144,290 | 6,692,469 | SH | SOLE | 6,692,469 | 0 | 0 | ||
| SPX Corporation | COM | 784635104 | 216,150 | 2,545,940 | SH | SOLE | 2,545,940 | 0 | 0 | ||