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 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 9,971 | 184,200 | SH | SOLE | 184,200 | 0 | 0 | ||
| CAPELLA EDUCATION COMPANY | COM | 139594105 | 6,561 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 3,968 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 8,685 | 335,600 | SH | SOLE | 335,600 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 2,365 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| CORELOGIC INC | COM | 21871D103 | 1,181 | 43,675 | SH | SOLE | 43,675 | 0 | 0 | ||
| DELTIC TIMBER CORP | COM | 247850100 | 1,297 | 19,913 | SH | SOLE | 19,913 | 0 | 0 | ||
| DEVRY INC DEL | COM | 251893103 | 1,604 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| EXTERRAN HLDGS INC | COM | 30225X103 | 3,206 | 116,300 | SH | SOLE | 116,300 | 0 | 0 | ||
| GENWORTH FINL INC | COM CL A | 37247D106 | 10,624 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | ||
| GENWORTH FINL INC | COM CL A | 37247D106 | 12 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
| HOLLYFRONTIER CORP | COM | 436106108 | 2,497 | 59,300 | SH | SOLE | 59,300 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 3,827 | 38,600 | SH | SOLE | 38,600 | 0 | 0 | ||
| LENDER PROCESSING SVCS INC | COM | 52602E102 | 9,090 | 273,233 | SH | SOLE | 273,233 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 2,766 | 41,514 | SH | SOLE | 41,514 | 0 | 0 | ||
| MBIA INC | COM | 55262C100 | 788 | 77,074 | SH | SOLE | 77,074 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 8,518 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
| NASDAQ OMX GROUP INC | COM | 631103108 | 7,783 | 242,400 | SH | SOLE | 242,400 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 835 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PLUM CREEK TIMBER CO INC | COM | 729251108 | 1,887 | 40,300 | SH | SOLE | 40,300 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 3,283 | 42,600 | SH | SOLE | 42,600 | 0 | 0 | ||
| RF MICRODEVICES INC | COM | 749941100 | 6,773 | 1,200,900 | SH | SOLE | 1,200,900 | 0 | 0 | ||
| SONUS NETWORKS INC | COM | 835916107 | 1,723 | 511,200 | SH | SOLE | 511,200 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 9,604 | 254,744 | SH | SOLE | 254,744 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 6,594 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WEATHERFORD INTERNATIONAL LT | REG SHS | H27013103 | 4,579 | 298,667 | SH | SOLE | 298,667 | 0 | 0 | ||
| WELLPOINT INC | COM | 94973V107 | 9,832 | 117,599 | SH | SOLE | 117,599 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 2,343 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| XYLEM INC | COM | 98419m100 | 726 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||