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 |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 94,486 | 2,209,676 | SH | SOLE | 2,209,676 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 74,475 | 1,588,640 | SH | SOLE | 1,588,640 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 99,861 | 1,660,206 | SH | SOLE | 1,660,206 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 117,466 | 1,923,774 | SH | SOLE | 1,923,774 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 145,666 | 3,294,865 | SH | SOLE | 3,294,865 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 107,287 | 2,571,600 | SH | SOLE | 2,571,600 | 0 | 0 | ||
NEWS CORP | CL A | 65248E104 | 82,375 | 2,526,848 | SH | SOLE | 2,526,848 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 57,519 | 1,471,827 | SH | SOLE | 1,471,827 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 99,890 | 1,635,400 | SH | SOLE | 1,635,400 | 0 | 0 | ||
ROCKWOOD HLDGS INC | COM | 774415103 | 130,204 | 2,033,490 | SH | SOLE | 2,033,490 | 0 | 0 | ||
SANDRIDGE ENERGY INC | COM | 80007P307 | 172,388 | 36,216,000 | SH | SOLE | 36,216,000 | 0 | 0 | ||
SPIRIT RLTY CAP INC | COM | 84860F109 | 116,392 | 6,568,408 | SH | SOLE | 6,568,408 | 0 | 0 | ||
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 124,269 | 2,171,397 | SH | SOLE | 2,171,397 | 0 | 0 |