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 | 20,179 | 360,849 | SH | SOLE | 360,849 | 0 | 0 | ||
CABELAS INC | COM | 126804301 | 101,864 | 1,554,931 | SH | SOLE | 1,554,931 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 90,715 | 1,905,784 | SH | SOLE | 1,905,784 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 142,011 | 3,625,501 | SH | SOLE | 3,625,501 | 0 | 0 | ||
DILLARDS INC | CL A | 254067101 | 79,400 | 859,302 | SH | SOLE | 859,302 | 0 | 0 | ||
EQUINIX INC | COM NEW | 29444U502 | 160,523 | 868,441 | SH | SOLE | 868,441 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 106,893 | 1,396,193 | SH | SOLE | 1,396,193 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 177,054 | 4,022,123 | SH | SOLE | 4,022,123 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 154,738 | 2,627,584 | SH | SOLE | 2,627,584 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 11,845 | 225,622 | SH | SOLE | 225,622 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 159,856 | 6,546,126 | SH | SOLE | 6,546,126 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 130,959 | 4,314,960 | SH | SOLE | 4,314,960 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 183,759 | 3,099,321 | SH | SOLE | 3,099,321 | 0 | 0 | ||
SANDRIDGE ENERGY INC | COM | 80007P307 | 222,366 | 36,216,000 | SH | SOLE | 36,216,000 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 98,072 | 3,478,980 | SH | SOLE | 3,478,980 | 0 | 0 | ||
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 10,538 | 342,603 | SH | SOLE | 342,603 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 123,330 | 1,887,800 | SH | SOLE | 1,887,800 | 0 | 0 | ||
VANTIV INC | CL A | 92210H105 | 109,860 | 3,635,341 | SH | SOLE | 3,635,341 | 0 | 0 |