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 |
BAIDU INC | SPON ADR REP A | 056752108 | 77,865 | 416,816 | SH | SOLE | 416,816 | 0 | 0 | ||
CABELAS INC | COM | 126804301 | 97,028 | 1,554,931 | SH | SOLE | 1,554,931 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 184,940 | 4,076,270 | SH | SOLE | 4,076,270 | 0 | 0 | ||
DILLARDS INC | CL A | 254067101 | 100,203 | 859,302 | SH | SOLE | 859,302 | 0 | 0 | ||
EQUINIX INC | COM NEW | 29444U502 | 116,945 | 556,641 | SH | SOLE | 556,641 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 180,052 | 5,280,123 | SH | SOLE | 5,280,123 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 150,372 | 5,351,299 | SH | SOLE | 5,351,299 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 137,518 | 4,314,960 | SH | SOLE | 4,314,960 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 159,160 | 2,743,186 | SH | SOLE | 2,743,186 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 39,459 | 316,330 | SH | SOLE | 316,330 | 0 | 0 | ||
NATIONAL BK GREECE S A | SPN ADR REP 1 SH | 633643705 | 7,927 | 2,154,117 | SH | SOLE | 2,154,117 | 0 | 0 | ||
SANDRIDGE ENERGY INC | COM | 80007P307 | 258,944 | 36,216,000 | SH | SOLE | 36,216,000 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 103,812 | 3,080,481 | SH | SOLE | 3,080,481 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 129,105 | 1,837,800 | SH | SOLE | 1,837,800 | 0 | 0 | ||
VANTIV INC | CL A | 92210H105 | 121,802 | 3,622,906 | SH | SOLE | 3,622,906 | 0 | 0 |