The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALBEMARLE CORP COM 012653101 195,183 3,246,023 SH   SOLE   3,246,023 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 183,199 5,404,098 SH   SOLE   5,404,098 0 0
BARNES GROUP INC COM 067806109 90,406 2,442,733 SH   SOLE   2,442,733 0 0
CBS CORP NEW CL B 124857202 71,997 1,301,000 SH   SOLE   1,301,000 0 0
COPART INC COM 217204106 78,137 2,141,317 SH   SOLE   2,141,317 0 0
DARLING INGREDIENTS INC COM 237266101 310,638 17,105,605 SH   SOLE   17,105,605 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 186,802 2,466,354 SH   SOLE   2,466,354 0 0
DOVER CORP COM 260003108 253,029 3,528,018 SH   SOLE   3,528,018 0 0
DOVER DOWNS GAMING & ENTMT I COM 260095104 780 940,352 SH   SOLE   940,352 0 0
FLOTEK INDS INC DEL COM 343389102 130,083 6,945,163 SH   SOLE   6,945,163 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 115,172 3,925,421 SH   SOLE   3,925,421 0 0
GRACE W R & CO DEL NEW COM 38388F108 160,680 1,684,458 SH   SOLE   1,684,458 0 0
HEADWATERS INC COM 42210P102 103,698 6,917,822 SH   SOLE   6,917,822 0 0
KLX INC COM 482539103 95,445 2,313,825 SH   SOLE   2,313,825 0 0
MCGRAW HILL FINL INC COM 580645109 109,710 1,232,971 SH   SOLE   1,232,971 0 0
MERCER INTL INC COM 588056101 148,361 12,071,676 SH   SOLE   12,071,676 0 0
MGM RESORTS INTERNATIONAL COM 552953101 68,544 3,205,983 SH   SOLE   3,205,983 0 0
MUELLER INDS INC COM 624756102 149,096 4,367,196 SH   SOLE   4,367,196 0 0
NORTEK INC COM NEW 656559309 258,556 3,179,102 SH   SOLE   3,179,102 0 0
NOW INC COM 67011P100 55,869 2,171,360 SH   SOLE   2,171,360 0 0
RICHARDSON ELECTRS LTD COM 763165107 28,982 2,898,192 SH   SOLE   2,898,192 0 0
ROCKWOOD HLDGS INC COM 774415103 139,775 1,773,794 SH   SOLE   1,773,794 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 96,408 1,280,829 SH   SOLE   1,280,829 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 38,523 1,439,049 SH   SOLE   1,439,049 0 0
SNAP ON INC COM 833034101 83,321 609,340 SH   SOLE   609,340 0 0
TIMKEN CO COM 887389104 66,933 1,568,241 SH   SOLE   1,568,241 0 0
U S G CORP COM NEW 903293405 188,561 6,736,713 SH   SOLE   6,736,713 0 0