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

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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
AGILYSYS INC COM 00847J105 52,001 5,284,648 SH   SOLE   5,284,648 0 0
AGILYSYS INC COM 00847J105 17,439 1,772,286 SH   DFND 1 0 1,772,286 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 8,101 496,700 SH   SOLE   496,700 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 2,331 142,907 SH   DFND 1 0 142,907 0
HORSEHEAD HLDG CORP COM 440694305 2,431 192,034 SH   SOLE   192,034 0 0
HORSEHEAD HLDG CORP COM 440694305 717 56,600 SH   DFND 1 0 56,600 0
LOUISIANA PAC CORP COM 546347105 22,975 1,391,600 SH   SOLE   1,391,600 0 0
LOUISIANA PAC CORP COM 546347105 6,856 415,270 SH   DFND 1 0 415,270 0
MASCO CORP COM 574599106 29,135 1,091,180 SH   SOLE   1,091,180 0 0
MASCO CORP COM 574599106 8,103 303,500 SH   DFND 1 0 303,500 0
PRETIUM RES INC COM 74139C102 1,183 234,700 SH   SOLE   234,700 0 0
PRETIUM RES INC COM 74139C102 340 67,392 SH   DFND 1 0 67,392 0