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
AGILYSYS INC COM 00847J105 61,989 5,284,648 SH   SOLE   5,284,648 0 0
AGILYSYS INC COM 00847J105 20,789 1,772,286 SH   DFND 1 0 1,772,286 0
CHEMTURA CORP COM NEW 163893209 842 36,100 SH   SOLE   36,100 0 0
CHEMTURA CORP COM NEW 163893209 529 22,682 SH   DFND 1 0 22,682 0
GIGAMON INC COM 37518B102 1,222 116,700 SH   SOLE   116,700 0 0
GIGAMON INC COM 37518B102 914 87,262 SH   DFND 1 0 87,262 0
LOUISIANA PAC CORP COM 546347105 23,630 1,738,800 SH   SOLE   1,738,800 0 0
LOUISIANA PAC CORP COM 546347105 14,862 1,093,621 SH   DFND 1 0 1,093,621 0
MASCO CORP COM 574599106 10,190 426,000 SH   SOLE   426,000 0 0
MASCO CORP COM 574599106 7,620 318,545 SH   DFND 1 0 318,545 0
STARZ COM SER A 85571Q102 4,009 121,200 SH   SOLE   121,200 0 0
STARZ COM SER A 85571Q102 3,000 90,700 SH   DFND 1 0 90,700 0
VIOLIN MEMORY INC COM 92763A101 2,195 450,700 SH   SOLE   450,700 0 0
VIOLIN MEMORY INC COM 92763A101 1,610 330,510 SH   DFND 1 0 330,510 0