The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 73,573 | 5,284,648 | SH | SOLE | 5,284,648 | 0 | 0 | ||
| AGILYSYS INC | COM | 00847J105 | 24,674 | 1,772,286 | SH | DFND | 1 | 0 | 1,772,286 | 0 | |
| DENBURY RES INC | COM NEW | 247916208 | 13,520 | 822,900 | SH | SOLE | 822,900 | 0 | 0 | ||
| DENBURY RES INC | COM NEW | 247916208 | 4,811 | 292,792 | SH | DFND | 1 | 0 | 292,792 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 4,859 | 211,800 | SH | SOLE | 211,800 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 884 | 38,529 | SH | DFND | 1 | 0 | 38,529 | 0 | |
| EQT CORP | COM | 26884L109 | 7,837 | 87,287 | SH | SOLE | 87,287 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037109 | 4,827 | 527,000 | SH | SOLE | 527,000 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037109 | 1,020 | 111,391 | SH | DFND | 1 | 0 | 111,391 | 0 | |
| NEWPORT CORP | COM | 651824104 | 8,671 | 479,832 | SH | SOLE | 479,832 | 0 | 0 | ||
| NEWPORT CORP | COM | 651824104 | 1,020 | 56,442 | SH | DFND | 1 | 0 | 56,442 | 0 | |
| ORBOTECH LTD | ORD | M75253100 | 25,045 | 1,852,455 | SH | SOLE | 1,852,455 | 0 | 0 | ||
| ORBOTECH LTD | ORD | M75253100 | 4,634 | 342,724 | SH | DFND | 1 | 0 | 342,724 | 0 | |
| OWENS CORNING NEW | COM | 690742101 | 3,722 | 91,400 | SH | SOLE | 91,400 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 1,327 | 32,600 | SH | DFND | 1 | 0 | 32,600 | 0 | |
| SILVER STD RES INC | COM | 82823L106 | 4,797 | 689,200 | SH | SOLE | 689,200 | 0 | 0 | ||
| SILVER STD RES INC | COM | 82823L106 | 879 | 126,239 | SH | DFND | 1 | 0 | 126,239 | 0 | |
| ULTRA PETROLEUM CORP | COM | 903914109 | 8,350 | 385,700 | SH | SOLE | 385,700 | 0 | 0 | ||
| ULTRA PETROLEUM CORP | COM | 903914109 | 2,975 | 137,392 | SH | DFND | 1 | 0 | 137,392 | 0 | |
| VEECO INSTRS INC DEL | COM | 922417100 | 8,606 | 261,500 | SH | SOLE | 0 | 261,500 | 0 | ||
| VEECO INSTRS INC DEL | COM | 922417100 | 3,060 | 92,981 | SH | DFND | 1 | 0 | 92,981 | 0 | |
| WEST MARINE INC | COM | 954235107 | 8,537 | 599,900 | SH | SOLE | 599,900 | 0 | 0 | ||
| WEST MARINE INC | COM | 954235107 | 1,545 | 108,567 | SH | DFND | 1 | 0 | 108,567 | 0 | |
| ZYGO CORP | COM | 989855101 | 53,650 | 3,629,877 | SH | SOLE | 3,629,877 | 0 | 0 | ||
| ZYGO CORP | COM | 989855101 | 10,940 | 740,183 | SH | DFND | 1 | 0 | 740,183 | 0 | |