In these images, the running back gets slightly more vertical than in the counter play above, but the principles are the same. In all of these, you can see the defensive line and linebackers flowing toward the play, often with sizable holes on the backside of the play. Lewan pulling across the play on the counter is a key to the linebackers, but I would be surprised if Borges doesn't tweak the play with that wrinkle involved to further confuse the defense.Against Northwestern, Borges did almost exactly that (the pulling lineman was Huyge, not Lewan).
It's second and eight on the team's second drive of the game. Michigan comes out in a three-wide set with Koger lined up on the right side of the line of scrimmage. Vincent smith is in the backfield beside Denard.
On the snap, you can see Huyge step away from the line of scrimmage and begin pulling toward the backside of the play. Northwestern's WLB is blitzing and will be blocked by Huyge. Denard and Smith both take a step to the strongside of the field.
A moment later, Smith has planted his foot and begins running toward the weakside of the field like he would on the counter draw. Huyge is about to block the blitzing WLB.
After the play action, Denard now has a solid pocket with plenty of time to throw. Hemingway was lined up in the slot and will run a seam route. You can see him below running down the middle of the field. Northwestern is playing cover-3, so there's a deep safety that will be covering Hemingway.
This is where the trouble really starts. If you compare the previous and following screenshots, you can see that Denard, rather than setting his feet in the pocket and preparing to throw, is continuing to drift back and to the right. Molk is starting to lose his block, and as Denard drifts outside of the tackle box, the defensive tackle Molk was blocking will have a clear lane to Denard.
Denard continues to drift to his right. The NW defensive tackle has shed Molk and is heading directly for Denard.
While waiting for Hemingway to get deep, Denard has drifted about 10 feet to his right. As the defensive tackle rushes Denard, he's forced to fling the ball off of his back foot. He'll overthrow Hemingway by five yards, right into the hands of NW's deep safety.
Though the throw is Denard's fault, that he has a man in his face is also partially due to Molk not holding up his block. Denard had ample time to throw the ball but held onto it too long. In addition, he broke the pocket, which often causes offensive linemen to lose their blocks. Denard either has to throw this sooner or actually stay in the pocket. Doing both is preferable.
To compound matters, Michigan has now shown both the counter draw as well as the play action off of it. There's no doubt that this play will show up again, but using this play to surprise another team (and more importantly, successfully complete the play) could have meant an easy touchdown when Michigan might need it. If nothing else, this is further proof that Al Borges is better than you.