The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 64,416 | 725,000 | SH | SOLE | N/A | 725,000 | 0 | 0 | |
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 258,539 | 7,286,892 | SH | SOLE | N/A | 7,286,892 | 0 | 0 | |
APPLE INC | COM | 037833100 | 116,941 | 1,160,705 | SH | SOLE | N/A | 1,160,705 | 0 | 0 | |
AXIALL CORP | COM | 05463D100 | 50,790 | 1,418,309 | SH | SOLE | N/A | 1,418,309 | 0 | 0 | |
BROADCOM CORP | CL A | 111320107 | 68,445 | 1,693,336 | SH | SOLE | N/A | 1,693,336 | 0 | 0 | |
CBS CORP NEW | CL B | 124857202 | 152,747 | 2,855,078 | SH | SOLE | N/A | 2,855,078 | 0 | 0 | |
CHICAGO BRIDGE & IRON CO N V | N Y REGISTRY SH | 167250109 | 95,429 | 1,649,598 | SH | SOLE | N/A | 1,649,598 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 431,124 | 8,319,639 | SH | SOLE | N/A | 8,319,639 | 0 | 0 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 270,431 | 7,480,799 | SH | SOLE | N/A | 7,480,799 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 14,120 | 158,600 | SH | SOLE | N/A | 158,600 | 0 | 0 | |
EASTMAN CHEM CO | COM | 277432100 | 39,381 | 486,852 | SH | SOLE | N/A | 486,852 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 283,384 | 3,585,329 | SH | SOLE | N/A | 3,585,329 | 0 | 0 | |
FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 107,772 | 7,286,816 | SH | SOLE | N/A | 7,286,816 | 0 | 0 | |
GENERAL MTRS CO | *W EXP 07/10/201 | 37045V118 | 4,138 | 184,879 | SH | SOLE | N/A | 184,879 | 0 | 0 | |
GENERAL MTRS CO | *W EXP 07/10/201 | 37045V126 | 2,672 | 184,879 | SH | SOLE | N/A | 184,879 | 0 | 0 | |
GENERAL MTRS CO | COM | 37045V100 | 474,749 | 14,863,791 | SH | SOLE | N/A | 14,863,791 | 0 | 0 | |
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 254,784 | 11,281,096 | SH | SOLE | N/A | 11,281,096 | 0 | 0 | |
GOOGLE INC | CL A | 38259P508 | 260,230 | 442,259 | SH | SOLE | N/A | 442,259 | 0 | 0 | |
GOOGLE INC | CL C | 38259P706 | 367,817 | 637,067 | SH | SOLE | N/A | 637,067 | 0 | 0 | |
HALLIBURTON CO | COM | 406216101 | 324,138 | 5,024,621 | SH | SOLE | N/A | 5,024,621 | 0 | 0 | |
HARTFORD FINL SVCS GROUP INC | *W EXP 06/26/201 | 416515120 | 20,953 | 725,000 | SH | SOLE | N/A | 725,000 | 0 | 0 | |
HCA HOLDINGS INC | COM | 40412C101 | 375,652 | 5,326,882 | SH | SOLE | N/A | 5,326,882 | 0 | 0 | |
HD SUPPLY HLDGS INC | COM | 40416M105 | 35,079 | 1,286,830 | SH | SOLE | N/A | 1,286,830 | 0 | 0 | |
HUNTSMAN CORP | COM | 447011107 | 190,127 | 7,315,375 | SH | SOLE | N/A | 7,315,375 | 0 | 0 | |
KBR INC | COM | 48242W106 | 49,193 | 2,612,500 | SH | SOLE | N/A | 2,612,500 | 0 | 0 | |
LORILLARD INC | COM | 544147101 | 85,132 | 1,421,000 | SH | SOLE | N/A | 1,421,000 | 0 | 0 | |
MASCO CORP | COM | 574599106 | 138,613 | 5,794,851 | SH | SOLE | N/A | 5,794,851 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 60,108 | 2,638,625 | SH | SOLE | N/A | 2,638,625 | 0 | 0 | |
MOHAWK INDS INC | COM | 608190104 | 76,595 | 568,129 | SH | SOLE | N/A | 568,129 | 0 | 0 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 173,168 | 2,530,584 | SH | SOLE | N/A | 2,530,584 | 0 | 0 | |
OWENS CORNING NEW | COM | 690742101 | 104,303 | 3,285,130 | SH | SOLE | N/A | 3,285,130 | 0 | 0 | |
POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 316,128 | 3,200,000 | SH | SOLE | N/A | 3,200,000 | 0 | 0 | |
PRICELINE COM INC | COM NEW | 741503403 | 424,705 | 366,574 | SH | SOLE | N/A | 366,574 | 0 | 0 | |
RYLAND GROUP INC | COM | 783764103 | 36,015 | 1,083,471 | SH | SOLE | N/A | 1,083,471 | 0 | 0 | |
SCHLUMBERGER LTD | COM | 806857108 | 60,851 | 598,400 | SH | SOLE | N/A | 598,400 | 0 | 0 | |
SHIRE PLC | SPONSORED ADR | 82481R106 | 48,169 | 185,944 | SH | SOLE | N/A | 185,944 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 260,631 | 1,322,866 | SH | SOLE | N/A | 1,322,866 | 0 | 0 | |
TEREX CORP NEW | COM | 880779103 | 49,579 | 1,560,563 | SH | SOLE | N/A | 1,560,563 | 0 | 0 | |
TRIUMPH GROUP INC NEW | COM | 896818101 | 60,553 | 930,876 | SH | SOLE | N/A | 930,876 | 0 | 0 | |
UNITED CONTL HLDGS INC | COM | 910047109 | 231,933 | 4,956,901 | SH | SOLE | N/A | 4,956,901 | 0 | 0 | |
WEATHERFORD INTL PLC | ORD SHS | G48833100 | 55,478 | 2,667,195 | SH | SOLE | N/A | 2,667,195 | 0 | 0 | |
WHIRLPOOL CORP | COM | 963320106 | 291,300 | 2,000,000 | SH | SOLE | N/A | 2,000,000 | 0 | 0 |