13F-HR 1 impala1q13.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Impala Asset Management LLC Address: 134 Main Street New Canaan, CT 06840 13F File Number: 028-11248 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Tom Sullivan Title: CFO Phone: 203-972-4155 Signature, Place, and Date of Signing: /s/ Tom Sullivan New Canaan, CT/USA May 14, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 79 Form 13F Information Table Value Total: $1,915,089 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALASKA AIR GROUP INC COM 011659109 87068 1361292 SH SOLE 1361292 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 4583 335774 SH SOLE 335774 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 1742 127600 SH CALL SOLE 127600 0 0 ARCTIC CAT INC COM 039670104 12459 285104 SH SOLE 285104 0 0 AVIS BUDGET GROUP COM 053774105 6249 224553 SH SOLE 224553 0 0 BANK OF AMERICA CORPORATION COM 060505104 4957 407000 SH CALL SOLE 407000 0 0 BARRICK GOLD CORP COM 067901108 8814 299797 SH SOLE 299797 0 0 BRUNSWICK CORP COM 117043109 20055 586050 SH SOLE 586050 0 0 CANADIAN PAC RY LTD COM 13645T100 5418 41524 SH SOLE 41524 0 0 CARNIVAL CORP PAIRED CTF 143658300 6398 186543 SH SOLE 186543 0 0 CENTURY ALUM CO COM 156431108 388 50100 SH CALL SOLE 50100 0 0 CENTURY ALUM CO COM 156431108 28108 3633845 SH SOLE 3633845 0 0 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 1712 27562 SH SOLE 27562 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 71955 3831478 SH SOLE 3831478 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 6257 333200 SH CALL SOLE 333200 0 0 CONCHO RES INC COM 20605P101 19283 197914 SH SOLE 197914 0 0 COPA HOLDINGS SA CL A P31076105 2670 22326 SH SOLE 22326 0 0 CSX CORP COM 126408103 55930 2270826 SH SOLE 2270826 0 0 CUMMINS INC COM 231021106 2295 19821 SH SOLE 19821 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 115916 7020955 SH SOLE 7020955 0 0 EASTMAN CHEM CO COM 277432100 68776 984336 SH SOLE 984336 0 0 EXPEDITORS INTL WASH INC COM 302130109 7060 197600 SH SOLE 197600 0 0 FLUOR CORP NEW COM 343412102 51409 775043 SH SOLE 775043 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 96918 7370158 SH SOLE 7370158 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 3156 240000 SH CALL SOLE 240000 0 0 GENESEE & WYO INC CL A 371559105 3130 33613 SH SOLE 33613 0 0 GRAINGER W W INC COM 384802104 7874 35000 SH SOLE 35000 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 2781 136331 SH SOLE 136331 0 0 HANESBRANDS INC COM 410345102 36446 799950 SH SOLE 799950 0 0 HARLEY DAVIDSON INC COM 412822108 96996 1819810 SH SOLE 1819810 0 0 HELMERICH & PAYNE INC COM 423452101 90702 1494271 SH SOLE 1494271 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 1914 86000 SH SOLE 86000 0 0 HUNT J B TRANS SVCS INC COM 445658107 2171 29144 SH SOLE 29144 0 0 HYSTER YALE MATLS HANDLING I CL A 449172105 25150 440530 SH SOLE 440530 0 0 INTL PAPER CO COM 460146103 29664 636847 SH SOLE 636847 0 0 INTREPID POTASH INC COM 46121Y102 1874 99899 SH SOLE 99899 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 822 7410 SH SOLE 7410 0 0 KIRBY CORP COM 497266106 16854 219455 SH SOLE 219455 0 0 KNOLL INC COM NEW 498904200 7158 394814 SH SOLE 394814 0 0 LA Z BOY INC COM 505336107 18870 1000000 SH SOLE 1000000 0 0 LOUISIANA PAC CORP COM 546347105 82599 3824030 SH SOLE 3824030 0 0 LOUISIANA PAC CORP COM 546347105 5270 244000 SH CALL SOLE 244000 0 0 MACYS INC COM 55616P104 92384 2208023 SH SOLE 2208023 0 0 MADDEN STEVEN LTD COM 556269108 27794 642966 SH SOLE 642966 0 0 MARINEMAX INC COM 567908108 10329 760049 SH SOLE 760049 0 0 MGIC INVT CORP WIS COM 552848103 1114 225000 SH SOLE 225000 0 0 NORFOLK SOUTHERN CORP COM 655844108 420 5450 SH SOLE 5450 0 0 NVR INC COM 62944T105 145506 134714 SH SOLE 134714 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 31810 405900 SH SOLE 405900 0 0 OLD DOMINION FGHT LINES INC COM 679580100 1173 30700 SH SOLE 30700 0 0 PARKER HANNIFIN CORP COM 701094104 19554 213517 SH SOLE 213517 0 0 PIER 1 IMPORTS INC COM 720279108 9622 418329 SH SOLE 418329 0 0 POTASH CORP SASK INC COM 73755L107 7950 202554 SH SOLE 202554 0 0 PPG INDS INC COM 693506107 25901 193379 SH SOLE 193379 0 0 QUALCOMM INC COM 747525103 19596 292747 SH SOLE 292747 0 0 RYDER SYS INC COM 783549108 42853 717201 SH SOLE 717201 0 0 RYDER SYS INC COM 783549108 8365 140000 SH CALL SOLE 140000 0 0 SONY CORP ADR NEW 835699307 10005 575000 SH SOLE 575000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1233 7869 SH SOLE 7869 0 0 STRATASYS LTD SHS M85548101 1484 20000 SH SOLE 20000 0 0 SWIFT TRANSN CO CL A 87074U101 19265 1358633 SH SOLE 1358633 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11259 697157 SH SOLE 697157 0 0 TEREX CORP NEW COM 880779103 18391 534304 SH SOLE 534304 0 0 TEREX CORP NEW COM 880779103 2874 83500 SH CALL SOLE 83500 0 0 TJX COS INC NEW COM 872540109 5998 128309 SH SOLE 128309 0 0 TRINITY INDS INC COM 896522109 2963 65363 SH SOLE 65363 0 0 TRW AUTOMOTIVE HLDGS CORP COM 87264S106 1917 34849 SH SOLE 34849 0 0 UNIFI INC COM NEW 904677200 30133 1577633 SH SOLE 1577633 0 0 UNION PAC CORP COM 907818108 41148 288938 SH SOLE 288938 0 0 UNITED RENTALS INC COM 911363109 28448 517515 SH SOLE 517515 0 0 UNITED RENTALS INC COM 911363109 3298 60000 SH CALL SOLE 60000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 44722 983119 SH SOLE 983119 0 0 WABTEC CORP COM 929740108 6181 60536 SH SOLE 60536 0 0 WALTER ENERGY INC COM 93317Q105 54103 1898361 SH SOLE 1898361 0 0 WALTER ENERGY INC COM 93317Q105 7966 279500 SH CALL SOLE 279500 0 0 WESCO INTL INC COM 95082P105 2504 34480 SH SOLE 34480 0 0 WEYERHAEUSER CO COM 962166104 38018 1211523 SH SOLE 1211523 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 7578 117524 SH SOLE 117524 0 0 WYNN RESORTS LTD COM 983134107 11379 90914 SH SOLE 90914 0 0