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 |
| ANNALY CAP MGMT INC | COM | 035710409 | 5,790 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| AXIALL CORP | COM | 05463D100 | 378 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BANK OF AMERICA CORPORATION | COM | 060505104 | 2,760 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | 6,031 | 143,500 | SH | SOLE | 143,500 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 5,782 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| CHIMERA INVT CORP | COM | 16934Q109 | 1,100 | 362,000 | SH | SOLE | 362,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 7,532 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| FLY LEASING LTD | SPONSORED ADR | 34407D109 | 1,749 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 6,158 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 9,576 | 2,291,000 | SH | SOLE | 2,291,000 | 0 | 0 | ||
| HARBINGER GROUP INC | COM | 41146A106 | 1,001 | 96,500 | SH | SOLE | 96,500 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 7,512 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| PARAMETRIC SOUND CORP | COM NEW | 699172201 | 700 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
| PENN WEST PETE LTD NEW | COM | 707887105 | 9,739 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 2,201 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 7,270 | 169,000 | SH | SOLE | 169,000 | 0 | 0 | ||
| REPUBLIC AWYS HLDGS INC | COM | 760276105 | 8,074 | 678,732 | SH | SOLE | 678,732 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 6,940 | 189,000 | SH | SOLE | 189,000 | 0 | 0 | ||
| SEADRILL LIMITED | SHS | G7945E105 | 15,417 | 342,000 | SH | SOLE | 342,000 | 0 | 0 | ||
| U S AIRWAYS GROUP INC | COM | 90341W108 | 7,868 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
| VANTAGE DRILLING COMPANY | ORD SHS | G93205113 | 1,903 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||