The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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
ACE LTD SHS H0023R105 5,843 50,000 SH   SOLE   50,000 0 0
APPLE INC COM 037833100 7,895 75,000 SH   SOLE   75,000 0 0
BANK AMER CORP COM 060505104 5,049 300,000 SH   SOLE   300,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,122 100,000 SH   SOLE   100,000 0 0
CITIGROUP INC COM NEW 172967424 5,175 100,000 SH   SOLE   100,000 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 2,376 256,345 SH   SOLE   256,345 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 5,306 200,000 SH   SOLE   200,000 0 0
FIRST SOLAR INC COM 336433107 6,599 100,000 SH   SOLE   100,000 0 0
HCA HOLDINGS INC COM 40412C101 5,072 75,000 SH   SOLE   75,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,881 50,000 SH   SOLE   50,000 0 0
MENS WEARHOUSE INC COM 587118100 5,872 400,000 SH   SOLE   400,000 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 8,781 670,800 SH   SOLE   670,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,812 40,000 SH   SOLE   40,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 7,156 436,626 SH   SOLE   436,626 0 0