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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMERICAN AIRLS GROUP INCCOM02376R102314,8398,602,148SH SOLEN/A8,602,14800
AMERICAN INTL GROUP INCCOM NEW02687478461,2551,224,848SH SOLEN/A1,224,84800
APPLE INCCOM037833100134,388250,378SH SOLEN/A250,37800
ASML HOLDING N VN Y REGISTRY SHSN0705921049,040525,275SH SOLEN/A525,27500
AXIALL CORPCOM05463D10063,7101,418,309SH SOLEN/A1,418,30900
BAIDU INCSPON ADR REP A05675210831,343205,692SH SOLEN/A205,69200
BEAZER HOMES USA INCCOM NEW07556Q8815,086253,275SH SOLEN/A253,27500
BERRY PLASTICS GROUP INCCOM08579W10328,9911,252,302SH SOLEN/A1,252,30200
BROADCOM CORPCL A11132010753,3061,693,336SH SOLEN/A1,693,33600
CBS CORP NEWCL B12485720277,8821,260,224SH SOLEN/A1,260,22400
CELANESE CORP DELCOM SER A15087010375,2861,356,268SH SOLEN/A1,356,26800
CHICAGO BRIDGE & IRON CO N VN Y REGISTRY SH167250109107,0301,228,114SH SOLEN/A1,228,11400
CITIGROUP INCCOM NEW172967424479,57710,075,139SH SOLEN/A10,075,13900
COMCAST CORP NEWCL A20030N10145,162902,888SH SOLEN/A902,88800
DELPHI AUTOMOTIVE PLCSHSG2782310648,405713,311SH SOLEN/A713,31100
DELTA AIR LINES INC DELCOM NEW247361702206,8505,969,683SH SOLEN/A5,969,68300
DISNEY WALT COCOM DISNEY254687106110,2161,376,500SH SOLEN/A1,376,50000
DU PONT E I DE NEMOURS & COCOM26353410971,3911,063,942SH SOLEN/A1,063,94200
EASTMAN CHEM COCOM27743210099,1761,150,396SH SOLEN/A1,150,39600
EXPEDIA INC DELCOM NEW30212P30350,448695,837SH SOLEN/A695,83700
FACEBOOK INCCL A30303M10228,825478,500SH SOLEN/A478,50000
FORD MTR CO DELCOM PAR $0.01345370860113,6747,286,816SH SOLEN/A7,286,81600
GENERAL MTRS COCOM37045V100271,3717,884,118SH SOLEN/A7,884,11800
GENERAL MTRS CO*W EXP 07/10/20137045V1184,592184,879SH SOLEN/A184,87900
GENERAL MTRS CO*W EXP 07/10/20137045V1263,219184,879SH SOLEN/A184,87900
GOODYEAR TIRE & RUBR COCOM382550101294,77511,281,096SH SOLEN/A11,281,09600
GOOGLE INCCL A38259P508492,902442,259SH SOLEN/A442,25900
HALLIBURTON COCOM406216101295,9005,024,621SH SOLEN/A5,024,62100
HARTFORD FINL SVCS GROUP INC*W EXP 06/26/20141651512034,0041,275,475SH SOLEN/A1,275,47500
HCA HOLDINGS INCCOM40412C101279,6615,326,882SH SOLEN/A5,326,88200
HD SUPPLY HLDGS INCCOM40416M10526,4021,009,630SH SOLEN/A1,009,63000
HESS CORPCOM42809H10734,128411,780SH SOLEN/A411,78000
HUNTSMAN CORPCOM447011107178,6417,315,375SH SOLEN/A7,315,37500
INGERSOLL-RAND PLCSHSG4779110129,117508,679SH SOLEN/A508,67900
INGREDION INCCOM45718710248,942718,896SH SOLEN/A718,89600
JPMORGAN CHASE & COCOM46625H10072,4031,192,600SH SOLEN/A1,192,60000
KBR INCCOM48242W10668,0342,550,000SH SOLEN/A2,550,00000
MASCO CORPCOM57459910670,5563,176,775SH SOLEN/A3,176,77500
METLIFE INCCOM59156R10858,8011,113,663SH SOLEN/A1,113,66300
MGM RESORTS INTERNATIONALCOM55295310193,0643,598,758SH SOLEN/A3,598,75800
MUELLER WTR PRODS INCCOM SER A62475810828,7993,031,510SH SOLEN/A3,031,51000
OMNICOM GROUP INCCOM68191910625,707354,086SH SOLEN/A354,08600
OWENS CORNING NEWCOM690742101131,5143,046,430SH SOLEN/A3,046,43000
PLY GEM HLDGS INCCOM72941W1005,342422,988SH SOLEN/A422,98800
POWERSHARES QQQ TRUSTUNIT SER 173935A104815,4399,300,167SH SOLEN/A9,300,16700
POWERSHARES QQQ TRUSTUNIT SER 173935A104438,4005,000,000SHCallSOLEN/A000
PRICELINE COM INCCOM NEW741503403218,383183,224SH SOLEN/A183,22400
PRUDENTIAL FINL INCCOM74432010263,972755,727SH SOLEN/A755,72700
QUALCOMM INCCOM74752510377,955988,523SH SOLEN/A988,52300
SCHLUMBERGER LTDCOM80685710858,344598,400SH SOLEN/A598,40000
SPDR S&P 500 ETF TRTR UNIT78462F103900,5254,814,613SH SOLEN/A4,814,61300
SPDR S&P 500 ETF TRTR UNIT78462F1031,122,2406,000,000SHCallSOLEN/A000
TEREX CORP NEWCOM88077910356,0911,266,163SH SOLEN/A1,266,16300
TRINITY INDS INCCOM89652210950,121695,444SH SOLEN/A695,44400
TRIUMPH GROUP INC NEWCOM89681810160,116930,876SH SOLEN/A930,87600
UNITED CONTL HLDGS INCCOM910047109207,4624,648,495SH SOLEN/A4,648,49500
VALMONT INDS INCCOM92025310133,569225,535SH SOLEN/A225,53500
WHIRLPOOL CORPCOM963320106151,9781,016,847SH SOLEN/A1,016,84700