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
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
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
AMERICAN AIRLS GROUP INC COM 02376R102 500,678 11,654,522 SH   SOLE N/A 11,654,522 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 66,000 1,209,231 SH   SOLE N/A 1,209,231 0 0
APPLE INC COM 037833100 156,694 1,686,146 SH   SOLE N/A 1,686,146 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 48,992 525,275 SH   SOLE N/A 525,275 0 0
AXIALL CORP COM 05463D100 67,043 1,418,309 SH   SOLE N/A 1,418,309 0 0
BAIDU INC SPON ADR REP A 056752108 38,425 205,692 SH   SOLE N/A 205,692 0 0
BERRY PLASTICS GROUP INC COM 08579W103 17,130 663,937 SH   SOLE N/A 663,937 0 0
BROADCOM CORP CL A 111320107 62,857 1,693,336 SH   SOLE N/A 1,693,336 0 0
CBS CORP NEW CL B 124857202 134,451 2,163,678 SH   SOLE N/A 2,163,678 0 0
CELANESE CORP DEL COM SER A 150870103 50,316 782,768 SH   SOLE N/A 782,768 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 101,882 1,493,864 SH   SOLE N/A 1,493,864 0 0
CITIGROUP INC COM NEW 172967424 405,867 8,617,139 SH   SOLE N/A 8,617,139 0 0
COMCAST CORP NEW CL A 20030N101 48,467 902,888 SH   SOLE N/A 902,888 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 248,253 6,411,483 SH   SOLE N/A 6,411,483 0 0
DISNEY WALT CO COM DISNEY 254687106 118,021 1,376,500 SH   SOLE N/A 1,376,500 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 37,994 580,600 SH   SOLE N/A 580,600 0 0
EASTMAN CHEM CO COM 277432100 53,842 616,398 SH   SOLE N/A 616,398 0 0
EXPEDIA INC DEL COM NEW 30212P303 70,659 897,137 SH   SOLE N/A 897,137 0 0
FACEBOOK INC CL A 30303M102 241,257 3,585,329 SH   SOLE N/A 3,585,329 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 125,625 7,286,816 SH   SOLE N/A 7,286,816 0 0
GENERAL MTRS CO COM 37045V100 471,259 12,982,349 SH   SOLE N/A 12,982,349 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 4,920 184,879 SH   SOLE N/A 184,879 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 3,431 184,879 SH   SOLE N/A 184,879 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 313,389 11,281,096 SH   SOLE N/A 11,281,096 0 0
GOOGLE INC CL A 38259P508 258,576 442,259 SH   SOLE N/A 442,259 0 0
GOOGLE INC CL C 38259P706 366,492 637,067 SH   SOLE N/A 637,067 0 0
HALLIBURTON CO COM 406216101 356,798 5,024,621 SH   SOLE N/A 5,024,621 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 28,699 1,050,475 SH   SOLE N/A 1,050,475 0 0
HCA HOLDINGS INC COM 40412C101 300,330 5,326,882 SH   SOLE N/A 5,326,882 0 0
HD SUPPLY HLDGS INC COM 40416M105 36,533 1,286,830 SH   SOLE N/A 1,286,830 0 0
HUNTSMAN CORP COM 447011107 205,562 7,315,375 SH   SOLE N/A 7,315,375 0 0
INGREDION INC COM 457187102 37,623 501,379 SH   SOLE N/A 501,379 0 0
KBR INC COM 48242W106 60,567 2,539,500 SH   SOLE N/A 2,539,500 0 0
MASCO CORP COM 574599106 137,232 6,181,624 SH   SOLE N/A 6,181,624 0 0
MGM RESORTS INTERNATIONAL COM 552953101 95,007 3,598,758 SH   SOLE N/A 3,598,758 0 0
MOHAWK INDS INC COM 608190104 78,595 568,129 SH   SOLE N/A 568,129 0 0
MUELLER WTR PRODS INC COM SER A 624758108 18,287 2,116,510 SH   SOLE N/A 2,116,510 0 0
OWENS CORNING NEW COM 690742101 127,069 3,285,130 SH   SOLE N/A 3,285,130 0 0
PLY GEM HLDGS INC COM 72941W100 4,272 422,988 SH   SOLE N/A 422,988 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 300,512 3,200,000 SH   SOLE N/A 3,200,000 0 0
PRICELINE COM INC COM NEW 741503403 378,854 314,924 SH   SOLE N/A 314,924 0 0
PRUDENTIAL FINL INC COM 744320102 65,518 738,060 SH   SOLE N/A 738,060 0 0
RYLAND GROUP INC COM 783764103 42,732 1,083,471 SH   SOLE N/A 1,083,471 0 0
SCHLUMBERGER LTD COM 806857108 70,581 598,400 SH   SOLE N/A 598,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 260,888 1,332,966 SH   SOLE N/A 1,332,966 0 0
TEREX CORP NEW COM 880779103 52,039 1,266,163 SH   SOLE N/A 1,266,163 0 0
TRIUMPH GROUP INC NEW COM 896818101 64,994 930,876 SH   SOLE N/A 930,876 0 0
UNITED CONTL HLDGS INC COM 910047109 212,050 5,163,130 SH   SOLE N/A 5,163,130 0 0
Weatherford International Ltd REG SHS H27013103 61,345 2,667,195 SH   SOLE N/A 2,667,195 0 0
WHIRLPOOL CORP COM 963320106 140,856 1,011,750 SH   SOLE N/A 1,011,750 0 0