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
Estimated average burden
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 64,416 725,000 SH   SOLE N/A 725,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 258,539 7,286,892 SH   SOLE N/A 7,286,892 0 0
APPLE INC COM 037833100 116,941 1,160,705 SH   SOLE N/A 1,160,705 0 0
AXIALL CORP COM 05463D100 50,790 1,418,309 SH   SOLE N/A 1,418,309 0 0
BROADCOM CORP CL A 111320107 68,445 1,693,336 SH   SOLE N/A 1,693,336 0 0
CBS CORP NEW CL B 124857202 152,747 2,855,078 SH   SOLE N/A 2,855,078 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 95,429 1,649,598 SH   SOLE N/A 1,649,598 0 0
CITIGROUP INC COM NEW 172967424 431,124 8,319,639 SH   SOLE N/A 8,319,639 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 270,431 7,480,799 SH   SOLE N/A 7,480,799 0 0
DISNEY WALT CO COM DISNEY 254687106 14,120 158,600 SH   SOLE N/A 158,600 0 0
EASTMAN CHEM CO COM 277432100 39,381 486,852 SH   SOLE N/A 486,852 0 0
FACEBOOK INC CL A 30303M102 283,384 3,585,329 SH   SOLE N/A 3,585,329 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 107,772 7,286,816 SH   SOLE N/A 7,286,816 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 4,138 184,879 SH   SOLE N/A 184,879 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 2,672 184,879 SH   SOLE N/A 184,879 0 0
GENERAL MTRS CO COM 37045V100 474,749 14,863,791 SH   SOLE N/A 14,863,791 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 254,784 11,281,096 SH   SOLE N/A 11,281,096 0 0
GOOGLE INC CL A 38259P508 260,230 442,259 SH   SOLE N/A 442,259 0 0
GOOGLE INC CL C 38259P706 367,817 637,067 SH   SOLE N/A 637,067 0 0
HALLIBURTON CO COM 406216101 324,138 5,024,621 SH   SOLE N/A 5,024,621 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 20,953 725,000 SH   SOLE N/A 725,000 0 0
HCA HOLDINGS INC COM 40412C101 375,652 5,326,882 SH   SOLE N/A 5,326,882 0 0
HD SUPPLY HLDGS INC COM 40416M105 35,079 1,286,830 SH   SOLE N/A 1,286,830 0 0
HUNTSMAN CORP COM 447011107 190,127 7,315,375 SH   SOLE N/A 7,315,375 0 0
KBR INC COM 48242W106 49,193 2,612,500 SH   SOLE N/A 2,612,500 0 0
LORILLARD INC COM 544147101 85,132 1,421,000 SH   SOLE N/A 1,421,000 0 0
MASCO CORP COM 574599106 138,613 5,794,851 SH   SOLE N/A 5,794,851 0 0
MGM RESORTS INTERNATIONAL COM 552953101 60,108 2,638,625 SH   SOLE N/A 2,638,625 0 0
MOHAWK INDS INC COM 608190104 76,595 568,129 SH   SOLE N/A 568,129 0 0
NXP SEMICONDUCTORS N V COM N6596X109 173,168 2,530,584 SH   SOLE N/A 2,530,584 0 0
OWENS CORNING NEW COM 690742101 104,303 3,285,130 SH   SOLE N/A 3,285,130 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 316,128 3,200,000 SH   SOLE N/A 3,200,000 0 0
PRICELINE COM INC COM NEW 741503403 424,705 366,574 SH   SOLE N/A 366,574 0 0
RYLAND GROUP INC COM 783764103 36,015 1,083,471 SH   SOLE N/A 1,083,471 0 0
SCHLUMBERGER LTD COM 806857108 60,851 598,400 SH   SOLE N/A 598,400 0 0
SHIRE PLC SPONSORED ADR 82481R106 48,169 185,944 SH   SOLE N/A 185,944 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 260,631 1,322,866 SH   SOLE N/A 1,322,866 0 0
TEREX CORP NEW COM 880779103 49,579 1,560,563 SH   SOLE N/A 1,560,563 0 0
TRIUMPH GROUP INC NEW COM 896818101 60,553 930,876 SH   SOLE N/A 930,876 0 0
UNITED CONTL HLDGS INC COM 910047109 231,933 4,956,901 SH   SOLE N/A 4,956,901 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 55,478 2,667,195 SH   SOLE N/A 2,667,195 0 0
WHIRLPOOL CORP COM 963320106 291,300 2,000,000 SH   SOLE N/A 2,000,000 0 0