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 111,887 1,360,000 SH   SOLE N/A 1,360,000 0 0
APPLE INC COM 037833100 315,841 2,518,167 SH   SOLE N/A 2,518,167 0 0
AXIALL CORP COM 05463D100 32,268 895,091 SH   SOLE N/A 895,091 0 0
BANK OF AMERICA CORPORATION COM 060505104 32,508 1,910,000 SH   SOLE N/A 1,910,000 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 60,140 1,201,848 SH   SOLE N/A 1,201,848 0 0
D R HORTON INC COM 23331A109 29,573 1,080,898 SH   SOLE N/A 1,080,898 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 175,392 4,269,511 SH   SOLE N/A 4,269,511 0 0
EASTMAN CHEM CO COM 277432100 70,425 860,729 SH   SOLE N/A 860,729 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 4,517 190,011 SH   SOLE N/A 190,011 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 3,050 190,011 SH   SOLE N/A 190,011 0 0
GENERAL MTRS CO COM 37045V100 626,476 18,796,165 SH   SOLE N/A 18,796,165 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 301,121 9,987,416 SH   SOLE N/A 9,987,416 0 0
GOOGLE INC CL C 38259P706 181,687 349,055 SH   SOLE N/A 349,055 0 0
HCA HOLDINGS INC COM 40412C101 379,620 4,184,525 SH   SOLE N/A 4,184,525 0 0
HD SUPPLY HLDGS INC COM 40416M105 88,130 2,505,127 SH   SOLE N/A 2,505,127 0 0
HUNTSMAN CORP COM 447011107 178,391 8,082,950 SH   SOLE N/A 8,082,950 0 0
JETBLUE AIRWAYS CORP COM 477143101 102,720 4,947,994 SH   SOLE N/A 4,947,994 0 0
KBR INC COM 48242W106 32,060 1,645,802 SH   SOLE N/A 1,645,802 0 0
LENNAR CORP CL A 526057104 31,134 609,988 SH   SOLE N/A 609,988 0 0
MASCO CORP COM 574599106 62,803 2,354,832 SH   SOLE N/A 2,354,832 0 0
MOHAWK INDS INC COM 608190104 38,525 201,807 SH   SOLE N/A 201,807 0 0
MYLAN N V SHS EURO N59465109 67,149 989,528 SH   SOLE N/A 989,528 0 0
NXP SEMICONDUCTORS N V COM N6596X109 163,268 1,662,609 SH   SOLE N/A 1,662,609 0 0
OWENS CORNING NEW COM 690742101 148,257 3,594,114 SH   SOLE N/A 3,594,114 0 0
PRICELINE COM INC COM NEW 741503403 264,284 229,539 SH   SOLE N/A 229,539 0 0
REGIONS FINL CORP NEW COM 7591EP100 31,448 3,035,477 SH   SOLE N/A 3,035,477 0 0
RYLAND GROUP INC COM 783764103 34,119 735,809 SH   SOLE N/A 735,809 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,704 22,854 SH   SOLE N/A 22,854 0 0
TEREX CORP NEW COM 880779103 37,277 1,603,306 SH   SOLE N/A 1,603,306 0 0
TRIUMPH GROUP INC NEW COM 896818101 54,921 832,270 SH   SOLE N/A 832,270 0 0
U S G CORP COM NEW 903293405 48,585 1,748,284 SH   SOLE N/A 1,748,284 0 0
UNITED CONTL HLDGS INC COM 910047109 80,410 1,516,876 SH   SOLE N/A 1,516,876 0 0
UNITED RENTALS INC COM 911363109 52,488 599,046 SH   SOLE N/A 599,046 0 0
WHIRLPOOL CORP COM 963320106 192,136 1,110,293 SH   SOLE N/A 1,110,293 0 0