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
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102111,8871,360,000SH SOLEN/A1,360,00000
APPLE INCCOM037833100315,8412,518,167SH SOLEN/A2,518,16700
AXIALL CORPCOM05463D10032,268895,091SH SOLEN/A895,09100
BANK OF AMERICA CORPORATIONCOM06050510432,5081,910,000SH SOLEN/A1,910,00000
CHICAGO BRIDGE & IRON CO N VN Y REGISTRY SH16725010960,1401,201,848SH SOLEN/A1,201,84800
D R HORTON INCCOM23331A10929,5731,080,898SH SOLEN/A1,080,89800
DELTA AIR LINES INC DELCOM NEW247361702175,3924,269,511SH SOLEN/A4,269,51100
EASTMAN CHEM COCOM27743210070,425860,729SH SOLEN/A860,72900
GENERAL MTRS CO*W EXP 07/10/20137045V1184,517190,011SH SOLEN/A190,01100
GENERAL MTRS CO*W EXP 07/10/20137045V1263,050190,011SH SOLEN/A190,01100
GENERAL MTRS COCOM37045V100626,47618,796,165SH SOLEN/A18,796,16500
GOODYEAR TIRE & RUBR COCOM382550101301,1219,987,416SH SOLEN/A9,987,41600
GOOGLE INCCL C38259P706181,687349,055SH SOLEN/A349,05500
HCA HOLDINGS INCCOM40412C101379,6204,184,525SH SOLEN/A4,184,52500
HD SUPPLY HLDGS INCCOM40416M10588,1302,505,127SH SOLEN/A2,505,12700
HUNTSMAN CORPCOM447011107178,3918,082,950SH SOLEN/A8,082,95000
JETBLUE AIRWAYS CORPCOM477143101102,7204,947,994SH SOLEN/A4,947,99400
KBR INCCOM48242W10632,0601,645,802SH SOLEN/A1,645,80200
LENNAR CORPCL A52605710431,134609,988SH SOLEN/A609,98800
MASCO CORPCOM57459910662,8032,354,832SH SOLEN/A2,354,83200
MOHAWK INDS INCCOM60819010438,525201,807SH SOLEN/A201,80700
MYLAN N VSHS EURON5946510967,149989,528SH SOLEN/A989,52800
NXP SEMICONDUCTORS N VCOMN6596X109163,2681,662,609SH SOLEN/A1,662,60900
OWENS CORNING NEWCOM690742101148,2573,594,114SH SOLEN/A3,594,11400
PRICELINE COM INCCOM NEW741503403264,284229,539SH SOLEN/A229,53900
REGIONS FINL CORP NEWCOM7591EP10031,4483,035,477SH SOLEN/A3,035,47700
RYLAND GROUP INCCOM78376410334,119735,809SH SOLEN/A735,80900
SPDR S&P 500 ETF TRTR UNIT78462F1034,70422,854SH SOLEN/A22,85400
TEREX CORP NEWCOM88077910337,2771,603,306SH SOLEN/A1,603,30600
TRIUMPH GROUP INC NEWCOM89681810154,921832,270SH SOLEN/A832,27000
U S G CORPCOM NEW90329340548,5851,748,284SH SOLEN/A1,748,28400
UNITED CONTL HLDGS INCCOM91004710980,4101,516,876SH SOLEN/A1,516,87600
UNITED RENTALS INCCOM91136310952,488599,046SH SOLEN/A599,04600
WHIRLPOOL CORPCOM963320106192,1361,110,293SH SOLEN/A1,110,29300