The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 39,565 | 1,081,000 | SH | OTR | 1 | 0 | 1,081,000 | 0 | ||
| BOEING CO | COM | 097023105 | 20,392 | 162,500 | SH | OTR | 1 | 0 | 162,500 | 0 | ||
| CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 18,302 | 210,000 | SH | OTR | 1 | 0 | 210,000 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 13,590 | 627,700 | SH | OTR | 1 | 0 | 627,700 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 39,006 | 1,125,700 | SH | OTR | 1 | 0 | 1,125,700 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 16,339 | 217,500 | SH | OTR | 1 | 0 | 217,500 | 0 | ||
| ESSENT GROUP LTD | COM | G3198U102 | 16,901 | 752,500 | SH | OTR | 1 | 0 | 752,500 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 18,238 | 232,800 | SH | OTR | 1 | 0 | 232,800 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 16,961 | 218,200 | SH | OTR | 1 | 0 | 218,200 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 21,128 | 267,000 | SH | OTR | 1 | 0 | 267,000 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 14,453 | 364,800 | SH | OTR | 1 | 0 | 364,800 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 56,808 | 348,000 | SH | OTR | 1 | 0 | 348,000 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 21,484 | 287,600 | SH | OTR | 1 | 0 | 287,600 | 0 | ||
| NVR INC | COM | 62944T105 | 6,997 | 6,100 | SH | OTR | 1 | 0 | 6,100 | 0 | ||
| PRECISION CASTPARTS CORP | COM | 740189105 | 16,935 | 67,000 | SH | OTR | 1 | 0 | 67,000 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 17,599 | 180,500 | SH | OTR | 1 | 0 | 180,500 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 18,045 | 226,700 | SH | OTR | 1 | 0 | 226,700 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 11,416 | 318,000 | SH | OTR | 1 | 0 | 318,000 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 12,010 | 64,000 | SH | OTR | 1 | 0 | 64,000 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 18,234 | 122,000 | SH | OTR | 1 | 0 | 122,000 | 0 | ||