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
AMERICAN AIRLS GROUP INC COM 02376R102 46,440 1,081,000 SH   OTR 1 0 1,081,000 0
BOEING CO COM 097023105 20,675 162,500 SH   OTR 1 0 162,500 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 14,322 210,000 SH   OTR 1 0 210,000 0
DELTA AIR LINES INC DEL COM NEW 247361702 43,587 1,125,700 SH   OTR 1 0 1,125,700 0
ESSENT GROUP LTD COM G3198U102 6,637 330,366 SH   OTR 1 0 330,366 0
FLOWSERVE CORP COM 34354P105 17,309 232,800 SH   OTR 1 0 232,800 0
FLUOR CORP NEW COM 343412102 16,780 218,200 SH   OTR 1 0 218,200 0
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 6,109 2,085,000 SH   OTR 1 0 2,085,000 0
HOME DEPOT INC COM 437076102 21,616 267,000 SH   OTR 1 0 267,000 0
LOCKHEED MARTIN CORP COM 539830109 55,934 348,000 SH   OTR 1 0 348,000 0
MASTERCARD INC CL A 57636Q104 21,130 287,600 SH   OTR 1 0 287,600 0
PRECISION CASTPARTS CORP COM 740189105 16,911 67,000 SH   OTR 1 0 67,000 0
SCHLUMBERGER LTD COM 806857108 21,290 180,500 SH   OTR 1 0 180,500 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 18,322 226,700 SH   OTR 1 0 226,700 0
UNION PAC CORP COM 907818108 19,950 200,000 SH   OTR 1 0 200,000 0
WHIRLPOOL CORP COM 963320106 16,985 122,000 SH   OTR 1 0 122,000 0
ZIMMER HLDGS INC COM 98956P102 18,695 180,000 SH   OTR 1 0 180,000 0