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
ACTAVIS PLC SHS G0083B108 19,785 82,000 SH   OTR 1 0 82,000 0
AMERICAN AIRLS GROUP INC COM 02376R102 19,177 540,500 SH   OTR 1 0 540,500 0
BOEING CO COM 097023105 20,699 162,500 SH   OTR 1 0 162,500 0
DELTA AIR LINES INC DEL COM NEW 247361702 20,342 562,700 SH   OTR 1 0 562,700 0
FLUOR CORP NEW COM 343412102 17,846 267,200 SH   OTR 1 0 267,200 0
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 4,170 2,085,000 SH   OTR 1 0 2,085,000 0
HALLIBURTON CO COM 406216101 18,837 292,000 SH   OTR 1 0 292,000 0
LOCKHEED MARTIN CORP COM 539830109 63,607 348,000 SH   OTR 1 0 348,000 0
MASTERCARD INC CL A 57636Q104 21,259 287,600 SH   OTR 1 0 287,600 0
PRECISION CASTPARTS CORP COM 740189105 15,871 67,000 SH   OTR 1 0 67,000 0
SCHLUMBERGER LTD COM 806857108 18,355 180,500 SH   OTR 1 0 180,500 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 18,864 226,700 SH   OTR 1 0 226,700 0
THERMO FISHER SCIENTIFIC INC COM 883556102 18,864 155,000 SH   OTR 1 0 155,000 0
UNION PAC CORP COM 907818108 21,684 200,000 SH   OTR 1 0 200,000 0
ZIMMER HLDGS INC COM 98956P102 18,099 180,000 SH   OTR 1 0 180,000 0