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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 100,020 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 50,856 | 600,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 29,890 | 1,750,000 | SH | Put | SOLE | 1,750,000 | 0 | 0 | |
| BANK OF AMERICA CORPORATION | COM | 060505104 | 34,400 | 2,000,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| BOYD GAMING CORP | COM | 103304101 | 13,200 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 35,700 | 750,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 51,975 | 1,500,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| DEVON ENERGY CORP NEW | COM | 25179M103 | 66,930 | 1,000,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| DYNEGY INC NEW DEL | COM | 26817R108 | 49,880 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| GENERAL MTRS CO | *W EXP 07-10-201 | 37045V126 | 18,277 | 1,046,767 | SH | SOLE | 1,046,767 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 25,400 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05-25-201 | 49456B119 | 3,520 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NAVIOS MARITIME ACQUIS CORP | SHS | Y62159101 | 7,320 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 57,523 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| SUPERVALU INC | COM | 868536103 | 12,973 | 1,896,600 | SH | SOLE | 1,896,600 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 11,158 | 250,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 20,745 | 1,500,000 | SH | Put | SOLE | 1,500,000 | 0 | 0 | |
| WASHINGTON FED INC | *W EXP 11-14-201 | 938824117 | 6,886 | 891,411 | SH | SOLE | 891,411 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 15,580 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||