ADECOAGRO S A COM L00849106 87778 10850214 SH SOLE N/A 10850214 0 0 AIR PRODS & CHEMS INC COM 009158106 2236 20000 SH SOLE N/A 20000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 859 34000 SH SOLE N/A 34000 0 0 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 412 10000 SH SOLE N/A 10000 0 0 AVIS BUDGET GROUP COM 053774105 1819 45000 SH SOLE N/A 45000 0 0 D R HORTON INC COM 23331A109 1841 82503 SH SOLE N/A 82503 0 0 DOLLAR GEN CORP NEW COM 256677105 2693 44650 SH SOLE N/A 44650 0 0 DOMINION DIAMOND CORP COM 257287102 115 8000 SH SOLE N/A 8000 0 0 DRESSER-RAND GOUP INC COM 261608103 1789 30000 SH SOLE N/A 30000 0 0 ELDORADO GOLD CORP NEW COM 284902103 171 30000 SH SOLE N/A 30000 0 0 FAMILY DLR STORES INC COM 307000109 2209 34000 SH SOLE N/A 34000 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 1785 49200 SH SOLE N/A 49200 0 0 HALLIBURTON CO COM 406216101 2690 53000 SH SOLE N/A 53000 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 1545 54000 SH SOLE N/A 54000 0 0 HILLSHIRE BRANDS CO COM 432589109 669 20000 SH SOLE N/A 20000 0 0 IHS INC CL A 451734107 2394 20000 SH SOLE N/A 20000 0 0 LEAR CORP COM NEW 521865204 1283 15850 SH SOLE N/A 15850 0 0 LYONDELLBASELL INDUSTRIES N SHS - A- N53745100 2192 27300 SH SOLE N/A 27300 0 0 MARRIOTT INTL INC NEW CL A 571903202 1974 40000 SH SOLE N/A 40000 0 0 ROCK-TENN CO CL A 772739207 1155 11000 SH SOLE N/A 18000 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 1874 62000 SH SOLE N/A 62000 0 0 SCHLUMBERGER LTD COM 806857108 1982 22000 SH SOLE N/A 22000 0 0 SPIRIT AIRLS INC COM 848577102 908 20000 SH SOLE N/A 20000 0 0 TEXAS INDS INC COM 882491103 963 14000 SH SOLE N/A 14000 0 0 TRANSATLANTIC PETROLEUM LTD SHS G89982105 415 488325 SH SOLE N/A 488325 0 0 UNITED CONTL HLDGS INC COM 910047109 1475 39000 SH SOLE N/A 39000 0 0