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

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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
CBS CORP NEW CL B 124857202 33,578 605,000 SH   SOLE 605,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 20,540 500,000 SH   SOLE 500,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 9,377 456,769 SH   SOLE 456,769 0 0
MICRON TECHNOLOGY INC COM 595112103 21,195 1,125,000 SH   SOLE 1,125,000 0 0
OCEAN RIG UDW INC SHS Y64354205 12,542 2,444,900 SH   SOLE 2,444,900 0 0
ROCK-TENN CO CL A 772739207 14,335 238,122 SH   SOLE 238,122 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 8,030 336,959 SH   SOLE 336,959 0 0
SUNCOKE ENERGY INC COM 86722A103 30,852 2,373,194 SH   SOLE 2,373,194 0 0