CABOT OIL & GAS CORP COM 127097103 14729 380000 SH SOLE 380000 0 0 CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 7575 747000 SH SOLE 0 0 747000 EQT CORP COM 26884L109 8302 92469 SH SOLE 92469 0 0 LAMAR ADVERTISING CO CL A 512815101 50787 972000 SH SOLE 972000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 45972 460000 SH SOLE 460000 0 0 PACKAGING CORP AMER COM 695156109 20091 317500 SH SOLE 317500 0 0 PIONEER NAT RES CO COM 723787107 9204 50000 SH SOLE 50000 0 0 RANGE RES CORP COM 75281A109 69556 825000 SH SOLE 825000 0 0 ROCK-TENN CO CL A 772739207 63006 600000 SH SOLE 600000 0 0 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 7207 83400 SH SOLE 0 0 83400 VULCAN MATLS CO COM 929160109 14855 250000 SH SOLE 250000 0 0