The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ANADARKO PETE CORP | COM | 032511107 | 13,985 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 8,301 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
CLEAR CHANNEL OUTDOOR HLDGS | CL A | 18451C109 | 6,437 | 706,571 | SH | SOLE | 0 | 0 | 706,571 | ||
LAMAR ADVERTISING CO | CL A | 512815101 | 49,572 | 972,000 | SH | SOLE | 972,000 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 59,041 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
PACKAGING CORP AMER | COM | 695156109 | 12,139 | 172,500 | SH | SOLE | 172,500 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 14,316 | 76,500 | SH | SOLE | 76,500 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 58,079 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
ROCK-TENN CO | CL A | 772739207 | 60,884 | 576,716 | SH | SOLE | 576,716 | 0 | 0 | ||
SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 6,331 | 83,400 | SH | SOLE | 0 | 0 | 83,400 | ||
VULCAN MATLS CO | COM | 929160109 | 16,612 | 250,000 | SH | SOLE | 250,000 | 0 | 0 |