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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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