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 |
|
||||||||||||||||
| 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 | 13,613 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 12,174 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 7,254 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | CL A | 18451C109 | 7,413 | 700,000 | SH | SOLE | 0 | 0 | 700,000 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 32,184 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 57,366 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 46,050 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 11,387 | 76,500 | SH | SOLE | 76,500 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 48,105 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ROCK-TENN CO | CL A | 772739207 | 21,343 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 36,151 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||