The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ANTERO RES CORP | COM | 03674X106 | 24,038 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 15,770 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | CL A | 18451C109 | 2,026 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
| EQT CORP | COM | 26884L109 | 16,268 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 14,471 | 251,755 | SH | SOLE | 251,755 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 70,755 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MEADWESTVACO CORP | COM | 583334107 | 17,366 | 368,000 | SH | SOLE | 368,000 | 0 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 43,743 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 10,610 | 76,500 | SH | SOLE | 76,500 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 44,442 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| RICE ENERGY INC | COM | 762760106 | 8,749 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| ROCK-TENN CO | CL A | 772739207 | 18,151 | 301,521 | SH | SOLE | 301,521 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 29,375 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||