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
AERCAP HOLDINGS NV SHS N00985106 67,400 1,757,500 SH   SOLE   1,757,500 0 0
AMGEN INC COM 031162100 45,664 400,000 SH   SOLE   400,000 0 0
ANADARKO PETE CORP COM 032511107 36,686 462,500 SH   SOLE   462,500 0 0
APACHE CORP COM 037411105 47,482 552,500 SH   SOLE   552,500 0 0
ASML HOLDING N V NY REGISTRY SHS N07059210 45,913 490,000 SH Put SOLE   490,000 0 0
AXIALL CORP COM 05463D100 47,559 1,002,500 SH   SOLE   1,002,500 0 0
BERRY PLASTICS GROUP INC COM 08579W103 32,295 1,357,500 SH   SOLE   1,357,500 0 0
CELANESE CORP DEL COM SER A 150870103 40,515 732,500 SH   SOLE   732,500 0 0
CHEMED CORP NEW COM 16359R103 29,307 382,500 SH   SOLE   382,500 0 0
CITIGROUP INC COM NEW 172967424 42,860 822,500 SH   SOLE   822,500 0 0
COMCAST CORP NEW CL A SPL 20030N200 50,005 1,002,500 SH   SOLE   1,002,500 0 0
D R HORTON INC COM 23331A109 69,583 3,117,500 SH   SOLE   3,117,500 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 60,280 1,002,500 SH   SOLE   1,002,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 99,373 3,617,500 SH   SOLE   3,617,500 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 9,191 350,000 SH   SOLE   350,000 0 0
GAMESTOP CORP NEW CL A 36467W109 106,402 2,160,000 SH   SOLE   2,160,000 0 0
GENERAL MTRS CO COM 37045V100 61,509 1,505,000 SH   SOLE   1,505,000 0 0
GENESEE & WYO INC CL A 371559105 39,525 411,500 SH   SOLE   411,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 41,916 1,757,500 SH   SOLE   1,757,500 0 0
HOLLYFRONTIER CORP COM 436106108 79,877 1,607,500 SH   SOLE   1,607,500 0 0
HERCULES OFFSHORE INC COM 427093109 44,943 6,882,500 SH   SOLE   6,882,500 0 0
HORMEL FOODS CORP COM 440452100 44,944 995,000 SH   SOLE   995,000 0 0
INTEL CORP COM 458140100 91,314 3,517,500 SH   SOLE   3,517,500 0 0
JPMORGAN CHASE & CO COM 46625H100 65,936 1,127,500 SH   SOLE   1,127,500 0 0
KINDRED HEALTHCARE INC COM 494580103 33,706 1,707,500 SH   SOLE   1,707,500 0 0
LENNAR CORP CL A 526057104 15,824 400,000 SH   SOLE   400,000 0 0
LOGITECH INTL S A SHS H50430232 19,132 1,397,500 SH   SOLE   1,397,500 0 0
MACYS INC COM 55616P104 69,821 1,307,500 SH   SOLE   1,307,500 0 0
MARATHON PETE CORP COM 56585A102 69,807 761,000 SH   SOLE   761,000 0 0
METLIFE INC COM 59156R108 63,895 1,185,000 SH   SOLE   1,185,000 0 0
MICRON TECHNOLOGY INC COM 595112103 91,773 4,217,500 SH   SOLE   4,217,500 0 0
MONSANTO CO NEW COM 61166W101 40,793 350,000 SH   SOLE   350,000 0 0
NVIDIA CORP COM 67066G104 34,603 2,160,000 SH   SOLE   2,160,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 38,307 722,500 SH   SOLE   722,500 0 0
PBF ENERGY INC CL A 69318G106 41,999 1,335,000 SH   SOLE   1,335,000 0 0
PFIZER INC COM 717081103 43,035 1,405,000 SH   SOLE   1,405,000 0 0
QUANTA SVCS INC COM 74762E102 45,920 1,455,000 SH   SOLE   1,455,000 0 0
RANGE RES CORP COM 75281A109 41,312 490,000 SH   SOLE   490,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 47,101 902,500 SH   SOLE   902,500 0 0
REGIONS FINL CORP NEW COM 7591EP100 33,280 3,365,000 SH   SOLE   3,365,000 0 0
SANDISK CORP COM 80004C101 33,330 472,500 SH   SOLE   472,500 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 59,810 1,065,000 SH   SOLE   1,065,000 0 0
SOUTH JERSEY INDS INC COM 838518108 34,975 625,000 SH   SOLE   625,000 0 0
TOLL BROTHERS INC COM 889478103 42,735 1,155,000 SH   SOLE   1,155,000 0 0
TYCO INTERNATIONAL LTD SHS H89128104 39,091 952,500 SH   SOLE   952,500 0 0
UNITED RENTALS INC COM 911363109 46,965 602,500 SH   SOLE   602,500 0 0
US BANCORP DEL COM NEW 902973304 35,249 872,500 SH   SOLE   872,500 0 0
VEECO INSTRS INC DEL COM 922417100 52,903 1,607,500 SH   SOLE   1,607,500 0 0
WELLPOINT INC COM 94973V107 40,097 434,000 SH   SOLE   434,000 0 0
WESTERN DIGITAL CORP COM 958102105 36,916 440,000 SH   SOLE   440,000 0 0