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
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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
AERCAP HOLDINGS NV SHS N00985106 113,063 2,912,500 SH   SOLE   2,912,500 0 0
ALBEMARLE CORP COM 012653101 63,437 1,055,000 SH   SOLE   1,055,000 0 0
ALTERA CORP COM 021441100 133,261 3,607,500 SH   SOLE   3,607,500 0 0
AMGEN INC COM 031162100 67,300 422,500 SH   SOLE   422,500 0 0
ANTHEM INC COM 036752103 63,149 502,500 SH   SOLE   502,500 0 0
APACHE CORP COM 037411105 119,543 1,907,500 SH   SOLE   1,907,500 0 0
APACHE CORP COM 037411105 23,000 367,000 SH Call SOLE   367,000 0 0
BARRICK GOLD CORP COM 067901108 48,509 4,512,500 SH   SOLE   4,512,500 0 0
BERRY PLASTICS GROUP INC COM 08579W103 64,914 2,057,500 SH   SOLE   2,057,500 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 7,388 725,000 SH   SOLE   725,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 54,992 2,810,000 SH   SOLE   2,810,000 0 0
CISCO SYS INC COM 17275R102 55,839 2,007,500 SH   SOLE   2,007,500 0 0
CITIGROUP INC COM NEW 172967424 109,843 2,030,000 SH   SOLE   2,030,000 0 0
CSX CORP COM 126408103 58,240 1,607,500 SH   SOLE   1,607,500 0 0
D R HORTON INC COM 23331A109 76,186 3,012,500 SH   SOLE   3,012,500 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 73,084 1,005,000 SH   SOLE   1,005,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 256,526 5,215,000 SH   SOLE   5,215,000 0 0
DOLLAR TREE INC COM 256746108 105,922 1,505,000 SH   SOLE   1,505,000 0 0
EXXON MOBIL CORP COM 30231G102 266,256 2,880,000 SH Put SOLE   2,880,000 0 0
GAMESTOP CORP NEW CL A 36467W109 118,723 3,512,500 SH   SOLE   3,512,500 0 0
GENESEE & WYO INC CL A 371559105 48,557 540,000 SH   SOLE   540,000 0 0
GOGO INC COM 38046C109 34,754 2,102,500 SH   SOLE   2,102,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 93,210 3,262,500 SH   SOLE   3,262,500 0 0
HANESBRANDS INC COM 410345102 56,089 502,500 SH   SOLE   502,500 0 0
HEALTHWAYS INC COM 422245100 48,036 2,416,300 SH   SOLE   2,416,300 0 0
HELMERICH & PAYNE INC COM 423452101 40,621 602,500 SH   SOLE   602,500 0 0
HOLLYFRONTIER CORP COM 436106108 75,241 2,007,500 SH   SOLE   2,007,500 0 0
HOME DEPOT INC COM 437076102 52,747 502,500 SH   SOLE   502,500 0 0
HORMEL FOODS CORP COM 440452100 44,415 852,500 SH   SOLE   852,500 0 0
INTEL CORP COM 458140100 218,375 6,017,500 SH   SOLE   6,017,500 0 0
JPMORGAN CHASE & CO COM 46625H100 78,538 1,255,000 SH   SOLE   1,255,000 0 0
KINDRED HEALTHCARE INC COM 494580103 64,812 3,565,000 SH   SOLE   3,565,000 0 0
LENNAR CORP CL A 526057104 62,958 1,405,000 SH   SOLE   1,405,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 46,583 702,500 SH   SOLE   702,500 0 0
MACYS INC COM 55616P104 79,229 1,205,000 SH   SOLE   1,205,000 0 0
MARATHON PETE CORP COM 56585A102 59,707 661,500 SH   SOLE   661,500 0 0
MICRON TECHNOLOGY INC COM 595112103 145,729 4,162,500 SH   SOLE   4,162,500 0 0
OLD DOMINION FGHT LINES INC COM 679580100 63,277 815,000 SH   SOLE   815,000 0 0
PACKAGING CORP AMER COM 695156109 59,708 765,000 SH   SOLE   765,000 0 0
QUANTA SVCS INC COM 74762E106 78,995 2,782,500 SH   SOLE   2,782,500 0 0
RANGE RES CORP COM 75281A109 93,938 1,757,500 SH   SOLE   1,757,500 0 0
RANGE RES CORP COM 75281A109 27,532 515,100 SH Call SOLE   515,100 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 69,034 1,205,000 SH   SOLE   1,205,000 0 0
REPUBLIC AWYS HLDGS INC COM 760276105 66,859 4,582,500 SH   SOLE   4,582,500 0 0
SABRE CORP COM 78573M104 46,824 2,310,000 SH   SOLE   2,310,000 0 0
SCHLUMBERGER LTD COM 806857108 161,937 1,896,000 SH Put SOLE   1,896,000 0 0
SFX ENTMT INC COM 784178303 15,912 3,512,500 SH   SOLE   3,512,500 0 0
SOUTH JERSEY INDS INC COM 838518108 55,247 937,500 SH   SOLE   937,500 0 0
STAPLES INC COM 855030102 43,760 2,415,000 SH   SOLE   2,415,000 0 0
SYNOVUS FINL CORP COM NEW 87161C501 48,965 1,807,500 SH   SOLE   1,807,500 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 72,175 1,255,000 SH   SOLE   1,255,000 0 0
TOLL BROTHERS INC COM 889478103 48,149 1,405,000 SH   SOLE   1,405,000 0 0
UBIQUITI NETWORKS INC COM 90347A100 17,858 602,500 SH   SOLE   602,500 0 0
UNION PAC CORP COM 907818108 55,098 462,500 SH   SOLE   462,500 0 0
UNITED RENTALS INC COM 911363109 57,381 562,500 SH   SOLE   562,500 0 0
US BANCORP DEL COM NEW 902973304 84,731 1,885,000 SH   SOLE   1,885,000 0 0
VEECO INSTRS INC DEL COM 922417100 39,554 1,134,000 SH   SOLE   1,134,000 0 0