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 |
| NOBLE ENERGY INC(NYS) | COM | 655044105 | 23,614 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HOLDING | COM | 81761R109 | 15,592 | 467,000 | SH | SOLE | 467,000 | 0 | 0 | ||
| CF INDUSTRIES HOLDINGS INC | COM | 125269100 | 15,448 | 344,457 | SH | SOLE | 344,457 | 0 | 0 | ||
| ROWAN COMPANIES PLC | COM | G7665A101 | 4,877 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 22,178 | 320,495 | SH | SOLE | 320,495 | 0 | 0 | ||
| DELTA AIR LINES INC(NYS) | COM | 247361702 | 10,610 | 238,000 | SH | SOLE | 238,000 | 0 | 0 | ||
| GENEL ENERGY PLC | COM | G3791G104 | 1,258 | 293,000 | SH | SOLE | 293,000 | 0 | 0 | ||
| WESTROCK CO(NYS) | COM | 96145D105 | 13,686 | 266,715 | SH | SOLE | 266,715 | 0 | 0 | ||
| PULTEGROUP INC(NYS) | COM | 745867101 | 4,048 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| MCDONALD'S CORP(NYS) | COM | 580135101 | 17,883 | 181,835 | SH | SOLE | 181,835 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC(NYS) | COM | 854502101 | 17,543 | 182,263 | SH | SOLE | 182,263 | 0 | 0 | ||
| AUTODESK INC | COM | 52769106 | 5,886 | 131,347 | SH | SOLE | 131,347 | 0 | 0 | ||
| ATWOOD OCEANICS INC | COM | 50095108 | 1,502 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MDC HOLDINGS INC(NYS) | COM | 552676108 | 3,013 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| COBALT INTERNATIONAL ENERGY | COM | 19075F106 | 693 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC-A(NYS) | COM | 21036P108 | 14,618 | 117,075 | SH | SOLE | 117,075 | 0 | 0 | ||
| CANADIAN PACIFIC RAILWAY LTD | COM | 13645T100 | 22,452 | 152,751 | SH | SOLE | 152,751 | 0 | 0 | ||
| PENN VIRGINIA CORP(NYS) | COM | 707882106 | 54 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| UNITED RENTALS INC(NYS) | COM | 911363109 | 3,754 | 62,200 | SH | SOLE | 62,200 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 4,780 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| LENNAR CORP-A | COM | 526057104 | 3,147 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| CHEVRON CORP | COM | 166764100 | 3,936 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMAZON.COM INC | COM | 23135106 | 11,480 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 3 | 205 | SH | SOLE | 205 | 0 | 0 | ||