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 | 30,632 | 939,000 | SH | SOLE | 939,000 | 0 | 0 | ||
| ANADARKO PETROLEUM CORP | COM | 32511107 | 36,465 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| ROWAN COMPANIES PLC | COM | G7665A101 | 5,085 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 6,476 | 212,000 | SH | SOLE | 212,000 | 0 | 0 | ||
| STEEL DYNAMICS INC(NSM) | COM | 858119100 | 2,959 | 164,640 | SH | SOLE | 164,640 | 0 | 0 | ||
| GENEL ENERGY PLC | COM | G3791G104 | 604 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HOLDING | COM | 81761R109 | 6,889 | 173,923 | SH | SOLE | 173,923 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 5,610 | 99,986 | SH | SOLE | 99,986 | 0 | 0 | ||
| TE CONNECTIVITY LTD | COM | 10299318 | 3,162 | 48,800 | SH | SOLE | 48,800 | 0 | 0 | ||
| COBALT INTERNATIONAL ENERGY | COM | 19075F106 | 533 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN VIRGINIA CORP(PNK) | COM | 707882106 | 31 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WESTROCK CO(NYS) | COM | 96145D105 | 2,857 | 62,400 | SH | SOLE | 62,400 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 4,345 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| DELTA AIR LINES INC(NYS) | COM | 247361702 | 2,496 | 48,800 | SH | SOLE | 48,800 | 0 | 0 | ||
| MCDONALD'S CORP(NYS) | COM | 580135101 | 4,901 | 41,200 | SH | SOLE | 41,200 | 0 | 0 | ||
| EXXON MOBIL CORP(NYS) | COM | 30231G102 | 3,214 | 41,040 | SH | SOLE | 41,040 | 0 | 0 | ||
| YUM! BRANDS INC(NYS) | COM | 988498101 | 2,593 | 35,200 | SH | SOLE | 35,200 | 0 | 0 | ||
| HUBBELL INC -CL B | COM | 443510607 | 3,286 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 2,063 | 24,302 | SH | SOLE | 24,302 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 2,864 | 36,444 | SH | SOLE | 36,444 | 0 | 0 | ||
| CF INDUSTRIES HOLDINGS INC | COM | 125269100 | 764 | 18,414 | SH | SOLE | 18,414 | 0 | 0 | ||
| AMAZON.COM INC | COM | 23135106 | 4,857 | 7,160 | SH | SOLE | 7,160 | 0 | 0 | ||
| WHIRLPOOL CORP(NYS) | COM | 963320106 | 1,244 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
| CONSTELLATION BRANDS INC-A(NYS) | COM | 21036P108 | 3,239 | 22,460 | SH | SOLE | 22,460 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 3 | 205 | SH | SOLE | 205 | 0 | 0 | ||