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
ACTIVISION BLIZZARD INC COM 00507V109 2,774 70,000 SH   SOLE   70,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,849 30,000 SH   SOLE   30,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,188 250,000 SH   SOLE   250,000 0 0
ALPHABET INC CAP STK CL C 02079K107 831 1,200 SH   SOLE   1,200 0 0
AMAZON COM INC COM 023135106 930 1,300 SH   SOLE   1,300 0 0
AMBEV SA SPONSORED ADR 02319V103 1,773 300,000 SH   SOLE   300,000 0 0
AMERICAN EXPRESS CO COM 025816109 1,519 25,000 SH Call SOLE   25,000 0 0
ANADARKO PETE CORP COM 032511107 6,923 130,000 SH   SOLE   130,000 0 0
ANTERO RES CORP COM 03674X106 5,196 200,000 SH   SOLE   200,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 2,253 483,500 SH   SOLE   483,500 0 0
BAKER HUGHES INC COM 057224107 8,710 193,000 SH   SOLE   193,000 0 0
BANK AMER CORP COM 060505104 11,943 900,000 SH   SOLE   900,000 0 0
BUFFALO WILD WINGS INC COM 119848109 3,752 27,000 SH   SOLE   27,000 0 0
CF INDS HLDGS INC COM 125269100 2,024 84,000 SH   SOLE   84,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,222 8,000 SH   SOLE   8,000 0 0
CIT GROUP INC COM NEW 125581801 6,701 210,000 SH   SOLE   210,000 0 0
CITIGROUP INC COM NEW 172967424 4,239 100,000 SH   SOLE   100,000 0 0
COCA COLA CO COM 191216100 4,080 90,000 SH   SOLE   90,000 0 0
COMERICA INC COM 200340107 8,329 202,500 SH   SOLE   202,500 0 0
CONSTELLIUM NV CL A N22035104 6,210 1,324,044 SH   SOLE   1,324,044 0 0
COTY INC COM CL A 222070203 3,743 144,000 SH   SOLE   144,000 0 0
D R HORTON INC COM 23331A109 2,361 75,000 SH   SOLE   75,000 0 0
DANA HLDG CORP COM 235825205 2,867 271,500 SH   SOLE   271,500 0 0
DARLING INTL INC COM 237266101 1,490 100,000 SH   SOLE   100,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 9,390 150,000 SH   SOLE   150,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 10,302 284,200 SH   SOLE   284,200 0 0
DISNEY WALT CO COM DISNEY 254687106 9,782 100,000 SH   SOLE   100,000 0 0
DOVER CORP COM 260003108 4,367 63,000 SH   SOLE   63,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,518 42,500 SH   SOLE   42,500 0 0
FERRO CORP COM 315405100 535 40,000 SH   SOLE   40,000 0 0
GENERAL MLS INC COM 370334104 1,783 25,000 SH   SOLE   25,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 8,070 176,500 SH   SOLE   176,500 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,488 50,000 SH   SOLE   50,000 0 0
HERSHEY CO COM 427866108 1,135 10,000 SH   SOLE   10,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 392 30,000 SH   SOLE   30,000 0 0
HUNTSMAN CORP COM 447011107 5,380 400,000 SH   SOLE   400,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 3,604 70,000 SH   SOLE   70,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 9,025 315,000 SH   SOLE   315,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 932 28,696 SH   SOLE   28,696 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 4,046 200,000 SH   SOLE   200,000 0 0
MACYS INC COM 55616P104 20,166 600,000 SH   SOLE   600,000 0 0
MCDONALDS CORP COM 580135101 1,203 10,000 SH   SOLE   10,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 8,168 90,000 SH   SOLE   90,000 0 0
METLIFE INC COM 59156R108 2,788 70,000 SH   SOLE   70,000 0 0
MONSANTO CO NEW COM 61166W101 10,341 100,000 SH   SOLE   100,000 0 0
MOSAIC CO NEW COM 61945C103 4,071 155,500 SH   SOLE   155,500 0 0
NAVIENT CORP COM 63938C108 3,346 280,000 SH   SOLE   280,000 0 0
NOBLE ENERGY INC COM 655044105 6,510 181,500 SH   SOLE   181,500 0 0
PAYPAL HLDGS INC COM 70450Y103 1,643 45,000 SH   SOLE   45,000 0 0
POTASH CORP SASK INC COM 73755L107 406 25,000 SH   SOLE   25,000 0 0
PRAXAIR INC COM 74005P104 910 8,100 SH   SOLE   8,100 0 0
PVH CORP COM 693656100 6,596 70,000 SH   SOLE   70,000 0 0
QEP RES INC COM 74733V100 5,289 300,000 SH   SOLE   300,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 6,468 760,000 SH   SOLE   760,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,354 20,500 SH   SOLE   20,500 0 0
SIGNET JEWELERS LIMITED SHS G81276100 1,978 24,000 SH   SOLE   24,000 0 0
STARZ COM SER A 85571Q102 2,244 75,000 SH   SOLE   75,000 0 0
SWIFT TRANSN CO CL A 87074U101 4,623 300,000 SH   SOLE   300,000 0 0
SYNCHRONY FINL COM 87165B103 3,805 150,500 SH   SOLE   150,500 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 3,217 505,000 SH   SOLE   505,000 0 0
TIME WARNER INC COM NEW 887317303 7,354 100,000 SH   SOLE   100,000 0 0
TIMKENSTEEL CORP COM 887399103 4,137 430,000 SH   SOLE   430,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,542 57,000 SH   SOLE   57,000 0 0
UNITED STATES STL CORP NEW COM 912909108 2,386 141,500 SH   SOLE   141,500 0 0
VIACOM INC NEW CL B 92553P201 2,074 50,000 SH   SOLE   50,000 0 0
VOYA FINL INC COM 929089100 990 40,000 SH   SOLE   40,000 0 0
WABCO HLDGS INC COM 92927K102 916 10,000 SH   SOLE   10,000 0 0
WESTLAKE CHEM CORP COM 960413102 5,837 136,000 SH   SOLE   136,000 0 0
WHITEWAVE FOODS CO COM 966244105 1,526 32,500 SH   SOLE   32,500 0 0