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
ACTUANT CORP CL A NEW 00508X203 659 25,000 SH   SOLE   25,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 10,378 70,000 SH   SOLE   70,000 0 0
AERCAP HOLDINGS NV SHS N00985106 1,379 30,000 SH   SOLE   30,000 0 0
ALCOA CORP COM 013872106 34,400 1,000,000 SH   SOLE   1,000,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 6,286 350,000 SH   SOLE   350,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,225 25,000 SH   SOLE   25,000 0 0
ANADARKO PETE CORP COM 032511107 10,230 165,000 SH   SOLE   165,000 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 4,256 175,000 SH   SOLE   175,000 0 0
ATHENE HLDG LTD CL A G0684D107 16,947 339,000 SH   SOLE   339,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,610 50,000 SH   SOLE   50,000 0 0
BANK AMER CORP COM 060505104 1,769 75,000 SH   SOLE   75,000 0 0
CABOT OIL & GAS CORP COM 127097103 11,955 500,000 SH   SOLE   500,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,766 55,000 SH   SOLE   55,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,291 7,000 SH   SOLE   7,000 0 0
CIT GROUP INC COM NEW 125581801 8,049 187,500 SH   SOLE   187,500 0 0
COCA COLA CO COM 191216100 3,183 75,000 SH   SOLE   75,000 0 0
COLGATE PALMOLIVE CO COM 194162103 2,928 40,000 SH   SOLE   40,000 0 0
CONSTELLIUM NV CL A N22035104 15,231 2,343,222 SH   SOLE   2,343,222 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 4,628 57,500 SH   SOLE   57,500 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 11,154 650,000 SH   SOLE   650,000 0 0
DEUTSCHE BK AG RIGHT 04/06/2017 ADDED D1T769565 1,534 650,000 SH   SOLE   650,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,632 135,000 SH   SOLE   135,000 0 0
DISH NETWORK CORP CL A 25470M109 635 10,000 SH   SOLE   10,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 3,100 200,000 SH   SOLE   200,000 0 0
FLOWSERVE CORP COM 34354P105 4,842 100,000 SH   SOLE   100,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 2,237 150,000 SH   SOLE   150,000 0 0
GENERAL MTRS CO COM 37045V100 1,768 50,000 SH   SOLE   50,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 677 30,950 SH   SOLE   30,950 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 6,284 225,000 SH   SOLE   225,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 13,880 800,000 SH   SOLE   800,000 0 0
KENNAMETAL INC COM 489170100 3,923 100,000 SH   SOLE   100,000 0 0
LEUCADIA NATL CORP COM 527288104 2,600 100,000 SH   SOLE   100,000 0 0
LOWES COS INC COM 548661107 8,221 100,000 SH   SOLE   100,000 0 0
MARATHON PETE CORP COM 56585A102 4,549 90,000 SH   SOLE   90,000 0 0
MBIA INC COM 55262C100 1,482 175,000 SH   SOLE   175,000 0 0
METLIFE INC COM 59156R108 3,697 70,000 SH   SOLE   70,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 7,535 275,000 SH   SOLE   275,000 0 0
MONDELEZ INTL INC CL A 609207105 4,954 115,000 SH   SOLE   115,000 0 0
NIKE INC CL B 654106103 10,031 180,000 SH   SOLE   180,000 0 0
PACCAR INC COM 693718108 2,016 30,000 SH   SOLE   30,000 0 0
PANDORA MEDIA INC COM 698354107 4,134 350,000 SH   SOLE   350,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,184 90,000 SH   SOLE   90,000 0 0
PVH CORP COM 693656100 2,069 20,000 SH   SOLE   20,000 0 0
REXNORD CORP NEW COM 76169B102 9,809 425,000 SH   SOLE   425,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 7,659 49,190 SH   SOLE   49,190 0 0
RYDER SYS INC COM 783549108 2,263 30,000 SH   SOLE   30,000 0 0
SWIFT TRANSN CO CL A 87074U101 12,029 585,640 SH   SOLE   585,640 0 0
TECK RESOURCES LTD CL B 878742204 2,190 100,000 SH   SOLE   100,000 0 0
TIME WARNER INC COM NEW 887317303 7,817 80,000 SH   SOLE   80,000 0 0
TIMKENSTEEL CORP COM 887399103 6,146 325,000 SH   SOLE   325,000 0 0
TRONOX LTD SHS CL A Q9235V101 11,439 620,000 SH   SOLE   620,000 0 0
VIACOM INC NEW CL B 92553P201 3,497 75,000 SH   SOLE   75,000 0 0
VOYA FINL INC COM 929089100 2,847 75,000 SH   SOLE   75,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 6,650 1,000,000 SH   SOLE   1,000,000 0 0
WESCO INTL INC COM 95082P105 5,216 75,000 SH   SOLE   75,000 0 0
WESTERN REFNG INC COM 959319104 7,014 200,000 SH   SOLE   200,000 0 0
WESTLAKE CHEM CORP COM 960413102 13,210 200,000 SH   SOLE   200,000 0 0