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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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
ALCOA CORP COM 013872106 18,648 400,000 SH   SOLE   400,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 13,888 140,000 SH   SOLE   140,000 0 0
ACUITY BRANDS INC COM 00508Y102 8,564 50,000 SH   SOLE   50,000 0 0
BANK AMER CORP COM 060505104 2,534 100,000 SH   SOLE   100,000 0 0
BUNGE LIMITED COM G16962105 11,114 160,000 SH   SOLE   160,000 0 0
BUFFALO WILD WINGS INC COM 119848109 6,078 57,500 SH   SOLE   57,500 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 7,140 425,000 SH   SOLE   425,000 0 0
CF INDS HLDGS INC COM 125269100 17,932 510,000 SH   SOLE   510,000 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 12,739 425,073 SH   SOLE   425,073 0 0
COLGATE PALMOLIVE CO COM 194162103 5,282 72,500 SH   SOLE   72,500 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 4,803 100,000 SH   SOLE   100,000 0 0
CONSTELLIUM NV CL A N22035104 29,175 2,846,300 SH   SOLE   2,846,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,858 80,000 SH   SOLE   80,000 0 0
DISH NETWORK CORP CL A 25470M109 1,085 20,000 SH   SOLE   20,000 0 0
DARDEN RESTAURANTS INC COM 237194105 709 9,000 SH   SOLE   9,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 11,013 300,000 SH   SOLE   300,000 0 0
EASTMAN CHEM CO COM 277432100 905 10,000 SH   SOLE   10,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 5,451 125,000 SH   SOLE   125,000 0 0
FOOT LOCKER INC COM 344849104 2,289 65,000 SH   SOLE   65,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,095 20,000 SH   SOLE   20,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,319 50,000 SH   SOLE   50,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 2,177 75,000 SH   SOLE   75,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 5,087 225,000 SH   SOLE   225,000 0 0
HALLIBURTON CO COM 406216101 9,206 200,000 SH   SOLE   200,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 7,838 825,000 SH   SOLE   825,000 0 0
HUBBELL INC COM 443510607 5,801 50,000 SH   SOLE   50,000 0 0
COCA COLA CO COM 191216100 2,251 50,000 SH   SOLE   50,000 0 0
KROGER CO COM 501044101 6,018 300,000 SH   SOLE   300,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 901 20,000 SH   SOLE   20,000 0 0
LEUCADIA NATL CORP COM 527288104 1,293 51,213 SH   SOLE   51,213 0 0
MONDELEZ INTL INC CL A 609207105 2,033 50,000 SH   SOLE   50,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,666 112,500 SH   SOLE   112,500 0 0
MICHAELS COS INC COM 59408Q106 2,791 130,000 SH   SOLE   130,000 0 0
NUCOR CORP COM 670346105 7,005 125,000 SH   SOLE   125,000 0 0
PANDORA MEDIA INC COM 698354107 7,317 950,200 SH   SOLE   950,200 0 0
PTC INC COM 69370C100 4,784 85,000 SH   SOLE   85,000 0 0
PRAXAIR INC COM 74005P104 2,795 20,000 SH   SOLE   20,000 0 0
REXNORD CORP NEW COM 76169B102 12,451 490,000 SH   SOLE   490,000 0 0
TARGET CORP COM 87612E106 8,852 150,000 SH   SOLE   150,000 0 0
TIMKENSTEEL CORP COM 887399103 7,013 425,000 SH   SOLE   425,000 0 0
TUTOR PERINI CORP COM 901109108 1,250 44,000 SH   SOLE   44,000 0 0
TWITTER INC COM 90184L102 844 50,000 SH   SOLE   50,000 0 0
UNITED CONTL HLDGS INC COM 910047109 19,786 325,000 SH   SOLE   325,000 0 0
WAL-MART STORES INC COM 931142103 1,954 25,000 SH   SOLE   25,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 318 20,000 SH   SOLE   20,000 0 0
XPO LOGISTICS INC COM 983793100 15,928 235,000 SH   SOLE   235,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 4,072 37,500 SH   SOLE   37,500 0 0