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 |
| ALCOA CORP | COM | 013872106 | 3,597 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 1,186 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 1,034 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 18,123 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 2,264 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 15,311 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 6,655 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 1,509 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 15,492 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 5,018 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 8,184 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CONSTELLIUM NV | CL A | N22035104 | 21,700 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 13,703 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 2,807 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 379 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 4,381 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 12,716 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 4,223 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 4,408 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| KENNAMETAL INC | COM | 489170100 | 5,622 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| KENNAMETAL INC | COM | 489170100 | 8,032 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 5,061 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 11,464 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 3,296 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| LENNAR CORP CL | CL A | 526057104 | 20,629 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 7,898 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 3,338 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037109 | 18,270 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| NUCOR CORP | COM | 670346105 | 2,444 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 4,349 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PINNACLE FOODS INC DEL | COM | 72348P104 | 5,681 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 860 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| RYDER SYS INC | COM | 783549108 | 4,331 | 59,500 | SH | SOLE | 59,500 | 0 | 0 | ||
| REXNORD CORP NEW | COM | 76169B102 | 5,420 | 182,599 | SH | SOLE | 182,599 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 9,717 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TIMKENSTEEL CORP | COM | 887399103 | 13,735 | 904,228 | SH | SOLE | 904,228 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 3,575 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 4,344 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||