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 | 2,219 | 83,500 | SH | SOLE | 83,500 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 1,588 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 3,595 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 1,970 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 634 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 405 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CONSTELLIUM NV | CL A | N22035104 | 10,822 | 1,548,195 | SH | SOLE | 1,548,195 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 225 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 2,222 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 1,363 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 1,673 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,553 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 1,189 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 4,267 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 300 | 2,250 | SH | SOLE | 2,250 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 3,298 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 4,311 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| TIMKENSTEEL CORP | COM | 887399103 | 2,508 | 287,000 | SH | SOLE | 287,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 5,054 | 49,290 | SH | SOLE | 49,290 | 0 | 0 | ||
| VISTEON CORP COM | NEW | 92839U206 | 603 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 281 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| WESTLAKE CHEM CORP | COM | 960413102 | 596 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 2,888 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 2,852 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||