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 |
| ALBEMARLE CORP | COM | 012653101 | 1,640 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | 4,928 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 10,688 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 5,518 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 11,654 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| BLACKSTONE GROUP L P COM UNIT | LTD | 09253U108 | 350 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 2,123 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 1,406 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 2,219 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CONSTELLIUM NV | CL A | N22035104 | 12,389 | 1,552,495 | SH | SOLE | 1,552,495 | 0 | 0 | ||
| CVS CAREMARK CORPORATION | COM | 126650100 | 7,550 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 746 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 1,291 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 5,077 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 4,441 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 3,097 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 3,636 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| HUBBELL INC | COM | 443510607 | 1,770 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 2,778 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 5,654 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 2,993 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037703 | 1,674 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 9,623 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 2,496 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 7,150 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| NUCOR CORP | COM | 670346105 | 2,334 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 2,057 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 6,091 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 4,277 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 9,437 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TIMKENSTEEL CORP | COM | 887399103 | 2,172 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 5,713 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| VISTEON CORP COM | NEW | 92839U206 | 1,347 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC CL | CL A | 98156Q108 | 434 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||