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
AMERICAN AIRLS GROUP INC COM 02376R102 21,116 393,737 SH   SOLE NONE 393,737 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,022 75,000 SH Call SOLE NONE 75,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 5,564 164,142 SH   SOLE NONE 164,142 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 9,997 60,000 SH   SOLE NONE 60,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 10,514 213,743 SH   SOLE NONE 213,743 0 0
EQUINIX INC COM NEW 29444U502 13,755 60,665 SH   SOLE NONE 60,665 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 10,584 125,000 SH   SOLE NONE 125,000 0 0
GENERAL DYNAMICS CORP COM 369550108 4,685 34,044 SH   SOLE NONE 34,044 0 0
GENCORP INC COM 368682100 6,075 331,969 SH   SOLE NONE 331,969 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 13,774 285,126 SH   SOLE NONE 285,126 0 0
MICRON TECHNOLOGY INC COM 595112103 27,378 782,005 SH   SOLE NONE 782,005 0 0
MICRON TECHNOLOGY INC COM 595112103 23,282 665,000 SH Call SOLE NONE 665,000 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 7,159 317,200 SH   SOLE NONE 317,200 0 0
SEMGROUP CORP CL A 81663A105 8,257 120,735 SH   SOLE NONE 120,735 0 0
SUNEDISON INC COM 86732Y109 8,438 432,502 SH   SOLE NONE 432,502 0 0
WESTMORELAND COAL CO COM 960878106 5,134 154,589 SH   SOLE NONE 154,589 0 0