AK STL HLDG CORP COM 001547108 319 105000 SH DFND 1 105000 0 0 ALCOA INC COM 013817101 1986 254000 SH DFND 1 254000 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 800 30425 SH DFND 1 30425 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 878 167500 SH DFND 1 167500 0 0 ARCH COAL INC COM 039380100 871 230500 SH DFND 1 230500 0 0 CHENIERE ENERGY INC COM NEW 16411R208 6329 228000 SH DFND 1 228000 0 0 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 5638 94500 SH DFND 1 94500 0 0 CLIFFS NAT RES INC COM 18683K101 6927 426273 SH DFND 1 426273 0 0 DISH NETWORK CORP CL A 25470M109 7828 184100 SH DFND 1 184100 0 0 EATON CORP PLC SHS G29183103 8029 122000 SH DFND 1 122000 0 0 GENERAL MTRS CO COM 37045V100 7695 231000 SH DFND 1 231000 0 0 GRACE W R & CO DEL NEW COM 38388F108 9497 113000 SH DFND 1 113000 0 0 MONSANTO CO NEW COM 61166W101 8892 90000 SH DFND 1 90000 0 0 NAVISTAR INTL CORP NEW COM 63934E108 5241 188786 SH DFND 1 188786 0 0 SIRIUS XM RADIO INC COM 82967N108 9899 2955000 SH DFND 1 2955000 0 0 TECK RESOURCES LTD CL B 878742204 2267 106100 SH DFND 1 106100 0 0 TRIMBLE NAVIGATION LTD COM 896239100 1322 50879 SH DFND 1 50879 0 0 U S SILICA HLDGS INC COM 90346E103 517 24900 SH DFND 1 24900 0 0 UNITED STATES STL CORP NEW COM 912909108 6600 376500 SH DFND 1 376500 0 0 URS CORP NEW COM 903236107 4250 90000 SH DFND 1 90000 0 0 VALE S A ADR 91912E105 2946 224000 SH DFND 1 224000 0 0