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 |
| CENTURY ALUMINUM COMPANY CMN | COM | 156431108 | 2,254 | 92,367 | SH | SOLE | 92,367 | 0 | 0 | ||
| CLIFFS NATURAL RESOURCES INC. CMN | COM | 18683K101 | 828 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION CMN CLASS A | CL A | 25470M109 | 3,863 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| FORTINET, INC. CMN | COM | 34959E109 | 6,193 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
| THE GOODYEAR TIRE & RUBBER CO. CMN | COM | 382550101 | 3,631 | 127,100 | SH | SOLE | 127,100 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE CO LL CMN | COM | 55608B105 | 6,839 | 96,200 | SH | SOLE | 96,200 | 0 | 0 | ||
| MINDRAY MEDICAL INTL LIMITED SPONSORED ADR CMN CLASS A | SPON ADR | 602675100 | 2,640 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEUSTAR INC. CMN CLASS A | CL A | 64126X201 | 2,891 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| SHERWIN-WILLIAMS CO CMN | COM | 824348106 | 2,367 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| TIMKENSTEEL CORPORATION CMN | COM | 887399103 | 1 | 9 | SH | SOLE | 9 | 0 | 0 | ||
| U S SILICA HLDGS INC CMN | COM | 90346E103 | 3,083 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| PARAGON OFFSHORE PLC CMN | COM | G6S01W108 | 1,801 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| MOBILEYE N V CMN | ORD SHS | N51488117 | 1,401 | 34,545 | SH | SOLE | 34,545 | 0 | 0 | ||