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 |
| AMERICAN AIRLS GROUP INC. | COM | 02376R102 | 6,377 | 148,430 | SH | SOLE | 148,430 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 10,594 | 114,002 | SH | SOLE | 114,002 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 9,114 | 751,343 | SH | SOLE | 751,343 | 0 | 0 | ||
| CITIGROUP INC | COM | 172967424 | 35,600 | 755,842 | SH | SOLE | 755,842 | 0 | 0 | ||
| CYS INVTS INC | COM | 12673A108 | 8,597 | 953,152 | SH | SOLE | 953,152 | 0 | 0 | ||
| DANA HLDG CORP | COM | 235825205 | 21,014 | 860,504 | SH | SOLE | 860,504 | 0 | 0 | ||
| FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 10,016 | 581,000 | SH | SOLE | 581,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 26,642 | 784,273 | SH | SOLE | 784,273 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 28,735 | 791,600 | SH | SOLE | 791,600 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 9,326 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 6,445 | 490,870 | SH | SOLE | 490,870 | 0 | 0 | ||
| ISHARES | RUSSELL 2000 ETF | 464287655 | 2,733 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| ISHARES | RUSSELL 2000 ETF | 464287655 | 819 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| INTERNATIONAL SPEEDWAY CORP | CL A | 460335201 | 17,405 | 522,977 | SH | SOLE | 522,977 | 0 | 0 | ||
| JGWPT HLDGS INC | CL A | 46617M109 | 2,968 | 263,610 | SH | SOLE | 263,610 | 0 | 0 | ||
| LOUISIANA PAC CORP | COM | 546347105 | 14,044 | 935,000 | SH | SOLE | 935,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC | COM | 609027107 | 4,453 | 294,093 | SH | SOLE | 294,093 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 32,393 | 1,227,000 | SH | SOLE | 1,227,000 | 0 | 0 | ||
| M/I HOMES INC | COM | 55305B101 | 5,187 | 213,729 | SH | SOLE | 213,729 | 0 | 0 | ||
| NORCRAFT COS INC | COM | 65557Y105 | 15,478 | 1,081,601 | SH | SOLE | 1,081,601 | 0 | 0 | ||
| NCI BUILDING SYS INC | COM NEW | 628852204 | 23,494 | 1,209,184 | SH | SOLE | 1,209,184 | 0 | 0 | ||
| NEW HOME CO INC | COM | 645370107 | 11,501 | 813,953 | SH | SOLE | 813,953 | 0 | 0 | ||
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 5,472 | 106,035 | SH | SOLE | 106,035 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 22,897 | 1,135,757 | SH | SOLE | 1,135,757 | 0 | 0 | ||
| RYLAND GROUP INC | COM | 783764103 | 10,321 | 261,692 | SH | SOLE | 261,692 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,797 | 3,360,000 | SH | Put | SOLE | 3,360,000 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 19,095 | 549,494 | SH | SOLE | 549,494 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226110 | 11 | 109,100 | SH | Put | SOLE | 109,100 | 0 | 0 | |
| SPEEDWAY MOTORSPORTS INC | COM | 847788106 | 7,410 | 406,032 | SH | SOLE | 406,032 | 0 | 0 | ||
| STRATEGIC HOTELS & RESORTS | COM | 86272T106 | 18,189 | 1,553,271 | SH | SOLE | 1,553,271 | 0 | 0 | ||
| WALTER INVT MGMT CORP | COM | 93317W102 | 328 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| WALTER ENERGY INC | COM | 93317Q105 | 2,765 | 507,330 | SH | SOLE | 507,330 | 0 | 0 | ||