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 |
| APPLIED MATLS INC | COM | 038222105 | 1,526 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 2,451 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 9,187 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | COM | 185899101 | 2,520 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 10,255 | 44,600 | SH | SOLE | 44,600 | 0 | 0 | ||
| INVESTCORP CR MGMT BDC INC | COM | 46090R104 | 302 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| MBIA INC | COM | 55262C100 | 3,720 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,067 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 7,668 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NELNET INC | CL A | 64031N108 | 5,824 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SYNTHESIS ENERGY SYS INC | COM | 871628301 | 57 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TCF FINL CORP | COM | 872307103 | 3,042 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 12,770 | 201,200 | SH | SOLE | 201,200 | 0 | 0 | ||