The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| THE ADT CORPORATION | COM | 00101J106 | 48,916 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 26874784 | 40,935 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 88,800 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| CONSTELLIUM NV | CL A | N22035104 | 12,824 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 32,995 | 4,582,700 | SH | SOLE | 4,582,700 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 60,100 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 66,520 | 4,000 | SH | Call | SOLE | 4,000 | 0 | 0 | |
| GASLOG LTD | SHS | G37585109 | 43,002 | 1,348,460 | SH | SOLE | 1,348,460 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V134 | 6,275 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 28,190 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 165,311 | 2,305,586 | SH | SOLE | 2,305,586 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 76,220 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 33,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 82,133 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 46,838 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 110,880 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| NMI HLDGS INC | CL A | 629209305 | 73,500 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
| NAVIOS MARITIME ACQUIS CORP | SHS | Y62159101 | 17,690 | 4,768,169 | SH | SOLE | 4,768,169 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 18,600 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PINNACLE FOODS INC DEL | COM | 72348P104 | 32,900 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SCORPIO BULKERS INC | SHS | Y7546A106 | 43,388 | 4,875,000 | SH | SOLE | 4,875,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 84,442 | 8,303,011 | SH | SOLE | 8,303,011 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 47,178 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TEEKAY CORPORATION | COM | Y8564W103 | 28,883 | 463,983 | SH | SOLE | 463,983 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 58,525 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 40,747 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 40,165 | 1,428,842 | SH | SOLE | 1,428,842 | 0 | 0 | ||