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 | 8,925 | 243,849 | SH | SOLE | 243,849 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 8,051 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| BLACKBERRY LTD | COM | 09228F103 | 808 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 8,244 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 2,915 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 7,982 | 144,500 | SH | SOLE | 144,500 | 0 | 0 | ||
| ENERGY FUELS INC | COM NEW | 292671708 | 630 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 4,463 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 8,221 | 1,441,000 | SH | SOLE | 1,441,000 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 4,687 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| GLOBAL X FDS | GBLX URANIUM NEW | 37950E275 | 3,440 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GNC HLDGS INC | COM CL A | 36191G107 | 2,201 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GOL LINHAS AEREAS INTLG S A | SP ADR REP PFD | 38045R107 | 2,552 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| HARBINGER GROUP INC | COM | 41146A106 | 2,837 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 2,773 | 127,500 | SH | SOLE | 127,500 | 0 | 0 | ||
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 2,864 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,732 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NATIONAL BK GREECE S A | SPN ADR REP 1 SH | 633643705 | 8,297 | 1,495,000 | SH | SOLE | 1,495,000 | 0 | 0 | ||
| NEWCASTLE INVT CORP | COM | 65105M108 | 6,392 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
| NORTH ATLANTIC DRILLING LTD | COM | G6613P202 | 5,915 | 669,080 | SH | SOLE | 669,080 | 0 | 0 | ||
| Par Petroleum Corp | COM | 69888T207 | 2,030 | 101,590 | SH | SOLE | 101,590 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 7,011 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| REPUBLIC AWYS HLDGS INC | COM | 760276105 | 6,508 | 712,000 | SH | SOLE | 712,000 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 2,694 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| SANDRIDGE ENERGY INC | COM | 80007P307 | 3,991 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| SEADRILL LIMITED | SHS | G7945E105 | 2,813 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| UNITED STATES NATL GAS FUND | UNIT PAR $0.001 | 912318201 | 1,832 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| VANTAGE DRILLING COMPANY | ORD SHS | G93205113 | 2,309 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| WMI Holdings | Com | 92936P100 | 7,678 | 2,362,600 | SH | SOLE | 2,362,600 | 0 | 0 | ||