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 | 4,393 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 8,921 | 161,500 | SH | SOLE | 161,500 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 2,127 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 9,038 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| ENVIVA PARTNERS LP | COM UNIT | 29414J107 | 1,447 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 743 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GENWORTH FINL INC | COM CL A | 37247D106 | 6,245 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 6,097 | 130,274 | SH | SOLE | 130,274 | 0 | 0 | ||
| ISHARES | US HOME CONS ETF | 464288752 | 6,176 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 7,454 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| LYON WILLIAM HOMES | CL A NEW | 552074700 | 1,412 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| NEW SR INVT GROUP INC | COM | 648691103 | 3,097 | 231,666 | SH | SOLE | 231,666 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 8,183 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PAR PETE CORP | COM NEW | 69888T207 | 1,329 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| RENTECH INC | COM | 760112102 | 3,531 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
| REPUBLIC AWYS HLDGS INC | COM | 760276105 | 6,995 | 762,000 | SH | SOLE | 762,000 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P HOMEBUILD | 78464A888 | 2,563 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 4,086 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 6,089 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 13,123 | 125,000 | SH | Call | SOLE | 125,000 | 0 | 0 | |
| WCI CMNTYS INC | COM PAR $0.01 | 92923C807 | 878 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| WMIH Holdings Corp | COM | 92936P100 | 7,154 | 2,741,000 | SH | SOLE | 2,741,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 7,229 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||