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 |
| ALCOA INC | COM | 013817101 | 15,790 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ALPHA NATURAL RESOURCES INC | COM | 02076X102 | 6,680 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 6,940 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ARCH COAL INC | COM | 039380100 | 8,900 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| CALLAWAY GOLF | COM | 131193104 | 6,160 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CIVEO CORP | COM | 178787107 | 1,028 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CLIFFS NATURAL RESOURCES INC | COM | 18683K101 | 7,140 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DELTA AIR LINES INC | COM | 247361702 | 49,190 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DYNEGY INC | COM | 26817R108 | 8,346 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| ENPRO INDUSTRIES INC | COM | 29355X107 | 6,295 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
| GREENBRIER COS INC | COM | 393657101 | 2,687 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| IAMGOLD CORPORATION | COM | 450913108 | 2,700 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LOUISIANA PACIFIC CORP | COM | 546347105 | 16,560 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NEWMONT MINING CORPORATION | COM | 651639106 | 9,450 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65431101 | 8,285 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| NORANDA ALUMINUM HOLDING CORP | COM | 65542W107 | 8,448 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| PARAGON OFFSHORE PLC | COM | G6S01W108 | 1,385 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SCHLUMBERGER LIMITED | COM | 806857108 | 42,705 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SWIFT TRANSPORTATION COMPANY | CLA | 87074U101 | 2,863 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRIANGLE PETROLEUM CORPORATION | COM | 89600B201 | 359 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||