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 | 8,404 | 870,000 | SH | SOLE | 870,000 | 0 | 0 | ||
| ALPHA NATURAL RESOURCES INC | COM | 02076X102 | 33 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 7,815 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ARCH COAL INC | COM | 039380100 | 1,650 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CALLAWAY GOLF | COM | 131193104 | 6,263 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| CHICAGO BRIDGE & IRON CO NV | COM | 167250109 | 6,346 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| CIVEO CORP | COM | 178787107 | 1,480 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 2,903 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DELTA AIR LINES INC | COM | 247361702 | 35,896 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| DYNEGY INC | COM | 26817R108 | 5,788 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| EATON CORPORATION | COM | G29183103 | 5,130 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| IAMGOLD CORPORATION | COM | 450913108 | 1,630 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| JOHNSON CTLS INC | COM | 478366107 | 4,136 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| JOY GLOBAL INC | COM | 481165108 | 1,493 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LOUISIANA PACIFIC CORP | COM | 546347105 | 4,272 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NEWMONT MINING CORPORATION | COM | 651639106 | 9,642 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65431101 | 10,910 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NORANDA ALUMINUM HOLDING CORP | COM | 65542W107 | 656 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 5,808 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| PARAGON OFFSHORE PLC | COM | G6S01W108 | 48 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SCHLUMBERGER LIMITED | COM | 806857108 | 27,588 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TRIANGLE PETROLEUM CORPORATION | COM | 89600B201 | 107 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| TRINITY INDUSTRIES | COM | 896522109 | 2,267 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| USG CORP | COM | 903293405 | 666 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| WAL MART STORES INC | COM | 931142103 | 6,484 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||