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 |
| AK STEEL HOLDING CORP | COM | 001547108 | 560 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ALCOA INC | COM | 013817101 | 9,870 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ALPHA NATURAL RESOURCES INC | COM | 02076X102 | 11 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 7,750 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ARCH COAL INC | COM | 039380308 | 395 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CALLAWAY GOLF | COM | 131193104 | 7,065 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| CIVEO CORP | COM | 17878Y108 | 1,420 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 4,720 | 100,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DELTA AIR LINES INC | COM | 247361702 | 40,552 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| DYNEGY INC | COM | 26817R108 | 5,360 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| HORNBECK OFFSHORE SERVICES INC | COM | 440543106 | 1,988 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| IAMGOLD CORPORATION | COM | 450913108 | 1,420 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| JOY GLOBAL INC | COM | 481165108 | 1,261 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEWMONT MINING CORPORATION | COM | 651639106 | 11,694 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65431101 | 10,550 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NORANDA ALUMINUM HOLDING CORP | COM | 65542W206 | 128 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 9,440 | 50,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| SCHLUMBERGER LIMITED | COM | 806857108 | 27,900 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SWIFT TRANSPORATION CO | CL A | 87074U101 | 1,382 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TIDEWATER INC | COM | 886423102 | 696 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRIANGLE PETROLEUM CORPORATION | COM | 89600B201 | 77 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRINITY INDUSTRIES | COM | 896522109 | 2,402 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||