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 | 4,660 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ALCOA INC | COM | 013817101 | 9,270 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ALPHA NATURAL RESOURCES INC | COM | 02076X102 | 18 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 6,372 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ARCH COAL INC | COM | 039380308 | 120 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 7,658 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| CIVEO CORP CDA | COM | 17878Y108 | 2,700 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| COLUMBUS MCKINNON CORP | COM | 199333105 | 708 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| COMMERICAL VEHICLE GROUP INC | COM | 202608105 | 520 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 5,752 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DELTA AIR LINES INC | COM | 247361702 | 18,215 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DYNEGY INC | COM | 26817R108 | 8,620 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HORNBECK OFFSHORE SERVICES INC | COM | 440543106 | 4,170 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| IAMGOLD CORPORATION | COM | 450913108 | 4,140 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| INDEPENDENCE CONTRACT DRILLING INC | COM | 453415309 | 163 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| JOY GLOBAL INC | COM | 481165108 | 2,114 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 6,388 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 3,365 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEWMONT MINING CORPORATION | COM | 651639106 | 17,604 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65431101 | 10,300 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| NORANDA ALUMINUM HOLDING CORP | COM | 65542W206 | 24 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 11,114 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PARAGON OFFSHORE PLC | COM | G6S01W108 | 1,500 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SCHLUMBERGER LIMITED | COM | 806857108 | 31,632 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SWIFT TRANSPORATION CO | CL A | 87074U101 | 771 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 2,634 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TEREX CORP | COM | 880779103 | 812 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TIFFANY & COMPANY | COM | 886547108 | 303 | 5,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| TRINITY INDUSTRIES | COM | 896522109 | 9,285 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||