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 |
| ABENGOA YIELD PLC | ORD SHS | G00349103 | 12,809 | 360,000 | SH | SOLE | 1 | 360,000 | 0 | 0 | |
| AIR PRODS & CHEMS INC | COM | 009158106 | 5,858 | 45,000 | SH | SOLE | 1 | 45,000 | 0 | 0 | |
| ALCOA INC | COM | 013817101 | 19,308 | 1,200,000 | SH | SOLE | 1 | 1,200,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,885 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 7,806 | 220,000 | SH | SOLE | 1 | 220,000 | 0 | 0 | |
| BANK AMER CORP | COM | 060505104 | 8,099 | 475,000 | SH | SOLE | 1 | 475,000 | 0 | 0 | |
| CALPINE CORP | COM NEW | 131347304 | 8,138 | 375,000 | SH | SOLE | 1 | 375,000 | 0 | 0 | |
| CANADIAN SOLAR INC | COM | 136635109 | 21,462 | 600,000 | SH | SOLE | 1 | 600,000 | 0 | 0 | |
| CF INDS HLDGS INC | COM | 125269100 | 11,169 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 35,213 | 440,000 | SH | SOLE | 1 | 440,000 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 10,099 | 152,100 | SH | SOLE | 1 | 152,100 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 33,200 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | |
| GOLAR LNG PARTNERS LP | COM UNIT LPI | Y2745C102 | 6,076 | 175,000 | SH | Call | SOLE | 1 | 175,000 | 0 | 0 |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 6,821 | 75,000 | SH | SOLE | 1 | 75,000 | 0 | 0 | |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 19,888 | 1,600,000 | SH | SOLE | 1 | 1,600,000 | 0 | 0 | |
| GREEN PLAINS INC | COM | 393222104 | 14,956 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | |
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 7,560 | 275,000 | SH | SOLE | 1 | 275,000 | 0 | 0 | |
| KBR INC | COM | 48242W106 | 3,766 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 23,763 | 275,000 | SH | SOLE | 1 | 275,000 | 0 | 0 | |
| METHANEX CORP | COM | 59151K108 | 8,350 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 5,359 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 13,136 | 525,000 | SH | SOLE | 1 | 525,000 | 0 | 0 | |
| SCORPIO TANKERS INC | SHS | Y7542C106 | 11,985 | 1,442,275 | SH | SOLE | 1 | 1,442,275 | 0 | 0 | |
| SEALED AIR CORP NEW | COM | 81211K100 | 12,208 | 350,000 | SH | SOLE | 1 | 350,000 | 0 | 0 | |
| SOUTHWEST AIRLS CO | COM | 844741108 | 16,747 | 495,921 | SH | SOLE | 1 | 495,921 | 0 | 0 | |
| STEEL DYNAMICS INC | COM | 858119100 | 6,218 | 275,000 | SH | SOLE | 1 | 275,000 | 0 | 0 | |
| TENARIS S A | SPONSORED ADR | 88031M109 | 3,416 | 75,000 | SH | SOLE | 1 | 75,000 | 0 | 0 | |
| TEREX CORP NEW | COM | 880779103 | 6,354 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | |
| TEXTRON INC | COM | 883203101 | 7,918 | 220,000 | SH | SOLE | 1 | 220,000 | 0 | 0 | |
| TRINSEO S A | SHS | L9340P101 | 4,719 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 25,735 | 550,000 | SH | SOLE | 1 | 550,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 22,327 | 570,000 | SH | SOLE | 1 | 570,000 | 0 | 0 | |
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 20,592 | 990,000 | SH | SOLE | 1 | 990,000 | 0 | 0 | |
| WESTLAKE CHEM CORP | COM | 960413102 | 12,627 | 145,830 | SH | SOLE | 1 | 145,830 | 0 | 0 | |
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 14,874 | 731,997 | SH | SOLE | 1 | 731,997 | 0 | 0 | |