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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 34,794 | 230,000 | SH | SOLE | 1 | 230,000 | 0 | 0 | |
| ARAMARK | COM | 03852U106 | 12,652 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | |
| AVIS BUDGET GROUP | COM | 053774105 | 8,852 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | |
| BABCOCK & WILCOX CO NEW | COM | 05615F102 | 12,836 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | |
| CANADIAN SOLAR INC | COM | 136635109 | 14,368 | 430,300 | SH | SOLE | 1 | 430,300 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 44,118 | 570,000 | SH | SOLE | 1 | 570,000 | 0 | 0 | |
| CSX CORP | COM | 126408103 | 24,840 | 750,000 | SH | SOLE | 1 | 750,000 | 0 | 0 | |
| CYTEC INDS INC | COM | 232820100 | 12,429 | 230,000 | SH | SOLE | 1 | 230,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 18,883 | 420,000 | SH | SOLE | 1 | 420,000 | 0 | 0 | |
| DOW CHEM CO | COM | 260543103 | 11,995 | 250,000 | SH | SOLE | 1 | 250,000 | 0 | 0 | |
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 19,572 | 1,200,000 | SH | SOLE | 1 | 1,200,000 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 16,640 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 18,785 | 190,000 | SH | SOLE | 1 | 190,000 | 0 | 0 | |
| HONEYWELL INTL INC | COM | 438516106 | 15,647 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | |
| INFRAREIT INC | COM | 45685L100 | 8,577 | 300,000 | SH | Call | SOLE | 1 | 300,000 | 0 | 0 |
| INFRAREIT INC | COM | 45685L100 | 31,741 | 1,110,219 | SH | SOLE | 1 | 1,110,219 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 43,220 | 390,000 | SH | SOLE | 1 | 390,000 | 0 | 0 | |
| MAGNA INTL INC | COM | 559222401 | 28,976 | 540,000 | SH | SOLE | 1 | 540,000 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 11,145 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 11,515 | 250,000 | SH | SOLE | 1 | 250,000 | 0 | 0 | |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 13,124 | 243,000 | SH | SOLE | 1 | 243,000 | 0 | 0 | |
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 21,258 | 275,000 | SH | SOLE | 1 | 275,000 | 0 | 0 | |
| ONEOK INC NEW | COM | 682680103 | 9,648 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | |
| PPG INDS INC | COM | 693506107 | 31,576 | 140,000 | SH | SOLE | 1 | 140,000 | 0 | 0 | |
| SEALED AIR CORP NEW | COM | 81211K100 | 6,834 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | |
| TARGA RES CORP | COM | 87612G101 | 15,805 | 165,000 | SH | SOLE | 1 | 165,000 | 0 | 0 | |
| TEXTRON INC | COM | 883203101 | 40,340 | 910,000 | SH | SOLE | 1 | 910,000 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 6,499 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 18,300 | 750,000 | SH | SOLE | 1 | 750,000 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 47,466 | 405,000 | SH | SOLE | 1 | 405,000 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 27,833 | 650,000 | SH | SOLE | 1 | 650,000 | 0 | 0 | |
| WESTLAKE CHEM CORP | COM | 960413102 | 15,827 | 220,000 | SH | SOLE | 1 | 220,000 | 0 | 0 | |
| WHIRLPOOL CORP | COM | 963320106 | 8,082 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |