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 | 24,721 | 190,000 | SH | SOLE | 1 | 190,000 | 0 | 0 | |
| ALBEMARLE CORP | COM | 012653101 | 44,808 | 800,000 | SH | SOLE | 1 | 800,000 | 0 | 0 | |
| ALBEMARLE CORP | COM | 012653101 | 7,892 | 140,900 | SH | OTR | 2 | 140,900 | 0 | 0 | |
| CALATLANTIC GROUP INC | COM | 128195104 | 20,856 | 550,000 | SH | SOLE | 1 | 550,000 | 0 | 0 | |
| CELANESE CORP DEL | COM SER A | 150870103 | 15,149 | 225,000 | SH | SOLE | 1 | 225,000 | 0 | 0 | |
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 42,865 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 35,483 | 700,000 | SH | SOLE | 1 | 700,000 | 0 | 0 | |
| F M C CORP | COM NEW | 302491303 | 14,869 | 380,000 | SH | SOLE | 1 | 380,000 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 7,895 | 500,000 | SH | Call | SOLE | 1 | 500,000 | 0 | 0 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 4,886 | 380,818 | SH | SOLE | 1 | 380,818 | 0 | 0 | |
| HONEYWELL INTL INC | COM | 438516106 | 33,660 | 325,000 | SH | SOLE | 1 | 325,000 | 0 | 0 | |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 22,650 | 1,000,000 | SH | Put | SOLE | 1 | 1,000,000 | 0 | 0 |
| LEAR CORP | COM NEW | 521865204 | 28,251 | 230,000 | SH | SOLE | 1 | 230,000 | 0 | 0 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 18,458 | 85,000 | SH | SOLE | 1 | 85,000 | 0 | 0 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 27,808 | 320,000 | SH | SOLE | 1 | 320,000 | 0 | 0 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 6,752 | 77,700 | SH | OTR | 2 | 77,700 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 26,515 | 140,000 | SH | SOLE | 1 | 140,000 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 17,241 | 175,000 | SH | SOLE | 1 | 175,000 | 0 | 0 | |
| NORTHROP GRUMMAN CORP | COM | 666807102 | 26,433 | 140,000 | SH | SOLE | 1 | 140,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 16,480 | 500,000 | SH | Call | SOLE | 1 | 500,000 | 0 | 0 |
| NVIDIA CORP | COM | 67066G104 | 9,888 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| ONEMAIN HLDGS INC | COM | 68268W103 | 13,174 | 317,132 | SH | SOLE | 1 | 317,132 | 0 | 0 | |
| PPG INDS INC | COM | 693506107 | 22,729 | 230,000 | SH | SOLE | 1 | 230,000 | 0 | 0 | |
| ROCKWELL AUTOMATION INC | COM | 773903109 | 10,261 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| SEALED AIR CORP NEW | COM | 81211K100 | 25,645 | 575,000 | SH | SOLE | 1 | 575,000 | 0 | 0 | |
| SHERWIN WILLIAMS CO | COM | 824348106 | 24,662 | 95,000 | SH | SOLE | 1 | 95,000 | 0 | 0 | |
| SOUTHWEST AIRLS CO | COM | 844741108 | 30,142 | 700,000 | SH | SOLE | 1 | 700,000 | 0 | 0 | |
| SOUTHWEST AIRLS CO | COM | 844741108 | 6,943 | 161,250 | SH | OTR | 2 | 161,250 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 101,935 | 500,000 | SH | Put | SOLE | 1 | 500,000 | 0 | 0 |
| TESLA MTRS INC | COM | 88160R101 | 14,401 | 60,000 | SH | Call | SOLE | 1 | 60,000 | 0 | 0 |
| TESLA MTRS INC | COM | 88160R101 | 27,601 | 115,000 | SH | SOLE | 1 | 115,000 | 0 | 0 | |
| TEXTRON INC | COM | 883203101 | 41,590 | 990,000 | SH | SOLE | 1 | 990,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 29,016 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | |
| UNITED STATES OIL FUND LP | UNITS | 91232N108 | 22,000 | 2,000,000 | SH | Call | SOLE | 1 | 2,000,000 | 0 | 0 |
| VISTA OUTDOOR INC | COM | 928377100 | 33,720 | 757,585 | SH | SOLE | 1 | 757,585 | 0 | 0 | |