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 | 6,921 | 45,750 | SH | SOLE | 45,750 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 24,053 | 197,300 | SH | SOLE | 197,300 | 0 | 0 | ||
| AXIALL CORP | COM | 05463D100 | 11,294 | 240,600 | SH | SOLE | 240,600 | 0 | 0 | ||
| BAKER HUGHES INC | COM | 057224107 | 17,993 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 6,687 | 36,600 | SH | SOLE | 36,000 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 19,793 | 366,400 | SH | SOLE | 366,400 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 24,919 | 752,382 | SH | SOLE | 752,382 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 9,077 | 201,900 | SH | SOLE | 201,900 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 23,932 | 545,400 | SH | SOLE | 545,400 | 0 | 0 | ||
| HOWARD HUGHES CORP | COM | 44267D107 | 15,502 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| JETBLUE AIRWAYS CORP | COM | 477143101 | 15,225 | 790,900 | SH | SOLE | 790,900 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 34,756 | 337,000 | SH | SOLE | 337,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 43,801 | 810,972 | SH | SOLE | 810,972 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 11,342 | 354,000 | SH | SOLE | 354,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 34,073 | 2,102,000 | SH | SOLE | 2,102,000 | 0 | 0 | ||
| PRAXAIR INC | COM | 74005P104 | 11,893 | 98,500 | SH | SOLE | 98,500 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 35,856 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 36,974 | 710,500 | SH | SOLE | 710,500 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 21,925 | 358,950 | SH | SOLE | 358,950 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 20,192 | 246,700 | SH | SOLE | 246,700 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 4,434 | 100,100 | SH | SOLE | 100,100 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 11,143 | 165,700 | SH | SOLE | 165,700 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 13,259 | 107,900 | SH | SOLE | 107,900 | 0 | 0 | ||