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 |
| GLOBAL INDEMNITY PLC | SHS | G39319101 | 13,419 | 553,491 | SH | SOLE | 553,491 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 43,486 | 1,230,500 | SH | SOLE | 1,230,500 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 55,913 | 476,500 | SH | SOLE | 476,500 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 26,968 | 486,000 | SH | SOLE | 486,000 | 0 | 0 | ||
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 20,545 | 626,000 | SH | SOLE | 626,000 | 0 | 0 | ||
| ROCK-TENN CO | CL A | 772739207 | 23,246 | 360,400 | SH | SOLE | 360,400 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 24,802 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||