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 |
| AK STL HLDG CORP | COM | 001547108 | 1,794 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| BOISE INC | COM | 09746Y105 | 3,514 | 411,500 | SH | SOLE | 411,500 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 858 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| CHICAGO BRIDGE & IRON CO N V | NY REGISTRY SH | 167250109 | 1,969 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| FLUOR CORP | COM | 343412102 | 1,898 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 | 464287655 | 1,213 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 1,869 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| RITE AID CORP | COM | 767754104 | 249 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,219 | 7,600 | SH | SOLE | 7,600 | 0 | 0 | ||
| SPDR SERIES TRUST | BRC HGH YLD BD | 78464A417 | 2,172 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 893 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||