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 Steel Holding Corp | COM | 001547108 | 1,238 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| Boise Inc | COM | 09746Y105 | 3,906 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| Chicago Bridge & Iron Co NV | COM | 167250109 | 2,379 | 35,100 | SH | SOLE | 35,100 | 0 | 0 | ||
| Fluor Corp | COM | 343412102 | 2,271 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| KBR Inc | COM | 48242W106 | 2,220 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
| SPDR Gold Trust | GOLD SHS | 78463V107 | 1,282 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||