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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 2,647 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | 48,755 | 1,160,000 | SH | SOLE | 1,160,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 39,004 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| COLLABRIUM JAPAN ACQUISITN C | UNIT 99/99/9999 | G2266G128 | 7,875 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| DELL INC | COM | 24702R101 | 13,770 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 24,480 | 2,083,412 | SH | SOLE | 2,083,412 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 31,360 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 72,760 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 44,112 | 2,525,000 | SH | SOLE | 2,525,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 4,022 | 250,445 | SH | SOLE | 250,445 | 0 | 0 | ||
| STAGE STORES INC | COM NEW | 85254C305 | 7,426 | 386,783 | SH | SOLE | 386,783 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 26,487 | 1,558,030 | SH | SOLE | 1,558,030 | 0 | 0 | ||
| TOWN SPORTS INTL HLDGS INC | COM | 89214A102 | 18,712 | 1,441,586 | SH | SOLE | 1,441,586 | 0 | 0 | ||