The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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
ANADARKO PETE CORP COM 032511107 14,041 177,022 SH   SOLE 177,022 0 0
BP PLC SPONSORED ADR 055622104 56,388 1,160,000 SH   SOLE 1,160,000 0 0
CF INDS HLDGS INC COM 125269100 43,112 185,000 SH   SOLE 185,000 0 0
COLLABRIUM JAPAN ACQUISITN C UNIT 99/99/9999 G2266G128 8,250 750,000 SH   SOLE 750,000 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 778 65,504 SH   SOLE 65,504 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 66,036 1,182,166 SH   SOLE 1,182,166 0 0
MICRON TECHNOLOGY INC COM 595112103 54,944 2,525,000 SH   SOLE 2,525,000 0 0
SEMGROUP CORP CL A 81663A105 5,986 91,767 SH   SOLE 91,767 0 0
STAGE STORES INC COM NEW 85254C305 18,527 833,783 SH   SOLE 833,783 0 0
SUNCOKE ENERGY INC COM 86722A103 35,539 1,558,030 SH   SOLE 1,558,030 0 0
TOWN SPORTS INTL HLDGS INC COM 89214A102 7,666 519,386 SH   SOLE 519,386 0 0
WABASH NATL CORP COM 929566107 14,297 1,157,635 SH   SOLE 1,157,635 0 0