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 |
| AIRCASTLE LTD | COM | G0129K104 | 29,135 | 1,503,355 | SH | SOLE | 1,503,355 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 21,191 | 250,009 | SH | SOLE | 250,009 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 17,859 | 366,706 | SH | SOLE | 366,706 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | 55,796 | 1,160,000 | SH | SOLE | 1,160,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 48,218 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| COLLABRIUM JAPAN ACQUISITN C | *W EXP 99/99/999 | G2266G110 | 108 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 8,497 | 836,300 | SH | SOLE | 836,300 | 0 | 0 | ||
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 62,287 | 2,159,734 | SH | SOLE | 2,159,734 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 44,362 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
| SEMGROUP CORP | CL A | 81663A105 | 6,027 | 91,767 | SH | SOLE | 91,767 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 41,288 | 1,807,727 | SH | SOLE | 1,807,727 | 0 | 0 | ||
| TOWN SPORTS INTL HLDGS INC | COM | 89214A102 | 4,410 | 519,386 | SH | SOLE | 519,386 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 17,734 | 1,288,802 | SH | SOLE | 1,288,802 | 0 | 0 | ||