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 | 35,540 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 27,368 | 250,009 | SH | SOLE | 250,009 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 2,668 | 44,700 | SH | SOLE | 44,700 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 12,428 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 44,498 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| CIT GROUP INC | COM NEW | 125581801 | 57,301 | 1,252,202 | SH | SOLE | 1,252,202 | 0 | 0 | ||
| COLLABRIUM JAPAN ACQUISITN C | *W EXP 99/99/999 | G2266G110 | 60 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 27,335 | 2,336,300 | SH | SOLE | 2,336,300 | 0 | 0 | ||
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 67,473 | 2,036,604 | SH | SOLE | 2,036,604 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 61,781 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 58,211 | 2,707,500 | SH | SOLE | 2,707,500 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 17,287 | 1,213,102 | SH | SOLE | 1,213,102 | 0 | 0 | ||