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 | 9,728 | 433,120 | SH | SOLE | 433,120 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 36,681 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| CIT GROUP INC | COM NEW | 125581801 | 59,459 | 1,317,802 | SH | SOLE | 1,317,802 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 17,984 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DISCOVER FINL SVCS | COM | 254709108 | 16,905 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| HORNBECK OFFSHORE SVCS INC N | COM | 440543106 | 8,004 | 425,523 | SH | SOLE | 425,523 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 30,521 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 40,450 | 2,707,500 | SH | SOLE | 2,707,500 | 0 | 0 | ||