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 |
| CABOT OIL & GAS CORP | COM | 127097103 | 14,729 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | CL A | 18451C109 | 7,575 | 747,000 | SH | SOLE | 0 | 0 | 747,000 | ||
| EQT CORP | COM | 26884L109 | 8,302 | 92,469 | SH | SOLE | 92,469 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512815101 | 50,787 | 972,000 | SH | SOLE | 972,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 45,972 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 20,091 | 317,500 | SH | SOLE | 317,500 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 9,204 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 69,556 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ROCK-TENN CO | CL A | 772739207 | 63,006 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 7,207 | 83,400 | SH | SOLE | 0 | 0 | 83,400 | ||
| VULCAN MATLS CO | COM | 929160109 | 14,855 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||