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 |
| ANTERO RES CORP | COM | 03674X106 | 35,475 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 10,512 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 35,970 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 48,737 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 28,432 | 335,200 | SH | SOLE | 335,200 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 13,775 | 76,500 | SH | SOLE | 76,500 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 45,527 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 25,030 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 25,385 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||