The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AERCAP HOLDINGS NV SHS N00985106 114,158 2,645,000 SH   SOLE   2,645,000 0 0
ALBEMARLE CORP COM 012653101 72,813 1,300,000 SH   SOLE   1,300,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 20,680 685,000 SH   SOLE   685,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 149,390 3,527,500 SH   SOLE   3,527,500 0 0
AMGEN INC COM 031162100 79,136 487,500 SH   SOLE   487,500 0 0
ANADARKO PETE CORP COM 032511107 140,639 2,895,000 SH   SOLE   2,895,000 0 0
ANTHEM INC COM 036752103 78,435 562,500 SH   SOLE   562,500 0 0
BARRETT BILL CORP COM 06846N104 18,186 4,627,500 SH   SOLE   4,627,500 0 0
BARRICK GOLD CORP COM 067901108 56,918 7,712,500 SH   SOLE   7,712,500 0 0
CABOT OIL & GAS CORP COM 127097103 75,404 4,262,500 SH   SOLE   4,262,500 0 0
CABOT OIL & GAS CORP COM 127097103 154,788 8,750,000 SH Call SOLE   8,750,000 0 0
CITIGROUP INC COM NEW 172967424 112,815 2,180,000 SH   SOLE   2,180,000 0 0
D R HORTON INC COM 23331A109 70,626 2,205,000 SH   SOLE   2,205,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 42,222 492,500 SH   SOLE   492,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 223,670 4,412,500 SH   SOLE   4,412,500 0 0
DISCOVER FINL SVCS COM 254709108 42,628 795,000 SH   SOLE   795,000 0 0
DOLLAR TREE INC COM 256746108 119,112 1,542,500 SH   SOLE   1,542,500 0 0
DOW CHEM CO COM 260543103 45,431 882,500 SH   SOLE   882,500 0 0
EOG RES INC COM 26875P101 97,690 1,380,000 SH   SOLE   1,380,000 0 0
GAMESTOP CORP NEW CL A 36467W109 57,061 2,035,000 SH   SOLE   2,035,000 0 0
GOGO INC COM 38046C109 86,019 4,832,500 SH   SOLE   4,832,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 37,734 1,155,000 SH   SOLE   1,155,000 0 0
HEALTHWAYS INC COM 422245100 35,779 2,780,000 SH   SOLE   2,780,000 0 0
INTEL CORP COM 458140100 121,436 3,525,000 SH   SOLE   3,525,000 0 0
JPMORGAN CHASE & CO COM 46625H100 54,475 825,000 SH   SOLE   825,000 0 0
KINDRED HEALTHCARE INC COM 494580103 46,687 3,920,000 SH   SOLE   3,920,000 0 0
LENNAR CORP CL A 526057104 86,815 1,775,000 SH   SOLE   1,775,000 0 0
MERCK & CO INC NEW COM 58933Y105 87,285 1,652,500 SH   SOLE   1,652,500 0 0
MICRON TECHNOLOGY INC COM 595112103 70,198 4,957,500 SH   SOLE   4,957,500 0 0
MICROSOFT CORP COM 594918104 48,961 882,500 SH   SOLE   882,500 0 0
OLD DOMINION FGHT LINES INC COM 679580100 42,235 715,000 SH   SOLE   715,000 0 0
PIONEER NAT RES CO COM 723787107 68,959 550,000 SH   SOLE   550,000 0 0
RANGE RES CORP COM 75281A109 143,722 5,840,000 SH   SOLE   5,840,000 0 0
RANGE RES CORP COM 75281A109 56,849 2,310,000 SH Call SOLE   2,310,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 38,260 660,000 SH   SOLE   660,000 0 0
REPUBLIC AWYS HLDGS INC COM 760276105 4,048 1,029,900 SH   SOLE   1,029,900 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 41,006 1,045,000 SH   SOLE   1,045,000 0 0
STAPLES INC COM 855030102 117,120 12,367,500 SH   SOLE   12,367,500 0 0
TARGET CORP COM 87612E106 54,276 747,500 SH   SOLE   747,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 70,296 2,320,000 SH   SOLE   2,320,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 83,035 1,265,000 SH   SOLE   1,265,000 0 0
UNITED CONTL HLDGS INC COM 910047109 44,264 772,500 SH   SOLE   772,500 0 0
UNITED RENTALS INC COM 911363109 47,876 660,000 SH   SOLE   660,000 0 0
US BANCORP DEL COM NEW 902973304 90,354 2,117,500 SH   SOLE   2,117,500 0 0