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 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 4,484 | 126,392 | SH | SOLE | 126,392 | 0 | 0 | ||
| AMERICAN CAP LTD | COM | 02503Y103 | 13,963 | 986,105 | SH | SOLE | 986,105 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 38,909 | 383,568 | SH | SOLE | 383,568 | 0 | 0 | ||
| AXIALL CORP | COM | 05463D100 | 12,329 | 344,282 | SH | SOLE | 344,282 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 22,085 | 79,096 | SH | SOLE | 79,096 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 25,342 | 316,657 | SH | SOLE | 316,657 | 0 | 0 | ||
| COOPER TIRE & RUBR CO | COM | 216831107 | 10,548 | 367,510 | SH | SOLE | 367,510 | 0 | 0 | ||
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 24,295 | 1,075,460 | SH | SOLE | 1,075,460 | 0 | 0 | ||
| ENPRO INDS INC | COM | 29355X107 | 11,393 | 188,224 | SH | SOLE | 188,224 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 37,085 | 1,161,086 | SH | SOLE | 1,161,086 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 11,716 | 176,449 | SH | SOLE | 176,449 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 14,486 | 523,160 | SH | SOLE | 523,160 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 23,963 | 563,312 | SH | SOLE | 563,312 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 23,270 | 567,358 | SH | SOLE | 567,358 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 9,217 | 404,610 | SH | SOLE | 404,610 | 0 | 0 | ||
| SCORPIO BULKERS INC | SHS | Y7546A106 | 1,184 | 203,508 | SH | SOLE | 203,508 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 3,629 | 436,650 | SH | SOLE | 436,650 | 0 | 0 | ||
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 16,006 | 204,970 | SH | SOLE | 204,970 | 0 | 0 | ||
| STEALTHGAS INC | SHS | Y81669106 | 13,665 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 77,070 | 537,113 | SH | SOLE | 537,113 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 29,550 | 861,756 | SH | SOLE | 861,756 | 0 | 0 | ||
| WALTER INVT MGMT CORP | COM | 93317W102 | 9,062 | 412,868 | SH | SOLE | 412,868 | 0 | 0 | ||