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 AIRLINES GROUP INC (NSM | COM | 02376R102 | 15,009 | 345,225 | SH | SOLE | 345,225 | 0 | 0 | ||
| AUTODESK INC (NSM) | COM | 52769106 | 15,139 | 270,112 | SH | SOLE | 270,112 | 0 | 0 | ||
| CF INDUSTRIES HOLDINGS INC | COM | 125269100 | 17,018 | 70,500 | SH | SOLE | 70,500 | 0 | 0 | ||
| CANADIAN PACIFIC RAILWAY LTD | COM | 13645T100 | 16,267 | 89,608 | SH | SOLE | 89,608 | 0 | 0 | ||
| COMCAST CORP-CLASS A (NSM) | COM | 20030N101 | 4,027 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 8,041 | 162,596 | SH | SOLE | 162,596 | 0 | 0 | ||
| GENERAL MOTORS CO | COM | 37045V100 | 23,368 | 640,669 | SH | SOLE | 640,669 | 0 | 0 | ||
| GOOGLE INC-CL A | COM | 38259P508 | 10,153 | 17,359 | SH | SOLE | 17,359 | 0 | 0 | ||
| GREENBRIER COMPANIES INC | COM | 393657101 | 3,143 | 54,478 | SH | SOLE | 54,478 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 17,137 | 194,974 | SH | SOLE | 194,974 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 7,597 | 51,642 | SH | SOLE | 51,642 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 11,955 | 114,304 | SH | SOLE | 114,304 | 0 | 0 | ||
| TYCO INTERNATIONAL LTD (NYS) | COM | 10038348 | 15,048 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| ANADARKO PETROLEUM CORP | COM | 32511107 | 8,234 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| APACHE CORP (NYS) | COM | 37411105 | 5,027 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ATWOOD OCEANICS INC | COM | 50095108 | 5,225 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CHEVRON CORP | COM | 166764100 | 13,042 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COBALT INTERNATIONAL ENERGY (NYS | COM | 19075F106 | 914 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DEVON ENERGY CORPORATION | COM | 25179M103 | 7,950 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 9,870 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 9,808 | 246,205 | SH | SOLE | 246,205 | 0 | 0 | ||
| NOBLE ENERGY INC | COM | 655044105 | 7,744 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN VIRGINIA CORP | COM | 707882106 | 857 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ROWAN COMPANIES PLC | COM | G7665A101 | 9,574 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SEADRILL LTD (NYS) | COM | G7945E105 | 1,790 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||