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 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | 16,502 | 184,974 | SH | SOLE | 184,974 | 0 | 0 | ||
| TYCO INTERNATIONAL LTD (NYS) | COM | H89128104 | 14,510 | 326,100 | SH | SOLE | 326,100 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 9,508 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 9,362 | 246,205 | SH | SOLE | 246,205 | 0 | 0 | ||
| JP MORGAN CHASE & CO | COM | 46625H100 | 13,348 | 221,000 | SH | SOLE | 221,000 | 0 | 0 | ||
| CF INDUSTRIES HOLDINGS INC | COM | 125269100 | 8,974 | 32,180 | SH | SOLE | 32,180 | 0 | 0 | ||
| MARTIN MARIETTA MATERIALS | COM | 573284106 | 13,118 | 101,500 | SH | SOLE | 101,500 | 0 | 0 | ||
| CANADIAN PACIFIC RAILWAY LTD | COM | 13645T100 | 7,378 | 35,297 | SH | SOLE | 35,297 | 0 | 0 | ||
| ANADARKO PETROLEUM CORP | COM | 32511107 | 7,710 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ROWAN COMPANIES PLC | COM | G7665A101 | 7,625 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COMCAST CORP-CLASS A (NSM) | COM | 20030N101 | 10,437 | 193,100 | SH | SOLE | 193,100 | 0 | 0 | ||
| AUTODESK INC (NSM) | COM | 52769106 | 7,612 | 138,899 | SH | SOLE | 138,899 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 7,728 | 68,804 | SH | SOLE | 68,804 | 0 | 0 | ||
| CSX CORP [NYS] | COM | 126408103 | 10,366 | 321,000 | SH | SOLE | 321,000 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 8,601 | 59,642 | SH | SOLE | 59,642 | 0 | 0 | ||
| NOBLE ENERGY INC | COM | 655044105 | 6,926 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DEVON ENERGY CORPORATION | COM | 25179M103 | 6,883 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| APACHE CORP (NYS) | COM | 37411105 | 4,705 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SUNCOR ENERGY INC [TOR] | COM | 867224107 | 6,609 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| ATWOOD OCEANICS INC | COM | 50095108 | 4,385 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAN AIRLINES GROUP INC (NSM | COM | 02376R102 | 3,552 | 101,225 | SH | SOLE | 101,225 | 0 | 0 | ||
| KENNAMETAL INC | COM | 489170100 | 5,020 | 121,000 | SH | SOLE | 121,000 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 4,720 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| OCEANEERING INTL INC | COM | 675232102 | 3,273 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GENEL ENERGY PLC (LSE) | COM | G3791G104 | 2,627 | 193,000 | SH | SOLE | 193,000 | 0 | 0 | ||
| COBALT INTERNATIONAL ENERGY (NYS | COM | 19075F106 | 1,384 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN VIRGINIA CORP | COM | 707882106 | 1,298 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SWIFT TRANSPORTATION CO (NYS) | COM | 87074U101 | 165 | 7,865 | SH | SOLE | 7,865 | 0 | 0 | ||