The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| CANADIAN PACIFIC RAILWAY LTD | COM | 13645T100 | 28,442 | 155,470 | SH | SOLE | 155,470 | 0 | 0 | ||
| MCDONALD'S CORP (NYS) | COM | 580135101 | 24,235 | 247,250 | SH | SOLE | 247,250 | 0 | 0 | ||
| CF INDUSTRIES HOLDINGS INC | COM | 125269100 | 21,487 | 75,136 | SH | SOLE | 75,136 | 0 | 0 | ||
| AUTODESK INC (NSM) | COM | 52769106 | 21,600 | 366,833 | SH | SOLE | 366,833 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 17,428 | 182,763 | SH | SOLE | 182,763 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 17,407 | 190,534 | SH | SOLE | 190,534 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 18,219 | 277,000 | SH | SOLE | 277,000 | 0 | 0 | ||
| ROCK-TENN COMPANY -CL A | COM | 772739207 | 17,209 | 266,376 | SH | SOLE | 266,376 | 0 | 0 | ||
| CONSTELLATION BRANDS INC-A | COM | 21036P108 | 17,279 | 148,757 | SH | SOLE | 148,757 | 0 | 0 | ||
| YAHOO! INC | COM | 984332106 | 11,578 | 258,750 | SH | SOLE | 258,750 | 0 | 0 | ||
| ROWAN COMPANIES PLC | COM | G7665A101 | 5,288 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FIAT INVESTMENTS NV | COM | N31738102 | 6,079 | 373,299 | SH | SOLE | 373,299 | 0 | 0 | ||
| ATWOOD OCEANICS INC | COM | 50095108 | 2,799 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ENERGY SELECT SECTOR SPDR | COM | 81369Y506 | 1,501 | 19,400 | SH | SOLE | 19,400 | 0 | 0 | ||
| GOLAR LNG LTD | COM | G9456A100 | 1,661 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GENEL ENERGY PLC (LSE) | COM | G3791G104 | 1,349 | 193,000 | SH | SOLE | 193,000 | 0 | 0 | ||
| COBALT INTERNATIONAL ENERGY (NYS | COM | 19075F106 | 932 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN VIRGINIA CORP | COM | 707882106 | 653 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 5 | 205 | SH | SOLE | 205 | 0 | 0 | ||