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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
CF INDUSTRIES HOLDINGS INC COM 125269100 19,953 827,905 SH   OTR 1 2 3 4 0 827,905 0
MCDERMOTT COM 580037109 21,886 4,430,446 SH   OTR 1 2 3 4 0 4,430,446 0
WPX ENERGY INC COM 98212B103 26,950 2,894,770 SH   OTR 1 2 3 4 0 2,894,770 0