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 |
| ALCOA CORP | COM | 013872106 | 1,236 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 3,382 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMBEV SA | SPONSORED ADR | 02319V103 | 737 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ATHENE HLDG LTD | CL A | G0684D107 | 3,479 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 722 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 5,272 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CIT GROUP INC | COM NEW | 125581801 | 9,603 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 18,688 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 1,168 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| CABOT OIL & GAS CORP | COM | 127097103 | 2,336 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CABOT OIL & GAS CORP | COM | 127097103 | 1,168 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| CABOT OIL & GAS CORP | COM | 127097103 | 4,672 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| ROCKWELL COLLINS INC | COM | 774341101 | 9,276 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 2,319 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| CONSTELLIUM NV | CL A | N22035104 | 11,004 | 1,865,000 | SH | SOLE | 1,865,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 4,100 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 1,172 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 6,540 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 7,278 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 2,838 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 1,058 | 22,028 | SH | SOLE | 22,028 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 340 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 6,309 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FORTRESS TRANS INFRST INVS L | COM REP LTD LIAB | 34960P101 | 1,995 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| G-III APPAREL GROUP LTD | COM | 36237H101 | 7,242 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 8,710 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 5,367 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 3,110 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 2,970 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 3,713 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 766 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 534 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 6,267 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 1,773 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| METLIFE INC | COM | 59156R108 | 7,545 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 708 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 443 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 10,521 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 186 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 13,855 | 1,062,500 | SH | SOLE | 1,062,500 | 0 | 0 | ||
| PHH CORP | COM NEW | 693320202 | 9,096 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| POLARIS INDS INC | COM | 731068102 | 2,060 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 6,730 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PRAXAIR INC | COM | 74005P104 | 5,860 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 8,064 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 5,008 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| TRONOX LTD | SHS CL A | Q9235V101 | 2,835 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| TETRA TECHNOLOGIES INC DEL | COM | 88162F105 | 4,518 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 2,445 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 10,618 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 12,920 | 368,104 | SH | SOLE | 368,104 | 0 | 0 | ||
| VOYA FINL INC | COM | 929089100 | 14,904 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 3,715 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 5,489 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| WESTLAKE CHEM CORP | COM | 960413102 | 13,998 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| WESTERN REFNG INC | COM | 959319104 | 7,570 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||