The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
ALCOA CORP COM 013872106 26,935 500,000 SH   SOLE   500,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 13,269 133,100 SH   SOLE   133,100 0 0
AMC NETWORKS INC CL A 00164V103 2,163 40,000 SH   SOLE   40,000 0 0
ANADARKO PETE CORP COM 032511107 6,705 125,000 SH   SOLE   125,000 0 0
ARCONIC INC COM 03965L100 15,669 575,000 SH   SOLE   575,000 0 0
AXALTA COATING SYS LTD COM G0750C108 4,854 150,000 SH   SOLE   150,000 0 0
ACUITY BRANDS INC COM 00508Y102 23,980 136,251 SH   SOLE   136,251 0 0
BUNGE LIMITED COM G16962105 7,547 112,500 SH   SOLE   112,500 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 8,086 501,011 SH   SOLE   501,011 0 0
CF INDS HLDGS INC COM 125269100 8,508 200,000 SH   SOLE   200,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,719 20,000 SH   SOLE   20,000 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 13,304 397,500 SH   SOLE   397,500 0 0
COLGATE PALMOLIVE CO COM 194162103 5,470 72,500 SH   SOLE   72,500 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 6,119 120,000 SH   SOLE   120,000 0 0
CONSTELLIUM NV CL A N22035104 34,018 3,050,900 SH   SOLE   3,050,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,400 400,000 SH   SOLE   400,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,719 62,500 SH   SOLE   62,500 0 0
DISH NETWORK CORP CL A 25470M109 2,388 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102 8,220 286,000 SH   SOLE   286,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 13,662 330,000 SH   SOLE   330,000 0 0
EASTMAN CHEM CO COM 277432100 11,580 125,000 SH   SOLE   125,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 6,633 222,500 SH   SOLE   222,500 0 0
GENERAL MTRS CO COM 37045V100 7,173 175,000 SH   SOLE   175,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,805 40,000 SH   SOLE   40,000 0 0
HALLIBURTON CO COM 406216101 11,191 229,000 SH   SOLE   229,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 22,869 150,000 SH   SOLE   150,000 0 0
KROGER CO COM 501044101 1,373 50,000 SH   SOLE   50,000 0 0
KOHLS CORP COM 500255104 2,495 46,000 SH   SOLE   46,000 0 0
MONDELEZ INTL INC CL A 609207105 9,630 225,000 SH   SOLE   225,000 0 0
MCDERMOTT INTL INC COM 580037109 4,606 700,000 SH   SOLE   700,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,339 100,000 SH   SOLE   100,000 0 0
RYDER SYS INC COM 783549108 6,213 73,814 SH   SOLE   73,814 0 0
REXNORD CORP NEW COM 76169B102 6,820 262,099 SH   SOLE   262,099 0 0
TIMKENSTEEL CORP COM 887399103 11,071 728,830 SH   SOLE   728,830 0 0
TUTOR PERINI CORP COM 901109108 3,042 120,000 SH   SOLE   120,000 0 0
TWITTER INC COM 90184L102 1,801 75,000 SH   SOLE   75,000 0 0
TIME WARNER INC COM NEW 887317303 13,721 150,000 SH   SOLE   150,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 1,566 7,000 SH   SOLE   7,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,383 20,000 SH   SOLE   20,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,647 50,000 SH   SOLE   50,000 0 0
WESCO INTL INC COM 95082P105 2,385 35,000 SH   SOLE   35,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 9,083 87,500 SH   SOLE   87,500 0 0