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 |
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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 | 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 |