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
B/E AEROSPACE INC COM 073302101 24,197,488 383,600 SH   SOLE   383,600 0 0
BOEING CO COM 097023105 5,572,736 54,400 SH   SOLE   54,400 0 0
BROADCOM CORP CL A 111320107 10,050,633 297,400 SH   SOLE   297,400 0 0
CABOT OIL & GAS CORP COM 127097103 8,643,134 121,700 SH   SOLE   121,700 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 7,349,903 120,175 SH   SOLE   120,175 0 0
CISCO SYS INC COM 17275R102 9,855,675 405,000 SH   SOLE   405,000 0 0
COBALT INTL ENERGY INC COM 19075F106 10,136,721 381,510 SH   SOLE   381,510 0 0
CONSOL ENERGY INC COM 20854P109 22,419,830 827,300 SH   SOLE   827,300 0 0
CONTINENTAL RESOURCES INC COM 212015101 12,242,035 142,250 SH   SOLE   142,250 0 0
EATON CORP PLC SHS G29183103 21,855,501 332,100 SH   SOLE   332,100 0 0
EOG RES INC COM 26875P101 13,520,244 102,675 SH   SOLE   102,675 0 0
FMC TECHNOLOGIES INC COM 30249U101 7,642,080 137,250 SH   SOLE   137,250 0 0
INGERSOLL-RAND PLC SHS G47791101 16,556,064 298,200 SH   SOLE   298,200 0 0
MARATHON PETE CORP COM 56585A102 10,410,290 146,500 SH   SOLE   146,500 0 0
MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 6,982,552 163,220 SH   SOLE   163,220 0 0
MICRON TECHNOLOGY INC COM 595112103 12,323,800 860,000 SH   SOLE   860,000 0 0
NOBLE ENERGY INC COM 655044105 17,273,508 287,700 SH   SOLE   287,700 0 0
PHILLIPS 66 COM 718546104 11,787,891 200,100 SH   SOLE   200,100 0 0
PIONEER NAT RES CO COM 723787107 6,455,850 44,600 SH   SOLE   44,600 0 0
PRECISION CASTPARTS CORP COM 740189105 27,437,614 121,400 SH   SOLE   121,400 0 0
QUALCOMM INC COM 747525103 10,470,826 171,400 SH   SOLE   171,400 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 153,360 3,195 SH Call SOLE   3,195 0 0
SPX CORP COM 784635104 80,830 137 SH Call SOLE   137 0 0
SPX CORP COM 784635104 99,060 127 SH Call SOLE   127 0 0
TYCO INTERNATIONAL LTD SHS H89128104 8,352,825 253,500 SH   SOLE   253,500 0 0
VISA INC COM CL A 92826C839 11,641,175 63,700 SH   SOLE   63,700 0 0
YAHOO INC COM 984332106 4,857,629 193,300 SH   SOLE   193,300 0 0