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 19,980 229,574 SH   SOLE   229,574 0 0
BOEING CO COM 097023105 4,364 31,976 SH   SOLE   31,976 0 0
CABOT OIL & GAS CORP COM 127097103 10,837 279,600 SH   SOLE   279,600 0 0
CONSOL ENERGY INC COM 20854P109 16,865 443,350 SH   SOLE   443,350 0 0
EOG RES INC COM 26875P101 5,999 35,741 SH   SOLE   35,741 0 0
EXXON MOBIL CORP COM 30231G102 12,296 121,500 SH Put SOLE   121,500 0 0
GOODRICH PETE CORP COM NEW 382410405 1,681 98,782 SH   SOLE   98,782 0 0
GOOGLE INC CL A 38259P508 53,116 47,395 SH   SOLE   47,395 0 0
INGERSOLL-RAND PLC SHS G47791101 10,912 177,150 SH   SOLE   177,150 0 0
INTL PAPER CO COM 460146103 10,255 209,166 SH   SOLE   209,166 0 0
PENTAIR LTD SHS H6169Q108 28,538 367,422 SH   SOLE   367,422 0 0
PIONEER NAT RES CO COM 723787107 5,223 28,375 SH   SOLE   28,375 0 0
PRECISION CASTPARTS CORP COM 740189105 25,368 94,200 SH   SOLE   94,200 0 0
PRICELINE COM INC COM NEW 741503403 27,723 23,850 SH   SOLE   23,850 0 0
TIME WARNER INC COM NEW 887317303 15,280 219,160 SH   SOLE   219,160 0 0
TYCO INTERNATIONAL LTD SHS H89128104 17,261 420,600 SH   SOLE   420,600 0 0
UNITED CONTL HLDGS INC COM 910047109 8,929 236,040 SH   SOLE   236,040 0 0
VISA INC COM CL A 92826C839 22,771 102,258 SH   SOLE   102,258 0 0