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
AMERICAN AIRLS GROUP INC COM 02376R102 18,670 353,737 SH   SOLE NONE 353,737 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,958 75,000 SH Call SOLE NONE 75,000 0 0
CONSTELLIUM NV CL A N22035104 8,798 433,021 SH   SOLE NONE 433,021 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,811 173,743 SH   SOLE NONE 173,743 0 0
EQUINIX INC COM PAR $0.001 29444U700 16,454 70,665 SH   SOLE NONE 70,665 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 11,280 130,000 SH   SOLE NONE 130,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 2,991 184,000 SH   SOLE NONE 184,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 14,202 285,126 SH   SOLE NONE 285,126 0 0
MICRON TECHNOLOGY INC COM 595112103 21,215 782,005 SH   SOLE NONE 782,005 0 0
MICRON TECHNOLOGY INC COM 595112103 16,278 600,000 SH Call SOLE NONE 600,000 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 7,403 317,200 SH   SOLE NONE 317,200 0 0
ORBITAL ATK INC COM 68557N103 5,047 65,862 SH   SOLE NONE 65,862 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 1,047 100,000 SH   SOLE NONE 100,000 0 0
SUNEDISON INC COM 86732Y109 10,380 432,502 SH   SOLE NONE 432,502 0 0
TERRAFORM PWR INC CL A COM 88104R100 6,771 185,473 SH   SOLE NONE 185,473 0 0
WESTMORELAND COAL CO COM 960878106 6,280 234,689 SH   SOLE NONE 234,689 0 0