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 |
|
||||||||||||||||
| 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 |
| AK STL HLDG CORP | COM | 001547108 | 319 | 105,000 | SH | DFND | 1 | 105,000 | 0 | 0 | |
| ALCOA INC | COM | 013817101 | 1,986 | 254,000 | SH | DFND | 1 | 254,000 | 0 | 0 | |
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 800 | 30,425 | SH | DFND | 1 | 30,425 | 0 | 0 | |
| ALPHA NATURAL RESOURCES INC | COM | 02076X102 | 878 | 167,500 | SH | DFND | 1 | 167,500 | 0 | 0 | |
| ARCH COAL INC | COM | 039380100 | 871 | 230,500 | SH | DFND | 1 | 230,500 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 6,329 | 228,000 | SH | DFND | 1 | 228,000 | 0 | 0 | |
| CHICAGO BRIDGE & IRON CO N V | N Y REGISTRY SH | 167250109 | 5,638 | 94,500 | SH | DFND | 1 | 94,500 | 0 | 0 | |
| CLIFFS NAT RES INC | COM | 18683K101 | 6,927 | 426,273 | SH | DFND | 1 | 426,273 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 7,828 | 184,100 | SH | DFND | 1 | 184,100 | 0 | 0 | |
| EATON CORP PLC | SHS | G29183103 | 8,029 | 122,000 | SH | DFND | 1 | 122,000 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 7,695 | 231,000 | SH | DFND | 1 | 231,000 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 9,497 | 113,000 | SH | DFND | 1 | 113,000 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 8,892 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | |
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 5,241 | 188,786 | SH | DFND | 1 | 188,786 | 0 | 0 | |
| SIRIUS XM RADIO INC | COM | 82967N108 | 9,899 | 2,955,000 | SH | DFND | 1 | 2,955,000 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 2,267 | 106,100 | SH | DFND | 1 | 106,100 | 0 | 0 | |
| TRIMBLE NAVIGATION LTD | COM | 896239100 | 1,322 | 50,879 | SH | DFND | 1 | 50,879 | 0 | 0 | |
| U S SILICA HLDGS INC | COM | 90346E103 | 517 | 24,900 | SH | DFND | 1 | 24,900 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 6,600 | 376,500 | SH | DFND | 1 | 376,500 | 0 | 0 | |
| URS CORP NEW | COM | 903236107 | 4,250 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 2,946 | 224,000 | SH | DFND | 1 | 224,000 | 0 | 0 | |