The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ANADARKO PETE CORP | COM | 032511107 | 10,838 | 99,000 | SH | DFND | 1 | 99,000 | 0 | 0 | |
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 5,779 | 436,800 | SH | DFND | 1 | 436,800 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 5,593 | 78,000 | SH | DFND | 1 | 78,000 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 1,340 | 27,000 | SH | DFND | 1 | 27,000 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 4,178 | 64,200 | SH | DFND | 1 | 64,200 | 0 | 0 | |
| DOW CHEM CO | COM | 260543103 | 7,925 | 154,000 | SH | DFND | 1 | 154,000 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 5,559 | 52,000 | SH | DFND | 1 | 52,000 | 0 | 0 | |
| ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 6,424 | 109,000 | SH | DFND | 1 | 109,000 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 5,681 | 80,000 | SH | DFND | 1 | 80,000 | 0 | 0 | |
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 8,605 | 307,000 | SH | DFND | 1 | 307,000 | 0 | 0 | |
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 4,642 | 74,431 | SH | DFND | 1 | 74,431 | 0 | 0 | |
| MAGNA INTL INC | COM | 559222401 | 4,095 | 38,000 | SH | DFND | 1 | 38,000 | 0 | 0 | |
| MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 2,016 | 64,000 | SH | DFND | 1 | 64,000 | 0 | 0 | |
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 4,415 | 117,800 | SH | DFND | 1 | 117,800 | 0 | 0 | |
| PHILLIPS 66 | COM | 718546104 | 3,700 | 46,000 | SH | DFND | 1 | 46,000 | 0 | 0 | |
| U S SILICA HLDGS INC | COM | 90346E103 | 3,714 | 67,000 | SH | DFND | 1 | 67,000 | 0 | 0 | |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 3,357 | 67,000 | SH | DFND | 1 | 67,000 | 0 | 0 | |
| WILLIAMS COS INC DEL | COM | 969457100 | 7,975 | 137,000 | SH | DFND | 1 | 137,000 | 0 | 0 | |