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 |
| ALCOA INC. CMN | COM | 013817101 | 3,298 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| ANADARKO PETROLEUM CORP CMN | COM | 032511107 | 5,072 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CEMEX, S.A.B DE C.V. SPONSORED ADR CMN | COM | 151290889 | 7,824 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CHENIERE ENERGY INC CMN | COM | 16411R208 | 6,482 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| CLIFFS NATURAL RESOURCES INC. CMN | COM | 18683K101 | 519 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DIAMOND OFFSHORE DRILLING, INC CMN | COM | 25271C102 | 1,371 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION CMN CLASS A | COM | 25470M109 | 5,166 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| DOW CHEMICAL CO CMN | COM | 260543103 | 6,398 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| EQT CORPORATION CMN | COM | 26884L109 | 4,760 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS, INC. CMN | COM | 42805T105 | 1,904 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE CO LL CMN | COM | 55608B105 | 9,618 | 144,200 | SH | SOLE | 144,200 | 0 | 0 | ||
| MAGNA INTERNATIONAL INC. CMN | COM | 559222401 | 1,895 | 19,971 | SH | SOLE | 19,971 | 0 | 0 | ||
| MINDRAY MEDICAL INTL LIMITED SPONSORED ADR CMN CLASS A | COM | 602675100 | 3,016 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NAVISTAR INTL CORP (NEW) CMN | COM | 63934E108 | 3,159 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| PHILLIPS 66 CMN | COM | 718546104 | 1,301 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| VALERO ENERGY CORPORATION CMN | COM | 91913Y100 | 2,591 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| THE WILLIAMS COMPANIES, INC. CMN | COM | 969457100 | 5,175 | 93,500 | SH | SOLE | 93,500 | 0 | 0 | ||
| PARAGON OFFSHORE PLC CMN | COM | G6S01W108 | 1,230 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||