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

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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
AK STL HLDG CORP COM 001547108 1,756 728,531 SH   SOLE   728,531 0 0
CDK GLOBAL INC COM 12508E101 382 8,000 SH   SOLE   8,000 0 0
CLIFFS NAT RES INC COM 18683K101 610 250,000 SH   SOLE   250,000 0 0
DISH NETWORK CORP CL A 25470M109 292 5,000 SH   SOLE   5,000 0 0
FORTINET INC COM 34959E109 850 20,000 SH   SOLE   20,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,211 125,000 SH   SOLE   125,000 0 0
GOOGLE INC CL A 38259P508 638 1,000 SH   SOLE   1,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 387 15,000 SH   SOLE   15,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 747 10,000 SH   SOLE   10,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 188 5,000 SH   SOLE   5,000 0 0
PARKER HANNIFIN CORP COM 701094104 973 10,000 SH   SOLE   10,000 0 0
PRICELINE GRP INC COM NEW 741503403 618 500 SH   SOLE   500 0 0
SIRIUS XM HLDGS INC COM 82968B103 748 200,000 SH   SOLE   200,000 0 0
SNAP ON INC COM 833034101 755 5,000 SH   SOLE   5,000 0 0
SOUTHWEST AIRLS CO COM 844741108 761 20,000 SH   SOLE   20,000 0 0
TESLA MTRS INC COM 88160R101 1,242 5,000 SH   SOLE   5,000 0 0
UNITED STATES STL CORP NEW COM 912909108 2,084 200,000 SH   SOLE   200,000 0 0
VULCAN MATLS CO COM 929160109 892 10,000 SH   SOLE   10,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 5,171 400,200 SH   SOLE   400,200 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 455 10,000 SH   SOLE   10,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 891 10,000 SH   SOLE   10,000 0 0