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 |
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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 | 14,761 | 2,485,058 | SH | SOLE | 2,485,058 | 0 | 0 | ||
ALCOA INC | COM | 013817101 | 24,948 | 1,580,000 | SH | Put | SOLE | 1,580,000 | 0 | 0 | |
ANADARKO PETE CORP | COM | 032511107 | 12,944 | 156,895 | SH | SOLE | 156,895 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 2,754 | 93,017 | SH | SOLE | 93,017 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 28,896 | 106,026 | SH | SOLE | 106,026 | 0 | 0 | ||
DOMINION DIAMOND CORP | COM | 257287102 | 11,822 | 658,227 | SH | SOLE | 658,227 | 0 | 0 | ||
DYNEGY INC NEW DEL | *W EXP 10/02/201 | 26817R116 | 910 | 232,836 | SH | SOLE | 232,836 | 0 | 0 | ||
DYNEGY INC NEW DEL | COM | 26817R108 | 15,416 | 507,949 | SH | SOLE | 507,949 | 0 | 0 | ||
DYNEGY INC NEW DEL | COM | 26817R108 | 13,354 | 440,000 | SH | Call | SOLE | 440,000 | 0 | 0 | |
FREEPORT-MCMORAN INC | CL B | 35671D857 | 1,993 | 85,299 | SH | SOLE | 85,299 | 0 | 0 | ||
GRAN TIERRA ENERGY INC | COM | 38500T101 | 8,959 | 2,327,088 | SH | SOLE | 2,327,088 | 0 | 0 | ||
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 4,024 | 295,422 | SH | SOLE | 295,422 | 0 | 0 | ||
GULFPORT ENERGY CORP | COM NEW | 402635304 | 4,880 | 116,916 | SH | SOLE | 116,916 | 0 | 0 | ||
KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 8,595 | 293,245 | SH | SOLE | 293,245 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 6,966 | 77,178 | SH | SOLE | 77,178 | 0 | 0 | ||
NRG ENERGY INC | COM NEW | 629377508 | 15,901 | 590,000 | SH | Call | SOLE | 590,000 | 0 | 0 | |
RANGE RES CORP | COM | 75281A109 | 4,408 | 82,469 | SH | SOLE | 82,469 | 0 | 0 | ||
ROCK-TENN CO | CL A | 772739207 | 13,015 | 213,435 | SH | SOLE | 213,435 | 0 | 0 | ||
SIBANYE GOLD LTD | SPONSORED ADR | 825724206 | 17,731 | 2,342,226 | SH | SOLE | 2,342,226 | 0 | 0 | ||
TESORO CORP | COM | 881609101 | 15,439 | 207,653 | SH | SOLE | 207,653 | 0 | 0 |