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 | 13,216 | 5,900,000 | SH | Call | SOLE | 5,900,000 | 0 | 0 | |
AXALTA COATING SYS LTD | COM | G0750C108 | 9,783 | 367,081 | SH | SOLE | 367,081 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 2,662 | 150,456 | SH | SOLE | 150,456 | 0 | 0 | ||
CALPINE CORP | COM NEW | 131347304 | 17,076 | 1,180,126 | SH | SOLE | 1,180,126 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 5,350 | 131,101 | SH | SOLE | 131,101 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 2,750 | 611,170 | SH | SOLE | 611,170 | 0 | 0 | ||
DOMINION DIAMOND CORP | COM | 257287102 | 558 | 54,524 | SH | SOLE | 54,524 | 0 | 0 | ||
DYNEGY INC NEW DEL | *W EXP 10/02/201 | 26817R116 | 113 | 240,752 | SH | SOLE | 240,752 | 0 | 0 | ||
DYNEGY INC NEW DEL | COM | 26817R108 | 10,380 | 774,600 | SH | SOLE | 774,600 | 0 | 0 | ||
KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 8,046 | 356,164 | SH | SOLE | 356,164 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 12,599 | 243,032 | SH | SOLE | 243,032 | 0 | 0 | ||
NRG ENERGY INC | COM NEW | 629377508 | 4,865 | 413,355 | SH | SOLE | 413,355 | 0 | 0 | ||
PBF ENERGY INC | CL A | 69318G106 | 8,098 | 219,987 | SH | SOLE | 219,987 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 4,004 | 162,688 | SH | SOLE | 162,688 | 0 | 0 | ||
STEEL DYNAMICS INC | COM | 858119100 | 11,502 | 643,636 | SH | SOLE | 643,636 | 0 | 0 | ||
SUNEDISON SEMICONDUCTOR LTD | SHS | Y8213L102 | 793 | 101,185 | SH | SOLE | 101,185 | 0 | 0 | ||
TESORO CORP | COM | 881609101 | 11,404 | 108,225 | SH | SOLE | 108,225 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 7,182 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
VALE S A | ADR | 91912E105 | 4,045 | 1,229,478 | SH | SOLE | 1,229,478 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 4,564 | 100,033 | SH | SOLE | 100,033 | 0 | 0 |