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 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 11,319 | 448,271 | SH | SOLE | 448,271 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 2,749 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | 3,986 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 7,477 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 1,110 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 7,407 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| FREEPORT-MCMORAN COPPER & GO | COM | 35671D857 | 9,246 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 10,653 | 2,291,000 | SH | SOLE | 2,291,000 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 3,908 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 6,131 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GOL LINHAS AEREAS INTLG S A | SP ADR REP PFD | 38045R107 | 914 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HARBINGER GROUP INC | COM | 41146A106 | 3,102 | 261,800 | SH | SOLE | 261,800 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 2,519 | 127,500 | SH | SOLE | 127,500 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,353 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| NATIONAL BK GREECE S A | SPN ADR REP 1 SH | 633643705 | 1,960 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| NEWCASTLE INVT CORP | COM | 65105M108 | 5,223 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
| PAR PETROLEUM CORP | PARR | 69888T108 | 1,262 | 565,900 | SH | SOLE | 565,900 | 0 | 0 | ||
| PARAMETRIC SOUND CORP | COM NEW | 699172201 | 774 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
| PENN WEST PETE LTD NEW | COM | 707887105 | 4,907 | 587,000 | SH | SOLE | 587,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 5,996 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 8,360 | 169,000 | SH | SOLE | 169,000 | 0 | 0 | ||
| REPUBLIC AWYS HLDGS INC | COM | 760276105 | 7,651 | 715,732 | SH | SOLE | 715,732 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 6,683 | 189,000 | SH | SOLE | 189,000 | 0 | 0 | ||
| SEADRILL LIMITED | SHS | G7945E105 | 14,049 | 342,000 | SH | SOLE | 342,000 | 0 | 0 | ||
| VANTAGE DRILLING COMPANY | ORD SHS | G93205113 | 2,484 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| WMI HLDGS CORP | WMIH | 92936P100 | 5,640 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||