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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,162 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 7,917 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 2,944 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 2,192 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 279 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 8,992 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 2,039 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 6,375 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 1,331 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 675 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ISHARES | US HOME CONS ETF | 464288752 | 6,352 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 7,270 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| LYON WILLIAM HOMES | CL A NEW | 552074700 | 775 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,783 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 2,732 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| NEW SR INVT GROUP INC | COM | 648691103 | 3,853 | 231,666 | SH | SOLE | 231,666 | 0 | 0 | ||
| NEWCASTLE INVT CORP NEW | COM PAR $0.01 | 65105M603 | 1,124 | 231,666 | SH | SOLE | 231,666 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 7,872 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| PAR PETE CORP | COM NEW | 69888T207 | 1,648 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| RENTECH INC | COM | 760112102 | 2,800 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| REPUBLIC AWYS HLDGS INC | COM | 760276105 | 10,478 | 762,000 | SH | SOLE | 762,000 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P HOMEBUILD | 78464A888 | 2,580 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 2,832 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| UNITED STATES OIL FUND LP | UNITS | 91232N108 | 337 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 12,050 | 125,000 | SH | Call | SOLE | 125,000 | 0 | 0 | |
| VISTEON CORP | COM NEW | 92839U206 | 5,591 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| WMIH Holdings Corp | COM | 92936P100 | 6,030 | 2,741,000 | SH | SOLE | 2,741,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 8,176 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||