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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,450 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 6,988 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| AMERICAN FARMLAND CO | COM | 02589Y100 | 95 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 8,000 | 1,084,000 | SH | SOLE | 1,084,000 | 0 | 0 | ||
| BOULEVARD ACQUISITION | UNIT 99/99/9999 | 10157Q201 | 703 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| CLUBCORP HLDGS INC | COM | 18948M108 | 731 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 3,343 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 11,152 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| ENVIVA PARTNERS LP | COM UNIT | 29414J107 | 1,452 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 4,904 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| FUSION TELECOMM INTL INC | COM NEW | 36113B400 | 44 | 13,479 | SH | SOLE | 13,479 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 1,360 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 2,369 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GOLDCORP INC NEW | COM | 380956409 | 3,930 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| GREAT LAKES DREDGE & DOCK CO | COM | 390607109 | 198 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LYON WILLIAM HOMES | CL A NEW | 552074700 | 1,048 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 6,131 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| NEW SR INVT GROUP INC | COM | 648691103 | 2,284 | 231,666 | SH | SOLE | 231,666 | 0 | 0 | ||
| NEWMONT MINING CORP | COM | 651639106 | 1,079 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 6,860 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PAR PACIFIC HOLDINGS INC | COM NEW | 69888T207 | 1,671 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| RENTECH INC | COM NEW | 760112201 | 146 | 41,500 | SH | SOLE | 41,500 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 5,813 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 797 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 6,641 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| WCI CMNTYS INC | COM PAR $0.01 | 92923C807 | 913 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| WMIH CORP | COM | 92936P100 | 7,314 | 2,824,000 | SH | SOLE | 2,824,000 | 0 | 0 | ||