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 |
| AXIALL CORP | COM | 05463D100 | 15,892 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 3,876 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CONSTELLIUM HOLDCO B V | CL A | N22035104 | 14,092 | 605,600 | SH | SOLE | 605,600 | 0 | 0 | ||
| CRANE CO | COM | 224399105 | 6,725 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 11,418 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 10,218 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 5,438 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 4,569 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 18,450 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |
| HUNTSMAN CORP | COM | 447011107 | 11,070 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| INGERSOLL-RAND PLC | SHS | G47791101 | 7,700 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| INSTEEL INDUSTRIES INC | COM | 45774W108 | 1,184 | 52,100 | SH | SOLE | 52,100 | 0 | 0 | ||
| JOHNSON CTLS INC | COM | 478366107 | 7,695 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LOUISIANA PAC CORP | COM | 546347105 | 12,957 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PPG INDS INC | COM | 693506107 | 17,069 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 5,220 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 12,597 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TUTOR PERINI CORP | COM | 901109108 | 7,019 | 266,879 | SH | SOLE | 266,879 | 0 | 0 | ||
| TYCO INTERNATIONAL LTD | SHS | H89128104 | 12,312 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| UNITED STATES OIL FUND LP | UNITS | 91232N108 | 17,660 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 5,900 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 8,271 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||