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 |
| AK STL HLDG CORP | COM | 001547108 | 12,736 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 7,775 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| BOISE CASCADE CO DEL | COM | 09739D100 | 7,876 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 13,656 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 17,070 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 7,071 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 7,718 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 5,550 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| POSCO | SPONSORED ADR | 693483109 | 2,792 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 30,360 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 8,695 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 13,043 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 7,371 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ROCKWOOD HLDGS INC | COM | 774415103 | 7,599 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| RYLAND GROUP INC | COM | 783764103 | 13,804 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 2,327 | 228,800 | SH | SOLE | 228,800 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 8,078 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 3,425 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 4,110 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRONOX LTD | SHS CL A | Q9235V101 | 5,380 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||