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 | 6,011 | 750,393 | SH | SOLE | 750,393 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 8,835 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 3,710 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AXIALL CORP | COM | 05463D100 | 8,953 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 6,538 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 12,350 | 377,800 | SH | Call | SOLE | 377,800 | 0 | 0 | |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | 5,644 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DIANA SHIPPING INC | COM | Y2066G104 | 9,387 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| LOUISIANA PAC CORP | COM | 546347105 | 5,436 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 9,224 | 650,000 | SH | Call | SOLE | 650,000 | 0 | 0 | |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 14,190 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 8,476 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ROCKWOOD HLDGS INC | COM | 774415103 | 5,734 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SAFE BULKERS INC | COM | Y7388L103 | 333 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 3,495 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| STAR BULK CARRIERS CORP | SHS NEW | Y8162K121 | 9,483 | 860,500 | SH | SOLE | 860,500 | 0 | 0 | ||
| TRONOX LTD | SHS CL A | Q9235V101 | 7,244 | 278,062 | SH | SOLE | 278,062 | 0 | 0 | ||
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 6,941 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WESTERN REFNG INC | COM | 959319104 | 12,597 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||