The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 12,758 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 25,595 | 50,000 | SH | Put | SOLE | 1 | 50,000 | 0 | 0 |
| AXIALL CORP | COM | 05463D100 | 2,466 | 157,200 | SH | Put | SOLE | 1 | 157,200 | 0 | 0 |
| BURLINGTON STORES INC | COM | 122017106 | 6,380 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
| CELANESE CORP DEL | COM SER A | 150870103 | 26,035 | 440,000 | SH | SOLE | 1 | 440,000 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 15,456 | 320,000 | SH | SOLE | 1 | 320,000 | 0 | 0 | |
| CLUBCORP HLDGS INC | COM | 18948M108 | 9,657 | 450,000 | SH | SOLE | 1 | 450,000 | 0 | 0 | |
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 7,604 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 32,531 | 725,000 | SH | SOLE | 1 | 725,000 | 0 | 0 | |
| EOG RES INC | COM | 26875P101 | 10,920 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | |
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 15,852 | 1,200,000 | SH | SOLE | 1 | 1,200,000 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 18,611 | 667,525 | SH | SOLE | 1 | 667,525 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 8,364 | 300,000 | SH | Call | SOLE | 1 | 300,000 | 0 | 0 |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 20,629 | 221,700 | SH | SOLE | 1 | 221,700 | 0 | 0 | |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 9,214 | 720,396 | SH | SOLE | 1 | 720,396 | 0 | 0 | |
| GREEN PLAINS INC | COM | 393222104 | 4,865 | 250,000 | SH | Put | SOLE | 1 | 250,000 | 0 | 0 |
| GULFMARK OFFSHORE INC | CL A NEW | 402629208 | 3,055 | 500,000 | SH | Put | SOLE | 1 | 500,000 | 0 | 0 |
| INFRAREIT INC | COM | 45685L100 | 7,104 | 300,000 | SH | Call | SOLE | 1 | 300,000 | 0 | 0 |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 21,905 | 850,000 | SH | SOLE | 1 | 850,000 | 0 | 0 | |
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 11,814 | 130,000 | SH | SOLE | 1 | 130,000 | 0 | 0 | |
| KBR INC | COM | 48242W106 | 4,998 | 300,000 | SH | Put | SOLE | 1 | 300,000 | 0 | 0 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 | 8,884 | 703,371 | SH | SOLE | 1 | 703,371 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 32,634 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 24,877 | 120,000 | SH | SOLE | 1 | 120,000 | 0 | 0 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 33,344 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | |
| MASCO CORP | COM | 574599106 | 28,957 | 1,150,000 | SH | SOLE | 1 | 1,150,000 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 16,361 | 90,000 | SH | SOLE | 1 | 90,000 | 0 | 0 | |
| NORTHROP GRUMMAN CORP | COM | 666807102 | 24,893 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 18,050 | 315,000 | SH | SOLE | 1 | 315,000 | 0 | 0 | |
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 10,672 | 660,015 | SH | SOLE | 1 | 660,015 | 0 | 0 | |
| PPG INDS INC | COM | 693506107 | 11,838 | 135,000 | SH | SOLE | 1 | 135,000 | 0 | 0 | |
| RYLAND GROUP INC | COM | 783764103 | 9,715 | 237,943 | SH | SOLE | 1 | 237,943 | 0 | 0 | |
| SEALED AIR CORP NEW | COM | 81211K100 | 19,924 | 425,000 | SH | SOLE | 1 | 425,000 | 0 | 0 | |
| SMITH & WESSON HLDG CORP | COM | 831756101 | 6,411 | 380,000 | SH | SOLE | 1 | 380,000 | 0 | 0 | |
| SOUTHWEST AIRLS CO | COM | 844741108 | 28,530 | 750,000 | SH | SOLE | 1 | 750,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 6,707 | 35,000 | SH | SOLE | 1 | 35,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P BIOTECH | 78464A870 | 31,125 | 500,000 | SH | Put | SOLE | 1 | 500,000 | 0 | 0 |
| SPDR SERIES TRUST | S&P METALS MNG | 78464A755 | 16,720 | 1,000,000 | SH | Put | SOLE | 1 | 500,000 | 0 | 0 |
| SPRINGLEAF HLDGS INC | COM | 85172J101 | 21,860 | 500,000 | SH | Call | SOLE | 1 | 500,000 | 0 | 0 |
| STANDARD PAC CORP NEW | COM | 85375C101 | 11,600 | 1,450,000 | SH | SOLE | 1 | 1,450,000 | 0 | 0 | |
| STURM RUGER & CO INC | COM | 864159108 | 7,043 | 120,000 | SH | SOLE | 1 | 120,000 | 0 | 0 | |
| TEXTRON INC | COM | 883203101 | 30,865 | 820,000 | SH | SOLE | 1 | 820,000 | 0 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 22,941 | 670,000 | SH | SOLE | 1 | 670,000 | 0 | 0 | |
| TOPBUILD CORP | COM | 89055F103 | 15,484 | 499,969 | SH | SOLE | 1 | 499,969 | 0 | 0 | |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 36,060 | 600,000 | SH | Put | SOLE | 1 | 300,000 | 0 | 0 |
| VISTA OUTDOOR INC | COM | 928377100 | 27,527 | 619,558 | SH | SOLE | 1 | 619,558 | 0 | 0 | |
| VISTEON CORP | COM NEW | 92839U206 | 26,829 | 265,000 | SH | SOLE | 1 | 265,000 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 19,624 | 220,000 | SH | SOLE | 1 | 220,000 | 0 | 0 | |