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 |
| CELANESE CORP DEL | COM | 150870103 | 25,560 | 462,129 | SH | SOLE | 462,129 | 0 | 0 | ||
| CITIGROUP INC | COM | 172967424 | 18,687 | 358,608 | SH | SOLE | 358,608 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM | 247361702 | 22,603 | 822,816 | SH | SOLE | 822,816 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 17,761 | 323,719 | SH | SOLE | 323,719 | 0 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 33,455 | 424,391 | SH | SOLE | 424,391 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 21,539 | 945,929 | SH | SOLE | 945,929 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 19,829 | 249,332 | SH | SOLE | 249,332 | 0 | 0 | ||
| NATIONSTAR MTG HLDGS INC | COM | 63861C109 | 23,498 | 635,766 | SH | SOLE | 635,766 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 17,609 | 104,813 | SH | SOLE | 104,813 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 941053100 | 17,342 | 397,482 | SH | SOLE | 397,482 | 0 | 0 | ||