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 SER A | 150870103 | 26,311 | 473,979 | SH | SOLE | 473,979 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 17,703 | 371,908 | SH | SOLE | 371,908 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 21,273 | 613,936 | SH | SOLE | 613,936 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 18,634 | 337,329 | SH | SOLE | 337,329 | 0 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 34,097 | 435,241 | SH | SOLE | 435,241 | 0 | 0 | ||
| INFORMATICA CORP | COM | 45666Q102 | 17,663 | 467,530 | SH | SOLE | 467,530 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 21,824 | 982,629 | SH | SOLE | 982,629 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 19,243 | 169,140 | SH | SOLE | 169,140 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 20,158 | 258,872 | SH | SOLE | 258,872 | 0 | 0 | ||
| NATIONSTAR MTG HLDGS INC | COM | 63861C109 | 21,289 | 655,846 | SH | SOLE | 655,846 | 0 | 0 | ||
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 30,856 | 549,437 | SH | SOLE | 549,437 | 0 | 0 | ||
| TATA MTRS LTD | SPONSORED ADR | 876568502 | 9,507 | 283,486 | SH | SOLE | 283,486 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 20,452 | 108,983 | SH | SOLE | 108,983 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 941053100 | 18,241 | 415,882 | SH | SOLE | 415,882 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 20,177 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||