The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 18,750 130,000 SH   SOLE   130,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 18,970 1,000,000 SH   SOLE   1,000,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,520 50,000 SH   SOLE   50,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 4,044 75,000 SH   SOLE   75,000 0 0
DOW CHEM CO COM 260543103 7,982 175,000 SH   SOLE   175,000 0 0
EASTMAN KODAK CO COM NEW 277461406 9,550 439,910 SH   SOLE   439,910 0 0
GRACE W R & CO DEL NEW COM 38388F108 18,974 198,901 SH   SOLE   198,901 0 0
HCA HOLDINGS INC COM 40412C101 11,742 160,000 SH   SOLE   160,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 17,100 155,000 SH   SOLE   155,000 0 0
MASONITE INTL CORP NEW COM 575385109 15,366 250,000 SH   SOLE   250,000 0 0
REALOGY HLDGS CORP COM 75605Y106 16,462 370,000 SH   SOLE   370,000 0 0
ROCK-TENN CO CL A 772739207 8,538 140,000 SH   SOLE   140,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 11,220 260,000 SH   SOLE   260,000 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 9,116 506,424 SH   SOLE   506,424 0 0
UNI PIXEL INC COM NEW 904572203 312,950 55,000 SH Call SOLE   55,000 0 0
UNI PIXEL INC COM NEW 904572203 114 20,000 SH   SOLE   20,000 0 0