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 18,910 125,000 SH   SOLE   125,000 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 6,210 175,000 SH   SOLE   175,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 21,852 1,185,000 SH   SOLE   1,185,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,966 90,000 SH   SOLE   90,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 4,444 85,000 SH   SOLE   85,000 0 0
DOW CHEM CO COM 260543103 2,244 46,770 SH   SOLE   46,770 0 0
EASTMAN KODAK CO COM NEW 277461406 8,906 469,010 SH   SOLE   469,010 0 0
GRACE W R & CO DEL NEW COM 38388F108 17,302 175,000 SH   SOLE   175,000 0 0
HCA HOLDINGS INC COM 40412C101 6,394 85,000 SH   SOLE   85,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,308 73,735 SH   SOLE   73,735 0 0
MASONITE INTL CORP NEW COM 575385109 22,196 330,000 SH   SOLE   330,000 0 0
REALOGY HLDGS CORP COM 75605Y106 12,508 275,000 SH   SOLE   275,000 0 0
ROCK-TENN CO CL A 772739207 9,676 150,000 SH   SOLE   150,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 25,416 525,000 SH   SOLE   525,000 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 8,452 506,100 SH   SOLE   506,100 0 0
UNI PIXEL INC COM NEW 904572203 525 75,000 SH Call SOLE   75,000 0 0
UNI PIXEL INC COM NEW 904572203 176 25,000 SH   SOLE   25,000 0 0