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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 25,516 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 27,918 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| EASTMAN KODAK CO | COM NEW | 277461406 | 9,372 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 11,166 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 23,982 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 4,376 | 28,800 | SH | SOLE | 28,800 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 24,232 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 7,272 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 3,282 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 4,704 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 6,523 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 30,901 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 10,516 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 15,864 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| UNI PIXEL INC | COM NEW | 904572203 | 78 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |