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
ALCOA CORP COM 013872106 6,890 200,300 SH   SOLE   200,300 0 0
COMCAST CORP NEW CL A 20030N101 30,072 800,000 SH Call SOLE   800,000 0 0
COMCAST CORP NEW CL A 20030N101 8,390 223,200 SH   SOLE   223,200 0 0
DISH NETWORK CORP CL A 25470M109 5,555 87,500 SH   SOLE   87,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 12,128 133,000 SH Call SOLE   133,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 20,919 229,400 SH   SOLE   229,400 0 0
MARATHON PETE CORP COM 56585A102 14,970 296,200 SH   SOLE   296,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101 9,831 358,800 SH   SOLE   358,800 0 0
NUCOR CORP COM 670346105 6,111 102,322 SH   SOLE   102,322 0 0
OLIN CORP COM PAR $1 680665205 6,042 183,800 SH   SOLE   183,800 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 3,497 64,500 SH   SOLE   64,500 0 0
PARSLEY ENERGY INC CL A 701877102 1,853 57,000 SH   SOLE   57,000 0 0
STEEL DYNAMICS INC COM 858119100 4,056 116,700 SH   SOLE   116,700 0 0
T MOBILE US INC COM 872590104 12,918 200,000 SH Call SOLE   200,000 0 0
T MOBILE US INC COM 872590104 7,686 119,000 SH   SOLE   119,000 0 0
TIME WARNER INC COM NEW 887317303 8,042 82,300 SH   SOLE   82,300 0 0
TRONOX LTD SHS CL A Q9235V101 3,653 198,000 SH   SOLE   198,000 0 0
WESTLAKE CHEM CORP COM 960413102 15,198 230,100 SH   SOLE   230,100 0 0