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 |
| AGILENT TECHNOLOGIES INC | COM | 00846u101 | 7,317 | 175,000 | SH | DFND | 1 | 175,000 | 0 | 0 | |
| AMERICAN AIRLS GROUP INC | COM | 02376r102 | 5,294 | 125,000 | SH | DFND | 1 | 125,000 | 0 | 0 | |
| ASHLAND INC NEW | COM | 044209104 | 8,216 | 80,000 | SH | DFND | 1 | 80,000 | 0 | 0 | |
| BB&T CORP | COM | 054937107 | 1,890 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| CORNING INC | COM | 219350105 | 3,656 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| CUMMINS INC | COM | 231021106 | 3,080 | 35,000 | SH | DFND | 1 | 35,000 | 0 | 0 | |
| DELPHI AUTOMOTIVE PLC | SHS | g27823106 | 8,573 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| DSW INC | CL A | 23334L102 | 2,386 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| DU PONT E I DE NEMOURS & CO | COM | 263534109 | 6,660 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| EXPRESS SCRIPTS HLDG CO | COM | 30219g108 | 8,741 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141g104 | 9,011 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| MANITOWOC INC | COM | 563571108 | 767 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| METLIFE INC | COM | 59156r108 | 9,642 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| U S G CORP | COM NEW | 903293405 | 4,795 | 197,400 | SH | DFND | 1 | 197,400 | 0 | 0 | |