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

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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
ALCOA CORP COM 013872106 6,087 260,000 SH   SOLE   260,000 0 0
BANK AMER CORP COM 060505104 5,075 175,000 SH   SOLE   175,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,815 20,000 SH   SOLE   20,000 0 0
CITIGROUP INC COM NEW 172967424 6,303 90,000 SH   SOLE   90,000 0 0
CONSTELLIUM NV CL A N22035104 16,044 1,598,000 SH   SOLE   1,598,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,718 80,000 SH   SOLE   80,000 0 0
MARATHON PETE CORP COM 56585A102 5,588 100,000 SH   SOLE   100,000 0 0
MCDERMOTT INTL INC COM 580037703 4,830 500,000 SH   SOLE   500,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,428 85,000 SH   SOLE   85,000 0 0
NOKIA CORP SPONSORED ADR 654902204 6,513 1,300,000 SH   SOLE   1,300,000 0 0
NUCOR CORP COM 670346105 5,510 100,000 SH   SOLE   100,000 0 0
PIONEER NAT RES CO COM 723787107 10,001 65,000 SH   SOLE   65,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 36,625 125,000 SH Put SOLE   125,000 0 0
TIMKENSTEEL CORP COM 887399103 1,445 177,727 SH   SOLE   177,727 0 0
UNITED TECHNOLOGIES CORP COM 913017109 3,906 30,000 SH   SOLE   30,000 0 0