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 |
| BOEING CO | COM | 097023105 | 30,198 | 257,000 | SH | OTR | 1 | 0 | 257,000 | 0 | |
| CUMMINS INC | COM | 231021106 | 3,202 | 24,100 | SH | OTR | 1 | 0 | 24,100 | 0 | |
| D R HORTON INC | COM | 23331A109 | 19,749 | 1,016,400 | SH | OTR | 1 | 0 | 1,016,400 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 35,366 | 1,499,200 | SH | OTR | 1 | 0 | 1,499,200 | 0 | |
| EATON CORP PLC | SHS | G29183103 | 23,667 | 343,800 | SH | OTR | 1 | 0 | 343,800 | 0 | |
| FREEPORT-MCMORAN COPPER & GO | COM | 35671D857 | 75,080 | 2,269,652 | SH | OTR | 1 | 0 | 2,269,652 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 23,051 | 303,900 | SH | OTR | 1 | 0 | 303,900 | 0 | |
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 22,036 | 201,500 | SH | OTR | 1 | 0 | 201,500 | 0 | |
| LENNAR CORP | CL A | 526057104 | 21,789 | 615,500 | SH | OTR | 1 | 0 | 615,500 | 0 | |
| LOUISIANA PAC CORP | COM | 546347105 | 14,645 | 832,600 | SH | OTR | 1 | 0 | 832,600 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 27,113 | 40,300 | SH | OTR | 1 | 0 | 40,300 | 0 | |
| NVR INC | COM | 62944T105 | 16,863 | 18,345 | SH | OTR | 1 | 0 | 18,345 | 0 | |
| OVERLAND STORAGE INC | COM NEW | 690310206 | 990 | 1,000,000 | SH | OTR | 1 | 0 | 1,000,000 | 0 | |
| PRECISION CASTPARTS CORP | COM | 740189105 | 14,890 | 65,525 | SH | OTR | 1 | 0 | 65,525 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 23,840 | 269,800 | SH | OTR | 1 | 0 | 269,800 | 0 | |
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 20,453 | 307,800 | SH | OTR | 1 | 0 | 307,800 | 0 | |
| STRATUS PPTYS INC | COM NEW | 863167201 | 1,091 | 81,402 | SH | OTR | 1 | 0 | 81,402 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 18,398 | 567,300 | SH | OTR | 1 | 0 | 567,300 | 0 | |
| UNION PAC CORP | COM | 907818108 | 24,536 | 157,950 | SH | OTR | 1 | 0 | 157,950 | 0 | |
| WHIRLPOOL CORP | COM | 963320106 | 19,529 | 133,360 | SH | OTR | 1 | 0 | 133,360 | 0 | |