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
AIR TRANSPORT SERVICES GRP I COM 00922R105 15,057 979,000 SH   SOLE 979,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 1,369 100,000 SH   SOLE 100,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 20,606 570,000 SH   SOLE 570,000 0 0
CARRIZO OIL & GAS INC COM 144577103 773 25,000 SH   SOLE 25,000 0 0
COTT CORP QUE COM 22163N106 19,886 1,431,709 SH   SOLE 1,431,709 0 0
DYNEGY INC NEW DEL COM 26817R108 5,748 400,000 SH   SOLE 400,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 9,609 589,500 SH   SOLE 589,500 0 0
MASONITE INTL CORP NEW COM 575385109 21,150 322,908 SH   SOLE 322,908 0 0
MICHAELS COS INC COM 59408Q106 14,684 525,000 SH   SOLE 525,000 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 1,226 163,500 SH   SOLE 163,500 0 0
NEWELL RUBBERMAID INC COM 651229106 11,073 250,000 SH   SOLE 250,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 10,012 525,000 SH   SOLE 525,000 0 0
PERRIGO CO PLC SHS G97822103 959 7,500 SH   SOLE 7,500 0 0
SPIRIT AIRLS INC COM 848577102 8,397 175,000 SH   SOLE 175,000 0 0
WESTMORELAND COAL CO COM 960878106 5,555 770,398 SH   SOLE 770,398 0 0
WESTROCK CO COM 96145D105 16,078 411,936 SH   SOLE 411,936 0 0
WEX INC COM 96208T104 1,250 15,000 SH   SOLE 15,000 0 0
WPX ENERGY INC COM 98212B103 14,120 2,020,000 SH   SOLE 2,020,000 0 0