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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
ARCH COAL INC CL A 039380407 34,682 417,900 SH   SOLE   417,900 0 0
F M C CORP COM NEW 302491303 47,670 644,541 SH   SOLE   644,541 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 12,285 900,000 SH   SOLE   900,000 0 0
LAUREATE EDUCATION INC CL A 518613203 37,643 2,470,000 SH   SOLE   2,470,000 0 0
LSB INDS INC COM 502160104 6,991 1,266,411 SH   SOLE   1,266,411 0 0
MASONITE INTL CORP NEW COM 575385109 31,166 695,200 SH   SOLE   695,200 0 0
SONOS INC COM 83570H108 10,802 1,100,000 SH   SOLE   1,100,000 0 0
TALEND S A ADS 874224207 20,394 550,000 SH   SOLE   550,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 27,397 2,382,314 SH   SOLE   2,382,314 0 0
TRONOX LTD SHS CL A Q9235V101 27,906 3,586,873 SH   SOLE   3,586,873 0 0
WPX ENERGY INC COM 98212B103 25,538 2,250,000 SH   SOLE   2,250,000 0 0