The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 30,840 | 337,900 | SH | SOLE | 337,900 | 0 | 0 | ||
| AVIS BUDGET GROUP INC | COM | 053774105 | 10,458 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 49,514 | 644,541 | SH | SOLE | 644,541 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 8,685 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 37,350 | 2,495,000 | SH | SOLE | 2,495,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 27,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 5,956 | 954,500 | SH | SOLE | 954,500 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 16,344 | 327,600 | SH | SOLE | 327,600 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 32,259 | 637,911 | SH | SOLE | 637,911 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 32,516 | 1,705,977 | SH | SOLE | 1,705,977 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 54,729 | 4,161,873 | SH | SOLE | 4,161,873 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 5,527 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 29,498 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||