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 |
| SONY CORP-SPONSORED ADR | Common | 835699307 | 5,187 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ANADARKO PETROLEUM CORP | Common | 032511107 | 44,998 | 567,301 | SH | SOLE | 567,301 | 0 | 0 | ||
| APACHE CORP | Common | 037411105 | 53,283 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| BARRICK GOLD CORP | Common | 067901108 | 68,498 | 3,885,300 | SH | SOLE | 3,885,300 | 0 | 0 | ||
| COOPER TIRE & RUBBER | Common | 216831107 | 63,664 | 2,648,240 | SH | SOLE | 2,648,240 | 0 | 0 | ||
| DISH NETWORK CORP-A | Common | 25470M109 | 37,987 | 655,852 | SH | SOLE | 655,852 | 0 | 0 | ||
| FREEPORT-MCMORAN COPPER | Common | 35671D857 | 72,672 | 1,925,583 | SH | SOLE | 1,925,583 | 0 | 0 | ||
| FTD COS INC | Common | 30281V108 | 29,704 | 911,724 | SH | SOLE | 911,724 | 0 | 0 | ||
| ICU MEDICAL INC | Common | 44930G107 | 4,779 | 75,014 | SH | SOLE | 75,014 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE CO | Common | 55608B108 | 26,404 | 485,106 | SH | SOLE | 485,106 | 0 | 0 | ||
| MEADOWBROOK INSURANCE GROUP | Common | 58319P108 | 15,276 | 2,194,808 | SH | SOLE | 2,194,808 | 0 | 0 | ||
| NATIONAL BANK HOLD-CL A | Common | 633707104 | 26,273 | 1,227,700 | SH | SOLE | 1,227,700 | 0 | 0 | ||
| RADIOSHACK CORP | Common | 750438103 | 13,010 | 5,003,982 | SH | SOLE | 5,003,982 | 0 | 0 | ||
| ROCKWOOD HOLDINGS INC | Common | 774415103 | 26,109 | 363,031 | SH | SOLE | 363,031 | 0 | 0 | ||
| SANDRIDGE ENERGY INC | Common | 80007P307 | 83,379 | 13,736,283 | SH | SOLE | 13,736,283 | 0 | 0 | ||
| THERAVANCE INC | Common | 88338T104 | 58,359 | 1,636,994 | SH | SOLE | 1,636,994 | 0 | 0 | ||
| TRONOX LTD-CL A | Common | Q9235V101 | 54,121 | 2,345,955 | SH | SOLE | 2,345,955 | 0 | 0 | ||
| VICAL INC | Common | 925602104 | 1,641 | 1,390,546 | SH | SOLE | 1,390,546 | 0 | 0 | ||
| DYNEGY INC-CW17 | Warrant | 26817R116 | 6,343 | 4,664,219 | SH | SOLE | 4,664,219 | 0 | 0 | ||