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 |
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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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 28,764 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
ALBEMARLE CORP | COM | 012653101 | 24,279 | 282,056 | SH | DFND | 1 | 0 | 282,056 | 0 | |
ANADARKO PETE CORP | COM | 032511107 | 15,627 | 224,110 | SH | DFND | 1 | 0 | 224,110 | 0 | |
CONTINENTAL RESOURCES INC | COM | 212015101 | 15,488 | 300,500 | SH | DFND | 1 | 0 | 300,500 | 0 | |
EOG RES INC | COM | 26875P101 | 5,568 | 55,073 | SH | DFND | 1 | 0 | 55,073 | 0 | |
FREEPORT-MCMORAN INC | CL B | 35671D857 | 9,893 | 750,000 | SH | DFND | 1 | 0 | 750,000 | 0 | |
HESS CORP | COM | 42809H107 | 20,244 | 325,000 | SH | DFND | 1 | 0 | 325,000 | 0 | |
HUNTSMAN CORP | COM | 447011107 | 15,140 | 793,496 | SH | DFND | 1 | 0 | 793,496 | 0 | |
MELCO CROWN ENTMT LTD | ADR | 585464100 | 201 | 12,650 | SH | DFND | 1 | 0 | 12,650 | 0 | |
OASIS PETE INC NEW | COM | 674215108 | 14,640 | 966,959 | SH | DFND | 1 | 0 | 966,959 | 0 | |
OLIN CORP | COM PAR $1 | 680665205 | 14,726 | 575,000 | SH | DFND | 1 | 0 | 575,000 | 0 | |
T MOBILE US INC | COM | 872590104 | 978 | 17,000 | SH | DFND | 1 | 0 | 17,000 | 0 | |
TRINSEO S A | SHS | L9340P101 | 20,755 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
UNITED STATES STL CORP NEW | COM | 912909108 | 26,408 | 800,000 | SH | DFND | 1 | 0 | 800,000 | 0 | |
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 1,396 | 24,800 | SH | DFND | 1 | 0 | 24,800 | 0 | |
VALE S A | ADR | 91912E105 | 14,173 | 1,860,000 | SH | DFND | 1 | 0 | 1,860,000 | 0 |