| Macquarie Infrastructure Co LL CMN | COM | 55608B105 | $9.6K | 144,200 | 13.6% |
| Cemex, S.a.b de C.V. Sponsored ADR CMN(CX) | COM | 151290889 | $7.8K | 600,000 | 11.1% |
| Cheniere Energy Inc CMN(LNG) | COM | 16411R208 | $6.5K | 81,000 | 9.2% |
| DOW Chemical Co CMN | COM | 260543103 | $6.4K | 122,000 | 9.0% |
| The Williams Companies, Inc. CMN(WMB) | COM | 969457100 | $5.2K | 93,500 | 7.3% |
| Dish Network Corporation CMN Class A(DISH) | COM | 25470M109 | $5.2K | 80,000 | 7.3% |
| Anadarko Petroleum Corp CMN(APC3EUR) | COM | 032511107 | $5.1K | 50,000 | 7.2% |
| EQT Corporation CMN(EQT) | COM | 26884L109 | $4.8K | 52,000 | 6.7% |
| Alcoa Inc. CMN | COM | 013817101 | $3.3K | 205,000 | 4.7% |
| Navistar Intl Corp (New) CMN(NAV) | COM | 63934E108 | $3.2K | 96,000 | 4.5% |
| Mindray Medical Intl Limited Sponsored ADR CMN Class A | COM | 602675100 | $3.0K | 100,000 | 4.3% |
| Valero Energy Corporation CMN(VLO) | COM | 91913Y100 | $2.6K | 56,000 | 3.7% |
| Hertz Global Holdings, Inc. CMN | COM | 42805T105 | $1.9K | 75,000 | 2.7% |
| Magna International Inc. CMN(MGA) | COM | 559222401 | $1.9K | 19,971 | 2.7% |
| Diamond Offshore Drilling, Inc CMN(DOEUR) | COM | 25271C102 | $1.4K | 40,000 | 1.9% |
| Phillips 66 CMN(PSX) | COM | 718546104 | $1.3K | 16,000 | 1.8% |
| Paragon Offshore PLC CMN | COM | G6S01W108 | $1.2K | 200,000 | 1.7% |
| Cliffs Natural Resources Inc. CMN | COM | 18683K101 | $519 | 50,000 | 0.7% |