Name of Issuer Title of Class CUSIP Fair Market Shares or Investment Discretion Managers Voting Authority (Shares) Number Value Principal (a) Sole (b) Shared - (c) Shared - (a) Sole (b) Shared (c) None Amount As Defined Other ------------------------------------- ---------------- -------------- --------- ---------- ---- Apple Inc COM 037833100 301,541 516,338 x 516,338 Bank of America Corp COM 060505104 31,550 3,857,008 x 3,857,008 Beazer Homes USA Inc COM 07556Q105 827 254,614 x 254,614 Boyd Gaming Corp COM 103304101 12,055 1,674,323 x 1,674,323 Broadcom Corp CL A 111320107 84,197 2,491,023 x 2,491,023 Calumet Specialty Products Partners LP UT LTD PARTNER 131476103 28,105 1,181,885 x 1,181,885 Celanese Corp Del COM SER A 150870103 5,193 150,000 x 150,000 CF Industries Holdings Inc COM 125269100 10,747 55,470 x 55,470 Chimera Investment Corp COM 16934Q109 9,424 3,993,384 x 3,993,384 Citigroup Inc COM NEW 172967424 253,982 9,266,022 x 9,266,022 Dean Foods Co COM 242370104 40,909 2,402,175 x 2,402,175 Delphi Automotive PLC SHS G27823106 5,622 220,466 x 220,466 Delta Air Lines Inc COM NEW 247361702 104,283 9,523,569 x 9,523,569 EMC Corp COM 268648102 69,592 2,715,261 x 2,715,261 Ford Motor Co. COM PAR $0.01 345370860 73,406 7,654,450 x 7,654,450 Fusion-io Inc COM 36112J107 29,705 1,421,954 x 1,421,954 General Motors Corp *W EXP 07/10/201 37045V118 1,935 175,561 x 175,561 General Motors Corp *W EXP 07/10/201 37045V126 1,190 175,561 x 175,561 General Motors Corp COM 37045V100 92,947 4,713,316 x 4,713,316 Goodyear Tire & Rubber Co. COM 382550101 132,745 11,240,072 x 11,240,072 Google Inc CALL 38259P908 520 500 x 500 Google Inc CL A 38259P508 128,449 221,437 x 221,437 Huntsman Corp COM 447011107 81,781 6,320,011 x 6,320,011 International Paper Company COM 460146103 8,746 302,537 x 302,537 iShares DJ US Home Construction Index DJ HOME CONSTN 464288752 1,772 105,499 x 105,499 JetBlue Airways Corporation COM 477143101 4,332 817,374 x 817,374 Lam Research Corp COM 512807108 16,424 435,200 x 435,200 Macy's Inc COM 55616P104 3,533 102,865 x 102,865 Marvell Technology Group Ltd. ORD G5876H105 26,807 2,376,524 x 2,376,524 Masco Corp COM 574599106 53,242 3,838,622 x 3,838,622 MFA Financial Inc COM 55272X102 7,652 969,783 x 969,783 MGM Resorts International COM 552953101 22,346 2,002,293 x 2,002,293 Microsoft Corp COM 594918104 34,536 1,129,000 x 1,129,000 MPG Office Trust Inc COM 553274101 8,457 4,207,354 x 4,207,354 Mueller Water Products Inc. COM 624758108 31,077 8,981,831 x 8,981,831 NetApp Inc COM 64110D104 24,673 775,399 x 775,399 Nuance Communications Inc COM 67020Y100 6,903 289,780 x 289,780 Oracle Corp COM 68389X105 92,004 3,097,779 x 3,097,779 Owens Corning Inc COM 690742101 64,391 2,256,151 x 2,256,151 Powershares QQQ Nasdaq 100 UNIT SER 1 73935A104 539,533 8,409,182 x 8,409,182 QUALCOMM Inc COM 747525103 128,330 2,304,786 x 2,304,786 Royal Bank Scotland Group PLC SP ADR L RP PF 780097788 7,202 399,671 x 399,671 Royal Bank Scotland Group PLC SP ADR PREF M 780097796 4,693 267,889 x 267,889 Royal Bank Scotland Group PLC ADR PREF SER N 780097770 23,642 1,370,542 x 1,370,542 Royal Bank Scotland Group PLC ADR PREF SHS Q 780097754 14,040 779,137 x 779,137 Royal Bank Scotland Group PLC SP ADR PREF S 780097739 8,170 460,787 x 460,787 Royal Bank Scotland Group PLC SP ADR PREF T 780097713 2,544 129,450 x 129,450 Sandisk Corp COM 80004C101 24,399 668,821 x 668,821 SPDR S&P 500 ETF Trust PUT 78462F953 2,450 50,000 x 50,000 SPDR S&P 500 ETF Trust CALL 78462F903 9,300 48,000 x 48,000 The Hartford Financial Services Group *W EXP 06/26/201 416515120 12,946 1,275,475 x 1,275,475 The Hartford Financial Services Group COM 416515104 18,916 1,072,956 x 1,072,956 Two Harbors Investment Corp COM 90187B101 28,076 2,710,000 x 2,710,000 United Continental Holdings Inc. COM 910047109 230,759 9,484,558 x 9,484,558 US Airways Group Inc COM 90341W108 172,313 12,926,695 x 12,926,695 Valero Energy Corp COM 91913Y100 55,718 2,307,161 x 2,307,161 Whirlpool Corp COM 963320106 43,006 703,180 x 703,180If you enjoy the content at iBankCoin, please follow us on Twitter
Joined Nov 11, 2007
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