13F-HR 1 t306848.txt AYM UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F -HR Form 13F COVER PAGE Report for the Calendar Year of Quarter Ended: June 30, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: AYM Capital, LLC Address: 44 Wall Street, 2nd Floor New York, NY 10005 Form 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Abraham Muller Title: Managing Member Phone: 212.742.7002 Signature, Place, and Date of Signing: /s/ Abraham Muller New York, New York August 3, 2012 [Signature] [City, State] [Date] Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ------------- Form 13F Information Table Entry Total: 49 --------------- Form 13F Information Table Value Total: $ 26,300 --------------- (thousands) List of Other Included Managers: None

TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X1000) PRN AMOUNT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------------------------------------------------------------------------------------------------------------ ACCURIDE CORP WRNT 00439T206 785 110,269 SH Sole 110,269 AERCAP HOLDINGS NV COMM N00985106 1,~~500~~524 135,000 SH Sole 135,000 AMERICAN AXLE & MFG HOLDINGS COMM 024061103 ~~597~~504 50,998 SH Sole 50,998 AMKOR TECHNOLOGY INC COMM 031652100 ~~676~~523 ~~110~~120,000 SH Sole ~~110~~120,000 CEREPLAST INC COMM 156732307 3148 50,000 SH Sole 50,000 CHINA ~~CERAMICS CO LTD COMM G2113X100 40 10,000 SH Sole 10,000 CHINA~~ MING YANG WIND POW-ADS ADRS 16951C108 ~~342~~329 144,983 SH Sole 144,983 ~~CHINA XD PLASTICS CO LTD COMM 16948F107 207 38,000 SH Sole 38,000~~ CHIPMOS TECHNOLOGIES BERMUDA COMM G2110R114 ~~1,386~~485 7893,~~793~~988 SH Sole 7893,~~793~~988 COMMERCIAL VEHICLE GROUP INC COMM 202608105 ~~293~~217 24,000 SH Sole 24,000 DANA HOLDING CORP COMM 235825205 ~~310~~243 20,000 SH Sole 20,000 DANAOS CORP COMM Y1968P105 59154 1545,~~000~~827 SH Sole 1545,~~000~~827 ~~DIREXION SMALL CAP BEAR 3X ETF 25459W110 3,536 200,000 SH Sole 200,000~~ E-COMMERCE CHINA-SPON ADR ADRS 26833A105 ~~332~~180 41,005 SH Sole 41,005 ~~ECOTALITY INC COMM 27922Y202 49 50,400 SH Sole 50,400~~ FEIHE INTERNATIONAL INC COMM 31429Y103 ~~212~~44 6716,~~100 SH Sole 67,100 GREEN PLAINS RENEWABLE ENERG COMM 393222104 108 10,000 SH Sole 10,000 GT ADVANCED TECHNOLOGIES INC COMM 36191U106 239 28,~~900 SH Sole 2816,900 HERCULES OFFSHORE INC COMM 427093109 8580 18,000 SH Sole 18,000 HOVNANIAN ENTERPRISES-A COMM 442487203 4929 20,000 SH Sole 20,000 ISHARES RUSSELL 2000 COMM 464287655 ~~828~~2,950 1040,000 PUT Sole 1040,000 KEMET CORP COMM 488360207 ~~384~~289 40,997 SH Sole 40,997 ~~KIT DIGITAL INC COMM 482470200 281 39,000 SH Sole 39,000 KIT DIGITAL INC COMM 482470200 144 20,000 CALL Sole 20,000 KIT DIGITAL INC COMM 482470200 365 50,700 CALL Sole 50,700~~ LTX-CREDENCE CORPORATION COMM 502403207 ~~503~~375 70,000 SH Sole 70,000 MANNKIND CORP COMM 56400P201 ~~883~~475 ~~357~~189,~~481~~981 SH Sole ~~357~~189,~~481~~981 MANNKIND CORP COMM 56400P201 6475 2630,000 CALL Sole 2630,000 MANNKIND CORP COMM 56400P201 6123 249,~~500 CALL Sole 24,500 MANNKIND CORP COMM 56400P201 14 5,600 CALL Sole 5,600 MANNKIND CORP COMM 56400P201 47 19,~~000 CALL Sole 199,000 MANNKIND CORP COMM 56400P201 31175 1270,~~500 CALL Sole 12,500 MANNKIND CORP COMM 56400P201 420 170,~~000 CALL Sole ~~170~~70,000 MANNKIND CORP COMM 56400P201 ~~593~~475 ~~240~~190,000 CALL Sole ~~240~~190,000 MANNKIND CORP COMM 56400P201 25 10,000 CALL Sole 10,000 ~~MANNKIND CORP COMM 56400P201 49 20,000 CALL Sole 20,000~~ MECOX LANE LTD-ADR ADRS 58403M102 9689 7776,947 SH Sole 7776,947 MGIC INVESTMENT CORP - WISC COMM 552848103 ~~203~~153 41,015 SH Sole 41,015 ~~MOTORCAR PARTS OF AMERICA IN COMM 620071100 742 77,100 SH Sole 77,100~~ NAVIOS MARITIME ACQUISITION COMM Y62159101 ~~251~~203 7775,~~113~~313 SH Sole 7775,~~113~~313 NAVIOS MARITIME HOLDINGS INC COMM Y62196103 1,~~533~~819 ~~365~~509,~~109~~553 SH Sole ~~365~~509,~~109~~553 NETLIST INC COMM 64118P109 ~~285~~152 8060,500 SH Sole 8060,500 OMPATRIOT ~~GROUP~~COAL ~~INC~~CORP COMM ~~670872100~~70336T104 ~~165~~119 614,000 ~~CALL~~SH Sole 614,000 OMPOWER-ONE ~~GROUP~~ INC COMM ~~670872100~~73930R102 ~~230~~117 830,~~344~~000 SH Sole 830,~~344~~000 ~~PATRIOT~~PULTE ~~COAL~~GROUP ~~CORP~~INC COMM ~~70336T104~~745867101 8763 1410,000 SH Sole 1410,000 ~~POWER-ONE~~RADIAN GROUP INC COMM ~~73930R102~~750236101 912 ~~20,000~~995 SH Sole ~~20,000~~995 ~~PULTE~~RADIAN GROUP INC COMM ~~745867101~~750236101 89468 10200,000 SHCALL Sole 10200,000 RADIAN GROUP INC COMM 750236101 ~~385~~475 88203,~~395~~200 SHCALL Sole 88203,~~395~~200 RADIAN GROUP INC COMM 750236101 ~~435~~689 ~~100~~294,~~000~~400 CALL Sole ~~100~~294,~~000~~400 SAVIENT PHARMACEUTICALS INC COMM 80517Q100 5254 24,000 SH Sole 24,000 ~~ULTRAPETROL~~SPDR ~~(BAHAMAS)~~S&P ~~LTD~~500 ETF TRUST COMM ~~P94398107~~78462F103 ~~644~~6,275 ~~321~~50,~~937~~000 SHPUT Sole ~~321~~50,~~937~~000 ~~UNITED~~SPDR ~~CONTINENTAL~~S&P ~~HOLDINGS~~500 ETF TRUST COMM ~~910047109~~78462F103 1628 5,~~567~~000 72PUT Sole 5,~~900~~000 ULTRAPETROL (BAHAMAS) LTD COMM P94398107 709 238,080 SH Sole 72238,~~900~~080 USUNITED ~~AIRWAYS~~CONTINENTAL ~~GROUP~~HOLDINGS ~~INC~~ COMM ~~90341W108~~910047109 ~~380~~377 5020,000 ~~CALL~~SH Sole 5020,000 US AIRWAYS GROUP INC COMM 90341W108 ~~228~~152 30,000 SH Sole 30,000 VELTI PLC COMM G93285107 ~~542~~218 4032,~~000~~100 SH Sole 4032,~~000~~100 WIDEPOINT CORP COMM 967590100 9369 100,000 SH Sole 100,000 WTS ATRINSIC INC SER A EXP 05/31/16 WRNT ATRNWA 0 94,828 SH Sole 94,828 WTS ATRINSIC INC SER B EXP 02/29/12 WRNT ATRNWB 0 47,414 SH Sole 47,414 WTS ATRINSIC INC SER C EXP 05/31/16 WRNT ATRNWC 0 45,043 SH Sole 45,043 ~~XERIUM TECHNOLOGIES INC COMM 98416J118 152 23,616 SH Sole 23,616 XERIUM TECHNOLOGIES INC WRNT 98416J118 0 1 SH Sole 1 XERIUM TECHNOLOGIES INC WRNT 98416J118 1 162 SH Sole 162~~ XUEDA EDUCATION GROUP-ADR ADRS 98418W109 ~~1,321~~937 ~~322~~268,~~312~~382 SH Sole ~~322~~268,~~312~~382 YRC WORLDWIDE INC COMM 984249607 925 12,~~425~~525 SH Sole 12,~~425~~525 YRC WORLDWIDE INC CONV 984249607 2,500 2,500,000 PRN Sole 2,500,000 26,~~825~~300

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