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The reader should not assume that the information 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
DELPHI AUTOMOTIVE PLC SHS G27823106 79,031 1,314,343 SH   SOLE   1,314,343 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 138,565 2,578,424 SH   SOLE   2,578,424 0 0
DINEEQUITY INC COM 254423106 196,539 2,352,356 SH   SOLE   2,352,356 0 0
PVH CORP COM 693656100 104,146 765,666 SH   SOLE   765,666 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 10,187 760,200 SH   SOLE   760,200 0 0
WEX INC COM 96208T104 56,806 573,620 SH   SOLE   573,620 0 0