The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMERICAN INTL GROUP INC COM NEW 026874784 2,703 50,000 SH   SOLE   50,000 0 0
BANK AMER CORP COM 060505104 4,732 350,000 SH   SOLE   350,000 0 0
BELMOND LTD CL A G1154H107 3,796 400,000 SH   SOLE   400,000 0 0
BOJANGLES INC COM 097488100 2,834 166,600 SH   SOLE   166,600 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 1,942 134,503 SH   SOLE   134,503 0 0
CITI TRENDS INC COM 17306X102 2,824 158,400 SH   SOLE   158,400 0 0
COWEN GROUP INC NEW CL A 223622101 3,810 1,000,000 SH   SOLE   1,000,000 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 1,273 40,000 SH   SOLE   40,000 0 0
FEDEX CORP COM 31428X106 3,254 20,000 SH   SOLE   20,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 971 75,000 SH   SOLE   75,000 0 0
HOME DEPOT INC COM 437076102 8,006 60,000 SH   SOLE   60,000 0 0
IGNITE RESTAURANT GROUP INC COM 451730105 1,122 346,338 SH   SOLE   346,338 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 3,217 276,650 SH   SOLE   276,650 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 3,689 95,000 SH   SOLE   95,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 15,414 75,000 SH   SOLE   75,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 82,208 400,000 SH Put SOLE   400,000 0 0
WAL-MART STORES INC COM 931142103 4,109 60,000 SH   SOLE   60,000 0 0
WELLS FARGO & CO NEW COM 949746101 3,869 80,000 SH   SOLE   80,000 0 0
ZOETIS INC CL A 98978V103 2,217 50,000 SH   SOLE   50,000 0 0