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
ALLERGAN INC COM 018490102 14,255 80,000 SH   SOLE   80,000 0 0
ANADARKO PETE CORP COM 032511107 7,063 69,625 SH   SOLE   69,625 0 0
APPLE INC COM 037833100 5,447 54,066 SH   SOLE   54,066 0 0
AUTODESK INC COM 052769106 2,490 45,188 SH   SOLE   45,188 0 0
CARTER INC COM 146229109 2,293 29,581 SH   SOLE   29,581 0 0
CONSTELLIUM NV CL A N22035104 4,194 170,400 SH   SOLE   170,400 0 0
DEERE & CO COM 244199105 1,545 18,839 SH   SOLE   18,839 0 0
DISH NETWORK CORP CL A 25470M109 7,177 111,136 SH   SOLE   111,136 0 0
DOLLAR GEN CORP NEW COM 256677105 2,444 40,000 SH   SOLE   40,000 0 0
EATON CORP PLC SHS G29183103 634 10,000 SH   SOLE   10,000 0 0
ENERGIZER HLDGS INC COM 29266R108 5,342 43,360 SH   SOLE   43,360 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 4,848 188,570 SH   SOLE   188,570 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 1,113 10,000 SH   SOLE   10,000 0 0
FAMILY DLR STORES INC COM 307000109 2,317 30,000 SH   SOLE   30,000 0 0
GENCORP INC COM 368682100 388 24,293 SH   SOLE   24,293 0 0
GREIF INC CL A 397624107 2,354 53,742 SH   SOLE   53,742 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 2,157 84,948 SH   SOLE   84,948 0 0
HESS CORP COM 42809H107 5,791 61,399 SH   SOLE   61,399 0 0
HOME DEPOT INC COM 437076102 6,723 73,283 SH   SOLE   73,283 0 0
HONEYWELL INTL INC COM 438516106 1,837 19,731 SH   SOLE   19,731 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 2,369 33,080 SH   SOLE   33,080 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,778 14,672 SH   SOLE   14,672 0 0
LAMAR ADVERTISING CO CL A 512815101 5,457 110,794 SH   SOLE   110,794 0 0
LENNAR CORP CL A 526057104 2,422 62,375 SH   SOLE   62,375 0 0
LOCKHEED MARTIN CORP COM 539830109 4,302 23,539 SH   SOLE   23,539 0 0
LOWES COS INC COM 548661107 2,402 45,385 SH   SOLE   45,385 0 0
MASONITE INTL CORP NEW COM 575385109 6,590 119,005 SH   SOLE   119,005 0 0
MOHAWK INDS INC COM 608190104 3,355 24,888 SH   SOLE   24,888 0 0
MONDELEZ INTL INC CL A 609207105 393 11,460 SH   SOLE   11,460 0 0
MOSAIC CO NEW COM 61945C103 4,591 103,379 SH   SOLE   103,379 0 0
MYLAN INC COM 628530107 4,549 100,000 SH   SOLE   100,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 5,696 74,851 SH   SOLE   74,851 0 0
PACCAR INC COM 693718108 4,301 75,621 SH   SOLE   75,621 0 0
PHILIP MORRIS INTL INC COM 718172109 2,154 25,833 SH   SOLE   25,833 0 0
POST HLDGS INC COM 737446104 2,858 86,142 SH   SOLE   86,142 0 0
POTASH CORP SASK INC COM 73755L107 3,808 110,176 SH   SOLE   110,176 0 0
QUALCOMM INC COM 747525103 3,942 52,719 SH   SOLE   52,719 0 0
SHERWIN WILLIAMS CO COM 824348106 3,552 16,219 SH   SOLE   16,219 0 0
STARZ COM SER A 85571Q102 331 10,000 SH   SOLE   10,000 0 0
TARGA RES CORP COM 87612G101 5,447 40,000 SH   SOLE   40,000 0 0
TESORO CORP COM 881609101 4,269 70,000 SH   SOLE   70,000 0 0
TRONOX LTD SHS CL A Q9235V101 998 38,326 SH   SOLE   38,326 0 0
UNILEVER N V N Y SHS NEW 904784709 2,966 74,740 SH   SOLE   74,740 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,571 36,330 SH   SOLE   36,330 0 0
VERISK ANALYTICS INC CL A 92345Y106 1,827 30,000 SH   SOLE   30,000 0 0
VISA INC COM CL A 92826C839 2,403 11,264 SH   SOLE   11,264 0 0
WALGREEN CO COM 931422109 4,318 72,861 SH   SOLE   72,861 0 0