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
ACTAVIS PLC SHS G0083B108 5,952 20,000 SH   SOLE   20,000 0 0
ANADARKO PETE CORP COM 032511107 6,434 77,695 SH   SOLE   77,695 0 0
APPLE INC COM 037833100 7,097 57,034 SH   SOLE   57,034 0 0
AUTODESK INC COM 052769106 2,582 44,038 SH   SOLE   44,038 0 0
CARTER INC COM 146229109 2,655 28,716 SH   SOLE   28,716 0 0
DISH NETWORK CORP CL A 25470M109 7,481 106,784 SH   SOLE   106,784 0 0
EATON CORP PLC SHS G29183103 2,007 29,534 SH   SOLE   29,534 0 0
ENERGIZER HLDGS INC COM 29266R108 6,477 46,919 SH   SOLE   46,919 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 2,361 88,924 SH   SOLE   88,924 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 1,115 9,742 SH   SOLE   9,742 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,745 120,000 SH   SOLE   120,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,790 82,557 SH   SOLE   82,557 0 0
HESS CORP COM 42809H107 4,049 59,665 SH   SOLE   59,665 0 0
HOME DEPOT INC COM 437076102 7,907 69,601 SH   SOLE   69,601 0 0
HONEYWELL INTL INC COM 438516106 1,991 19,083 SH   SOLE   19,083 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 2,476 24,256 SH   SOLE   24,256 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 6,346 107,072 SH   SOLE   107,072 0 0
LENNAR CORP CL A 526057104 3,136 60,523 SH   SOLE   60,523 0 0
LOCKHEED MARTIN CORP COM 539830109 5,685 28,011 SH   SOLE   28,011 0 0
LOWES COS INC COM 548661107 3,126 42,020 SH   SOLE   42,020 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,990 50,000 SH   SOLE   50,000 0 0
MASONITE INTL CORP NEW COM 575385109 7,733 114,965 SH   SOLE   114,965 0 0
MASTERCARD INC CL A 57636Q104 4,320 50,000 SH   SOLE   50,000 0 0
MOHAWK INDS INC COM 608190104 4,503 24,244 SH   SOLE   24,244 0 0
MONDELEZ INTL INC CL A 609207105 405 11,219 SH   SOLE   11,219 0 0
MOSAIC CO NEW COM 61945C103 4,629 100,510 SH   SOLE   100,510 0 0
MYLAN N V SHS EURO N59465109 6,952 117,137 SH   SOLE   117,137 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,884 77,693 SH   SOLE   77,693 0 0
PACCAR INC COM 693718108 4,525 71,664 SH   SOLE   71,664 0 0
PHILIP MORRIS INTL INC COM 718172109 1,883 25,003 SH   SOLE   25,003 0 0
POST HLDGS INC COM 737446104 3,923 83,759 SH   SOLE   83,759 0 0
POTASH CORP SASK INC COM 73755L107 3,411 105,754 SH   SOLE   105,754 0 0
QUALCOMM INC COM 747525103 3,546 51,137 SH   SOLE   51,137 0 0
SHERWIN WILLIAMS CO COM 824348106 4,191 14,730 SH   SOLE   14,730 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,699 90,000 SH   SOLE   90,000 0 0
TARGA RES CORP COM 87612G101 3,386 35,343 SH   SOLE   35,343 0 0
TESORO CORP COM 881609101 6,213 68,063 SH   SOLE   68,063 0 0
UNILEVER N V N Y SHS NEW 904784709 3,042 72,837 SH   SOLE   72,837 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,422 35,300 SH   SOLE   35,300 0 0
VERISK ANALYTICS INC CL A 92345Y106 1,372 19,222 SH   SOLE   19,222 0 0
VISA INC COM CL A 92826C839 2,871 43,896 SH   SOLE   43,896 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,836 80,727 SH   SOLE   80,727 0 0
YAHOO INC COM 984332106 4,888 110,000 SH   SOLE   110,000 0 0
ZOETIS INC CL A 98978V103 2,777 60,000 SH   SOLE   60,000 0 0