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
ACTIVISION BLIZZARD INC COM 00507V109 25,110 1,126,031 SH   SOLE   1,126,031 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 71,054 1,523,125 SH   SOLE   1,523,125 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 61,764 3,588,847 SH   SOLE   3,588,847 0 0
BLOOMIN BRANDS INC COM 094235108 5,992 267,164 SH   SOLE   267,164 0 0
BOEING CO COM 097023105 280 2,201 SH   SOLE   2,201 0 0
BRUNSWICK CORP COM 117043109 21,340 506,533 SH   SOLE   506,533 0 0
CABELAS INC COM 126804301 36,928 591,799 SH   SOLE   591,799 0 0
CANADIAN PAC RY LTD COM 13645T100 32,947 181,885 SH   SOLE   181,885 0 0
CARBO CERAMICS INC COM 140781105 71,442 463,549 SH   SOLE   463,549 0 0
CONCHO RES INC COM 20605P101 22,464 155,457 SH   SOLE   155,457 0 0
CONSTELLATION BRANDS INC CL A 21036P108 897 10,181 SH   SOLE   10,181 0 0
CON-WAY INC COM 205944101 56,020 1,111,280 SH   SOLE   1,111,280 0 0
COPA HOLDINGS SA CL A P31076105 442 3,098 SH   SOLE   3,098 0 0
COSTCO WHSL CORP NEW COM 22160K105 901 7,826 SH   SOLE   7,826 0 0
CSX CORP COM 126408103 35,990 1,168,116 SH   SOLE   1,168,116 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 163,764 4,229,443 SH   SOLE   4,229,443 0 0
DISNEY WALT CO COM DISNEY 254687106 310 3,620 SH   SOLE   3,620 0 0
DSW INC CL A 23334L102 10,833 387,733 SH   SOLE   387,733 0 0
EASTMAN CHEM CO COM 277432100 72,306 827,770 SH   SOLE   827,770 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 5,134 38,953 SH   SOLE   38,953 0 0
FLOWSERVE CORP COM 34354P105 43,493 584,983 SH   SOLE   584,983 0 0
FLUOR CORP NEW COM 343412102 123,108 1,600,883 SH   SOLE   1,600,883 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 8,212 476,308 SH   SOLE   476,308 0 0
GEEKNET INC COM NEW 36846Q203 5,612 450,000 SH   SOLE   450,000 0 0
GENERAL MTRS CO COM 37045V100 8,404 231,505 SH   SOLE   231,505 0 0
HANESBRANDS INC COM 410345102 5,912 60,060 SH   SOLE   60,060 0 0
HARLEY DAVIDSON INC COM 412822108 118,753 1,700,112 SH   SOLE   1,700,112 0 0
HELMERICH & PAYNE INC COM 423452101 87,223 751,207 SH   SOLE   751,207 0 0
HOME DEPOT INC COM 437076102 15,593 192,602 SH   SOLE   192,602 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 6,922 78,179 SH   SOLE   78,179 0 0
INTEL CORP COM 458140100 14,472 468,349 SH   SOLE   468,349 0 0
ISHARES US HOME CONS ETF 464288752 49,413 1,992,448 SH   SOLE   1,992,448 0 0
ISHARES US HOME CONS ETF 464288752 67,501 2,721,800 SH Call SOLE   2,721,800 0 0
KIRBY CORP COM 497266106 46,830 399,781 SH   SOLE   399,781 0 0
LAS VEGAS SANDS CORP COM 517834107 407 5,346 SH   SOLE   5,346 0 0
LENNAR CORP CL A 526057104 118,411 2,820,649 SH   SOLE   2,820,649 0 0
LYON WILLIAM HOMES CL A NEW 552074700 36,341 1,193,851 SH   SOLE   1,193,851 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 38,272 391,933 SH   SOLE   391,933 0 0
MACYS INC COM 55616P104 129,178 2,226,445 SH   SOLE   2,226,445 0 0
MADDEN STEVEN LTD COM 556269108 42,321 1,233,841 SH   SOLE   1,233,841 0 0
MARATHON PETE CORP COM 56585A102 90,388 1,157,779 SH   SOLE   1,157,779 0 0
MARINEMAX INC COM 567908108 12,800 764,637 SH   SOLE   764,637 0 0
MARRIOTT INTL INC NEW CL A 571903202 520 8,119 SH   SOLE   8,119 0 0
MERITAGE HOMES CORP COM 59001A102 79,054 1,872,884 SH   SOLE   1,872,884 0 0
MOHAWK INDS INC COM 608190104 51,281 370,691 SH   SOLE   370,691 0 0
NOW INC COM 67011P100 32,283 891,544 SH   SOLE   891,544 0 0
NVR INC COM 62944T105 258,862 224,980 SH   SOLE   224,980 0 0
NXP SEMICONDUCTORS N V COM N6596X109 40,628 613,908 SH   SOLE   613,908 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 69,524 677,428 SH   SOLE   677,428 0 0
PARKER HANNIFIN CORP COM 701094104 512 4,070 SH   SOLE   4,070 0 0
POLARIS INDS INC COM 731068102 690 5,300 SH   SOLE   5,300 0 0
POTASH CORP SASK INC COM 73755L107 34,053 897,068 SH   SOLE   897,068 0 0
PRICELINE GRP INC COM NEW 741503403 1,768 1,470 SH   SOLE   1,470 0 0
QUALCOMM INC COM 747525103 20,766 262,203 SH   SOLE   262,203 0 0
ROCKWELL AUTOMATION INC COM 773903109 48,843 390,243 SH   SOLE   390,243 0 0
RYDER SYS INC COM 783549108 72,717 825,485 SH   SOLE   825,485 0 0
RYLAND GROUP INC COM 783764103 141,474 3,587,058 SH   SOLE   3,587,058 0 0
SIGNET JEWELERS LIMITED SHS G81276100 21,098 190,776 SH   SOLE   190,776 0 0
STARBUCKS CORP COM 855244109 382 4,932 SH   SOLE   4,932 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 355 4,396 SH   SOLE   4,396 0 0
SWIFT TRANSN CO CL A 87074U101 32,522 1,289,029 SH   SOLE   1,289,029 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 58,191 2,616,513 SH   SOLE   2,616,513 0 0
TRINITY INDS INC COM 896522109 101,052 2,311,347 SH   SOLE   2,311,347 0 0
TRINSEO S A SHS L9340P101 8,840 425,000 SH   SOLE   425,000 0 0
UNIFI INC COM NEW 904677200 33,151 1,204,166 SH   SOLE   1,204,166 0 0
UNION PAC CORP COM 907818108 58,456 586,026 SH   SOLE   586,026 0 0
UNITED CONTL HLDGS INC COM 910047109 143,737 3,499,815 SH   SOLE   3,499,815 0 0
WABTEC CORP COM 929740108 533 6,456 SH   SOLE   6,456 0 0
WESTLAKE CHEM CORP COM 960413102 19,739 235,658 SH   SOLE   235,658 0 0
WEYERHAEUSER CO COM 962166104 26,076 788,030 SH   SOLE   788,030 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 742 9,794 SH   SOLE   9,794 0 0