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
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 67,181 1,568,184 SH   SOLE   1,568,184 0 0
APPLE INC COM 037833100 36,226 359,559 SH   SOLE   359,559 0 0
BOEING CO COM 097023105 43,685 342,954 SH   SOLE   342,954 0 0
BRUNSWICK CORP COM 117043109 1,480 35,132 SH   SOLE   35,132 0 0
CARBO CERAMICS INC COM 140781105 201 3,400 SH   SOLE   3,400 0 0
CHURCH & DWIGHT INC COM 171340102 935 13,333 SH   SOLE   13,333 0 0
COACH INC COM 189754104 206 5,793 SH   SOLE   5,793 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,631 30,185 SH   SOLE   30,185 0 0
CON-WAY INC COM 205944101 7,579 159,548 SH   SOLE   159,548 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,880 14,999 SH   SOLE   14,999 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 60,606 1,676,509 SH   SOLE   1,676,509 0 0
DISNEY WALT CO COM DISNEY 254687106 685 7,697 SH   SOLE   7,697 0 0
FEDEX CORP COM 31428X106 38,164 236,385 SH   SOLE   236,385 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 19,985 140,620 SH   SOLE   140,620 0 0
FLOWSERVE CORP COM 34354P105 42,317 600,064 SH   SOLE   600,064 0 0
FLUOR CORP NEW COM 343412102 118,415 1,772,952 SH   SOLE   1,772,952 0 0
FORESIGHT ENERGY LP COM UNT RP INT 34552U104 27,850 1,525,175 SH   SOLE   1,525,175 0 0
GEEKNET INC COM NEW 36846Q203 4,185 450,000 SH   SOLE   450,000 0 0
GENERAL DYNAMICS CORP COM 369550108 711 5,596 SH   SOLE   5,596 0 0
GENERAL MTRS CO COM 37045V100 23,664 740,876 SH   SOLE   740,876 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 3,000 74,467 SH   SOLE   74,467 0 0
HANESBRANDS INC COM 410345102 31,772 295,715 SH   SOLE   295,715 0 0
HARLEY DAVIDSON INC COM 412822108 81,633 1,402,635 SH   SOLE   1,402,635 0 0
HELMERICH & PAYNE INC COM 423452101 71,673 732,329 SH   SOLE   732,329 0 0
INTEL CORP COM 458140100 8,148 234,000 SH   SOLE   234,000 0 0
INTREPID POTASH INC COM 46121Y102 17,812 1,152,875 SH   SOLE   1,152,875 0 0
ISHARES US HOME CONS ETF 464288752 65,745 2,923,300 SH Call SOLE   2,923,300 0 0
KIRBY CORP COM 497266106 31,146 264,288 SH   SOLE   264,288 0 0
KROGER CO COM 501044101 748 14,388 SH   SOLE   14,388 0 0
LENNAR CORP CL A 526057104 146,018 3,760,452 SH   SOLE   3,760,452 0 0
LENNAR CORP CL A 526057104 9,230 237,700 SH Call SOLE   237,700 0 0
LOUISIANA PAC CORP COM 546347105 77,070 5,671,078 SH   SOLE   5,671,078 0 0
LYON WILLIAM HOMES CL A NEW 552074700 27,448 1,241,970 SH   SOLE   1,241,970 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 73,914 680,229 SH   SOLE   680,229 0 0
MACYS INC COM 55616P104 93,842 1,612,961 SH   SOLE   1,612,961 0 0
MADDEN STEVEN LTD COM 556269108 22,805 707,562 SH   SOLE   707,562 0 0
MARATHON PETE CORP COM 56585A102 68,792 812,469 SH   SOLE   812,469 0 0
MARINEMAX INC COM 567908108 6,193 367,562 SH   SOLE   367,562 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,221 46,084 SH   SOLE   46,084 0 0
METHANEX CORP COM 59151K108 49,252 737,300 SH   SOLE   737,300 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 12,698 236,950 SH   SOLE   236,950 0 0
NOW INC COM 67011P100 30,523 1,003,706 SH   SOLE   1,003,706 0 0
NVR INC COM 62944T105 266,421 235,767 SH   SOLE   235,767 0 0
NXP SEMICONDUCTORS N V COM N6596X109 50,870 743,387 SH   SOLE   743,387 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 81,046 842,915 SH   SOLE   842,915 0 0
POLARIS INDS INC COM 731068102 1,688 11,269 SH   SOLE   11,269 0 0
POTASH CORP SASK INC COM 73755L107 41,279 1,194,403 SH   SOLE   1,194,403 0 0
PRICELINE GRP INC COM NEW 741503403 1,273 1,099 SH   SOLE   1,099 0 0
RIO TINTO PLC SPONSORED ADR 767204100 723 14,700 SH   SOLE   14,700 0 0
ROCKWELL AUTOMATION INC COM 773903109 48,259 439,199 SH   SOLE   439,199 0 0
RYDER SYS INC COM 783549108 105,011 1,167,174 SH   SOLE   1,167,174 0 0
RYLAND GROUP INC COM 783764103 134,587 4,048,934 SH   SOLE   4,048,934 0 0
RYLAND GROUP INC COM 783764103 6,522 196,200 SH Call SOLE   196,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,034 20,476 SH   SOLE   20,476 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 52,443 2,273,214 SH   SOLE   2,273,214 0 0
TRINITY INDS INC COM 896522109 99,982 2,140,022 SH   SOLE   2,140,022 0 0
UNIFI INC COM NEW 904677200 26,590 1,026,640 SH   SOLE   1,026,640 0 0
UNION PAC CORP COM 907818108 66,425 612,665 SH   SOLE   612,665 0 0
UNITED CONTL HLDGS INC COM 910047109 140,811 3,009,425 SH   SOLE   3,009,425 0 0
WESTLAKE CHEM CORP COM 960413102 53,195 614,331 SH   SOLE   614,331 0 0
WEYERHAEUSER CO COM 962166104 46,237 1,451,241 SH   SOLE   1,451,241 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 1,692 20,824 SH   SOLE   20,824 0 0