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 17,068 847,067 SH   SOLE   847,067 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 75,170 1,746,119 SH   SOLE   1,746,119 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,474 46,130 SH   SOLE   46,130 0 0
AMERICAN EXPRESS CO COM 025816109 21,806 234,369 SH   SOLE   234,369 0 0
APPLE INC COM 037833100 80,940 733,285 SH   SOLE   733,285 0 0
ARCBEST CORP COM 03937C105 5,148 111,017 SH   SOLE   111,017 0 0
BOEING CO COM 097023105 24,776 190,614 SH   SOLE   190,614 0 0
BRINKER INTL INC COM 109641100 2,445 41,656 SH   SOLE   41,656 0 0
BRUNSWICK CORP COM 117043109 23,636 461,093 SH   SOLE   461,093 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 30,667 512,655 SH   SOLE   512,655 0 0
CANADIAN PAC RY LTD COM 13645T100 1,457 7,563 SH   SOLE   7,563 0 0
CARNIVAL CORP PAIRED CTF 143658300 81,491 1,797,720 SH   SOLE   1,797,720 0 0
CHURCH & DWIGHT INC COM 171340102 2,951 37,447 SH   SOLE   37,447 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,136 42,131 SH   SOLE   42,131 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,573 39,316 SH   SOLE   39,316 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 2,732 19,407 SH   SOLE   19,407 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 127,261 2,587,125 SH   SOLE   2,587,125 0 0
DISNEY WALT CO COM DISNEY 254687106 1,011 10,736 SH   SOLE   10,736 0 0
DSW INC CL A 23334L102 42,470 1,138,614 SH   SOLE   1,138,614 0 0
FEDEX CORP COM 31428X106 59,898 344,913 SH   SOLE   344,913 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 21,851 146,934 SH   SOLE   146,934 0 0
FLUOR CORP NEW COM 343412102 29,914 493,379 SH   SOLE   493,379 0 0
FORESIGHT ENERGY LP COM UNT RP INT 34552U104 20,750 1,230,011 SH   SOLE   1,230,011 0 0
GEEKNET INC COM NEW 36846Q203 3,014 363,968 SH   SOLE   363,968 0 0
GENERAL DYNAMICS CORP COM 369550108 2,818 20,474 SH   SOLE   20,474 0 0
HANESBRANDS INC COM 410345102 85,174 763,067 SH   SOLE   763,067 0 0
HARLEY DAVIDSON INC COM 412822108 109,305 1,658,394 SH   SOLE   1,658,394 0 0
KIRBY CORP COM 497266106 4,717 58,421 SH   SOLE   58,421 0 0
KROGER CO COM 501044101 3,835 59,724 SH   SOLE   59,724 0 0
LA Z BOY INC COM 505336107 14,153 527,315 SH   SOLE   527,315 0 0
LENNAR CORP CL A 526057104 30,858 688,640 SH   SOLE   688,640 0 0
LOUISIANA PAC CORP COM 546347105 137,668 8,313,271 SH   SOLE   8,313,271 0 0
LOWES COS INC COM 548661107 38,573 560,651 SH   SOLE   560,651 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,014 12,767 SH   SOLE   12,767 0 0
MACYS INC COM 55616P104 110,228 1,676,474 SH   SOLE   1,676,474 0 0
MADDEN STEVEN LTD COM 556269108 7,413 232,882 SH   SOLE   232,882 0 0
MARATHON PETE CORP COM 56585A102 5,354 59,318 SH   SOLE   59,318 0 0
MARINEMAX INC COM 567908108 8,029 400,424 SH   SOLE   400,424 0 0
MARRIOTT INTL INC NEW CL A 571903202 38,371 491,742 SH   SOLE   491,742 0 0
NVR INC COM 62944T105 302,331 237,061 SH   SOLE   237,061 0 0
NXP SEMICONDUCTORS N V COM N6596X109 42,243 552,925 SH   SOLE   552,925 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,876 23,269 SH   SOLE   23,269 0 0
POLARIS INDS INC COM 731068102 2,541 16,804 SH   SOLE   16,804 0 0
POTASH CORP SASK INC COM 73755L107 39,519 1,118,887 SH   SOLE   1,118,887 0 0
PULTE GROUP INC COM 745867101 61,964 2,887,410 SH   SOLE   2,887,410 0 0
RALPH LAUREN CORP CL A 751212101 115,221 622,277 SH   SOLE   622,277 0 0
ROCKWELL AUTOMATION INC COM 773903109 975 8,765 SH   SOLE   8,765 0 0
RYDER SYS INC COM 783549108 63,748 686,570 SH   SOLE   686,570 0 0
RYLAND GROUP INC COM 783764103 168,583 4,371,966 SH   SOLE   4,371,966 0 0
SKECHERS U S A INC CL A 830566105 36,694 664,149 SH   SOLE   664,149 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 9,717 284,779 SH   SOLE   284,779 0 0
STARBUCKS CORP COM 855244109 2,890 35,225 SH   SOLE   35,225 0 0
SWIFT TRANSN CO CL A 87074U101 38,594 1,348,031 SH   SOLE   1,348,031 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 58,456 2,085,492 SH   SOLE   2,085,492 0 0
TOLL BROTHERS INC COM 889478103 20,953 611,400 SH   SOLE   611,400 0 0
UNIFI INC COM NEW 904677200 27,126 912,424 SH   SOLE   912,424 0 0
UNION PAC CORP COM 907818108 5,578 46,819 SH   SOLE   46,819 0 0
UNITED CONTL HLDGS INC COM 910047109 145,585 2,176,491 SH   SOLE   2,176,491 0 0
V F CORP COM 918204108 22,155 295,792 SH   SOLE   295,792 0 0
WEYERHAEUSER CO COM 962166104 41,724 1,162,558 SH   SOLE   1,162,558 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 4,939 57,589 SH   SOLE   57,589 0 0