0001172661-15-001071.txt : 20150514 0001172661-15-001071.hdr.sgml : 20150514 20150514161539 ACCESSION NUMBER: 0001172661-15-001071 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150514 DATE AS OF CHANGE: 20150514 EFFECTIVENESS DATE: 20150514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Impala Asset Management LLC CENTRAL INDEX KEY: 0001317679 IRS NUMBER: 412118667 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11248 FILM NUMBER: 15863038 BUSINESS ADDRESS: STREET 1: 107 CHERRY STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 BUSINESS PHONE: (203) 972-4155 MAIL ADDRESS: STREET 1: 107 CHERRY STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001317679 XXXXXXXX 03-31-2015 03-31-2015 false Impala Asset Management LLC

107 Cherry Street New Canaan CT 06840

13F HOLDINGS REPORT 028-11248 N Tom Sullivan 203-972-4155 /s/ Tom Sullivan New Canaan CT 05-14-2015 1 69 4394145 1 0001569846 Prisma Capital Partners LP INFORMATION TABLE 2 infotable.xml AKAMAI TECHNOLOGIES INC COM 00971T101 29359 413247 SH SOLE 413247 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 31604 945372 SH SOLE 945372 0 0 APPLE INC COM 037833100 76041 611115 SH SOLE 611115 0 0 BORGWARNER INC COM 099724106 11798 195066 SH SOLE 195066 0 0 BRINKER INTL INC COM 109641100 3376 54843 SH SOLE 54843 0 0 BRUNSWICK CORP COM 117043109 21303 414057 SH SOLE 414057 0 0 BURLINGTON STORES INC COM 122017106 9662 162600 SH SOLE 162600 0 0 CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 38683 637183 SH SOLE 637183 0 0 CARNIVAL CORP PAIRED CTF 143658300 101936 2130761 SH SOLE 2130761 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 511 786 SH SOLE 786 0 0 CHURCH & DWIGHT INC COM 171340102 4069 47640 SH SOLE 47640 0 0 CONSTELLATION BRANDS INC CL A 21036P108 5370 46211 SH SOLE 46211 0 0 COSTCO WHSL CORP NEW COM 22160K105 6214 41020 SH SOLE 41020 0 0 CRACKER BARREL OLD CTRY STOR COM 22410J106 1907 12533 SH SOLE 12533 0 0 D R HORTON INC COM 23331A109 58904 2068243 SH SOLE 2068243 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 93988 2090483 SH SOLE 2090483 0 0 DISNEY WALT CO COM DISNEY 254687106 1235 11772 SH SOLE 11772 0 0 DSW INC CL A 23334L102 66734 1809494 SH SOLE 1809494 0 0 EAGLE MATERIALS INC COM 26969P108 33675 403000 SH SOLE 403000 0 0 ERICSSON ADR B SEK 10 294821608 3400 270956 SH SOLE 270956 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 34618 229378 SH SOLE 229378 0 0 FORESIGHT ENERGY LP COM UNT RP INT 34552U104 5203 333728 SH SOLE 333728 0 0 GEEKNET INC COM NEW 36846Q203 2861 363968 SH SOLE 363968 0 0 GOOGLE INC CL C 38259P706 1174 2143 SH SOLE 2143 0 0 GREENBRIER COS INC COM 393657101 16354 281965 SH SOLE 281965 0 0 HAIN CELESTIAL GROUP INC COM 405217100 3044 47530 SH SOLE 47530 0 0 HARLEY DAVIDSON INC COM 412822108 12978 213667 SH SOLE 213667 0 0 KIRBY CORP COM 497266106 19098 254469 SH SOLE 254469 0 0 KROGER CO COM 501044101 5660 73826 SH SOLE 73826 0 0 LA Z BOY INC COM 505336107 14350 510498 SH SOLE 510498 0 0 LENNAR CORP CL A 526057104 51839 1000567 SH SOLE 1000567 0 0 LOUISIANA PAC CORP COM 546347105 106982 6479832 SH SOLE 6479832 0 0 LOWES COS INC COM 548661107 53636 721013 SH SOLE 721013 0 0 MACYS INC COM 55616P104 83630 1288402 SH SOLE 1288402 0 0 MARINEMAX INC COM 567908108 11906 449098 SH SOLE 449098 0 0 MARRIOTT INTL INC NEW CL A 571903202 38774 482743 SH SOLE 482743 0 0 MERITAGE HOMES CORP COM 59001A102 60948 1253036 SH SOLE 1253036 0 0 MSA SAFETY INC COM 553498106 9921 198896 SH SOLE 198896 0 0 NEWMONT MINING CORP COM 651639106 593 27312 SH SOLE 27312 0 0 NVR INC COM 62944T105 3189 2400 SH OTR 1 2400 0 0 NVR INC COM 62944T105 297856 224178 SH SOLE 224178 0 0 NXP SEMICONDUCTORS N V COM N6596X109 52124 519369 SH SOLE 519369 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 2754 37725 SH SOLE 37725 0 0 OSHKOSH CORP COM 688239201 4168 85428 SH SOLE 85428 0 0 PALO ALTO NETWORKS INC COM 697435105 17355 118807 SH SOLE 118807 0 0 POLARIS INDS INC COM 731068102 439 3110 SH SOLE 3110 0 0 PULTE GROUP INC COM 745867101 56679 2549681 SH SOLE 2549681 0 0 RYDER SYS INC COM 783549108 69240 729688 SH SOLE 729688 0 0 RYLAND GROUP INC COM 783764103 3831 78600 SH OTR 1 78600 0 0 RYLAND GROUP INC COM 783764103 180028 3693634 SH SOLE 3693634 0 0 SKECHERS U S A INC CL A 830566105 1455 20236 SH SOLE 20236 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2038641 9875700 SH Call SOLE 9875700 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 103917 503400 SH SOLE 503400 0 0 STARBUCKS CORP COM 855244109 5372 56728 SH SOLE 56728 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 688 8237 SH SOLE 8237 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 93359 3667600 SH SOLE 3667600 0 0 TARGET CORP COM 87612E106 2143 26113 SH SOLE 26113 0 0 TOLL BROTHERS INC COM 889478103 38422 976657 SH SOLE 976657 0 0 TRIUMPH GROUP INC NEW COM 896818101 32948 551701 SH SOLE 551701 0 0 UNIFI INC COM NEW 904677200 28630 793296 SH SOLE 793296 0 0 UNION PAC CORP COM 907818108 17095 157835 SH SOLE 157835 0 0 UNITED CONTL HLDGS INC COM 910047109 111230 1653978 SH SOLE 1653978 0 0 VISTEON CORP COM NEW 92839U206 26462 274500 SH SOLE 274500 0 0 WABCO HLDGS INC COM 92927K102 29818 242663 SH SOLE 242663 0 0 WESCO AIRCRAFT HLDGS INC COM 950814103 2120 138399 SH SOLE 138399 0 0 WEYERHAEUSER CO COM 962166104 17152 517400 SH SOLE 517400 0 0 WHITEWAVE FOODS CO COM 966244105 2486 56071 SH SOLE 56071 0 0 WISDOMTREE TR INDIA ERNGS FD 97717W422 15980 700859 SH SOLE 700859 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 5226 57766 SH SOLE 57766 0 0