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
AKAMAI TECHNOLOGIES INC COM 00971T101 29,359 413,247 SH   SOLE   413,247 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 31,604 945,372 SH   SOLE   945,372 0 0
APPLE INC COM 037833100 76,041 611,115 SH   SOLE   611,115 0 0
BORGWARNER INC COM 099724106 11,798 195,066 SH   SOLE   195,066 0 0
BRINKER INTL INC COM 109641100 3,376 54,843 SH   SOLE   54,843 0 0
BRUNSWICK CORP COM 117043109 21,303 414,057 SH   SOLE   414,057 0 0
BURLINGTON STORES INC COM 122017106 9,662 162,600 SH   SOLE   162,600 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 38,683 637,183 SH   SOLE   637,183 0 0
CARNIVAL CORP PAIRED CTF 143658300 101,936 2,130,761 SH   SOLE   2,130,761 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 511 786 SH   SOLE   786 0 0
CHURCH & DWIGHT INC COM 171340102 4,069 47,640 SH   SOLE   47,640 0 0
CONSTELLATION BRANDS INC CL A 21036P108 5,370 46,211 SH   SOLE   46,211 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,214 41,020 SH   SOLE   41,020 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 1,907 12,533 SH   SOLE   12,533 0 0
D R HORTON INC COM 23331A109 58,904 2,068,243 SH   SOLE   2,068,243 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 93,988 2,090,483 SH   SOLE   2,090,483 0 0
DISNEY WALT CO COM DISNEY 254687106 1,235 11,772 SH   SOLE   11,772 0 0
DSW INC CL A 23334L102 66,734 1,809,494 SH   SOLE   1,809,494 0 0
EAGLE MATERIALS INC COM 26969P108 33,675 403,000 SH   SOLE   403,000 0 0
ERICSSON ADR B SEK 10 294821608 3,400 270,956 SH   SOLE   270,956 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 34,618 229,378 SH   SOLE   229,378 0 0
FORESIGHT ENERGY LP COM UNT RP INT 34552U104 5,203 333,728 SH   SOLE   333,728 0 0
GEEKNET INC COM NEW 36846Q203 2,861 363,968 SH   SOLE   363,968 0 0
GOOGLE INC CL C 38259P706 1,174 2,143 SH   SOLE   2,143 0 0
GREENBRIER COS INC COM 393657101 16,354 281,965 SH   SOLE   281,965 0 0
HAIN CELESTIAL GROUP INC COM 405217100 3,044 47,530 SH   SOLE   47,530 0 0
HARLEY DAVIDSON INC COM 412822108 12,978 213,667 SH   SOLE   213,667 0 0
KIRBY CORP COM 497266106 19,098 254,469 SH   SOLE   254,469 0 0
KROGER CO COM 501044101 5,660 73,826 SH   SOLE   73,826 0 0
LA Z BOY INC COM 505336107 14,350 510,498 SH   SOLE   510,498 0 0
LENNAR CORP CL A 526057104 51,839 1,000,567 SH   SOLE   1,000,567 0 0
LOUISIANA PAC CORP COM 546347105 106,982 6,479,832 SH   SOLE   6,479,832 0 0
LOWES COS INC COM 548661107 53,636 721,013 SH   SOLE   721,013 0 0
MACYS INC COM 55616P104 83,630 1,288,402 SH   SOLE   1,288,402 0 0
MARINEMAX INC COM 567908108 11,906 449,098 SH   SOLE   449,098 0 0
MARRIOTT INTL INC NEW CL A 571903202 38,774 482,743 SH   SOLE   482,743 0 0
MERITAGE HOMES CORP COM 59001A102 60,948 1,253,036 SH   SOLE   1,253,036 0 0
MSA SAFETY INC COM 553498106 9,921 198,896 SH   SOLE   198,896 0 0
NEWMONT MINING CORP COM 651639106 593 27,312 SH   SOLE   27,312 0 0
NVR INC COM 62944T105 3,189 2,400 SH   OTR 1 2,400 0 0
NVR INC COM 62944T105 297,856 224,178 SH   SOLE   224,178 0 0
NXP SEMICONDUCTORS N V COM N6596X109 52,124 519,369 SH   SOLE   519,369 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,754 37,725 SH   SOLE   37,725 0 0
OSHKOSH CORP COM 688239201 4,168 85,428 SH   SOLE   85,428 0 0
PALO ALTO NETWORKS INC COM 697435105 17,355 118,807 SH   SOLE   118,807 0 0
POLARIS INDS INC COM 731068102 439 3,110 SH   SOLE   3,110 0 0
PULTE GROUP INC COM 745867101 56,679 2,549,681 SH   SOLE   2,549,681 0 0
RYDER SYS INC COM 783549108 69,240 729,688 SH   SOLE   729,688 0 0
RYLAND GROUP INC COM 783764103 3,831 78,600 SH   OTR 1 78,600 0 0
RYLAND GROUP INC COM 783764103 180,028 3,693,634 SH   SOLE   3,693,634 0 0
SKECHERS U S A INC CL A 830566105 1,455 20,236 SH   SOLE   20,236 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,038,641 9,875,700 SH Call SOLE   9,875,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 103,917 503,400 SH   SOLE   503,400 0 0
STARBUCKS CORP COM 855244109 5,372 56,728 SH   SOLE   56,728 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 688 8,237 SH   SOLE   8,237 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 93,359 3,667,600 SH   SOLE   3,667,600 0 0
TARGET CORP COM 87612E106 2,143 26,113 SH   SOLE   26,113 0 0
TOLL BROTHERS INC COM 889478103 38,422 976,657 SH   SOLE   976,657 0 0
TRIUMPH GROUP INC NEW COM 896818101 32,948 551,701 SH   SOLE   551,701 0 0
UNIFI INC COM NEW 904677200 28,630 793,296 SH   SOLE   793,296 0 0
UNION PAC CORP COM 907818108 17,095 157,835 SH   SOLE   157,835 0 0
UNITED CONTL HLDGS INC COM 910047109 111,230 1,653,978 SH   SOLE   1,653,978 0 0
VISTEON CORP COM NEW 92839U206 26,462 274,500 SH   SOLE   274,500 0 0
WABCO HLDGS INC COM 92927K102 29,818 242,663 SH   SOLE   242,663 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 2,120 138,399 SH   SOLE   138,399 0 0
WEYERHAEUSER CO COM 962166104 17,152 517,400 SH   SOLE   517,400 0 0
WHITEWAVE FOODS CO COM 966244105 2,486 56,071 SH   SOLE   56,071 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 15,980 700,859 SH   SOLE   700,859 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,226 57,766 SH   SOLE   57,766 0 0