0001172661-16-003265.txt : 20160513 0001172661-16-003265.hdr.sgml : 20160513 20160513094308 ACCESSION NUMBER: 0001172661-16-003265 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160513 DATE AS OF CHANGE: 20160513 EFFECTIVENESS DATE: 20160513 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: 161646206 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 03-31-2016 03-31-2016 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 05-13-2016 1 61 1535168 1 0001569846 028-16926 Prisma Capital Partners LP INFORMATION TABLE 2 infotable.xml ACTIVISION BLIZZARD INC COM 00507V109 3252 96100 SH SOLE 96100 0 0 ALPHABET INC CAP STK CL C 02079K107 15596 20936 SH SOLE 20936 0 0 ALPHABET INC CAP STK CL A 02079K305 5771 7564 SH SOLE 7564 0 0 BELMOND LTD CL A G1154H107 4196 442170 SH SOLE 442170 0 0 BRUNSWICK CORP COM 117043109 44512 927721 SH SOLE 927721 0 0 BUFFALO WILD WINGS INC COM 119848109 5637 38060 SH SOLE 38060 0 0 CALATLANTIC GROUP INC COM 128195104 90740 2715152 SH SOLE 2715152 0 0 CALIFORNIA RES CORP COM 13057Q107 17 16248 SH SOLE 16248 0 0 CARNIVAL CORP PAIRED CTF 143658300 42744 809999 SH SOLE 809999 0 0 CBS CORP NEW CL B 124857202 4592 83359 SH SOLE 83359 0 0 COACH INC COM 189754104 1543 38500 SH SOLE 38500 0 0 CONTINENTAL RESOURCES INC COM 212015101 31154 1026139 SH SOLE 1026139 0 0 D R HORTON INC COM 23331A109 7753 256477 SH SOLE 256477 0 0 DEERE & CO COM 244199105 9570 124296 SH SOLE 124296 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 46676 958825 SH SOLE 958825 0 0 DEVON ENERGY CORP NEW COM 25179M103 12799 466436 SH SOLE 466436 0 0 EASTMAN CHEM CO COM 277432100 15654 216727 SH SOLE 216727 0 0 EOG RES INC COM 26875P101 15061 207509 SH SOLE 207509 0 0 FACEBOOK INC CL A 30303M102 25314 221858 SH SOLE 221858 0 0 FEDEX CORP COM 31428X106 15229 93589 SH SOLE 93589 0 0 FLUOR CORP NEW COM 343412102 27418 510569 SH SOLE 510569 0 0 FREEPORT-MCMORAN INC CL B 35671D857 7672 741946 SH SOLE 741946 0 0 HANESBRANDS INC COM 410345102 9473 334278 SH SOLE 334278 0 0 HARLEY DAVIDSON INC COM 412822108 94535 1841711 SH SOLE 1841711 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 966 91700 SH SOLE 91700 0 0 HOME DEPOT INC COM 437076102 2855 21397 SH SOLE 21397 0 0 JOY GLOBAL INC COM 481165108 32426 2017803 SH SOLE 2017803 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 45895 537095 SH SOLE 537095 0 0 KIRBY CORP COM 497266106 27598 457751 SH SOLE 457751 0 0 LOUISIANA PAC CORP COM 546347105 14524 848390 SH SOLE 848390 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 28054 327812 SH SOLE 327812 0 0 MARINEMAX INC COM 567908108 19259 989143 SH SOLE 989143 0 0 MOHAWK INDS INC COM 608190104 4834 25320 SH SOLE 25320 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 4572 34277 SH SOLE 34277 0 0 NEWFIELD EXPL CO COM 651290108 27821 836710 SH SOLE 836710 0 0 NEWMONT MINING CORP COM 651639106 56115 2111179 SH SOLE 2111179 0 0 NORFOLK SOUTHERN CORP COM 655844108 29711 356894 SH SOLE 356894 0 0 NVIDIA CORP COM 67066G104 28304 794392 SH SOLE 794392 0 0 NVR INC COM 62944T105 11243 6490 SH OTR 1 6490 0 0 NVR INC COM 62944T105 214786 123982 SH SOLE 123982 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 11880 173606 SH SOLE 173606 0 0 PARKER HANNIFIN CORP COM 701094104 17288 155634 SH SOLE 155634 0 0 RIO TINTO PLC SPONSORED ADR 767204100 14107 499000 SH Call SOLE 499000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2629 93000 SH OTR 1 93000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 81974 2899691 SH SOLE 2899691 0 0 RYDER SYS INC COM 783549108 3288 50752 SH SOLE 50752 0 0 SCHLUMBERGER LTD COM 806857108 11400 154574 SH SOLE 154574 0 0 SKECHERS U S A INC CL A 830566105 1848 60705 SH SOLE 60705 0 0 STARBUCKS CORP COM 855244109 4067 68128 SH SOLE 68128 0 0 SWIFT TRANSN CO CL A 87074U101 58143 3120938 SH SOLE 3120938 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 53637 1423857 SH SOLE 1423857 0 0 TECK RESOURCES LTD CL B 878742204 65379 8591251 SH SOLE 8591251 0 0 UNIFI INC COM NEW 904677200 31814 1388661 SH SOLE 1388661 0 0 UNITED CONTL HLDGS INC COM 910047109 6314 105473 SH SOLE 105473 0 0 UNITED PARCEL SERVICE INC CL B 911312106 20618 195484 SH SOLE 195484 0 0 UNITED RENTALS INC COM 911363109 4832 77700 SH SOLE 77700 0 0 UNITED STATES STL CORP NEW COM 912909108 15661 975778 SH SOLE 975778 0 0 VISTEON CORP COM NEW 92839U206 5202 65359 SH SOLE 65359 0 0 WABTEC CORP COM 929740108 35195 443875 SH SOLE 443875 0 0 WHITEWAVE FOODS CO COM 966244105 2117 52100 SH SOLE 52100 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 1904 24916 SH SOLE 24916 0 0