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 3,252 96,100 SH   SOLE   96,100 0 0
ALPHABET INC CAP STK CL C 02079K107 15,596 20,936 SH   SOLE   20,936 0 0
ALPHABET INC CAP STK CL A 02079K305 5,771 7,564 SH   SOLE   7,564 0 0
BELMOND LTD CL A G1154H107 4,196 442,170 SH   SOLE   442,170 0 0
BRUNSWICK CORP COM 117043109 44,512 927,721 SH   SOLE   927,721 0 0
BUFFALO WILD WINGS INC COM 119848109 5,637 38,060 SH   SOLE   38,060 0 0
CALATLANTIC GROUP INC COM 128195104 90,740 2,715,152 SH   SOLE   2,715,152 0 0
CALIFORNIA RES CORP COM 13057Q107 17 16,248 SH   SOLE   16,248 0 0
CARNIVAL CORP PAIRED CTF 143658300 42,744 809,999 SH   SOLE   809,999 0 0
CBS CORP NEW CL B 124857202 4,592 83,359 SH   SOLE   83,359 0 0
COACH INC COM 189754104 1,543 38,500 SH   SOLE   38,500 0 0
CONTINENTAL RESOURCES INC COM 212015101 31,154 1,026,139 SH   SOLE   1,026,139 0 0
D R HORTON INC COM 23331A109 7,753 256,477 SH   SOLE   256,477 0 0
DEERE & CO COM 244199105 9,570 124,296 SH   SOLE   124,296 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 46,676 958,825 SH   SOLE   958,825 0 0
DEVON ENERGY CORP NEW COM 25179M103 12,799 466,436 SH   SOLE   466,436 0 0
EASTMAN CHEM CO COM 277432100 15,654 216,727 SH   SOLE   216,727 0 0
EOG RES INC COM 26875P101 15,061 207,509 SH   SOLE   207,509 0 0
FACEBOOK INC CL A 30303M102 25,314 221,858 SH   SOLE   221,858 0 0
FEDEX CORP COM 31428X106 15,229 93,589 SH   SOLE   93,589 0 0
FLUOR CORP NEW COM 343412102 27,418 510,569 SH   SOLE   510,569 0 0
FREEPORT-MCMORAN INC CL B 35671D857 7,672 741,946 SH   SOLE   741,946 0 0
HANESBRANDS INC COM 410345102 9,473 334,278 SH   SOLE   334,278 0 0
HARLEY DAVIDSON INC COM 412822108 94,535 1,841,711 SH   SOLE   1,841,711 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 966 91,700 SH   SOLE   91,700 0 0
HOME DEPOT INC COM 437076102 2,855 21,397 SH   SOLE   21,397 0 0
JOY GLOBAL INC COM 481165108 32,426 2,017,803 SH   SOLE   2,017,803 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 45,895 537,095 SH   SOLE   537,095 0 0
KIRBY CORP COM 497266106 27,598 457,751 SH   SOLE   457,751 0 0
LOUISIANA PAC CORP COM 546347105 14,524 848,390 SH   SOLE   848,390 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 28,054 327,812 SH   SOLE   327,812 0 0
MARINEMAX INC COM 567908108 19,259 989,143 SH   SOLE   989,143 0 0
MOHAWK INDS INC COM 608190104 4,834 25,320 SH   SOLE   25,320 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 4,572 34,277 SH   SOLE   34,277 0 0
NEWFIELD EXPL CO COM 651290108 27,821 836,710 SH   SOLE   836,710 0 0
NEWMONT MINING CORP COM 651639106 56,115 2,111,179 SH   SOLE   2,111,179 0 0
NORFOLK SOUTHERN CORP COM 655844108 29,711 356,894 SH   SOLE   356,894 0 0
NVIDIA CORP COM 67066G104 28,304 794,392 SH   SOLE   794,392 0 0
NVR INC COM 62944T105 11,243 6,490 SH   OTR 1 6,490 0 0
NVR INC COM 62944T105 214,786 123,982 SH   SOLE   123,982 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 11,880 173,606 SH   SOLE   173,606 0 0
PARKER HANNIFIN CORP COM 701094104 17,288 155,634 SH   SOLE   155,634 0 0
RIO TINTO PLC SPONSORED ADR 767204100 14,107 499,000 SH Call SOLE   499,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,629 93,000 SH   OTR 1 93,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 81,974 2,899,691 SH   SOLE   2,899,691 0 0
RYDER SYS INC COM 783549108 3,288 50,752 SH   SOLE   50,752 0 0
SCHLUMBERGER LTD COM 806857108 11,400 154,574 SH   SOLE   154,574 0 0
SKECHERS U S A INC CL A 830566105 1,848 60,705 SH   SOLE   60,705 0 0
STARBUCKS CORP COM 855244109 4,067 68,128 SH   SOLE   68,128 0 0
SWIFT TRANSN CO CL A 87074U101 58,143 3,120,938 SH   SOLE   3,120,938 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 53,637 1,423,857 SH   SOLE   1,423,857 0 0
TECK RESOURCES LTD CL B 878742204 65,379 8,591,251 SH   SOLE   8,591,251 0 0
UNIFI INC COM NEW 904677200 31,814 1,388,661 SH   SOLE   1,388,661 0 0
UNITED CONTL HLDGS INC COM 910047109 6,314 105,473 SH   SOLE   105,473 0 0
UNITED PARCEL SERVICE INC CL B 911312106 20,618 195,484 SH   SOLE   195,484 0 0
UNITED RENTALS INC COM 911363109 4,832 77,700 SH   SOLE   77,700 0 0
UNITED STATES STL CORP NEW COM 912909108 15,661 975,778 SH   SOLE   975,778 0 0
VISTEON CORP COM NEW 92839U206 5,202 65,359 SH   SOLE   65,359 0 0
WABTEC CORP COM 929740108 35,195 443,875 SH   SOLE   443,875 0 0
WHITEWAVE FOODS CO COM 966244105 2,117 52,100 SH   SOLE   52,100 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 1,904 24,916 SH   SOLE   24,916 0 0