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
ANTHEM INC COM 036752103 5,853 40,710 SH   SOLE 40,710 0 0
ARCH CAP GROUP LTD ORD G0450A105 9,552 110,702 SH   SOLE 110,702 0 0
ARCHROCK INC COM 03957W106 4,406 333,755 SH   SOLE 333,755 0 0
CAPELLA EDUCATION COMPANY COM 139594105 7,902 90,000 SH   SOLE 90,000 0 0
CEVA INC COM 157210105 2,657 79,200 SH   SOLE 79,200 0 0
CF INDS HLDGS INC COM 125269100 2,046 65,000 SH   SOLE 65,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,419 344,574 SH   SOLE 344,574 0 0
COLFAX CORP COM 194014106 4,455 124,000 SH   SOLE 124,000 0 0
COPART INC COM 217204106 12,488 225,376 SH   SOLE 225,376 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 4,319 377,500 SH   SOLE 377,500 0 0
DEVRY ED GROUP INC COM 251893103 3,276 105,000 SH   SOLE 105,000 0 0
ESSENT GROUP LTD COM G3198U102 1,732 53,500 SH   SOLE 53,500 0 0
EXTERRAN CORP COM 30227H106 4,671 195,453 SH   SOLE 195,453 0 0
HOLLYFRONTIER CORP COM 436106108 5,618 171,500 SH   SOLE 171,500 0 0
KINDER MORGAN INC DEL COM 49456B101 4,473 216,000 SH   SOLE 216,000 0 0
MGIC INVT CORP WIS COM 552848103 2,935 288,000 SH   SOLE 288,000 0 0
NASDAQ INC COM 631103108 5,659 84,313 SH   SOLE 84,313 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 5,063 105,970 SH   SOLE 105,970 0 0
OCWEN FINL CORP COM NEW 675746309 2,668 495,000 SH   SOLE 495,000 0 0
ONEOK INC NEW COM 682680103 1,950 33,965 SH   SOLE 33,965 0 0
PAYPAL HLDGS INC COM 70450Y103 4,286 108,600 SH   SOLE 108,600 0 0
QORVO INC COM 74736K101 7,718 146,370 SH   SOLE 146,370 0 0
SYNOPSYS INC COM 871607107 7,946 135,000 SH   SOLE 135,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 12,236 179,200 SH   SOLE 179,200 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 6,756 355,000 SH   SOLE 355,000 0 0
TRIBUNE MEDIA CO CL A 896047503 3,935 112,500 SH   SOLE 112,500 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 1,388 477,079 SH   SOLE 477,079 0 0
WEYERHAEUSER CO COM 962166104 1,940 64,480 SH   SOLE 64,480 0 0
WILLIAMS COS INC DEL COM 969457100 8,523 273,700 SH   SOLE 273,700 0 0
ZOES KITCHEN INC COM 98979J109 2,621 109,258 SH   SOLE 109,258 0 0