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 6,733 40,710 SH   SOLE 40,710 0 0
ARCH CAP GROUP LTD ORD G0450A105 10,491 110,702 SH   SOLE 110,702 0 0
ARCHROCK INC COM 03957W106 4,126 332,755 SH   SOLE 332,755 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,118 75,000 SH   SOLE 75,000 0 0
CAMECO CORP COM 13321L108 2,325 210,000 SH   SOLE 210,000 0 0
CAPELLA EDUCATION COMPANY COM 139594105 5,952 70,000 SH   SOLE 70,000 0 0
CEVA INC COM 157210105 2,812 79,200 SH   SOLE 79,200 0 0
CF INDS HLDGS INC COM 125269100 2,612 89,000 SH   SOLE 89,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,047 344,574 SH   SOLE 344,574 0 0
COLFAX CORP COM 194014106 4,868 124,000 SH   SOLE 124,000 0 0
COPART INC COM 217204106 13,958 225,376 SH   SOLE 225,376 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 4,162 302,500 SH   SOLE 302,500 0 0
DEVRY ED GROUP INC COM 251893103 4,609 130,000 SH   SOLE 130,000 0 0
ESSENT GROUP LTD COM G3198U102 977 27,000 SH   SOLE 27,000 0 0
EXTERRAN CORP COM 30227H106 3,994 126,986 SH   SOLE 126,986 0 0
HOLLYFRONTIER CORP COM 436106108 5,257 185,500 SH   SOLE 185,500 0 0
KINDER MORGAN INC DEL COM 49456B101 4,696 216,000 SH   SOLE 216,000 0 0
MGIC INVT CORP WIS COM 552848103 2,917 288,000 SH   SOLE 288,000 0 0
NASDAQ INC COM 631103108 5,856 84,313 SH   SOLE 84,313 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 5,886 105,970 SH   SOLE 105,970 0 0
OCWEN FINL CORP COM NEW 675746309 492 90,000 SH   SOLE 90,000 0 0
ONEOK INC NEW COM 682680103 1,883 33,965 SH   SOLE 33,965 0 0
PAYPAL HLDGS INC COM 70450Y103 6,548 152,200 SH   SOLE 152,200 0 0
QORVO INC COM 74736K101 10,035 146,370 SH   SOLE 146,370 0 0
SYNOPSYS INC COM 871607107 7,574 105,000 SH   SOLE 105,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 5,677 122,200 SH   SOLE 122,200 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 5,878 255,000 SH   SOLE 255,000 0 0
TRIBUNE MEDIA CO CL A 896047503 4,193 112,500 SH   SOLE 112,500 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 1,646 477,079 SH   SOLE 477,079 0 0
WEYERHAEUSER CO COM 962166104 2,191 64,480 SH   SOLE 64,480 0 0
WILLIAMS COS INC DEL COM 969457100 9,311 314,680 SH   SOLE 314,680 0 0
ZOES KITCHEN INC COM 98979J109 3,635 196,463 SH   SOLE 196,463 0 0