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
ARCH CAP GROUP LTD ORD G0450A105 7,279 275,106 SH   SOLE 275,106 0 0
ARCHROCK INC COM 03957W106 3,993 332,755 SH   SOLE 332,755 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,561 140,000 SH   SOLE 140,000 0 0
CAMECO CORP COM 13321L108 3,546 315,176 SH   SOLE 315,176 0 0
CEVA INC COM 157210105 4,439 147,000 SH   SOLE 147,000 0 0
CF INDS HLDGS INC COM 125269100 2,886 65,000 SH   SOLE 65,000 0 0
COLFAX CORP COM 194014106 3,482 113,591 SH   SOLE 113,591 0 0
COPART INC COM 217204106 18,128 320,501 SH   SOLE 320,501 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 6,497 417,000 SH   SOLE 417,000 0 0
EXTERRAN CORP COM 30227H106 3,205 127,986 SH   SOLE 127,986 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,416 211,000 SH   SOLE 211,000 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 203 7,200 SH   SOLE 7,200 0 0
HOLLYFRONTIER CORP COM 436106108 12,762 186,500 SH   SOLE 186,500 0 0
KINDER MORGAN INC DEL COM 49456B101 8,243 466,500 SH   SOLE 466,500 0 0
MGIC INVT CORP WIS COM 552848103 1,930 180,000 SH   SOLE 180,000 0 0
NASDAQ INC COM 631103108 7,695 84,313 SH   SOLE 84,313 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 6,761 86,470 SH   SOLE 86,470 0 0
ONEOK INC NEW COM 682680103 6,779 97,074 SH   SOLE 97,074 0 0
PAYPAL HLDGS INC COM 70450Y103 16,338 196,200 SH   SOLE 196,200 0 0
QORVO INC COM 74736K101 11,734 146,370 SH   SOLE 146,370 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 4,093 127,300 SH   SOLE 127,300 0 0
SYNOPSYS INC COM 871607107 5,134 60,000 SH   SOLE 60,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 8,889 185,002 SH   SOLE 185,002 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 3,125 142,000 SH   SOLE 142,000 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 1,120 355,700 SH   SOLE 355,700 0 0
WEYERHAEUSER CO COM 962166104 470 12,900 SH   SOLE 12,900 0 0
WILLIAMS COS INC DEL COM 969457100 7,880 290,680 SH   SOLE 290,680 0 0
ZOES KITCHEN INC COM 98979J109 2,104 215,611 SH   SOLE 215,611 0 0