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
BONANZA CREEK ENERGY INC COM COM 97793103 3,699 150,000 SH   SOLE   150,000 0 0
Colony Financial Inc COM 19624R106 5,184 200,000 SH   SOLE   200,000 0 0
Capital One Financial Corp COM 14040H105 5,517 70,000 SH   SOLE   70,000 0 0
Carpenter Technology Corp COM 144285103 3,110 80,000 SH   SOLE   80,000 0 0
Cemex SAB de CV SPON ADR NEW 151290889 4,262 450,000 SH   SOLE   450,000 0 0
Cypress Semiconductor Corp COM 232806109 4,542 321,867 SH   SOLE   321,867 0 0
Discover Financial Services COM 254709108 5,353 95,000 SH   SOLE   95,000 0 0
EOG RES INC COM COM 26875P101 1,834 20,000 SH   SOLE   20,000 0 0
Eagle Materials Inc COM 26969P108 5,014 60,000 SH   SOLE   60,000 0 0
FORD MTR CO DEL COM PAR $0.01 COM 345370860 8,070 500,000 SH   SOLE   500,000 0 0
FIREEYE INC COM COM 31816Q101 8,831 225,000 SH   SOLE   225,000 0 0
Finish Line Inc/The CL A 317923100 4,291 175,000 SH   SOLE   175,000 0 0
Flowserve Corp COM 34354P105 565 10,000 SH   SOLE   10,000 0 0
Fortinet Inc COM 34959E109 8,738 250,000 SH   SOLE   250,000 0 0
HUNTSMAN CORP COM COM 447011107 4,988 225,000 SH   SOLE   225,000 0 0
KBR Inc COM 48242W106 2,896 200,000 SH   SOLE   200,000 0 0
Krispy Kreme Doughnuts Inc COM 501014104 4,998 250,000 SH   SOLE   250,000 0 0
MICHAEL KORS HLDGS LTD SHS SHS G60754101 986 15,000 SH   SOLE   15,000 0 0
KAPSTONE PAPER & PACKAGING CRP COM COM 48562P103 4,105 125,000 SH   SOLE   125,000 0 0
LAREDO PETROLEUM INC COM COM 516806106 2,608 200,000 SH   SOLE   200,000 0 0
Lam Research Corp COM 512807108 10,535 150,000 SH   SOLE   150,000 0 0
MATADOR RES CO COM COM 576485205 877 40,000 SH   SOLE   40,000 0 0
MA COM TECHNOLOGY SOLUTIONS COM COM 55405Y100 4,099 110,000 SH   SOLE   110,000 0 0
Micron Technology Inc COM 595112103 4,748 175,000 SH   SOLE   175,000 0 0
Men's Wearhouse Inc/The COM 587118100 6,525 125,000 SH   SOLE   125,000 0 0
Mueller Water Products Inc COM 624758108 2,955 300,000 SH   SOLE   300,000 0 0
Newfield Exploration Co COM 651290108 2,983 85,000 SH   SOLE   85,000 0 0
Nektar Therapeutics COM 640268108 1,100 100,000 SH   SOLE   100,000 0 0
Oasis Petroleum Inc COM 674215108 2,133 150,000 SH   SOLE   150,000 0 0
Pier 1 Imports Inc COM 720279108 4,893 350,000 SH   SOLE   350,000 0 0
Primoris Services Corp COM 74164F103 1,719 100,000 SH   SOLE   100,000 0 0
Penn Virginia Corp COM 707882106 1,944 300,000 SH   SOLE   300,000 0 0
Quanta Services Inc COM 74762E102 2,568 90,000 SH   SOLE   90,000 0 0
ROSETTA RESOURCES INC COM COM 777779307 2,553 150,000 SH   SOLE   150,000 0 0
SM Energy Co COM 78454L100 3,618 70,000 SH   SOLE   70,000 0 0
SEMTECH CORP COM COM 816850101 2,398 90,000 SH   SOLE   90,000 0 0
Synchronoss Technologies Inc COM 87157B103 9,017 190,000 SH   SOLE   190,000 0 0
SEAGATE TECHNOLOGY PLC SHS SHS G7945M107 1,561 30,000 SH   SOLE   30,000 0 0
SUNEDISON INC COM COM 86732Y109 12,000 500,000 SH   SOLE   500,000 0 0
Tiffany & Co COM 886547108 880 10,000 SH   SOLE   10,000 0 0
TJX Cos Inc COM 872540109 5,254 75,000 SH   SOLE   75,000 0 0
ULTRA CLEAN HLDGS INC COM COM 90385V107 2,860 400,000 SH   SOLE   400,000 0 0
UNITED RENTALS INC COM COM 911363109 4,558 50,000 SH   SOLE   50,000 0 0
VASCO Data Security International Inc COM 92230Y104 1,616 75,000 SH   SOLE   75,000 0 0
Wendy's Company COM 95058W100 3,270 300,000 SH   SOLE   300,000 0 0