The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| American Eagle Outfitters Inc | COM | 02553E106 | 3,126 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CBS Corp | CL B | 124857202 | 3,990 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Colony Financial Inc | CL A | 19624R106 | 4,890 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Digital Realty Trust Inc | COM | 253868103 | 4,246 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| DSW INC CL A | CL A | 23334L102 | 5,062 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Express Inc | COM | 30219E103 | 4,021 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FORD MTR CO DEL COM PAR $0.01 | COM | 345370860 | 4,750 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FIREEYE INC COM | COM | 31816Q101 | 4,773 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Finish Line Inc/The | CL A | 317923100 | 2,413 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Fortinet Inc | COM | 34959E109 | 5,310 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC COM | COM | 43300A104 | 2,868 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Integrated Device Technology Inc | COM | 458118106 | 2,538 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Lowe's Cos Inc | COM | 548661107 | 8,270 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MA COM TECHNOLOGY SOLUTIONS COM | COM | 55405Y100 | 2,899 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MasTec Inc | COM | 576323109 | 5,936 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| Men's Wearhouse Inc/The | COM | 587118100 | 7,228 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| Quanta Services Inc | COM | 74762E102 | 4,842 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Red Robin Gourmet Burgers Inc | COM | 75689M101 | 4,923 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Synchronoss Technologies Inc | COM | 87157B103 | 2,952 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| UNITED RENTALS INC COM | COM | 911363109 | 5,705 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Waste Management Inc | COM | 94106L109 | 5,977 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Williams-Sonoma Inc | COM | 969904101 | 3,818 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||