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

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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 INTL GROUP INC COM NEW 026874784 7,671 140,000 SH   SOLE   140,000 0 0
BANK AMER CORP COM 060505104 7,695 500,000 SH   SOLE   500,000 0 0
BELMOND LTD CL A G1154H107 4,912 400,000 SH   SOLE   400,000 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107 2,232 200,000 SH   SOLE   200,000 0 0
BOOT BARN HLDGS INC COM 099406100 2,392 100,000 SH   SOLE   100,000 0 0
BRIGGS & STRATTON CORP COM 109043109 4,313 210,000 SH   SOLE   210,000 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 843 101,741 SH   SOLE   101,741 0 0
CHICOS FAS INC COM 168615102 2,654 150,000 SH   SOLE   150,000 0 0
CHUYS HLDGS INC COM 171604101 4,491 199,323 SH   SOLE   199,323 0 0
CITI TRENDS INC COM 17306X102 1,323 48,986 SH   SOLE   48,986 0 0
COSTCO WHSL CORP NEW COM 22160K105 7,575 50,000 SH   SOLE   50,000 0 0
COWEN GROUP INC NEW CL A 223622101 4,160 800,000 SH   SOLE   800,000 0 0
DOW CHEM CO COM 260543103 3,599 75,000 SH   SOLE   75,000 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 7,669 277,478 SH   SOLE   277,478 0 0
FEDEX CORP COM 31428X106 3,309 20,000 SH   SOLE   20,000 0 0
HOME DEPOT INC COM 437076102 7,953 70,000 SH   SOLE   70,000 0 0
METLIFE INC COM 59156R108 3,791 75,000 SH   SOLE   75,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 3,359 223,500 SH   SOLE   223,500 0 0
OWENS CORNING NEW COM 690742101 4,340 100,000 SH   SOLE   100,000 0 0
PACCAR INC COM 693718108 5,051 80,000 SH   SOLE   80,000 0 0
RYDER SYS INC COM 783549108 4,745 50,000 SH   SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 16,514 80,000 SH   SOLE   80,000 0 0
U S G CORP COM NEW 903293405 4,005 150,000 SH   SOLE   150,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,293 60,000 SH   SOLE   60,000 0 0
WELLS FARGO & CO NEW COM 949746101 4,080 75,000 SH   SOLE   75,000 0 0
WISDOMTREE TR EUROPE SMCP DV 97717W869 2,783 50,000 SH   SOLE   50,000 0 0