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 INTL GROUP INC | COM NEW | 026874784 | 4,338 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 8,415 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BELMOND LTD | CL A | G1154H107 | 3,800 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BOJANGLES INC | COM | 097488100 | 2,644 | 166,600 | SH | SOLE | 166,600 | 0 | 0 | ||
| BRIGGS & STRATTON CORP | COM | 109043109 | 2,076 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| CARROLS RESTAURANT GROUP INC | COM | 14574X104 | 1,057 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CITI TRENDS INC | COM | 17306X102 | 3,188 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 6,460 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| COWEN GROUP INC NEW | CL A | 223622101 | 3,830 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 2,046 | 43,357 | SH | SOLE | 43,357 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 2,980 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 7,935 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| IGNITE RESTAURANT GROUP INC | COM | 451730105 | 1,455 | 346,338 | SH | SOLE | 346,338 | 0 | 0 | ||
| NEW RESIDENTIAL INVT CORP | COM NEW | 64828T201 | 3,040 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 3,736 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 1,881 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 1,422 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 4,670 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| RYDER SYS INC | COM | 783549108 | 1,989 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 7,135 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| U S G CORP | COM NEW | 903293405 | 2,186 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 6,437 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 4,892 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||