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 |
| Best Buy Inc. | COM | 086516101 | 1,949 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| Dillards, Inc. | COM | 254067101 | 4,558 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| Foot Locker Inc. | COM | 344849104 | 5,091 | 103,300 | SH | SOLE | 103,300 | 0 | 0 | ||
| J2 Global Inc. | COM | 48123V102 | 1,021 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Kohls Corp. | COM | 500255104 | 5,120 | 132,400 | SH | SOLE | 132,400 | 0 | 0 | ||
| McKesson Corp. | COM | 58155Q103 | 22,674 | 137,800 | SH | SOLE | 137,800 | 0 | 0 | ||
| Office Depot Inc. | COM | 676220106 | 21,285 | 3,774,000 | SH | SOLE | 3,774,000 | 0 | 0 | ||
| Skechers USA Inc. | COM | 830566105 | 15,331 | 519,700 | SH | SOLE | 519,700 | 0 | 0 | ||
| Spirit Aerosystems Hldgs Inc. | COM | 848574109 | 18,251 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| Lendingtree Inc. | COM | 52603B107 | 4,649 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| Travelport Worldwide Ltd. | COM | G9019D104 | 23,938 | 1,739,700 | SH | SOLE | 1,739,700 | 0 | 0 | ||
| Web Com Group Inc. | COM | 94733A104 | 23,883 | 944,000 | SH | SOLE | 944,000 | 0 | 0 | ||
| Wells Fargo & Co. | COM | 949746101 | 11,160 | 201,400 | SH | SOLE | 201,400 | 0 | 0 | ||