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 |
| ABB LTD | SPONSORED ADR | 000375204 | 3,839 | 162,750 | SH | SOLE | 0 | 162,750 | 0 | 0 | |
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 3,755 | 190,400 | SH | SOLE | 0 | 190,400 | 0 | 0 | |
| CARMAX INC | COM | 143130102 | 4,304 | 88,788 | SH | SOLE | 0 | 88,788 | 0 | 0 | |
| CARNIVAL CORP | PAIRED CTF | 143658300 | 1,937 | 59,350 | SH | SOLE | 0 | 59,350 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 3,776 | 24,500 | SH | SOLE | 0 | 24,500 | 0 | 0 | |
| COACH INC | COM | 189754104 | 5,622 | 103,100 | SH | SOLE | 0 | 103,100 | 0 | 0 | |
| DICKS SPORTING GOODS INC | COM | 253393102 | 3,748 | 70,210 | SH | SOLE | 0 | 70,210 | 0 | 0 | |
| FRANCESCAS HLDGS CORP | COM | 351793104 | 1,620 | 87,000 | SH | SOLE | 0 | 87,000 | 0 | 0 | |
| HEARTLAND EXPRESS INC | COM | 422347104 | 3,918 | 276,092 | SH | SOLE | 0 | 276,092 | 0 | 0 | |
| HUNT J B TRANS SVCS INC | COM | 445658107 | 10,761 | 147,550 | SH | SOLE | 0 | 147,550 | 0 | 0 | |
| KNIGHT TRANSN INC | COM | 499064103 | 6,127 | 370,877 | SH | SOLE | 0 | 370,877 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 198 | 5,600 | SH | SOLE | 0 | 5,600 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 6,456 | 135,600 | SH | SOLE | 0 | 135,600 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 11,734 | 160,456 | SH | SOLE | 0 | 160,456 | 0 | 0 | |
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 12,840 | 279,185 | SH | SOLE | 0 | 279,185 | 0 | 0 | |
| PULTE GROUP INC | COM | 745867101 | 775 | 46,995 | SH | SOLE | 0 | 46,995 | 0 | 0 | |
| QUANTA SVCS INC | COM | 74762E102 | 8,586 | 312,108 | SH | SOLE | 0 | 312,108 | 0 | 0 | |
| RYANAIR HLDGS PLC | SPONSORED ADR | 783513104 | 14,386 | 289,218 | SH | SOLE | 0 | 289,218 | 0 | 0 | |
| SAFE BULKERS INC | COM | Y7388L103 | 802 | 118,000 | SH | SOLE | 0 | 118,000 | 0 | 0 | |
| SHUTTERSTOCK INC | COM | 825690100 | 73 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 5,752 | 158,102 | SH | SOLE | 0 | 158,102 | 0 | 0 | |
| STAPLES INC | COM | 855030102 | 1,883 | 128,545 | SH | SOLE | 0 | 128,545 | 0 | 0 | |
| TEXAS ROADHOUSE INC | COM | 882681109 | 6,455 | 245,430 | SH | SOLE | 0 | 245,430 | 0 | 0 | |
| THOR INDS INC | COM | 885160101 | 3,509 | 60,460 | SH | SOLE | 0 | 60,460 | 0 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 2,414 | 74,440 | SH | SOLE | 0 | 74,440 | 0 | 0 | |
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 4,301 | 36,000 | SH | SOLE | 0 | 36,000 | 0 | 0 | |
| URBAN OUTFITTERS INC | COM | 917047102 | 7,350 | 199,889 | SH | SOLE | 0 | 199,889 | 0 | 0 | |