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 AXLE & MFG HLDGS IN | COM | 024061103 | 3,866 | 184,880 | SH | SOLE | 0 | 184,880 | 0 | 0 | |
| BOOT BARN HLDGS INC | COM | 099406100 | 16 | 500 | SH | SOLE | 0 | 500 | 0 | 0 | |
| CARMAX INC | COM | 143130102 | 5,708 | 86,208 | SH | SOLE | 0 | 86,208 | 0 | 0 | |
| CARNIVAL CORP | PAIRED CTF | 143658300 | 2,846 | 57,630 | SH | SOLE | 0 | 57,630 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 5,484 | 47,380 | SH | SOLE | 0 | 47,380 | 0 | 0 | |
| COACH INC | COM | 189754104 | 3,465 | 100,130 | SH | SOLE | 0 | 100,130 | 0 | 0 | |
| DICKS SPORTING GOODS INC | COM | 253393102 | 3,530 | 68,190 | SH | SOLE | 0 | 68,190 | 0 | 0 | |
| FRANCESCAS HLDGS CORP | COM | 351793104 | 1,139 | 84,560 | SH | SOLE | 0 | 84,560 | 0 | 0 | |
| HEARTLAND EXPRESS INC | COM | 422347104 | 5,423 | 268,062 | SH | SOLE | 0 | 268,062 | 0 | 0 | |
| HUNT J B TRANS SVCS INC | COM | 445658107 | 11,781 | 143,510 | SH | SOLE | 0 | 143,510 | 0 | 0 | |
| KNIGHT TRANSN INC | COM | 499064103 | 9,629 | 360,082 | SH | SOLE | 0 | 360,082 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 286 | 5,600 | SH | SOLE | 0 | 5,600 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 8,819 | 131,680 | SH | SOLE | 0 | 131,680 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 9,030 | 138,281 | SH | SOLE | 0 | 138,281 | 0 | 0 | |
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 10,747 | 156,645 | SH | SOLE | 0 | 156,645 | 0 | 0 | |
| PULTE GROUP INC | COM | 745867101 | 947 | 46,995 | SH | SOLE | 0 | 46,995 | 0 | 0 | |
| QUANTA SVCS INC | COM | 74762E102 | 8,732 | 302,978 | SH | SOLE | 0 | 302,978 | 0 | 0 | |
| RYANAIR HLDGS PLC | SPONSORED ADR | 783513104 | 17,937 | 251,392 | SH | SOLE | 0 | 251,392 | 0 | 0 | |
| SAFE BULKERS INC | COM | Y7388L103 | 369 | 114,580 | SH | SOLE | 0 | 114,580 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 3,490 | 153,542 | SH | SOLE | 0 | 153,542 | 0 | 0 | |
| STAPLES INC | COM | 855030102 | 1,911 | 124,815 | SH | SOLE | 0 | 124,815 | 0 | 0 | |
| TEXAS ROADHOUSE INC | COM | 882681109 | 8,920 | 238,320 | SH | SOLE | 0 | 238,320 | 0 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 2,759 | 72,250 | SH | SOLE | 0 | 72,250 | 0 | 0 | |
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 5,413 | 35,050 | SH | SOLE | 0 | 35,050 | 0 | 0 | |
| URBAN OUTFITTERS INC | COM | 917047102 | 5,872 | 167,774 | SH | SOLE | 0 | 167,774 | 0 | 0 | |
| ZOES KITCHEN INC | COM | 98979J109 | 8 | 200 | SH | SOLE | 0 | 200 | 0 | 0 | |