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 | 1,041 | 126,666 | SH | SOLE | 0 | 126,666 | 0 | 0 | |
| CARMAX INC | COM | 143130102 | 7,282 | 82,746 | SH | SOLE | 0 | 82,746 | 0 | 0 | |
| CARNIVAL CORP | UNIT | 143658300 | 2,418 | 55,316 | SH | SOLE | 0 | 55,316 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 4,516 | 45,477 | SH | SOLE | 0 | 45,477 | 0 | 0 | |
| DICKS SPORTING GOODS INC | COM | 253393102 | 2,671 | 65,451 | SH | SOLE | 0 | 65,451 | 0 | 0 | |
| FRANCESCAS HLDGS CORP | COM | 351793203 | 95 | 6,763 | SH | SOLE | 0 | 6,763 | 0 | 0 | |
| HEARTLAND EXPRESS INC | COM | 422347104 | 5,534 | 257,297 | SH | SOLE | 0 | 257,297 | 0 | 0 | |
| HUNT J B TRANS SVCS INC | COM | 445658107 | 14,477 | 130,835 | SH | SOLE | 0 | 130,835 | 0 | 0 | |
| KNIGHT SWIFT TRANSN HLDGS INC | CL A | 499049104 | 12,546 | 345,622 | SH | SOLE | 0 | 345,622 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 259 | 4,633 | SH | SOLE | 0 | 4,633 | 0 | 0 | |
| LENNAR CORP. | CL B | 526057302 | 5,240 | 118,092 | SH | SOLE | 0 | 118,092 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 2,786 | 25,332 | SH | SOLE | 0 | 25,332 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 13,656 | 70,928 | SH | SOLE | 0 | 70,928 | 0 | 0 | |
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 22,783 | 134,044 | SH | SOLE | 0 | 134,044 | 0 | 0 | |
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 11 | 191 | SH | SOLE | 0 | 191 | 0 | 0 | |
| PULTE GROUP INC | COM | 745867101 | 1,062 | 29,055 | SH | SOLE | 0 | 29,055 | 0 | 0 | |
| QUANTA SVCS INC | COM | 74762E102 | 10,993 | 290,812 | SH | SOLE | 0 | 290,812 | 0 | 0 | |
| RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 8,448 | 127,264 | SH | SOLE | 0 | 127,264 | 0 | 0 | |
| SAFE BULKERS INC | COM | Y7388L103 | 192 | 109,980 | SH | SOLE | 0 | 109,980 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 284 | 147,376 | SH | SOLE | 0 | 147,376 | 0 | 0 | |
| TAPESTRY INC | COM | 876030107 | 2,504 | 96,110 | SH | SOLE | 0 | 96,110 | 0 | 0 | |
| TEXAS ROADHOUSE INC | COM | 882681109 | 12,014 | 228,748 | SH | SOLE | 0 | 228,748 | 0 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 2,847 | 69,349 | SH | SOLE | 0 | 69,349 | 0 | 0 | |
| URBAN OUTFITTERS INC | COM | 917047102 | 7,389 | 263,038 | SH | SOLE | 0 | 263,038 | 0 | 0 | |