The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 827 25,000 SH   SOLE   25,000 0 0
ACTAVIS INC COM 00507K103 2,083 16,500 SH   SOLE   16,500 0 0
AETNA INC NEW COM 00817Y108 1,334 21,000 SH   SOLE   21,000 0 0
ALLERGAN INC COM 018490102 1,980 23,500 SH   SOLE   23,500 0 0
AMGEN INC COM 031162100 1,322 13,400 SH   SOLE   13,400 0 0
ANADARKO PETE CORP COM 032511107 902 10,500 SH   SOLE   10,500 0 0
BED BATH & BEYOND INC COM 075896100 1,348 19,000 SH   SOLE   19,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 291 2,600 SH   SOLE   2,600 0 0
BERRY PLASTICS GROUP INC COM 08579W103 320 14,500 SH   SOLE   14,500 0 0
BEST BUY INC COM 086516101 1,995 73,000 SH   SOLE   73,000 0 0
BIOGEN IDEC INC COM 09062X103 990 4,600 SH   SOLE   4,600 0 0
BODY CENT CORP COM 09689U102 573 43,000 SH   SOLE   43,000 0 0
CBS CORP NEW CL B 124857202 2,028 41,500 SH   SOLE   41,500 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,387 33,500 SH   SOLE   33,500 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 1,796 14,500 SH   SOLE   14,500 0 0
CIGNA CORPORATION COM 125509109 1,377 19,000 SH   SOLE   19,000 0 0
COBALT INTL ENERGY INC COM 19075F106 664 25,000 SH   SOLE   25,000 0 0
COMCAST CORP NEW CL A 20030N101 1,006 24,100 SH   SOLE   24,100 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 604 5,000 SH   SOLE   5,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 2,023 29,000 SH   SOLE   29,000 0 0
DISH NETWORK CORP CL A 25470M109 999 23,500 SH   SOLE   23,500 0 0
DISNEY WALT CO COM DISNEY 254687106 2,589 41,000 SH   SOLE   41,000 0 0
DOLLAR GEN CORP NEW COM 256677105 651 12,900 SH   SOLE   12,900 0 0
DOLLAR TREE INC COM 256746108 2,450 48,200 SH   SOLE   48,200 0 0
EATON CORP PLC SHS G29183103 1,316 20,000 SH   SOLE   20,000 0 0
GANNETT INC COM 364730101 978 40,000 SH   SOLE   40,000 0 0
GAP INC DEL COM 364760108 2,712 65,000 SH   SOLE   65,000 0 0
GILEAD SCIENCES INC COM 375558103 1,333 26,000 SH   SOLE   26,000 0 0
GOOGLE INC CL A 38259P508 3,979 4,520 SH   SOLE   4,520 0 0
GROUPON INC COM CL A 399473107 3,335 390,000 SH   SOLE   390,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 2,025 65,500 SH   SOLE   65,500 0 0
HOME DEPOT INC COM 437076102 1,394 18,000 SH   SOLE   18,000 0 0
HONEYWELL INTL INC COM 438516106 1,309 16,500 SH   SOLE   16,500 0 0
INGERSOLL-RAND PLC SHS G47791101 1,332 24,000 SH   SOLE   24,000 0 0
INTRALINKS HLDGS INC COM 46118H104 414 57,000 SH   SOLE   57,000 0 0
LAMAR ADVERTISING CO CL A 512815101 1,649 38,000 SH   SOLE   38,000 0 0
LAUDER ESTEE COS INC CL A 518439104 1,973 30,000 SH   SOLE   30,000 0 0
LENNAR CORP CL A 526057104 1,297 36,000 SH   SOLE   36,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 1,358 20,000 SH   SOLE   20,000 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 4,056 32,000 SH   SOLE   32,000 0 0
LIN TV CORP CL A 532774106 352 23,000 SH   SOLE   23,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 1,244 45,300 SH   SOLE   45,300 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,969 127,000 SH   SOLE   127,000 0 0
MEDICINES CO COM 584688105 1,230 40,000 SH   SOLE   40,000 0 0
MENS WEARHOUSE INC COM 587118100 250 6,600 SH   SOLE   6,600 0 0
MICRON TECHNOLOGY INC COM 595112103 1,025 71,500 SH   SOLE   71,500 0 0
MYLAN INC COM 628530107 1,344 43,300 SH   SOLE   43,300 0 0
NETSUITE INC COM 64118Q107 826 9,000 SH   SOLE   9,000 0 0
NEWS CORP CL A 65248E104 1,352 41,500 SH   SOLE   41,500 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 1,777 50,100 SH   SOLE   50,100 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 751 93,000 SH   SOLE   93,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,334 43,000 SH   SOLE   43,000 0 0
PACIFIC SUNWEAR CALIF INC COM 694873100 883 244,000 SH   SOLE   244,000 0 0
PENNEY J C INC COM 708160106 1,392 81,500 SH   SOLE   81,500 0 0
PFIZER INC COM 717081103 1,653 59,000 SH   SOLE   59,000 0 0
RITE AID CORP COM 767754104 1,872 654,500 SH   SOLE   654,500 0 0
ROCKWOOD HLDGS INC COM 774415103 960 15,000 SH   SOLE   15,000 0 0
SANDISK CORP COM 80004C101 978 16,000 SH   SOLE   16,000 0 0
SEACHANGE INTL INC COM 811699107 1,300 111,000 SH   SOLE   111,000 0 0
SILICON IMAGE INC COM 82705T102 1,024 175,000 SH   SOLE   175,000 0 0
STAGE STORES INC COM NEW 85254C305 1,316 56,000 SH   SOLE   56,000 0 0
STANDARD PAC CORP NEW COM 85375C101 1,000 120,000 SH   SOLE   120,000 0 0
STEIN MART INC COM 858375108 1,024 75,000 SH   SOLE   75,000 0 0
TIME WARNER CABLE INC COM 88732J207 1,518 13,500 SH   SOLE   13,500 0 0
TIME WARNER INC COM NEW 887317303 1,330 23,000 SH   SOLE   23,000 0 0
TIVO INC COM 888706108 1,278 115,700 SH   SOLE   115,700 0 0
TYCO INTERNATIONAL LTD SHS H89128104 1,351 41,000 SH   SOLE   41,000 0 0
UNILEVER N V N Y SHS NEW 904784709 715 18,200 SH   SOLE   18,200 0 0
URBAN OUTFITTERS INC COM 917047102 483 12,000 SH   SOLE   12,000 0 0
VIACOM INC NEW CL B 92553P201 1,871 27,500 SH   SOLE   27,500 0 0
WARNER CHILCOTT PLC IRELAND SHS A G94368100 1,991 100,000 SH   SOLE   100,000 0 0