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
AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 3,758 449,478 SH   SOLE 449,478 0 0
BGC PARTNERS INC CL A 05541T101 11,127 1,134,300 SH   SOLE 1,134,300 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 8,165 736,945 SH   SOLE 736,945 0 0
CARMIKE CINEMAS INC COM 143436400 1,317 57,401 SH   SOLE 57,401 0 0
COTT CORP QUE COM 22163N106 5,931 539,698 SH   SOLE 539,698 0 0
EAGLE MATERIALS INC COM 26969P108 5,439 90,000 SH   SOLE 90,000 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 3,049 395,433 SH   SOLE 395,433 0 0
EVERI HLDGS INC COM 30034T103 4,080 929,443 SH   SOLE 929,443 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 10,999 151,500 SH   SOLE 151,500 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 6,431 144,100 SH   SOLE 144,100 0 0
MOHAWK INDS INC COM 608190104 6,439 34,000 SH   SOLE 34,000 0 0
PGT INC COM 69336V101 6,774 594,700 SH   SOLE 594,700 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 8,541 83,900 SH   SOLE 83,900 0 0
VECTOR GROUP LTD COM 92240M108 4,448 188,554 SH   SOLE 188,554 0 0
XPO LOGISTICS INC COM 983793100 4,583 168,200 SH   SOLE 168,200 0 0