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
ALCOA INC COM 013817101 2,174 225,000 SH   SOLE   225,000 0 0
ACE LTD SHS H0023R105 8,589 83,070 SH   SOLE   83,070 0 0
AMAZON COM INC COM 023135106 7,806 15,250 SH   SOLE   15,250 0 0
ANADARKO PETE CORP COM 032511107 2,718 45,000 SH   SOLE   45,000 0 0
AIRGAS INC COM 009363102 1,919 21,478 SH   SOLE   21,478 0 0
ARAMARK COM 03852U106 1,601 54,000 SH   SOLE   54,000 0 0
AXIALL CORP COM 05463D100 1,716 109,340 SH   SOLE   109,340 0 0
BANK OF AMERICA CORPORATION COM 060505104 6,310 405,000 SH   SOLE   405,000 0 0
B/E AEROSPACE INC COM 073302101 3,161 72,000 SH   SOLE   72,000 0 0
BUNGE LIMITED COM G16962105 3,812 52,000 SH   SOLE   52,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 1,707 54,000 SH   SOLE   54,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,555 82,300 SH   SOLE   82,300 0 0
BURLINGTON STORES INC COM 122017106 6,278 123,000 SH   SOLE   123,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 1,333 100,000 SH   SOLE   100,000 0 0
CITIGROUP INC COM NEW 172967424 15,072 303,800 SH   SOLE   303,800 0 0
CONAGRA FOODS INC COM 205887102 4,861 120,000 SH   SOLE   120,000 0 0
CALERES INC COM 129500104 5,495 180,000 SH   SOLE   180,000 0 0
CBS CORP NEW CL B 124857202 2,514 63,000 SH   SOLE   63,000 0 0
CHICOS FAS INC COM 168615102 10,264 652,500 SH   SOLE   652,500 0 0
CSX CORP COM 126408103 3,268 121,500 SH   SOLE   121,500 0 0
DISCOVER FINL SVCS COM 254709108 2,334 44,900 SH   SOLE   44,900 0 0
D R HORTON INC COM 23331A109 11,010 375,000 SH   SOLE   375,000 0 0
DISH NETWORK CORP CL A 25470M109 4,022 68,934 SH   SOLE   68,934 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 6,159 81,000 SH   SOLE   81,000 0 0
DOW CHEM CO COM 260543103 3,154 74,385 SH   SOLE   74,385 0 0
DOMINOS PIZZA INC COM 25754A201 1,187 11,000 SH   SOLE   11,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 2,180 225,000 SH   SOLE   225,000 0 0
GENERAL ELECTRIC CO COM 369604103 7,314 290,000 SH   SOLE   290,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 4,569 74,100 SH   SOLE   74,100 0 0
GOOGLE INC CL CL C 38259P706 4,642 7,630 SH   SOLE   7,630 0 0
HEXCEL CORP NEW COM 428291108 2,243 50,000 SH Put SOLE   50,000 0 0
NORDSTROM INC COM 655664100 8,605 120,000 SH   SOLE   120,000 0 0
KELLOGG CO COM 487836108 6,921 104,000 SH   SOLE   104,000 0 0
KB HOME COM 48666K109 5,149 380,000 SH   SOLE   380,000 0 0
COCA COLA CO COM 191216100 2,808 70,000 SH   SOLE   70,000 0 0
COCA COLA CO COM 191216100 8,915 222,200 SH Call SOLE   222,200 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,323 81,000 SH   SOLE   81,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 2,282 62,000 SH   SOLE   62,000 0 0
SNYDERS-LANCE INC COM 833551104 2,867 85,000 SH   SOLE   85,000 0 0
LULULEMON ATHLETICA INC COM 550021109 5,014 99,000 SH   SOLE   99,000 0 0
MASCO CORP COM 574599106 4,872 193,500 SH   SOLE   193,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,566 247,500 SH   SOLE   247,500 0 0
MOHAWK INDS INC COM 608190104 2,727 15,000 SH   SOLE   15,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,973 22,000 SH   SOLE   22,000 0 0
MONSANTO CO NEW COM 61166W101 2,074 24,300 SH   SOLE   24,300 0 0
NAVIENT CORP COM 63938C108 4,299 382,500 SH   SOLE   382,500 0 0
PROCTER & GAMBLE CO COM 742718109 3,453 48,000 SH   SOLE   48,000 0 0
PPG INDS INC COM 693506107 3,199 36,476 SH   SOLE   36,476 0 0
PVH CORP COM 693656100 7,849 77,000 SH   SOLE   77,000 0 0
PIONEER NAT RES CO COM 723787107 8,138 66,900 SH   SOLE   66,900 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 5,702 64,000 SH   SOLE   64,000 0 0
SCHLUMBERGER LTD COM 806857108 12,070 175,000 SH   SOLE   175,000 0 0
SUNPOWER CORP COM 867652406 2,505 125,000 SH   SOLE   125,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 22,831 275,000 SH   SOLE   275,000 0 0
TENNECO INC COM 880349105 2,574 57,500 SH   SOLE   57,500 0 0
TREEHOUSE FOODS INC COM 89469A104 5,756 74,000 SH   SOLE   74,000 0 0
TYSON FOODS INC CL A 902494103 5,603 130,000 SH   SOLE   130,000 0 0
TWITTER INC COM 90184L102 12,123 450,000 SH   SOLE   450,000 0 0
TYCO INTL PLC SHS G91442106 3,011 90,000 SH   SOLE   90,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,217 63,000 SH   SOLE   63,000 0 0
WESTLAKE CHEM CORP COM 960413102 3,082 59,400 SH   SOLE   59,400 0 0
WAL-MART STORES INC COM 931142103 8,170 126,000 SH   SOLE   126,000 0 0
WESTROCK CO COM 96145D105 8,128 158,000 SH   SOLE   158,000 0 0
WYNN RESORTS LTD COM 983134107 4,887 92,000 SH   SOLE   92,000 0 0
YUM BRANDS INC COM 988498101 1,459 18,250 SH   SOLE   18,250 0 0