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
ALPHABET INC CAP STK CL C 02079K107 3,576 4,800 SH   SOLE   4,800 0 0
AMBEV SA SPONSORED ADR 02319V103 3,626 700,000 SH   SOLE   700,000 0 0
AMERICAN EXPRESS CO COM 025816109 3,070 50,000 SH Call SOLE   50,000 0 0
ANADARKO PETE CORP COM 032511107 13,040 280,000 SH   SOLE   280,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 5,496 1,200,000 SH   SOLE   1,200,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 1,659 150,000 SH   SOLE   150,000 0 0
AXIALL CORP COM 05463D100 3,276 150,000 SH   SOLE   150,000 0 0
BANK AMER CORP COM 060505104 9,464 700,000 SH   SOLE   700,000 0 0
BOYD GAMING CORP COM 103304101 7,231 350,000 SH   SOLE   350,000 0 0
BUFFALO WILD WINGS INC COM 119848109 3,703 25,000 SH   SOLE   25,000 0 0
CALERES INC COM 129500104 1,415 50,000 SH   SOLE   50,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,419 20,000 SH   SOLE   20,000 0 0
CIT GROUP INC COM NEW 125581801 10,432 336,200 SH   SOLE   336,200 0 0
CITIGROUP INC COM NEW 172967424 8,350 200,000 SH   SOLE   200,000 0 0
CITIGROUP INC COM NEW 172967424 4,175 100,000 SH Call SOLE   100,000 0 0
COCA COLA CO COM 191216100 9,278 200,000 SH   SOLE   200,000 0 0
COMERICA INC COM 200340107 1,894 50,000 SH Call SOLE   50,000 0 0
CONSTELLIUM NV CL A N22035104 6,396 1,232,300 SH   SOLE   1,232,300 0 0
CSX CORP COM 126408103 5,794 225,000 SH   SOLE   225,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 5,627 75,000 SH   SOLE   75,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 9,330 340,000 SH   SOLE   340,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 559 23,008 SH   SOLE   23,008 0 0
FEDEX CORP COM 31428X106 1,627 10,000 SH   SOLE   10,000 0 0
GENERAL MTRS CO COM 37045V100 4,715 150,000 SH   SOLE   150,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 8,182 200,000 SH   SOLE   200,000 0 0
JPMORGAN CHASE & CO COM 46625H100 2,961 50,000 SH   SOLE   50,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 1,321 25,000 SH   SOLE   25,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 2,220 101,600 SH   SOLE   101,600 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,231 100,000 SH   SOLE   100,000 0 0
MACYS INC COM 55616P104 7,255 164,550 SH   SOLE   164,550 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,399 50,000 SH   SOLE   50,000 0 0
METLIFE INC COM 59156R108 8,788 200,000 SH   SOLE   200,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 800 6,000 SH   SOLE   6,000 0 0
NAVIENT CORP COM 63938C108 8,379 700,000 SH   SOLE   700,000 0 0
PAYPAL HLDGS INC COM 70450Y103 5,790 150,000 SH   SOLE   150,000 0 0
PIONEER NAT RES CO COM 723787107 7,037 50,000 SH   SOLE   50,000 0 0
PIONEER NAT RES CO COM 723787107 6,263 44,500 SH Call SOLE   44,500 0 0
PIONEER NAT RES CO COM 723787107 1,548 11,000 SH Call SOLE   11,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,120 75,000 SH   SOLE   75,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,706 15,000 SH   SOLE   15,000 0 0
ROCKWELL COLLINS INC COM 774341101 4,611 50,000 SH   SOLE   50,000 0 0
TIME WARNER INC COM NEW 887317303 10,883 150,000 SH   SOLE   150,000 0 0
WESTLAKE CHEM CORP COM 960413102 10,288 222,200 SH   SOLE   222,200 0 0
WHITEWAVE FOODS CO COM 966244105 4,064 100,000 SH   SOLE   100,000 0 0
YUM BRANDS INC COM 988498101 4,093 50,000 SH   SOLE   50,000 0 0