The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
THE ADT CORPORATION | COM | 00101J106 | 15,581 | 391,000 | SH | SOLE | 391,000 | 0 | 0 | ||
BOULDER BRANDS INC | COM | 101405108 | 8,795 | 729,880 | SH | SOLE | 729,880 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 11,079 | 346,768 | SH | SOLE | 346,768 | 0 | 0 | ||
DEAN FOODS CO NEW | COM | 242370104 | 10,568 | 1,054,700 | SH | SOLE | 1,054,700 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 11,087 | 260,750 | SH | SOLE | 260,750 | 0 | 0 | ||
DIRECTV | COM | 25490A309 | 2,404 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 7,163 | 138,500 | SH | SOLE | 138,500 | 0 | 0 | ||
ECHOSTAR CORP | CL A | 278768106 | 10,820 | 276,650 | SH | SOLE | 276,650 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 8,577 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
FIFTH & PAC COS INC | COM | 316645100 | 10,326 | 462,226 | SH | SOLE | 462,226 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 11,024 | 249,358 | SH | SOLE | 249,358 | 0 | 0 | ||
GROUPON INC | COM CL A | 399473107 | 8,160 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
HAIN CELESTIAL GROUP INC | COM | 405217100 | 7,991 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
HARLEY DAVIDSON INC | COM | 412822108 | 11,506 | 209,890 | SH | SOLE | 209,890 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 13,295 | 536,087 | SH | SOLE | 536,087 | 0 | 0 | ||
JARDEN CORP | COM | 471109108 | 14,967 | 342,100 | SH | SOLE | 342,100 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 7,706 | 113,500 | SH | SOLE | 113,500 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 4,690 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
LIQUIDITY SERVICES INC | COM | 53635B107 | 1,734 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 8,446 | 140,820 | SH | SOLE | 140,820 | 0 | 0 | ||
MARRIOTT VACATIONS WRLDWDE C | COM | 57164Y107 | 10,954 | 253,336 | SH | SOLE | 253,336 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 1,206 | 61,900 | SH | Call | SOLE | 61,900 | 0 | 0 | |
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 4,558 | 73,495 | SH | SOLE | 73,495 | 0 | 0 | ||
MONSTER BEVERAGE CORP | COM | 611740101 | 4,983 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
QUIKSILVER INC | COM | 74838C106 | 8,484 | 1,317,331 | SH | SOLE | 1,317,331 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 8,094 | 109,200 | SH | SOLE | 109,200 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 6,603 | 58,700 | SH | SOLE | 58,700 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 15,525 | 155,000 | SH | SOLE | 155,000 | 0 | 0 |