The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 5,449 | 19,703 | SH | SOLE | 19,703 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 63,422 | 83,573 | SH | SOLE | 83,573 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 71,512 | 1,688,594 | SH | SOLE | 1,688,594 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 27,112 | 1,468,715 | SH | SOLE | 1,468,715 | 0 | 0 | ||
| CABELAS INC | COM | 126804301 | 55,837 | 1,194,877 | SH | SOLE | 1,194,877 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 54,618 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 60,313 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| HAWAIIAN HOLDINGS INC | COM | 419879101 | 35,747 | 1,011,798 | SH | SOLE | 1,011,798 | 0 | 0 | ||
| INGRAM MICRO INC | CL A | 457153104 | 25,599 | 842,620 | SH | SOLE | 842,620 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 30,221 | 3,083,826 | SH | SOLE | 3,083,826 | 0 | 0 | ||
| RICE ENERGY INC | COM | 762760106 | 8,973 | 823,226 | SH | SOLE | 823,226 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 58,831 | 1,139,257 | SH | SOLE | 1,139,257 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 41,867 | 1,050,621 | SH | SOLE | 1,050,621 | 0 | 0 | ||
| STEWART INFORMATION SVCS COR | COM | 860372101 | 27,745 | 743,247 | SH | SOLE | 743,247 | 0 | 0 | ||