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
ACTAVIS PLC SHS G0083B108 8,231 36,900 SH   SOLE   36,900 0 0
AIR PRODS & CHEMS INC COM 009158106 13,708 106,574 SH   SOLE   106,574 0 0
AIRGAS INC COM 009363102 10,346 95,000 SH   SOLE   95,000 0 0
AXIALL CORP COM 05463D100 24,020 508,146 SH   SOLE   508,146 0 0
BANKUNITED INC COM 06652K103 6,227 186,000 SH   SOLE   186,000 0 0
CARTER INC COM 146229109 10,539 152,900 SH   SOLE   152,900 0 0
COMCAST CORP NEW CL A SPL 20030N200 5,431 101,845 SH   SOLE   101,845 0 0
DIME CMNTY BANCSHARES COM 253922108 5,290 335,000 SH   SOLE   335,000 0 0
DOW CHEM CO COM 260543103 23,044 447,800 SH   SOLE   447,800 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,224 95,000 SH   SOLE   95,000 0 0
GILEAD SCIENCES INC COM 375558103 20,437 246,490 SH   SOLE   246,490 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 15,125 90,327 SH   SOLE   90,327 0 0
GOOGLE INC CL C 38259P706 11,850 20,600 SH   SOLE   20,600 0 0
GREEN PLAINS INC COM 393222104 14,219 432,600 SH   SOLE   432,600 0 0
GREENHILL & CO INC COM 395259104 19,278 391,436 SH   SOLE   391,436 0 0
HUB GROUP INC CL A 443320106 9,072 180,000 SH   SOLE   180,000 0 0
JPMORGAN CHASE & CO COM 46625H100 5,186 90,000 SH   SOLE   90,000 0 0
LAMAR ADVERTISING CO CL A 512815101 23,604 445,353 SH   SOLE   445,353 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 12,067 285,200 SH   SOLE   285,200 0 0
LOUISIANA PAC CORP COM 546347105 20,327 1,353,320 SH   SOLE   1,353,320 0 0
LOWES COS INC COM 548661107 17,690 368,600 SH   SOLE   368,600 0 0
MANITOWOC INC COM 563571108 11,533 350,978 SH   SOLE   350,978 0 0
MCGRAW HILL FINL INC COM 580645109 5,183 62,425 SH   SOLE   62,425 0 0
MOELIS & CO CL A 60786M105 16,503 491,019 SH   SOLE   491,019 0 0
NCI BUILDING SYS INC COM NEW 628852204 9,132 470,000 SH   SOLE   470,000 0 0
OUTERWALL INC COM 690070107 2,848 48,000 SH Put SOLE   48,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 33,739 399,709 SH   SOLE   399,709 0 0
PRUDENTIAL FINL INC COM 744320102 16,955 191,000 SH   SOLE   191,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 29,268 526,398 SH   SOLE   526,398 0 0
SEALED AIR CORP NEW COM 81211K100 37,964 1,111,012 SH   SOLE   1,111,012 0 0
SEAWORLD ENTMT INC COM 81282V100 28,000 988,336 SH   SOLE   988,336 0 0
STANCORP FINL GROUP INC COM 852891100 5,120 80,000 SH   SOLE   80,000 0 0
SWIFT TRANSN CO CL A 87074U101 13,739 544,550 SH   SOLE   544,550 0 0
UNITED CONTL HLDGS INC COM 910047109 7,187 175,000 SH   SOLE   175,000 0 0
US BANCORP DEL COM NEW 902973304 5,198 120,000 SH   SOLE   120,000 0 0
VISA INC COM CL A 92826C839 11,400 54,100 SH   SOLE   54,100 0 0
WALGREEN CO COM 931422109 25,732 347,119 SH   SOLE   347,119 0 0
WESTERN ALLIANCE BANCORP COM 957638109 5,212 219,000 SH   SOLE   219,000 0 0
WORKDAY INC CL A 98138H101 4,493 50,000 SH   SOLE   50,000 0 0
ZOES KITCHEN INC COM 98979J109 7,632 222,000 SH   SOLE   222,000 0 0