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
ALON USA ENERGY INC COM 020520102 5,308 466,445 SH   SOLE   466,445 0 0
ALPHABET INC CAP STK CL C 02079K107 10,546 13,664 SH   SOLE   13,664 0 0
AMAZON COM INC COM 023135106 9,340 12,456 SH   SOLE   12,456 0 0
ANIXTER INTL INC COM 035290105 11,192 138,090 SH   SOLE   138,090 0 0
BANK AMER CORP COM 060505104 21,405 968,534 SH   SOLE   968,534 0 0
BURLINGTON STORES INC COM 122017106 14,050 165,783 SH   SOLE   165,783 0 0
CABLE ONE INC COM 12685J105 36,764 59,131 SH   SOLE   59,131 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 32,439 112,667 SH   SOLE   112,667 0 0
CSX CORP COM 126408103 22,444 624,658 SH   SOLE   624,658 0 0
CVR ENERGY INC COM 12662P108 19,793 779,543 SH   SOLE   779,543 0 0
DELEK US HLDGS INC COM 246647101 5,703 236,922 SH   SOLE   236,922 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,050 40,074 SH   SOLE   40,074 0 0
DISNEY WALT CO COM DISNEY 254687106 6,387 61,286 SH   SOLE   61,286 0 0
FACEBOOK INC CL A 30303M102 11,100 96,481 SH   SOLE   96,481 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 7,244 614,380 SH   SOLE   614,380 0 0
HALLIBURTON CO COM 406216101 15,708 290,412 SH   SOLE   290,412 0 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 11,711 210,357 SH   SOLE   210,357 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 29,143 1,071,432 SH   SOLE   1,071,432 0 0
HOLLYFRONTIER CORP COM 436106108 3,384 103,300 SH   SOLE   103,300 0 0
INTERXION HOLDING N.V SHS N47279109 9,628 274,525 SH   SOLE   274,525 0 0
JPMORGAN CHASE & CO COM 46625H100 22,017 255,156 SH   SOLE   255,156 0 0
KEY ENERGY SVCS INC DEL COM 49309J103 1,213 37,956 SH   SOLE   37,956 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 16,175 438,703 SH   SOLE   438,703 0 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 17,601 561,433 SH   SOLE   561,433 0 0
MARTIN MARIETTA MATLS INC COM 573284106 26,692 120,490 SH   SOLE   120,490 0 0
PARSLEY ENERGY INC CL A 701877102 26,564 753,814 SH   SOLE   753,814 0 0
POOL CORPORATION COM 73278L105 23,711 227,245 SH   SOLE   227,245 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 4,212 102,268 SH   SOLE   102,268 0 0
RSP PERMIAN INC COM 74978Q105 26,015 583,026 SH   SOLE   583,026 0 0
SOTHEBYS COM 835898107 5,024 126,040 SH   SOLE   126,040 0 0
SPRINT CORP COM SER 1 85207U105 3,970 471,539 SH   SOLE   471,539 0 0
STEEL DYNAMICS INC COM 858119100 15,667 440,344 SH   SOLE   440,344 0 0
T MOBILE US INC COM 872590104 50,846 884,131 SH   SOLE   884,131 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 40,267 816,937 SH   SOLE   816,937 0 0
TRANSDIGM GROUP INC COM 893641100 15,963 64,118 SH   SOLE   64,118 0 0
U S SILICA HLDGS INC COM 90346E103 6,297 111,092 SH   SOLE   111,092 0 0
UNIVAR INC COM 91336L107 53,049 1,869,894 SH   SOLE   1,869,894 0 0
VAIL RESORTS INC COM 91879Q109 18,832 116,743 SH   SOLE   116,743 0 0
WELLS FARGO & CO NEW COM 949746101 15,390 279,254 SH   SOLE   279,254 0 0
WESTERN REFNG INC COM 959319104 1,749 46,217 SH   SOLE   46,217 0 0