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
APPLE INC COM 037833100 11,265 28,410 SH   SOLE 0 28,410 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 16,643 134,380 SH   SOLE 0 134,380 0 0
COLFAX CORP COM 194014106 7,707 147,900 SH   SOLE 0 147,900 0 0
DOLLAR GEN CORP NEW COM 256677105 11,014 218,400 SH   SOLE 0 218,400 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 13,191 554,000 SH   SOLE 0 554,000 0 0
GENERAL MTRS CO COM 37045V100 7,698 231,100 SH   SOLE 0 231,100 0 0
GOOGLE INC CL A 38259P508 9,710 11,030 SH   SOLE 0 11,030 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 22,775 425,700 SH   SOLE 0 425,700 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 10,364 183,500 SH   SOLE 0 183,500 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 10,566 459,200 SH   SOLE 0 459,200 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 673 7,922 SH   SOLE 0 7,922 0 0
LOWES COS INC COM 548661107 13,477 329,500 SH   SOLE 0 329,500 0 0
VIACOM INC NEW CL B 92553P201 11,449 168,300 SH   SOLE 0 168,300 0 0
WABCO HLDGS INC COM 92927K102 3,682 49,300 SH   SOLE 0 49,300 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 12,013 209,900 SH   SOLE 0 209,900 0 0