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
ACXIOM CORP COM 005125109 26,840 1,283,000 SH   SOLE   1,283,000 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 34,139 772,198 SH   SOLE   772,198 0 0
COMMSCOPE HLDG CO INC COM 20337X109 29,256 1,130,000 SH   SOLE   1,130,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 25,440 646,499 SH   SOLE   646,499 0 0
DOLLAR GEN CORP NEW COM 256677105 34,857 485,000 SH   SOLE   485,000 0 0
HUB GROUP INC CL A 443320106 3,460 105,000 SH   SOLE   105,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 28,222 384,700 SH   SOLE   384,700 0 0
KIRBY CORP COM 497266106 38,676 735,000 SH   SOLE   735,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 11,802 217,105 SH   SOLE   217,105 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 40,028 1,465,150 SH   SOLE   1,465,150 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 37,280 800,000 SH   SOLE   800,000 0 0
OWENS CORNING NEW COM 690742101 30,099 640,000 SH   SOLE   640,000 0 0
PRICELINE GRP INC COM NEW 741503403 38,249 30,000 SH   SOLE   30,000 0 0
RALPH LAUREN CORP CL A 751212101 37,903 340,000 SH   SOLE   340,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 31,119 945,000 SH   SOLE   945,000 0 0
UNION PAC CORP COM 907818108 25,102 321,000 SH   SOLE   321,000 0 0