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 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 10,605 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| CABELAS INC | COM | 126804301 | 6,533 | 98,000 | SH | SOLE | 98,000 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 2,920 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 2,706 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 10,110 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 7,612 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FAIRWAY GROUP HLDGS CORP | CL A | 30603D109 | 4,721 | 259,989 | SH | SOLE | 259,989 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 6,597 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| FOSTER WHEELER AG | COM | H27178104 | 7,158 | 216,900 | SH | SOLE | 216,900 | 0 | 0 | ||
| ISHARES | MSCI EMG MKT ETF | 464287234 | 20,898 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| LENNOX INTL INC | COM | 526107107 | 9,135 | 107,400 | SH | SOLE | 107,400 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 16,438 | 230,412 | SH | SOLE | 230,412 | 0 | 0 | ||
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 8,437 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| MANITOWOC INC | COM | 563571108 | 9,328 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 9,994 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 10,809 | 108,150 | SH | SOLE | 108,150 | 0 | 0 | ||
| MUELLER INDS INC | COM | 624756102 | 20,178 | 320,230 | SH | SOLE | 320,230 | 0 | 0 | ||
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 6,187 | 162,000 | SH | Put | SOLE | 162,000 | 0 | 0 | |
| NVR INC | COM | 62944T105 | 10,450 | 10,185 | SH | SOLE | 10,185 | 0 | 0 | ||
| OUTERWALL INC | COM | 690070107 | 5,718 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| PITNEY BOWES INC | COM | 724479100 | 11,699 | 502,100 | SH | SOLE | 502,100 | 0 | 0 | ||
| PITNEY BOWES INC | COM | 724479100 | 11,650 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 7,584 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 18,340 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 14,902 | 159,536 | SH | SOLE | 159,536 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 11,473 | 125,984 | SH | SOLE | 125,984 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 8,392 | 53,500 | SH | SOLE | 53,500 | 0 | 0 | ||
| XEROX CORP | COM | 984121103 | 6,085 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| XEROX CORP | COM | 984121103 | 7,241 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||