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
ABERCROMBIE & FITCH CO CL A 002896207 24,566 568,000 SH   SOLE 568,000 0 0
AK STL HLDG CORP COM 001547108 6,368 800,000 SH   SOLE 800,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 28,397 661,000 SH   SOLE 661,000 0 0
BOEING CO COM 097023105 12,723 100,000 SH Put SOLE 100,000 0 0
CBS CORP NEW CL B 124857202 14,914 240,000 SH   SOLE 240,000 0 0
CROCS INC COM 227046109 17,130 1,139,700 SH   SOLE 1,139,700 0 0
DILLARDS INC CL A 254067101 6,635 56,900 SH   SOLE 56,900 0 0
DINEEQUITY INC COM 254423106 19,873 250,000 SH   SOLE 250,000 0 0
DRIL-QUIP INC COM 262037104 10,378 95,000 SH   SOLE 95,000 0 0
FLUOR CORP NEW COM 343412102 7,690 100,000 SH Put SOLE 100,000 0 0
GENCORP INC COM 368682100 22,020 1,152,900 SH   SOLE 1,152,900 0 0
HD SUPPLY HLDGS INC COM 40416M105 28,972 1,020,500 SH   SOLE 1,020,500 0 0
HELMERICH & PAYNE INC COM 423452101 11,611 100,000 SH Put SOLE 100,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 14,756 200,000 SH Call SOLE 200,000 0 0
ISHARES MSCI EMG MKT ETF 464287234 25,938 600,000 SH Put SOLE 600,000 0 0
LENNOX INTL INC COM 526107107 24,067 268,700 SH   SOLE 268,700 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 38,540 507,433 SH   SOLE 507,433 0 0
MASCO CORP COM 574599106 13,320 600,000 SH Call SOLE 600,000 0 0
MUELLER INDS INC COM 624756102 35,503 1,207,185 SH   SOLE 1,207,185 0 0
NAVISTAR INTL CORP NEW COM 63934E108 13,943 372,000 SH Put SOLE 372,000 0 0
NVR INC COM 62944T105 6,890 5,988 SH   SOLE 5,988 0 0
PARKER HANNIFIN CORP COM 701094104 18,860 150,000 SH   SOLE 150,000 0 0
PITNEY BOWES INC COM 724479100 23,535 852,100 SH   SOLE 852,100 0 0
PITNEY BOWES INC COM 724479100 30,382 1,100,000 SH Call SOLE 1,100,000 0 0
REALOGY HLDGS CORP COM 75605Y106 16,212 429,900 SH   SOLE 429,900 0 0
REALOGY HLDGS CORP COM 75605Y106 7,542 200,000 SH Call SOLE 200,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 15,167 163,000 SH   SOLE 163,000 0 0
RETAILMENOT INC COM SER 1 76132B106 16,208 609,100 SH   SOLE 609,100 0 0
SANDISK CORP COM 80004C101 44,905 430,000 SH Call SOLE 430,000 0 0
SANDISK CORP COM 80004C101 37,647 360,500 SH   SOLE 360,500 0 0
STANDARD PAC CORP NEW COM 85375C101 14,276 1,660,000 SH   SOLE 1,660,000 0 0
TEREX CORP NEW COM 880779103 8,220 200,000 SH Put SOLE 200,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 60,264 1,550,000 SH Put SOLE 1,550,000 0 0
WABCO HLDGS INC COM 92927K102 36,333 340,136 SH   SOLE 340,136 0 0
WESCO INTL INC COM 95082P105 49,624 574,484 SH   SOLE 574,484 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 8,473 111,900 SH   SOLE 111,900 0 0