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 |
| ACUITY BRANDS INC | COM | 00508Y102 | 19,389 | 115,300 | SH | SOLE | 115,300 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 18,943 | 256,200 | SH | SOLE | 256,200 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 11,777 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| BEMIS INC | COM | 081437105 | 12,393 | 267,600 | SH | SOLE | 267,600 | 0 | 0 | ||
| BOISE CASCADE CO DEL | COM | 09739D100 | 15,033 | 401,300 | SH | SOLE | 401,300 | 0 | 0 | ||
| CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 19,371 | 319,080 | SH | SOLE | 319,080 | 0 | 0 | ||
| CEPHEID | COM | 15670R107 | 11,380 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| CUMMINS INC | COM | 231021106 | 34,660 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| CURTISS WRIGHT CORP | COM | 231561101 | 5,546 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 5,998 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DRIL-QUIP INC | COM | 262037104 | 9,212 | 134,700 | SH | SOLE | 134,700 | 0 | 0 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 9,482 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 12,105 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 20,891 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| GENCORP INC | COM | 368682100 | 13,895 | 599,200 | SH | SOLE | 599,200 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 6,405 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| INGERSOLL-RAND PLC | SHS | G47791101 | 8,170 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 26,640 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 21,387 | 1,111,000 | SH | SOLE | 1,111,000 | 0 | 0 | ||
| LENNOX INTL INC | COM | 526107107 | 42,353 | 379,200 | SH | SOLE | 379,200 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 9,753 | 149,154 | SH | SOLE | 149,154 | 0 | 0 | ||
| MUELLER INDS INC | COM | 624756102 | 22,969 | 635,736 | SH | SOLE | 635,736 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 17,651 | 13,285 | SH | SOLE | 13,285 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 12,783 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
| PRECISION CASTPARTS CORP | COM | 740189105 | 14,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 17,579 | 15,100 | SH | SOLE | 15,100 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 7,992 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 18,510 | 407,000 | SH | SOLE | 407,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 22,296 | 272,400 | SH | SOLE | 272,400 | 0 | 0 | ||
| RYDER SYS INC | COM | 783549108 | 7,117 | 75,000 | SH | Put | SOLE | 75,000 | 0 | 0 | |
| SIERRA WIRELESS INC | COM | 826516106 | 7,323 | 221,300 | SH | SOLE | 221,300 | 0 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 6,680 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 5,318 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 29,249 | 1,100,000 | SH | Call | SOLE | 1,100,000 | 0 | 0 | |
| TEXTRON INC | COM | 883203101 | 13,299 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| WABCO HLDGS INC | COM | 92927K102 | 17,969 | 146,236 | SH | SOLE | 146,236 | 0 | 0 | ||