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 |
| BEMIS INC | COM | 081437105 | 13,035 | 289,600 | SH | SOLE | 289,600 | 0 | 0 | ||
| CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 21,767 | 317,580 | SH | SOLE | 317,580 | 0 | 0 | ||
| CURTISS WRIGHT CORP | COM | 231561101 | 11,953 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 21,038 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 22,259 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 30,702 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| DRIL-QUIP INC | COM | 262037104 | 7,879 | 104,700 | SH | SOLE | 104,700 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 17,556 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 9,150 | 199,700 | SH | SOLE | 199,700 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 14,786 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 27,660 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 14,949 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 19,165 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 12,239 | 239,800 | SH | SOLE | 239,800 | 0 | 0 | ||
| LENNOX INTL INC | COM | 526107107 | 3,349 | 31,100 | SH | SOLE | 31,100 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 29,467 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 4,953 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| MUELLER INDS INC | COM | 624756102 | 12,702 | 365,836 | SH | SOLE | 365,836 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 18,606 | 13,885 | SH | SOLE | 13,885 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 23,182 | 547,000 | SH | SOLE | 547,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 11,629 | 10,100 | SH | SOLE | 10,100 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 22,464 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 26,257 | 562,000 | SH | SOLE | 562,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 18,696 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 22,222 | 282,400 | SH | SOLE | 282,400 | 0 | 0 | ||
| SIERRA WIRELESS INC | COM | 826516106 | 3,853 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 51,463 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 8,313 | 326,000 | SH | SOLE | 326,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 10,463 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 11,625 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 15,147 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| TOPBUILD CORP | COM | 89055F103 | 1,450 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 33,557 | 271,236 | SH | SOLE | 271,236 | 0 | 0 | ||