The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AGCO CORP | COM | 001084102 | 11,348 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 27,230 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| BUFFALO WILD WINGS INC | COM | 119848109 | 30,573 | 191,500 | SH | SOLE | 191,500 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 10,514 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 17,323 | 336,500 | SH | SOLE | 336,500 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 42,603 | 705,000 | SH | SOLE | 705,000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 15,108 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 22,334 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 10,972 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 14,158 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 34,010 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| ISHARES | MSCI BRZ CAP ETF | 464286400 | 7,238 | 350,000 | SH | Call | SOLE | 350,000 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 16,665 | 316,700 | SH | SOLE | 316,700 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 43,115 | 567,000 | SH | SOLE | 567,000 | 0 | 0 | ||
| MANITOWOC INC | COM | 563571108 | 15,350 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 25,267 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 14,644 | 375,099 | SH | SOLE | 375,099 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 31,995 | 872,500 | SH | SOLE | 872,500 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 35,930 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 11,188 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 11,825 | 590,094 | SH | SOLE | 590,094 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 10,503 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 11,969 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||