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 |
| Amazon com Inc | COM | 23135106 | 3,589 | 9,000 | SH | SOLE | NONE | 9,000 | 0 | 0 | |
| Armstrong World Industries Inc | COM | 04247X102 | 2,016 | 35,000 | SH | SOLE | NONE | 35,000 | 0 | 0 | |
| Asbury Automotive Group Inc | COM | 43436104 | 2,929 | 54,500 | SH | SOLE | NONE | 54,500 | 0 | 0 | |
| Best Buy Co Inc | COM | 86516101 | 3,828 | 96,000 | SH | SOLE | NONE | 96,000 | 0 | 0 | |
| Burlington Stores Inc | COM | 122017106 | 1,920 | 60,000 | SH | SOLE | NONE | 60,000 | 0 | 0 | |
| CBS Corporation | CL A | 124857103 | 2,479 | 38,900 | SH | SOLE | NONE | 38,900 | 0 | 0 | |
| Cogent Communications Group Inc | COM NEW | 19239V302 | 2,768 | 68,500 | SH | SOLE | NONE | 68,500 | 0 | 0 | |
| Comcast Corporation | CL A | 20030N101 | 4,305 | 82,840 | SH | SOLE | NONE | 82,840 | 0 | 0 | |
| Constellium N.V | CL A | N22035104 | 1,164 | 50,000 | SH | SOLE | NONE | 50,000 | 0 | 0 | |
| Dominion Diamond Corporation | COM | 257287102 | 1,694 | 118,000 | SH | SOLE | NONE | 118,000 | 0 | 0 | |
| Extended Stay America Inc | UNIT 99/99/9999B | 30224P200 | 861 | 32,800 | SH | SOLE | NONE | 32,800 | 0 | 0 | |
| Five Below Inc | COM | 33829M101 | 4,320 | 100,000 | SH | SOLE | NONE | 100,000 | 0 | 0 | |
| Google Inc | CL A | 38259P508 | 5,368 | 4,790 | SH | SOLE | NONE | 4,790 | 0 | 0 | |
| H&R Block Inc | COM | 93671105 | 1,074 | 37,000 | SH | SOLE | NONE | 37,000 | 0 | 0 | |
| Hertz Global Holdings Inc | COM | 42805T105 | 2,576 | 90,000 | SH | SOLE | NONE | 90,000 | 0 | 0 | |
| Ingersoll-Rand Plc | SHS | G47791101 | 1,786 | 29,000 | SH | SOLE | NONE | 29,000 | 0 | 0 | |
| Jarden Corp | COM | 471109108 | 5,104 | 83,200 | SH | SOLE | NONE | 83,200 | 0 | 0 | |
| Liberty Global PLC | SHS CL A | G5480U104 | 9,509 | 112,770 | SH | SOLE | NONE | 112,770 | 0 | 0 | |
| Lowes Companies Inc | COM | 548661107 | 4,063 | 82,000 | SH | SOLE | NONE | 82,000 | 0 | 0 | |
| Lyondellbasell Industries NV | SHS - A - | N53745100 | 1,766 | 22,000 | SH | SOLE | NONE | 22,000 | 0 | 0 | |
| Mohawk Industries Inc | COM | 608190104 | 1,787 | 12,000 | SH | SOLE | NONE | 12,000 | 0 | 0 | |
| Moodys Corporation | COM | 615369105 | 5,730 | 73,020 | SH | SOLE | NONE | 73,020 | 0 | 0 | |
| Precision Castparts Corp | COM | 740189105 | 2,343 | 8,700 | SH | SOLE | NONE | 8,700 | 0 | 0 | |
| The Walt Disney Company | COM | 254687106 | 2,361 | 30,900 | SH | SOLE | NONE | 30,900 | 0 | 0 | |
| Time Warner Cable Inc | COM NEW | 887317303 | 2,304 | 17,000 | SH | SOLE | NONE | 17,000 | 0 | 0 | |
| Twenty-First Century Fox Inc | CL A | 90130A101 | 7,948 | 225,980 | SH | SOLE | NONE | 225,980 | 0 | 0 | |
| Viacom Inc | CL A | 92553P102 | 8,690 | 99,500 | SH | SOLE | NONE | 99,500 | 0 | 0 | |
| Visa Inc | COM CL A | 92826C839 | 1,113 | 5,000 | SH | SOLE | NONE | 5,000 | 0 | 0 | |
| Visteon Corporation | COM NEW | 92839U206 | 8,992 | 109,800 | SH | SOLE | NONE | 109,800 | 0 | 0 | |