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 |
| CACI INTERNATIONAL INC CMN CLASS A | CL A | 127190304 | 12,435 | 100,037 | SH | SOLE | 100,037 | 0 | 0 | ||
| CATCHMARK TIMBER TRUST, INC. CMN | CL A | 14912Y202 | 1,689 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| COLUMBIA SPORTSWEAR COMPANY COMMON STOCK | COM | 198516106 | 2,040 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| FLOWSERVE CORPORATION CMN | COM | 34354P105 | 10,571 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| LEGGETT & PLATT INC CMN | COM | 524660107 | 12,220 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MASTEC INC CMN | COM | 576323109 | 6,694 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MONARCH CASINO & RESORT INC CMN | COM | 609027107 | 2,805 | 108,803 | SH | SOLE | 108,803 | 0 | 0 | ||
| J.C. PENNEY CO INC (HLDNG CO) CMN | COM | 708160106 | 3,938 | 473,943 | SH | SOLE | 473,943 | 0 | 0 | ||
| POTLATCH CORPORATION CMN | COM | 737630103 | 10,785 | 258,946 | SH | SOLE | 258,946 | 0 | 0 | ||
| PRIMORIS SERVICES CORPORATION CMN | COM | 74164F103 | 7,554 | 331,625 | SH | SOLE | 331,625 | 0 | 0 | ||
| RAYONIER INC CMN | COM | 754907103 | 665 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS INC CMN | COM | 761283100 | 3,070 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TEMPUR SEALY INTERNATIONAL INC CMN | COM | 88023U101 | 8,876 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| TRACTOR SUPPLY CO CMN | COM | 892356106 | 13,646 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| VAIL RESORTS, INC. CMN | COM | 91879Q109 | 9,114 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
| ZUMIEZ INC. CMN | COM | 989817101 | 2,509 | 114,813 | SH | SOLE | 114,813 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDG LTD CMN | SH | G66721104 | 12,759 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD ISIN: LR0008862868 | SHS | V7780T103 | 8,204 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||