The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMERICAN OUTDOOR BRANDS CORPORATION CMN COM 02874P103 4,807 2,169 SH Put SOLE   2,169 0 0
AT HOME GROUP INC. CMN COM 04650Y100 11,757 504,802 SH   SOLE   504,802 0 0
ATLAS AIR WORLDWIDE HOLDINGS CMN COM 049164205 31,481 603,669 SH   SOLE   603,669 0 0
BURLINGTON STORES INC CMN COM 122017106 27,597 300,000 SH   SOLE   300,000 0 0
CANADA GOOSE HOLDINGS INC. CMN REG OFFER 23239401 TORONTO WHEN ISSUED COM 135086106 6,419 325,000 SH   SOLE   325,000 0 0
CHEMOURS COMPANY (THE) CMN COM 163851108 9,525 251,177 SH   SOLE   251,177 0 0
CLUBCORP HOLDINGS, INC. CMN COM 18948M108 9,915 756,895 SH   SOLE   756,895 0 0
ETHAN ALLEN INTERIORS, INC CMN COM 297602104 21,289 659,089 SH   SOLE   659,089 0 0
ETHAN ALLEN INTERIORS, INC CMN COM 297602104 778 241 SH Call SOLE   241 0 0
ETHAN ALLEN INTERIORS, INC CMN COM 297602104 746 231 SH Call SOLE   231 0 0
FAIRMOUNT SANTROL HOLDINGS INC CMN COM 30555Q108 3,914 1,003,479 SH   SOLE   1,003,479 0 0
HARSCO CORPORATION CMN COM 415864107 14,658 910,429 SH   SOLE   910,429 0 0
HERC HOLDINGS,INC. CMN COM 42704L104 16,823 427,836 SH   SOLE   427,836 0 0
KNOLL INC CMN COM 498904200 1,148 57,258 SH   SOLE   57,258 0 0
KRONOS WORLDWIDE INC CMN COM 50105F105 15,257 837,376 SH   SOLE   837,376 0 0
LULULEMON ATHLETICA INC. CMN COM 550021109 29,835 500,000 SH   SOLE   500,000 0 0
STEVEN MADDEN LTD CMN COM 556269108 24,372 610,059 SH   SOLE   610,059 0 0
MASTEC INC CMN COM 576323109 24,536 543,428 SH   SOLE   543,428 0 0
PPG INDUSTRIES, INC. CMN COM 693506107 5,630 512 SH Put SOLE   512 0 0
QUANTA SERVICES INC CMN COM 74762E102 20,832 632,811 SH   SOLE   632,811 0 0
SMART & FINAL STORES, INC. CMN COM 83190B101 2,730 300,000 SH   SOLE   300,000 0 0
STAGE STORES INC CMN COM 85254C305 656 315,374 SH   SOLE   315,374 0 0
TEREX CORP (NEW) CMN COM 880779103 25,739 686,365 SH   SOLE   686,365 0 0
UNITED RENTALS, INC. CMN COM 911363109 29,797 264,366 SH   SOLE   264,366 0 0
US FOODS HOLDING CORP. CMN COM 912008109 9,527 350,000 SH   SOLE   350,000 0 0
VAIL RESORTS, INC. CMN COM 91879Q109 30,547 150,603 SH   SOLE   150,603 0 0
WATSCO INC. CMN COM 942622200 25,238 163,668 SH   SOLE   163,668 0 0
XPO LOGISTICS INC CMN COM 983793100 16,158 250,000 SH   SOLE   250,000 0 0
TRONOX LIMITED CMN CLASS A CL A Q9235V101 14,873 983,677 SH   SOLE   983,677 0 0