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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 37,062 | 290,499 | SH | SOLE | 290,499 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 8,553 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 5,892 | 926,400 | SH | SOLE | 926,400 | 0 | 0 | ||
| BOJANGLES INC | COM | 097488100 | 19,039 | 1,126,553 | SH | SOLE | 1,126,553 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 12,468 | 70,900 | SH | SOLE | 70,900 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 25,402 | 944,300 | SH | SOLE | 944,300 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 11,469 | 390,617 | SH | SOLE | 390,617 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 6,809 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 77,388 | 1,160,934 | SH | SOLE | 1,160,934 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 39,436 | 273,900 | SH | SOLE | 273,900 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 9,633 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 18,259 | 158,100 | SH | SOLE | 158,100 | 0 | 0 | ||
| HOWARD HUGHES CORP | COM | 44267D107 | 7,929 | 69,100 | SH | SOLE | 69,100 | 0 | 0 | ||
| JETBLUE AIRWAYS CORP | COM | 477143101 | 25,306 | 982,000 | SH | SOLE | 982,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 19,721 | 552,100 | SH | SOLE | 552,100 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 8,751 | 209,000 | SH | SOLE | 209,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 30,299 | 1,499,200 | SH | Call | SOLE | 0 | 0 | 0 | |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 36,703 | 640,534 | SH | SOLE | 640,534 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 16,779 | 11,001 | SH | SOLE | 11,001 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 42,857 | 34,650 | SH | SOLE | 34,650 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 37,004 | 206,300 | SH | SOLE | 206,300 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 11,311 | 107,900 | SH | SOLE | 107,900 | 0 | 0 | ||