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
AT&T INC COM 00206R102 25,197 643,282 SH   SOLE   643,282 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 23,372 620,441 SH   SOLE   620,441 0 0
DISH NETWORK CORP CL A 25470M109 20,772 449,017 SH   SOLE   449,017 0 0
KAR AUCTION SVCS INC COM 48238T109 15,491 406,156 SH   SOLE   406,156 0 0
APOLLO ED GROUP INC CL A 037604105 3,078 374,699 SH   SOLE   374,699 0 0
DOLLAR TREE INC COM 256746108 30,433 369,064 SH   SOLE   369,064 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 12,305 278,010 SH   SOLE   278,010 0 0
MATTEL INC COM 577081102 9,024 268,416 SH   SOLE   268,416 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 14,021 265,299 SH   SOLE   265,299 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 10,014 181,126 SH   SOLE   181,126 0 0
SONIC CORP COM 835451105 4,557 129,602 SH   SOLE   129,602 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 10,540 128,303 SH   SOLE   128,303 0 0
ECHOSTAR CORP CL A 278768106 5,138 116,018 SH   SOLE   116,018 0 0
EXPEDIA INC DEL COM NEW 30212P303 11,102 102,968 SH   SOLE   102,968 0 0
PANERA BREAD CO CL A 69840W108 18,892 92,233 SH   SOLE   92,233 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 14,638 91,291 SH   SOLE   91,291 0 0
BURLINGTON STORES INC COM 122017106 4,507 80,147 SH   SOLE   80,147 0 0
PRICELINE GRP INC COM NEW 741503403 9,687 7,515 SH   SOLE   7,515 0 0