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
ASPEN TECHNOLOGY INC COM 045327103 15,420 329,550 SH   SOLE   329,550 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 5,209 446,730 SH   SOLE   446,730 0 0
CANADIAN PAC RY LTD COM 13645T100 23,126 151,541 SH   SOLE   151,541 0 0
EAGLE MATERIALS INC COM 26969P108 27,282 352,942 SH   SOLE   352,942 0 0
ECOLAB INC COM 278865100 38,158 313,487 SH   SOLE   313,487 0 0
PULTE GROUP INC COM 745867101 33,188 1,656,096 SH   SOLE   1,656,096 0 0
RANGE RES CORP COM 75281A109 25,605 660,762 SH   SOLE   660,762 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 23,575 699,984 SH   SOLE   699,984 0 0
SOUTHWESTERN ENERGY CO COM 845467109 11,182 807,931 SH   SOLE   807,931 0 0
UNION PAC CORP COM 907818108 23,180 237,669 SH   SOLE   237,669 0 0
VISA INC COM CL A 92826C839 49,460 598,067 SH   SOLE   598,067 0 0
WILLIAMS COS INC DEL COM 969457100 36,078 1,174,016 SH   SOLE   1,174,016 0 0