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
APPLE INC COM 037833100 21,319 188,576 SH   SOLE   188,576 0 0
BROADCOM LTD SHS Y09827109 69,230 401,285 SH   SOLE   401,285 0 0
BRUNSWICK CORP COM 117043109 22,120 453,464 SH   SOLE   453,464 0 0
CABOT OIL & GAS CORP COM 127097103 74,528 2,888,676 SH   SOLE   2,888,676 0 0
CARMAX INC COM 143130102 42,777 801,814 SH   SOLE   801,814 0 0
CARTER INC COM 146229109 11,073 127,702 SH   SOLE   127,702 0 0
DOLLAR TREE INC COM 256746108 31,790 402,758 SH   SOLE   402,758 0 0
EAGLE MATERIALS INC COM 26969P108 1,712 22,147 SH   SOLE   22,147 0 0
EQT CORP COM 26884L109 61,196 842,684 SH   SOLE   842,684 0 0
FOOT LOCKER INC COM 344849104 53,280 786,764 SH   SOLE   786,764 0 0
FOSSIL GROUP INC COM 34988V106 7,494 269,868 SH   SOLE   269,868 0 0
JACK IN THE BOX INC COM 466367109 53,322 555,783 SH   SOLE   555,783 0 0
JETBLUE AIRWAYS CORP COM 477143101 4,843 280,900 SH   SOLE   280,900 0 0
KATE SPADE & CO COM 485865109 34,138 1,992,851 SH   SOLE   1,992,851 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 41,496 886,862 SH   SOLE   886,862 0 0
NETFLIX INC COM 64110L106 28,432 288,504 SH   SOLE   288,504 0 0
NIKE INC CL B 654106103 26,175 497,148 SH   SOLE   497,148 0 0
PENNEY J C INC COM 708160106 7,838 850,123 SH   SOLE   850,123 0 0
UNDER ARMOUR INC CL A 904311107 45,813 1,184,419 SH   SOLE   1,184,419 0 0
WENDYS CO COM 95058W100 27,827 2,576,609 SH   SOLE   2,576,609 0 0