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
ADVANCE AUTO PARTS INC COM 00751Y106 4,390 25,957 SH   DFND   25,957 0 0
BIG LOTS INC COM 089302103 8,251 164,329 SH   DFND   164,329 0 0
BURLINGTON STORES INC COM 122017106 3,621 42,726 SH   DFND   42,726 0 0
CARMAX INC COM 143130102 9,504 147,597 SH   DFND   147,597 0 0
CHEESECAKE FACTORY INC COM 163072101 4,307 71,935 SH   DFND   71,935 0 0
COMCAST CORP NEW CL A 20030N101 6,446 93,358 SH   DFND   93,358 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,550 49,249 SH   DFND   49,249 0 0
DICKS SPORTING GOODS INC COM 253393102 16,775 315,916 SH   DFND   315,916 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 5,404 198,689 SH   DFND   198,689 0 0
JACK IN THE BOX INC COM 466367109 15,457 138,457 SH   DFND   138,457 0 0
KROGER CO COM 501044101 5,690 164,879 SH   DFND   164,879 0 0
LOWES COS INC COM 548661107 13,487 189,643 SH   DFND   189,643 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 3,678 13,211 SH   DFND   13,211 0 0
POPEYES LA KITCHEN INC COM 732872106 2,730 45,145 SH   DFND   45,145 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 12,043 200,850 SH   DFND   200,850 0 0
SONIC CORP COM 835451105 1,789 67,492 SH   DFND   67,492 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 15,085 59,169 SH   DFND   59,169 0 0