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
ADOBE SYSTEMS INC COM 00724F101 653 10,900 SH   SOLE   10,900 0 0
AMER. RESIDENTIAL PROPERTIES, COM 02927e303 383 22,300 SH   SOLE   22,300 0 0
AOL, INC. COM 00184x105 685 14,700 SH   SOLE   14,700 0 0
APPLE, INC. COM 037833100 8,516 15,179 SH   SOLE   15,179 0 0
AVAGO TECHNOLOGIES LTD. COM y0486s104 1,179 22,300 SH   SOLE   22,300 0 0
BARNES GROUP, INC. COM 067806109 2,348 61,300 SH   SOLE   61,300 0 0
BE AEROSPACE INC. COM 073302101 3,168 36,400 SH   SOLE   36,400 0 0
BERKSHIRE HATHAWAY CL.B COM 084670702 6,648 56,070 SH   SOLE   56,070 0 0
BLACKSTONE GROUP LP COM 09253u108 6,622 210,225 SH   SOLE   210,225 0 0
BOEING COMPANY COM 097023105 4,395 32,200 SH   SOLE   32,200 0 0
BORGWARNER, INC. COM 099724106 3,243 58,000 SH   SOLE   58,000 0 0
CUMMINS, INC. COM 231021106 3,299 23,400 SH   SOLE   23,400 0 0
DECKERS OUTDOOR CORP. COM 243537107 3,960 46,890 SH   SOLE   46,890 0 0
DELPHI AUTOMOTIVE PLC COM g27823106 3,145 52,300 SH   SOLE   52,300 0 0
DISCOVERY COMMUNICATIONS COM 25470f104 4,279 47,325 SH   SOLE   47,325 0 0
DOMINION RESOURCES COM 25746u109 1,253 19,375 SH   SOLE   19,375 0 0
EATON CORP PLC COM g29183103 5,874 77,165 SH   SOLE   77,165 0 0
FACEBOOK INC COM 30303m102 3,153 57,700 SH   SOLE   57,700 0 0
FORTUNE BRANDS HOME & SECURITY COM 34964c106 3,667 80,250 SH   SOLE   80,250 0 0
GENERAL ELECTRIC CO. COM 369604103 1,577 56,250 SH   SOLE   56,250 0 0
GENERAL MOTORS INC. COM 37045v100 6,739 164,885 SH   SOLE   164,885 0 0
GREENLIGHT CAPITAL RE LTD-A COM g4095j109 573 17,000 SH   SOLE   17,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171v100 1,134 23,100 SH   SOLE   23,100 0 0
GULFPORT ENERGY CORP. COM 402635304 3,081 48,800 SH   SOLE   48,800 0 0
HOME DEPOT INC. COM 437076102 7,430 90,235 SH   SOLE   90,235 0 0
HONEYWELL INC COM 438516106 3,481 38,100 SH   SOLE   38,100 0 0
ISHARES MSCI MEXICO COM 464286822 5,474 80,500 SH   SOLE   80,500 0 0
KANSAS CITY SOUTHERN COM 485170302 4,000 32,300 SH   SOLE   32,300 0 0
KIMBERLY-CLARK CORP. COM 494368103 1,463 14,010 SH   SOLE   14,010 0 0
KINDER MORGAN, INC. COM 49456b101 521 14,475 SH   SOLE   14,475 0 0
LENNAR CORP. COM 526057104 4,193 106,000 SH   SOLE   106,000 0 0
MEDIDATA SOLUTIONS, INC COM 58471a105 1,573 26,000 SH   SOLE   26,000 0 0
MGIC INVESTMENT CORP COM 552848103 2,724 322,700 SH   SOLE   322,700 0 0
MOHAWK INDUSTRIES COM 608190104 1,057 7,100 SH   SOLE   7,100 0 0
NIKE INC CL B COM 654106103 2,933 37,300 SH   SOLE   37,300 0 0
NRG ENERGY, INC. COM 629377508 270 9,400 SH   SOLE   9,400 0 0
NXP SEMICONDUCTORS NV COM n6596x109 1,552 33,800 SH   SOLE   33,800 0 0
PARKER HANNIFIN CORP COM 701094104 1,557 12,100 SH   SOLE   12,100 0 0
PEPSICO INC. COM 713448108 1,358 16,375 SH   SOLE   16,375 0 0
PIONEER NATURAL RESOURCES COM 723787107 1,042 5,660 SH   SOLE   5,660 0 0
POLARIS INDUSTRIES COM 731068102 3,044 20,900 SH   SOLE   20,900 0 0
PPG INDUSTRIES, INC. COM 693506107 4,663 24,585 SH   SOLE   24,585 0 0
PRECISION CASTPARTS CORP. COM 740189105 6,032 22,400 SH   SOLE   22,400 0 0
QUANTA SERVICES INC. COM 74762e102 1,208 38,275 SH   SOLE   38,275 0 0
SEALED AIR CORP. COM 81211k100 2,142 62,900 SH   SOLE   62,900 0 0
SKECHERS USA COM 830566105 4,476 135,100 SH   SOLE   135,100 0 0
SLM CORP. COM 78442p106 6,541 248,885 SH   SOLE   248,885 0 0
SPIRIT AEROSYSTEMS HOLDINGS COM 848574109 3,033 89,000 SH   SOLE   89,000 0 0
STARBUCKS CORP. COM 855244109 1,964 25,050 SH   SOLE   25,050 0 0
T-MOBILE US, INC. COM 872590104 1,958 58,200 SH   SOLE   58,200 0 0
THE HERSHEY CO. COM 427866108 4,960 51,015 SH   SOLE   51,015 0 0
TOLL BROTHERS INC. COM 889478103 4,148 112,100 SH   SOLE   112,100 0 0
TWENTY-FIRST CENTURY FOX INC COM 90130A101 1,702 48,400 SH   SOLE   48,400 0 0
ULTIMATE SOFTWARE, INC. COM 90385d107 383 2,500 SH   SOLE   2,500 0 0
UNION PACIFIC CORP. COM 907818108 1,680 10,000 SH   SOLE   10,000 0 0
WALT DISNEY COM 254687106 6,395 83,700 SH   SOLE   83,700 0 0
WENDY'S INTL. COM 95058w100 4,084 468,300 SH   SOLE   468,300 0 0
WISCONSIN ENERGY CORP. COM 976657106 263 6,360 SH   SOLE   6,360 0 0
WISDOMTREE JAPAN HEDGED ETF COM 97717w851 2,974 58,500 SH   SOLE   58,500 0 0
WORLD WRESTLING ENT. COM 98156q108 431 26,000 SH   SOLE   26,000 0 0
ESI PUTS 4/19/2014 35 PUT esi14041 288 607 SH Put SOLE   607 0 0
FB CALLS 1/18/2014 48 CALL fb140118 767 1,135 SH Call SOLE   1,135 0 0
LEN CALLS 1/18/2014 35 CALL len14011 281 610 SH Call SOLE   610 0 0
SKX CALLS 1/18/2014 27 CALL skx14011 258 430 SH Call SOLE   430 0 0
SPF CALLS 1/18/2014 8 CALL spf14011 246 2,200 SH Call SOLE   2,200 0 0
TOL CALLS 1/18/2014 33 CALL tol14011 315 775 SH Call SOLE   775 0 0