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 35,009 233,880 SH   SOLE   233,880 0 0
BAIDU INC SPON ADR REP A 056752108 36,928 177,200 SH   SOLE   177,200 0 0
BROOKDALE SR LIVING INC COM 112463104 11,913 315,500 SH   SOLE   315,500 0 0
CANADIAN PAC RY LTD COM 13645T100 39,879 217,804 SH   SOLE   217,804 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 41,886 216,900 SH   SOLE   216,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 32,307 417,400 SH   SOLE   417,400 0 0
DOLLAR TREE INC COM 256746108 46,691 575,400 SH   SOLE   575,400 0 0
DYNEGY INC NEW DEL COM 26817R108 31,430 1,000,000 SH   SOLE   1,000,000 0 0
GLOBAL PMTS INC COM 37940X102 39,725 433,305 SH   SOLE   433,305 0 0
GOOGLE INC CL C 38259P706 36,898 67,332 SH   SOLE   67,332 0 0
KAR AUCTION SVCS INC COM 48238T109 54,041 1,424,750 SH   SOLE   1,424,750 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 16,778 296,428 SH   SOLE   296,428 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 52,535 1,054,700 SH   SOLE   1,054,700 0 0
LITHIA MTRS INC CL A 536797103 58,438 587,850 SH   SOLE   587,850 0 0
LPL FINL HLDGS INC COM 50212V100 49,863 1,136,861 SH   SOLE   1,136,861 0 0
MCDONALDS CORP COM 580135101 39,327 403,600 SH   SOLE   403,600 0 0
MCGRAW HILL FINL INC COM 580645109 49,167 475,500 SH   SOLE   475,500 0 0
MICRON TECHNOLOGY INC COM 595112103 27,483 1,013,020 SH   SOLE   1,013,020 0 0
MOHAWK INDS INC COM 608190104 57,316 308,567 SH   SOLE   308,567 0 0
MONSANTO CO NEW COM 61166W101 60,252 535,384 SH   SOLE   535,384 0 0
ROCK-TENN CO CL A 772739207 38,474 596,500 SH   SOLE   596,500 0 0
SABRE CORP COM 78573M104 36,236 1,491,196 SH   SOLE   1,491,196 0 0
SBA COMMUNICATIONS CORP COM 78388J106 52,051 444,500 SH   SOLE   444,500 0 0
SEALED AIR CORP NEW COM 81211K100 33,077 726,007 SH   SOLE   726,007 0 0
SEMGROUP CORP CL A 81663A105 45,664 561,400 SH   SOLE   561,400 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 47,186 757,400 SH   SOLE   757,400 0 0
TESORO CORP COM 881609101 21,003 230,066 SH   SOLE   230,066 0 0
UNITED CONTL HLDGS INC COM 910047109 46,036 684,547 SH   SOLE   684,547 0 0