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 54,643 405,000 SH Call SOLE   405,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 51,546 382,052 SH   SOLE   382,052 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 48,468 855,120 SH   SOLE   855,120 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 38,704 900,920 SH   SOLE   900,920 0 0
ANADARKO PETE CORP COM 032511107 47,565 434,500 SH   SOLE   434,500 0 0
ANADARKO PETE CORP COM 032511107 60,209 550,000 SH Call SOLE   550,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 36,659 533,300 SH   SOLE   533,300 0 0
BAIDU INC SPON ADR REP A 056752108 34,522 184,800 SH   SOLE   184,800 0 0
BLOCK H & R INC COM 093671105 31,421 937,388 SH   SOLE   937,388 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 10,206 160,000 SH Call SOLE   160,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 37,943 2,169,400 SH   SOLE   2,169,400 0 0
CANADIAN PAC RY LTD COM 13645T100 45,987 253,796 SH   SOLE   253,796 0 0
COMCAST CORP NEW CL A 20030N101 39,129 728,932 SH   SOLE   728,932 0 0
CONSTELLATION BRANDS INC CL A 21036P108 44,611 506,200 SH   SOLE   506,200 0 0
CROWN CASTLE INTL CORP COM 228227104 40,440 544,577 SH   SOLE   544,577 0 0
GNC HLDGS INC COM CL A 36191G107 29,623 868,700 SH   SOLE   868,700 0 0
GOOGLE INC CL A 38259P508 13,903 23,779 SH   SOLE   23,779 0 0
GOOGLE INC CL C 38259P706 25,422 44,191 SH   SOLE   44,191 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 28,227 334,800 SH   SOLE   334,800 0 0
HUNTSMAN CORP COM 447011107 33,538 1,193,540 SH   SOLE   1,193,540 0 0
KAR AUCTION SVCS INC COM 48238T109 26,122 819,635 SH   SOLE   819,635 0 0
LPL FINL HLDGS INC COM 50212V100 41,652 837,400 SH   SOLE   837,400 0 0
MCGRAW HILL FINL INC COM 580645109 67,437 812,200 SH   SOLE   812,200 0 0
MICRON TECHNOLOGY INC COM 595112103 47,640 1,445,815 SH   SOLE   1,445,815 0 0
MOHAWK INDS INC COM 608190104 37,186 268,800 SH   SOLE   268,800 0 0
MONSANTO CO NEW COM 61166W101 56,306 451,384 SH   SOLE   451,384 0 0
POPULAR INC COM NEW 733174700 40,334 1,180,037 SH   SOLE   1,180,037 0 0
SEMGROUP CORP CL A 81663A105 58,202 738,139 SH   SOLE   738,139 0 0
THE ADT CORPORATION COM 00101J106 10,482 300,000 SH Call SOLE   300,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 34,783 1,016,145 SH   SOLE   1,016,145 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 39,267 477,000 SH   SOLE   477,000 0 0