The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 SYS INC | COM | 00724F101 | 26,753 | 406,958 | SH | SOLE | 406,958 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 31,246 | 247,000 | SH | SOLE | 247,000 | 0 | 0 | ||
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 37,620 | 721,106 | SH | SOLE | 721,106 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 34,824 | 951,489 | SH | SOLE | 951,489 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 22,124 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 14,491 | 479,988 | SH | SOLE | 479,988 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 23,651 | 157,850 | SH | SOLE | 157,850 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 35,070 | 700,832 | SH | SOLE | 700,832 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 34,455 | 405,500 | SH | SOLE | 405,500 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 28,684 | 388,777 | SH | SOLE | 388,777 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 28,620 | 518,111 | SH | SOLE | 518,111 | 0 | 0 | ||
| GNC HLDGS INC | COM CL A | 36191G107 | 20,337 | 462,000 | SH | SOLE | 462,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 33,620 | 30,166 | SH | SOLE | 30,166 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 23,538 | 411,000 | SH | SOLE | 411,000 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 21,552 | 882,540 | SH | SOLE | 882,540 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 48,042 | 1,582,935 | SH | SOLE | 1,582,935 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 29,452 | 602,300 | SH | SOLE | 602,300 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 41,713 | 546,700 | SH | SOLE | 546,700 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 22,165 | 936,815 | SH | SOLE | 936,815 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 23,792 | 209,122 | SH | SOLE | 209,122 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 26,303 | 447,254 | SH | SOLE | 447,254 | 0 | 0 | ||
| POPULAR INC | COM NEW | 733174700 | 31,459 | 1,015,137 | SH | SOLE | 1,015,137 | 0 | 0 | ||
| SEMGROUP CORP | CL A | 81663A105 | 41,670 | 634,439 | SH | SOLE | 634,439 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 22,469 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 1,696 | 53,051 | SH | SOLE | 53,051 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 32,074 | 1,030,645 | SH | SOLE | 1,030,645 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 32,678 | 344,200 | SH | SOLE | 344,200 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 8,735 | 302,449 | SH | SOLE | 302,449 | 0 | 0 | ||