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
AON PLC SHS CL A G0408V102 15,491 208,100 SH   SOLE   208,100 0 0
BANK OF AMERICA CORPORATION COM 060505104 11,443 829,200 SH   SOLE   829,200 0 0
CAPITAL ONE FINL CORP COM 14040H105 14,380 209,200 SH   SOLE   209,200 0 0
CBS CORP NEW CL B 124857202 13,062 236,811 SH   SOLE   236,811 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 9,521 70,650 SH   SOLE   70,650 0 0
CONSTELLATION BRANDS INC CL A 21036P108 16,686 290,700 SH   SOLE   290,700 0 0
CROWN CASTLE INTL CORP COM 228227104 17,768 243,300 SH   SOLE   243,300 0 0
DOLLAR GEN CORP NEW COM 256677105 13,917 246,500 SH   SOLE   246,500 0 0
GOOGLE INC CL A 38259P508 15,232 17,390 SH   SOLE   17,390 0 0
HERBALIFE LTD COM USD SHS G4412G101 8,247 118,200 SH   SOLE   118,200 0 0
HUNTSMAN CORP COM 447011107 18,761 910,300 SH   SOLE   910,300 0 0
INGERSOLL-RAND PLC SHS G47791101 15,638 240,800 SH   SOLE   240,800 0 0
KAR AUCTION SVCS INC COM 48238T109 24,441 866,400 SH   SOLE   866,400 0 0
LINKEDIN CORP COM CL A 53578A108 8,932 36,300 SH   SOLE   36,300 0 0
LOGITECH INTL S A SHS H50430232 885 100,000 SH Call SOLE   100,000 0 0
LOWES COS INC COM 548661107 21,977 461,600 SH   SOLE   461,600 0 0
MASONITE INTL CORP NEW COM 575385109 9,448 193,100 SH   SOLE   193,100 0 0
MASTERCARD INC CL A 57636Q104 15,121 22,475 SH   SOLE   22,475 0 0
MCGRAW HILL FINL INC COM 580645109 12,757 194,500 SH   SOLE   194,500 0 0
MONDELEZ INTL INC CL A 609207105 14,897 474,100 SH   SOLE   474,100 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 8,091 181,800 SH   SOLE   181,800 0 0
PAYCHEX INC COM 704326107 6,502 160,000 SH Call SOLE   160,000 0 0
PITNEY BOWES INC COM 724479100 3,183 175,000 SH Call SOLE   175,000 0 0
REALOGY HLDGS CORP COM 75605Y106 12,248 284,700 SH   SOLE   284,700 0 0
SEMGROUP CORP CL A 81663A105 18,013 315,900 SH   SOLE   315,900 0 0
TIME WARNER CABLE INC COM 88732J207 17,493 156,750 SH   SOLE   156,750 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 13,679 408,200 SH   SOLE   408,200 0 0
VISA INC COM CL A 92826C839 11,179 58,500 SH   SOLE   58,500 0 0