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 |
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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 |
AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 3,290 | 196,200 | SH | SOLE | 0 | 196,200 | 0 | 0 | |
CARMAX INC | COM | 143130102 | 4,250 | 91,488 | SH | SOLE | 0 | 91,488 | 0 | 0 | |
CARNIVAL CORP | PAIRED CTF | 143658300 | 2,456 | 61,150 | SH | SOLE | 0 | 61,150 | 0 | 0 | |
CELGENE CORP | COM | 151020104 | 4,758 | 50,200 | SH | SOLE | 0 | 50,200 | 0 | 0 | |
COACH INC | COM | 189754104 | 3,785 | 106,300 | SH | SOLE | 0 | 106,300 | 0 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 3,173 | 72,310 | SH | SOLE | 0 | 72,310 | 0 | 0 | |
FRANCESCAS HLDGS CORP | COM | 351793104 | 1,250 | 89,700 | SH | SOLE | 0 | 89,700 | 0 | 0 | |
HEARTLAND EXPRESS INC | COM | 422347104 | 6,816 | 284,492 | SH | SOLE | 0 | 284,492 | 0 | 0 | |
HUNT J B TRANS SVCS INC | COM | 445658107 | 11,274 | 152,250 | SH | SOLE | 0 | 152,250 | 0 | 0 | |
KNIGHT TRANSN INC | COM | 499064103 | 10,465 | 382,077 | SH | SOLE | 0 | 382,077 | 0 | 0 | |
LENNAR CORP | CL A | 526057104 | 217 | 5,600 | SH | SOLE | 0 | 5,600 | 0 | 0 | |
LOWES COS INC | COM | 548661107 | 7,393 | 139,700 | SH | SOLE | 0 | 139,700 | 0 | 0 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 6,174 | 146,961 | SH | SOLE | 0 | 146,961 | 0 | 0 | |
OLD DOMINION FGHT LINES INC | COM | 679580100 | 18,186 | 257,444 | SH | SOLE | 0 | 257,444 | 0 | 0 | |
PULTE GROUP INC | COM | 745867101 | 830 | 46,995 | SH | SOLE | 0 | 46,995 | 0 | 0 | |
QUANTA SVCS INC | COM | 74762E102 | 11,668 | 321,508 | SH | SOLE | 0 | 321,508 | 0 | 0 | |
RYANAIR HLDGS PLC | SPONSORED ADR | 783513104 | 15,047 | 266,652 | SH | SOLE | 0 | 266,652 | 0 | 0 | |
SAFE BULKERS INC | COM | Y7388L103 | 786 | 118,000 | SH | SOLE | 0 | 118,000 | 0 | 0 | |
SOUTHWESTERN ENERGY CO | COM | 845467109 | 5,693 | 162,902 | SH | SOLE | 0 | 162,902 | 0 | 0 | |
STAPLES INC | COM | 855030102 | 1,603 | 132,445 | SH | SOLE | 0 | 132,445 | 0 | 0 | |
TEXAS ROADHOUSE INC | COM | 882681109 | 7,042 | 252,930 | SH | SOLE | 0 | 252,930 | 0 | 0 | |
THOR INDS INC | COM | 885160101 | 3,119 | 60,560 | SH | SOLE | 0 | 60,560 | 0 | 0 | |
TOLL BROTHERS INC | COM | 889478103 | 2,320 | 74,440 | SH | SOLE | 0 | 74,440 | 0 | 0 | |
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 4,396 | 37,200 | SH | SOLE | 0 | 37,200 | 0 | 0 | |
URBAN OUTFITTERS INC | COM | 917047102 | 6,534 | 178,044 | SH | SOLE | 0 | 178,044 | 0 | 0 | |
ZOES KITCHEN INC | COM | 98979J109 | 6 | 200 | SH | SOLE | 0 | 200 | 0 | 0 |