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 |
| ALLIANCE DATA SYSTEMS CORP | Common Stocks | 018581108 | 15,860 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ASCENA RETAIL GROUP INC | Common Stocks | 04351G101 | 17,589 | 882,553 | SH | SOLE | 882,553 | 0 | 0 | ||
| CASH STORE FINANCIAL/THE | Common Stocks | 14756F103 | 1,921 | 1,171,323 | SH | SOLE | 1,171,323 | 0 | 0 | ||
| CBRE GROUP INC - A | Common Stocks | 12504L109 | 2,489 | 107,600 | SH | SOLE | 107,600 | 0 | 0 | ||
| DOLLAR GENERAL CORP | Common Stocks | 256677105 | 19,761 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| EQUINIX INC | Common Stocks | 29444U502 | 28,466 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| IRON MOUNTAIN INC | Common Stocks | 462846106 | 27,020 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP-A | Common Stocks | 53071M104 | 25,817 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| MONEYGRAM INTERNATIONAL INC | Common Stocks | 60935Y208 | 15,796 | 806,740 | SH | SOLE | 806,740 | 0 | 0 | ||
| OUTERWALL INC | Common Stocks | 690070107 | 25,730 | 514,300 | SH | SOLE | 514,300 | 0 | 0 | ||
| UNITED ONLINE INC | Common Stocks | 911268100 | 5,364 | 672,900 | SH | SOLE | 672,900 | 0 | 0 | ||