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 |
ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 121,913 | 3,816,933 | SH | SOLE | 3,816,933 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 66,556 | 2,409,701 | SH | SOLE | 2,409,701 | 0 | 0 | ||
CABELAS INC | COM | 126804301 | 51,241 | 915,348 | SH | SOLE | 915,348 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 118,294 | 2,262,698 | SH | SOLE | 2,262,698 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 133,308 | 2,716,695 | SH | SOLE | 2,716,695 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 54,316 | 97,920 | SH | SOLE | 97,920 | 0 | 0 | ||
GOOGLE INC | CL C | 38259P706 | 54,138 | 98,792 | SH | SOLE | 98,792 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 137,791 | 6,215,179 | SH | SOLE | 6,215,179 | 0 | 0 | ||
IMS HEALTH HLDGS INC | COM | 44970B109 | 63,699 | 2,353,107 | SH | SOLE | 2,353,107 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 123,225 | 3,248,756 | SH | SOLE | 3,248,756 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 76,120 | 1,157,718 | SH | SOLE | 1,157,718 | 0 | 0 | ||
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 62,107 | 1,213,023 | SH | SOLE | 1,213,023 | 0 | 0 | ||
SANDRIDGE ENERGY INC | COM | 80007P307 | 23,292 | 13,085,481 | SH | SOLE | 13,085,481 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 105,932 | 2,028,969 | SH | SOLE | 2,028,969 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 43,942 | 293,180 | SH | SOLE | 293,180 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 8,213 | 54,800 | SH | Call | SOLE | 54,800 | 0 | 0 | |
TYSON FOODS INC | CL A | 902494103 | 141,767 | 3,701,488 | SH | SOLE | 3,701,488 | 0 | 0 | ||
UBIQUITI NETWORKS INC | COM | 90347A100 | 39,804 | 1,347,001 | SH | SOLE | 1,347,001 | 0 | 0 |