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 AIRLS GROUP INC | COM | 02376R102 | 10,431 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
CABELAS INC | COM | 126804301 | 17,033 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 13,728 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
DILLARDS INC | CL A | 254067101 | 17,454 | 188,900 | SH | SOLE | 188,900 | 0 | 0 | ||
GENCORP INC | COM | 368682100 | 11,015 | 602,900 | SH | SOLE | 602,900 | 0 | 0 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 14,513 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | ||
ISHARES | MSCI EMG MKT ETF | 464287234 | 24,606 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
LINCOLN ELEC HLDGS INC | COM | 533900106 | 21,841 | 303,312 | SH | SOLE | 303,312 | 0 | 0 | ||
LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 22,231 | 237,000 | SH | SOLE | 237,000 | 0 | 0 | ||
MUELLER INDS INC | COM | 624756102 | 28,504 | 950,460 | SH | SOLE | 950,460 | 0 | 0 | ||
NAVISTAR INTL CORP NEW | COM | 63934E108 | 12,600 | 372,000 | SH | Put | SOLE | 372,000 | 0 | 0 | |
NVR INC | COM | 62944T105 | 12,743 | 11,110 | SH | SOLE | 11,110 | 0 | 0 | ||
PARKER HANNIFIN CORP | COM | 701094104 | 25,139 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
PITNEY BOWES INC | COM | 724479100 | 19,417 | 747,100 | SH | SOLE | 747,100 | 0 | 0 | ||
PITNEY BOWES INC | COM | 724479100 | 12,995 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
PVH CORP | COM | 693656100 | 18,716 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
REALOGY HLDGS CORP | COM | 75605Y106 | 16,072 | 369,900 | SH | SOLE | 369,900 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 14,019 | 190,500 | SH | SOLE | 190,500 | 0 | 0 | ||
RETAILMENOT INC | COM SER 1 | 76132B106 | 8,800 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
SANDISK CORP | COM | 80004C101 | 30,040 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
STANDARD PAC CORP NEW | COM | 85375C101 | 16,620 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
UNITED STATES OIL FUND LP | UNITS | 91232N108 | 56,715 | 1,550,000 | SH | Put | SOLE | 1,550,000 | 0 | 0 | |
WABCO HLDGS INC | COM | 92927K102 | 14,043 | 133,036 | SH | SOLE | 133,036 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 19,389 | 232,984 | SH | SOLE | 232,984 | 0 | 0 |