The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 3,690 | 78,426 | SH | SOLE | 78,426 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 8,191 | 43,215 | SH | SOLE | 43,215 | 0 | 0 | ||
| BLACK KNIGHT FINL SVCS INC | CL A | 09214X100 | 5,159 | 158,500 | SH | SOLE | 158,500 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 5,368 | 119,559 | SH | SOLE | 119,559 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 4,369 | 90,460 | SH | SOLE | 90,460 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 8,071 | 128,908 | SH | SOLE | 128,908 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 2,492 | 82,993 | SH | SOLE | 82,993 | 0 | 0 | ||
| DISCOVER FINL SVCS | COM | 254709108 | 1,788 | 34,400 | SH | SOLE | 34,400 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 5,400 | 81,010 | SH | SOLE | 81,010 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 5,393 | 59,986 | SH | SOLE | 59,986 | 0 | 0 | ||
| FIBRIA CELULOSE S A | SP ADR REP COM | 31573A109 | 4,019 | 296,400 | SH | SOLE | 296,400 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 4,432 | 170,328 | SH | SOLE | 170,328 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 3,603 | 46,769 | SH | SOLE | 46,769 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 4,061 | 114,407 | SH | SOLE | 114,407 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 2,934 | 68,319 | SH | SOLE | 68,319 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 1,186 | 28,916 | SH | SOLE | 28,916 | 0 | 0 | ||
| LOUISIANA PAC CORP | COM | 546347105 | 4,060 | 285,136 | SH | SOLE | 285,136 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 183 | 13,306 | SH | SOLE | 13,306 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 276 | 10,102 | SH | SOLE | 10,102 | 0 | 0 | ||
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | 2,900 | 116,187 | SH | SOLE | 116,187 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 2,433 | 14,892 | SH | SOLE | 14,892 | 0 | 0 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 6,265 | 129,154 | SH | SOLE | 129,154 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 3,636 | 35,918 | SH | SOLE | 35,918 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 8,577 | 96,157 | SH | SOLE | 96,157 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 1,567 | 54,208 | SH | SOLE | 54,208 | 0 | 0 | ||