The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
TEVA PHARM ADR 881624209 4,809 122,688 SH   SOLE   122,688 0 0
ABERCROMBIE & FITCH CO COM 002896207 17,872 394,971 SH   SOLE   394,971 0 0
AMERICAN AXLE & MFG HLDGS INC COM 024061103 11,804 633,606 SH   SOLE   633,606 0 0
AMERICAN EAGLE OUTFITTERS INC COM 02553E106 1,826 100,000 SH   SOLE   100,000 0 0
AMERICAN EXPRESS CO COM 025816109 6,653 88,991 SH   SOLE   88,991 0 0
ANADARKO PETROLEUM CORP COM 032511107 6,374 74,178 SH   SOLE   74,178 0 0
AVIS BUDGET GROUP COM 053774105 22,639 787,441 SH   SOLE   787,441 0 0
BAKER HUGHES INC COM 057224107 7,675 166,370 SH   SOLE   166,370 0 0
BANK OF AMERICA CORP COM 060505104 9,351 727,149 SH   SOLE   727,149 0 0
BEST BUY INC COM 086516101 13,665 500,000 SH   SOLE   500,000 0 0
BOISE CASCAD LLC COM 09739D100 4,063 159,900 SH   SOLE   159,900 0 0
BON-TON STORES INC COM 09776J101 522 28,927 SH   SOLE   28,927 0 0
BOYD GAMING CORP PUT 103304101 4,919 435,300 SH   SOLE   435,300 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 9,458 150,577 SH   SOLE   150,577 0 0
CENTENE CORP DEL COM 15135B101 7,675 146,305 SH   SOLE   146,305 0 0
CITIGROUP INC COM 172967424 5,599 116,722 SH   SOLE   116,722 0 0
CRUMBS BAKE SHOP INC COM 228803102 1,160 974,808 SH   SOLE   974,808 0 0
D.R. HORTON INC COM 23331A109 1,585 74,500 SH   SOLE   74,500 0 0
DECKERS OUTDOOR CORP COM 243537107 6,061 120,000 SH   SOLE   120,000 0 0
DELTA AIRLINES INC COM 247361702 4,995 266,965 SH   SOLE   266,965 0 0
DEVON ENERGY CORP COM 25179M103 6,711 129,354 SH   SOLE   129,354 0 0
DICK'S SPORTING GOODS INC COM 253393102 17,979 359,158 SH   SOLE   359,158 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 7,836 164,487 SH   SOLE   164,487 0 0
DOLLAR GEN CORP NEW COM 256677105 5,961 118,203 SH   SOLE   118,203 0 0
EATON CORPORATION COM G29183103 5,563 84,530 SH   SOLE   84,530 0 0
EBAY INC COM 278642103 6,206 120,000 SH   SOLE   120,000 0 0
ESTEE LAUDER COMPANIES INC COM 518439104 8,583 130,500 SH   SOLE   130,500 0 0
EXPRESS INC COM 30219E103 5,050 240,800 SH   SOLE   240,800 0 0
FIFTH & PACIFIC CO INC COM 316645100 22,342 1,000,100 SH   SOLE   1,000,100 0 0
FINISH LINE INC COM 317923100 11,853 542,217 SH   SOLE   542,217 0 0
FOOT LOCKER INC COM 344849104 31,505 896,806 SH   SOLE   896,806 0 0
FORESTAR GROUP INC COM 346233109 2,460 122,620 SH   SOLE   122,620 0 0
FOSSIL GROUP INC COM 34988V106 26,106 252,700 SH   SOLE   252,700 0 0
FRANCESCAS HOLDINGS CORP COM 351793104 40,214 1,447,060 SH   SOLE   1,447,060 0 0
Fairway Group Holdings Corp COM 30603D109 15,791 653,338 SH   SOLE   653,338 0 0
G-III APPAREL GROUP LTD COM 36237H101 23,347 485,174 SH   SOLE   485,174 0 0
GAP INC COM 364760108 9,231 221,200 SH   SOLE   221,200 0 0
GENERAL MOTORS COM 37045V100 11,019 330,814 SH   SOLE   330,814 0 0
GILDAN ACTIVEWEAR INC CAD COM 375916103 15,401 380,185 SH   SOLE   380,185 0 0
GNC HOLDING INC COM 36191G107 26,024 588,647 SH   SOLE   588,647 0 0
HALLIBURTON COMPANY COM 406216101 6,765 162,147 SH   SOLE   162,147 0 0
HANESBRANDS COM 410345102 16,285 316,700 SH   SOLE   316,700 0 0
HCA HLDGS INC COM 40412C101 5,553 154,000 SH   SOLE   154,000 0 0
HD SUPPLY HOLDGS COM 40416M105 5,327 283,500 SH   SOLE   283,500 0 0
HERTZ GLOBAL HOLDING COM 42805T105 27,156 1,095,002 SH   SOLE   1,095,002 0 0
INTERNATIONAL PAPER CO COM 460146103 1,001 22,600 SH   SOLE   22,600 0 0
JC PENNEY CO INC COM 708160106 5,978 350,000 SH   SOLE   350,000 0 0
JETBLUE AWYS CORP COM 477143101 7,747 1,231,577 SH   SOLE   1,231,577 0 0
JIVE SOFTWARE INC COM 47760A108 9,234 508,197 SH   SOLE   508,197 0 0
JOY GLOBAL INC COM 481165108 6,352 130,896 SH   SOLE   130,896 0 0
JPMORGAN CHASE & CO COM 46625H100 6,529 123,675 SH   SOLE   123,675 0 0
KENNAMETAL INC COM 489170100 9,602 247,287 SH   SOLE   247,287 0 0
KEY ENERGY SERVICES INC COM 492914106 3,791 637,150 SH   SOLE   637,150 0 0
KOHLS CORP COM 500255104 2,526 50,000 SH   SOLE   50,000 0 0
LAS VEGAS SANDS CORP COM 517834107 22,268 420,700 SH   SOLE   420,700 0 0
LEAR CORP COM 521865204 4,670 77,248 SH   SOLE   77,248 0 0
LENNAR CORP CL A COM 526057104 1,085 30,100 SH   SOLE   30,100 0 0
LOUISIANA-PAC CORP COM 546347105 5,110 345,500 SH   SOLE   345,500 0 0
MACYS INC COM 55616P104 31,296 651,994 SH   SOLE   651,994 0 0
MEADWESTVACO CORP COM 583334107 8,988 263,510 SH   SOLE   263,510 0 0
MERITOR INC COM 59001K100 4,374 620,418 SH   SOLE   620,418 0 0
MICHAEL KORS HOLDINGS LIMITED COM G60754101 39,485 636,652 SH   SOLE   636,652 0 0
MOLINA HEALTHCARE INC COM 60855R100 7,973 214,450 SH   SOLE   214,450 0 0
MORGAN STANLEY COM 617446448 9,238 378,130 SH   SOLE   378,130 0 0
NAVISTAR INTL CORP COM 63934E108 2,596 93,500 SH   SOLE   93,500 0 0
NORDSTROM INC COM COM 655664100 4,196 70,000 SH   SOLE   70,000 0 0
NRWGN CRS LN HLD COM G66721104 30,669 1,011,847 SH   SOLE   1,011,847 0 0
PFIZER INC SHS COM 717081103 10,978 391,931 SH   SOLE   391,931 0 0
PHILLIPS VAN HEUSEN CORP COM 693656100 33,231 265,742 SH   SOLE   265,742 0 0
POLARIS INDS INC COM 731068102 36,537 384,600 SH   SOLE   384,600 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,535 58,300 SH   SOLE   58,300 0 0
RADIAN GROUP INC COM 750236101 7,870 677,278 SH   SOLE   677,278 0 0
RADIOSHACK CORP COM 750438103 1,524 482,400 SH   SOLE   482,400 0 0
RALPH LAUREN CORPORATION COM 751212101 10,112 58,200 SH   SOLE   58,200 0 0
REALOGY HOLDINGS COM 75605Y106 6,721 139,900 SH   SOLE   139,900 0 0
RITE AID CORP COM 767754104 5,100 1,783,300 SH   SOLE   1,783,300 0 0
RLJ ACQUISITION INC COM 74965F104 2,461 512,651 SH   SOLE   512,651 0 0
RYDER SYSTEM INC COM 783549108 7,353 120,950 SH   SOLE   120,950 0 0
SCHLUMBERGER LIMITED COM 806857108 2,153 30,039 SH   SOLE   30,039 0 0
SELECT COMFORT CORP COM 81616X103 18,398 734,300 SH   SOLE   734,300 0 0
SEQUENTIAL BRANDS GROUP INC CO COM 8173409B0 16,267 2,666,666 SH   SOLE   2,666,666 0 0
SLM CORP COM 78442P106 4,150 181,557 SH   SOLE   181,557 0 0
SOUTHWESTERN ENERGY CO COM 845467109 9,048 247,698 SH   SOLE   247,698 0 0
STAGE STORES INC COM STK COM 85254C305 13,917 592,200 SH   SOLE   592,200 0 0
STATE STREET CORP COM 857477103 10,516 161,266 SH   SOLE   161,266 0 0
STEVEN MADDEN LTD COM 556269108 3,566 73,700 SH   SOLE   73,700 0 0
SUPERIOR ENERGY SERVICES COM 868157108 6,792 261,840 SH   SOLE   261,840 0 0
TEREX CORP NEW COM 880779103 1,383 52,600 SH   SOLE   52,600 0 0
TJX COS INC NEW COM 872540109 6,070 121,246 SH   SOLE   121,246 0 0
TRACTOR SUPPLY CO COM 892356106 12,930 110,000 SH   SOLE   110,000 0 0
ULTA SALON COSMETICS & FRAGRAN COM 90384S303 8,010 80,000 SH   SOLE   80,000 0 0
UNITED RENTALS INC COM 911363109 7,070 141,654 SH   SOLE   141,654 0 0
URBAN OUTFITTERS INC COM 917047102 40,274 1,001,350 SH   SOLE   1,001,350 0 0
VISA INC COM 92826C839 4,830 26,432 SH   SOLE   26,432 0 0
VULCAN MATERIALS CO COM 929160109 5,897 121,820 SH   SOLE   121,820 0 0
WINNEBAGO INDUSTRIES INC COM 974637100 3,990 190,100 SH   SOLE   190,100 0 0
XPO LOGISTICS INC COM 983793100 3,335 184,365 SH   SOLE   184,365 0 0
ZOETIS INC COM 98978V103 4,969 160,855 SH   SOLE   160,855 0 0
INDUSTRIAL DISENO TEXTIL SA COM 7111314 10,750 87,075 SH   SOLE   87,075 0 0
RLJ Entertainment Inc. Wt Exp WARRANT 74965F112 43 241,451 SH   SOLE   241,451 0 0