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
AMAZON COM INC COM STK COM 023135106 2,355 7,000 SH   SOLE   7,000 0 0
AMERICAN AXLE & MFG HLDGS INC COM 024061103 7,824 422,451 SH   SOLE   422,451 0 0
AMERICAN EXPRESS CO COM 025816109 5,159 57,301 SH   SOLE   57,301 0 0
APPLE INC COM STK COM 037833100 16,049 29,900 SH   SOLE   29,900 0 0
ARMSTRONG WLD COM 04247X102 4,220 79,250 SH   SOLE   79,250 0 0
AUTOZONE INC COM STK COM 053332102 16,113 30,000 SH   SOLE   30,000 0 0
AVIS BUDGET GROUP COM STK COM 053774105 30,854 633,548 SH   SOLE   633,548 0 0
BAKER HUGHES INC COM 057224107 2,040 31,370 SH   SOLE   31,370 0 0
BANK OF AMERICA CORP COM STK COM 060505104 11,178 649,861 SH   SOLE   649,861 0 0
BLOOMIN' BRANDS INC COM STK COM 094235108 13,026 540,500 SH   SOLE   540,500 0 0
BOISE CASCAD LLC COM 09739D100 9,724 339,530 SH   SOLE   339,530 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 9,374 121,489 SH   SOLE   121,489 0 0
CENTENE CORP DEL COM STK COM 15135B101 10,330 165,948 SH   SOLE   165,948 0 0
CITIGROUP INC COM STK COM 172967424 6,890 144,746 SH   SOLE   144,746 0 0
D.R. HORTON INC COM STK COM 23331A109 5,242 242,120 SH   SOLE   242,120 0 0
DECKERS OUTDOOR CORP COM STK COM 243537107 19,542 245,100 SH   SOLE   245,100 0 0
DICK'S SPORTING GOODS COM COM 253393102 26,358 482,667 SH   SOLE   482,667 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 7,526 129,334 SH   SOLE   129,334 0 0
DOLLAR GEN CORP NEW COM STK COM 256677105 22,231 400,711 SH   SOLE   400,711 0 0
DSW INC CL A COM S COM 23334L102 2,152 60,000 SH   SOLE   60,000 0 0
EATON CORPORATION COM G29183103 6,349 84,520 SH   SOLE   84,520 0 0
FINISH LINE INC CL A COM S COM 317923100 8,127 300,000 SH   SOLE   300,000 0 0
FLOTEK INDS INC DEL COM STK COM 343389102 9,241 331,831 SH   SOLE   331,831 0 0
FOOT LOCKER INC COM STK COM 344849104 42,271 899,756 SH   SOLE   899,756 0 0
FOSSIL GROUP INC COM STK COM 34988V106 9,780 83,900 SH   SOLE   83,900 0 0
FRANCESCAS HOLDINGS CORP COM 351793104 10,649 587,050 SH   SOLE   587,050 0 0
G-III APPAREL GROUP LTD COM ST COM 36237H101 32,289 451,090 SH   SOLE   451,090 0 0
GENERAL MOTORS COM 37045V100 11,703 340,005 SH   SOLE   340,005 0 0
GENESCO INC COM STK COM 371532102 19,642 263,400 SH   SOLE   263,400 0 0
GILDAN ACTIVEWEAR INC COM CAD COM 375916103 16,332 324,185 SH   SOLE   324,185 0 0
GNC HOLDING INC COM 36191G107 20,084 456,237 SH   SOLE   456,237 0 0
GOODRICH PETE CORP COM STK COM 382410405 3,381 213,690 SH   SOLE   213,690 0 0
HALLIBURTON CO COM COM 406216101 4,097 69,567 SH   SOLE   69,567 0 0
HANESBRANDS COM 410345102 16,741 218,900 SH   SOLE   218,900 0 0
HCA HLDGS INC COM STK COM 40412C101 8,965 170,760 SH   SOLE   170,760 0 0
HD SUPPLY HOLDGS COM 40416M105 18,789 718,510 SH   SOLE   718,510 0 0
HERTZ GLOBAL HOLDING COM 42805T105 25,299 949,674 SH   SOLE   949,674 0 0
HERTZ GLOBAL HOLDINGS INC CALL 42805T105 3,996 150,000 SH   SOLE   150,000 0 0
HOME DEPOT INC COM STK COM 437076102 21,902 276,790 SH   SOLE   276,790 0 0
INTERNATIONAL PAPER CO COM STK COM 460146103 5,651 123,180 SH   SOLE   123,180 0 0
JETBLUE AWYS CORP COM STK COM 477143101 10,908 1,255,250 SH   SOLE   1,255,250 0 0
JIVE SOFTWARE INC COM 47760A108 4,376 546,270 SH   SOLE   546,270 0 0
JPMORGAN CHASE & CO COM COM 46625H100 6,712 110,556 SH   SOLE   110,556 0 0
KATE SPADE & CO COM STK COM 485865109 27,472 740,690 SH   SOLE   740,690 0 0
KBR INC COM 48242W106 4,995 187,220 SH   SOLE   187,220 0 0
KBR INC CALL 48242W106 2,668 100,000 SH   SOLE   100,000 0 0
KENNAMETAL INC COM STK COM 489170100 8,712 196,650 SH   SOLE   196,650 0 0
KEY ENERGY SERVICES INC COM ST COM 492914106 3,927 425,020 SH   SOLE   425,020 0 0
KINDRED HEALTHCARE INC COM STK COM 494580103 4,595 196,180 SH   SOLE   196,180 0 0
LIFEPOINT HOSPITALS INC COM ST COM 53219L109 5,783 106,010 SH   SOLE   106,010 0 0
LOUISIANA-PAC CORP COM STK COM 546347105 8,623 511,170 SH   SOLE   511,170 0 0
MACYS INC COM STK COM 55616P104 38,020 641,252 SH   SOLE   641,252 0 0
MADDEN STEVEN LTD COM STK COM 556269108 12,672 352,200 SH   SOLE   352,200 0 0
MICHAEL KORS HOLDINGS LIMITED COM G60754101 26,401 283,062 SH   SOLE   283,062 0 0
MOLINA HEALTHCARE INC COM STK COM 60855R100 8,924 237,590 SH   SOLE   237,590 0 0
MORGAN STANLEY COM STK COM 617446448 9,555 306,558 SH   SOLE   306,558 0 0
NIKE INC CL B COM STK COM 654106103 9,413 127,440 SH   SOLE   127,440 0 0
ORBITZ WORLDWIDE INC COM 68557K109 8,374 1,068,108 SH   SOLE   1,068,108 0 0
ORBITZ WORLDWIDE INC CALL 68557K109 2,352 300,000 SH   SOLE   300,000 0 0
PFIZER INC SHS COM 717081103 6,380 198,619 SH   SOLE   198,619 0 0
PHILLIPS VAN HEUSEN CORP COM S COM 693656100 29,075 233,032 SH   SOLE   233,032 0 0
POLARIS INDS INC COM STK COM 731068102 17,869 127,900 SH   SOLE   127,900 0 0
QUEST DIAGNOSTICS INC COM 74834L100 5,971 103,090 SH   SOLE   103,090 0 0
RALPH LAUREN CORPORATION COM S COM 751212101 12,874 80,000 SH   SOLE   80,000 0 0
RITE AID CORP COM STK COM 767754104 36,981 5,898,095 SH   SOLE   5,898,095 0 0
RLJ ACQUISITION INC COM STK COM 74965F104 2,310 517,951 SH   SOLE   517,951 0 0
ROCK-TENN CO CL A COM S COM 772739207 3,468 32,850 SH   SOLE   32,850 0 0
RYDER SYSTEM INC COM STK COM 783549108 9,651 120,761 SH   SOLE   120,761 0 0
SEQUENTIAL BRANDS GROUP INC CO COM 8173409B0 21,333 2,666,666 SH   SOLE   2,666,666 0 0
SIGNET JEWELERS LTD COM STK COM G81276100 14,873 140,500 SH   SOLE   140,500 0 0
SLM CORP COM STK COM 78442P106 4,802 196,177 SH   SOLE   196,177 0 0
SONIC CORP COM 835451105 5,128 225,000 SH   SOLE   225,000 0 0
STARBUCKS CORP COM STK COM 855244109 26,021 354,610 SH   SOLE   354,610 0 0
STATE STR CORP COM STK COM 857477103 10,022 144,104 SH   SOLE   144,104 0 0
SUPERIOR ENERGY SVCS INC COM S COM 868157108 5,807 188,790 SH   SOLE   188,790 0 0
SUPERIOR ENERGY SVCS INC CALL 868157108 13,282 431,800 SH   SOLE   431,800 0 0
SUPERVALUE INC USD COM COM 868536103 2,023 295,700 SH   SOLE   295,700 0 0
TJX COS INC NEW COM 872540109 13,795 227,446 SH   SOLE   227,446 0 0
UCP INC COM 90265Y106 5,754 382,075 SH   SOLE   382,075 0 0
ULTA SALON COSMETICS & FRAGRAN COM 90384S303 6,821 70,000 SH   SOLE   70,000 0 0
UNITED CONTINENTAL HOLDINGS I COM 910047109 5,932 132,910 SH   SOLE   132,910 0 0
UNITED RENTALS INC COM STK COM 911363109 9,209 96,995 SH   SOLE   96,995 0 0
URBAN OUTFITTERS INC COM STK COM 917047102 24,076 660,170 SH   SOLE   660,170 0 0
VINCE HOLDING CO COM 92719W108 3,353 127,198 SH   SOLE   127,198 0 0
VISA INC CLASS A C COM 92826C839 3,662 16,965 SH   SOLE   16,965 0 0
VULCAN MATLS CO COM STK COM 929160109 8,476 127,550 SH   SOLE   127,550 0 0
WCI COMMUNIT COM 92923C807 6,880 348,160 SH   SOLE   348,160 0 0
WHIRLPOOL CORP COM 963320106 20,987 140,420 SH   SOLE   140,420 0 0
WINNEBAGO INDS INC COM STK COM 974637100 9,507 347,100 SH   SOLE   347,100 0 0
XPO LOGISTICS INC COM STK COM 983793100 6,378 216,870 SH   SOLE   216,870 0 0
RLJ Entertainment Inc. Wt Exp WARRANT 74965F112 60 241,451 SH   SOLE   241,451 0 0