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
ACTAVIS PLC SHS G0083B108 79,663 357,151 SH   SOLE 0 357,151 0 0
ACUITY BRANDS INC COM 00508Y102 13,912 100,627 SH   SOLE 0 100,627 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 17,173 127,281 SH   SOLE 0 127,281 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,054 1,922,174 SH   SOLE 0 1,922,174 0 0
AGNICO EAGLE MINES LTD COM 008474108 5,400 140,993 SH   SOLE 0 140,993 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 49,462 1,151,350 SH   SOLE 0 1,151,350 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 30,150 552,391 SH   SOLE 0 552,391 0 0
ANADARKO PETE CORP COM 032511107 16,120 147,255 SH   SOLE 0 147,255 0 0
APPLE INC COM 037833100 82,907 892,141 SH   SOLE 0 892,141 0 0
APPLIED MATLS INC COM 038222105 36,674 1,626,337 SH   SOLE 0 1,626,337 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 84,979 1,479,699 SH   SOLE 0 1,479,699 0 0
AURICO GOLD INC COM 05155C105 4,373 1,026,419 SH   SOLE 0 1,026,419 0 0
AUTOZONE INC COM 053332102 13,836 25,802 SH   SOLE 0 25,802 0 0
BANK NEW YORK MELLON CORP COM 064058100 8,231 219,624 SH   SOLE 0 219,624 0 0
BEST BUY INC COM 086516101 53,232 1,716,614 SH   SOLE 0 1,716,614 0 0
CF INDS HLDGS INC COM 125269100 14,894 61,921 SH   SOLE 0 61,921 0 0
CHENIERE ENERGY INC COM NEW 16411R208 55,207 769,970 SH   SOLE 0 769,970 0 0
CISCO SYS INC COM 17275R102 59,230 2,383,518 SH   SOLE 0 2,383,518 0 0
COBALT INTL ENERGY INC COM 19075F106 8,269 450,584 SH   SOLE 0 450,584 0 0
CREE INC COM 225447101 11,522 230,669 SH   SOLE 0 230,669 0 0
DEVON ENERGY CORP NEW COM 25179M103 67,439 849,360 SH   SOLE 0 849,360 0 0
DIRECTV COM 25490A309 16,376 192,642 SH   SOLE 0 192,642 0 0
DISH NETWORK CORP CL A 25470M109 10,131 155,666 SH   SOLE 0 155,666 0 0
DOLLAR GEN CORP NEW COM 256677105 25,987 453,047 SH   SOLE 0 453,047 0 0
DOLLAR TREE INC COM 256746108 19,958 366,479 SH   SOLE 0 366,479 0 0
E M C CORP MASS COM 268648102 57,645 2,188,486 SH   SOLE 0 2,188,486 0 0
ELECTRONIC ARTS INC COM 285512109 2,597 72,410 SH   SOLE 0 72,410 0 0
EOG RES INC COM 26875P101 30,773 263,329 SH   SOLE 0 263,329 0 0
EP ENERGY CORP CL A 268785102 14,057 609,838 SH   SOLE 0 609,838 0 0
F M C CORP COM NEW 302491303 16,068 225,700 SH   SOLE 0 225,700 0 0
FASTENAL CO COM 311900104 13,786 278,557 SH   SOLE 0 278,557 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 88,847 8,025,926 SH   SOLE 0 8,025,926 0 0
FOSSIL GROUP INC COM 34988V106 16,358 156,508 SH   SOLE 0 156,508 0 0
GOLDCORP INC NEW COM 380956409 4,804 172,141 SH   SOLE 0 172,141 0 0
HD SUPPLY HLDGS INC COM 40416M105 65,250 2,298,336 SH   SOLE 0 2,298,336 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 11,517 410,859 SH   SOLE 0 410,859 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 7,628 327,375 SH   SOLE 0 327,375 0 0
HUMANA INC COM 444859102 70,537 552,277 SH   SOLE 0 552,277 0 0
HUNTSMAN CORP COM 447011107 14,078 501,000 SH Call SOLE 0 501,000 0 0
IMS HEALTH HLDGS INC COM 44970B109 8,231 320,559 SH   SOLE 0 320,559 0 0
JARDEN CORP COM 471109108 18,285 308,091 SH   SOLE 0 308,091 0 0
JPMORGAN CHASE & CO COM 46625H100 42,344 734,891 SH   SOLE 0 734,891 0 0
KB HOME COM 48666K109 18,818 1,007,363 SH   SOLE 0 1,007,363 0 0
KBR INC COM 48242W106 16,659 698,483 SH   SOLE 0 698,483 0 0
LA QUINTA HLDGS INC COM 50420D108 21,727 1,135,185 SH   SOLE 0 1,135,185 0 0
LENNAR CORP CL A 526057104 14,948 356,062 SH   SOLE 0 356,062 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 23,928 814,993 SH   SOLE 0 814,993 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 51,029 691,459 SH   SOLE 0 691,459 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 17,225 176,391 SH   SOLE 0 176,391 0 0
MACYS INC COM 55616P104 21,640 372,969 SH   SOLE 0 372,969 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 4,644 175,597 SH   SOLE 0 175,597 0 0
MEDTRONIC INC COM 585055106 34,289 537,788 SH   SOLE 0 537,788 0 0
MICRON TECHNOLOGY INC COM 595112103 47,467 1,440,571 SH   SOLE 0 1,440,571 0 0
MICROSOFT CORP COM 594918104 65,414 1,568,685 SH   SOLE 0 1,568,685 0 0
MOLSON COORS BREWING CO CL B 60871R209 8,663 116,813 SH   SOLE 0 116,813 0 0
NAVISTAR INTL CORP NEW COM 63934E108 8,935 238,375 SH   SOLE 0 238,375 0 0
NCR CORP NEW COM 62886E108 12,279 349,908 SH   SOLE 0 349,908 0 0
NEW GOLD INC CDA COM 644535106 4,653 730,374 SH   SOLE 0 730,374 0 0
NEWMONT MINING CORP COM 651639106 4,077 160,243 SH   SOLE 0 160,243 0 0
OWENS CORNING NEW COM 690742101 32,972 852,427 SH   SOLE 0 852,427 0 0
PAPA MURPHYS HLDGS INC COM 698814100 660 68,819 SH   SOLE 0 68,819 0 0
PLUM CREEK TIMBER CO INC COM 729251108 5,638 125,000 SH   SOLE 0 125,000 0 0
POLARIS INDS INC COM 731068102 20,613 158,272 SH   SOLE 0 158,272 0 0
PVH CORP COM 693656100 24,839 213,024 SH   SOLE 0 213,024 0 0
RALPH LAUREN CORP CL A 751212101 23,180 144,252 SH   SOLE 0 144,252 0 0
SANDISK CORP COM 80004C101 50,038 479,161 SH   SOLE 0 479,161 0 0
SEAWORLD ENTMT INC COM 81282V100 61,783 2,180,827 SH   SOLE 0 2,180,827 0 0
SFX ENTMT INC COM 784178303 3,482 429,905 SH   SOLE 0 429,905 0 0
SMUCKER J M CO COM NEW 832696405 15,239 142,994 SH   SOLE 0 142,994 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 13,692 106,938 SH   SOLE 0 106,938 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 986 5,040 SH   SOLE 0 5,040 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 32,822 973,958 SH   SOLE 0 973,958 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 334 41,645 SH   SOLE 0 41,645 0 0
STARBUCKS CORP COM 855244109 22,957 296,678 SH   SOLE 0 296,678 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 3,210 156,511 SH   SOLE 0 156,511 0 0
TIME WARNER CABLE INC COM 88732J207 13,961 94,778 SH   SOLE 0 94,778 0 0
T-MOBILE US INC COM 872590104 8,209 244,169 SH   SOLE 0 244,169 0 0
TRIUMPH GROUP INC NEW COM 896818101 16,135 231,101 SH   SOLE 0 231,101 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 49,539 392,795 SH   SOLE 0 392,795 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,893 202,197 SH   SOLE 0 202,197 0 0
WALTER INVT MGMT CORP COM 93317W102 11,384 382,286 SH   SOLE 0 382,286 0 0
WHOLE FOODS MKT INC COM 966837106 10,286 266,275 SH   SOLE 0 266,275 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 20,176 266,459 SH   SOLE 0 266,459 0 0
YAMANA GOLD INC COM 98462Y100 3,563 433,456 SH   SOLE 0 433,456 0 0
ZYNGA INC CL A 98986T108 12,383 3,857,687 SH   SOLE 0 3,857,687 0 0