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 106,388 413,303 SH   SOLE 0 413,303 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 80,080 2,636,809 SH   SOLE 0 2,636,809 0 0
AIR PRODS & CHEMS INC COM 009158106 206 1,427 SH   SOLE 0 1,427 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 112,981 2,106,659 SH   SOLE 0 2,106,659 0 0
AMERICAN CAP LTD COM 02503Y103 10,732 734,505 SH   SOLE 0 734,505 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 13,905 248,245 SH   SOLE 0 248,245 0 0
APPLE INC COM 037833100 8,409 76,180 SH   SOLE 0 76,180 0 0
APPLIED MATLS INC COM 038222105 109,674 4,401,023 SH   SOLE 0 4,401,023 0 0
ARES CAP CORP COM 04010L103 19,426 1,244,865 SH   SOLE 0 1,244,865 0 0
AUTOZONE INC COM 053332102 17,775 28,711 SH   SOLE 0 28,711 0 0
AVIS BUDGET GROUP COM 053774105 80,962 1,220,599 SH   SOLE 0 1,220,599 0 0
AXALTA COATING SYS LTD COM G0750C108 19,012 730,670 SH   SOLE 0 730,670 0 0
B/E AEROSPACE INC COM 073302101 92,283 1,590,530 SH   SOLE 0 1,590,530 0 0
BANK NEW YORK MELLON CORP COM 064058100 122,154 3,010,949 SH   SOLE 0 3,010,949 0 0
BARCLAYS BK PLC IPSP CROIL ETN 06738C786 8,705 694,193 SH   SOLE 0 694,193 0 0
BEST BUY INC COM 086516101 86,304 2,214,058 SH   SOLE 0 2,214,058 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,893 521,496 SH   SOLE 0 521,496 0 0
CF INDS HLDGS INC COM 125269100 23,464 86,096 SH   SOLE 0 86,096 0 0
CISCO SYS INC COM 17275R102 69,905 2,513,207 SH   SOLE 0 2,513,207 0 0
CITIZENS FINL GROUP INC COM 174610105 15,677 630,615 SH   SOLE 0 630,615 0 0
CONNS INC COM 208242107 7,197 385,056 SH   SOLE 0 385,056 0 0
CREE INC COM 225447101 8,270 256,676 SH   SOLE 0 256,676 0 0
DIRECTV COM 25490A309 9,466 109,190 SH   SOLE 0 109,190 0 0
DOLLAR GEN CORP NEW COM 256677105 47,305 669,089 SH   SOLE 0 669,089 0 0
E M C CORP MASS COM 268648102 66,628 2,240,361 SH   SOLE 0 2,240,361 0 0
EBAY INC COM 278642103 115,814 2,063,701 SH   SOLE 0 2,063,701 0 0
EP ENERGY CORP CL A 268785102 5,056 484,288 SH   SOLE 0 484,288 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 27,349 522,213 SH   SOLE 0 522,213 0 0
FASTENAL CO COM 311900104 14,742 309,963 SH   SOLE 0 309,963 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 100,054 8,949,291 SH   SOLE 0 8,949,291 0 0
HD SUPPLY HLDGS INC COM 40416M105 127,531 4,324,543 SH   SOLE 0 4,324,543 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 119,644 4,797,246 SH   SOLE 0 4,797,246 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 41,058 1,573,707 SH   SOLE 0 1,573,707 0 0
JARDEN CORP COM 471109108 15,672 327,306 SH   SOLE 0 327,306 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 89,418 6,517,335 SH   SOLE 0 6,517,335 0 0
JUNIPER NETWORKS INC COM 48203R104 5,077 227,496 SH   SOLE 0 227,496 0 0
KB HOME COM 48666K109 12,801 773,434 SH   SOLE 0 773,434 0 0
KEURIG GREEN MTN INC COM 49271M100 18,059 136,400 SH   SOLE 0 136,400 0 0
KLX INC COM 482539103 37,868 917,992 SH   SOLE 0 917,992 0 0
LA QUINTA HLDGS INC COM 50420D108 39,830 1,805,517 SH   SOLE 0 1,805,517 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 13,814 469,552 SH   SOLE 0 469,552 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 15,400 572,482 SH   SOLE 0 572,482 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,981 37,555 SH   SOLE 0 37,555 0 0
MEDTRONIC INC COM 585055106 82,549 1,143,342 SH   SOLE 0 1,143,342 0 0
MICRON TECHNOLOGY INC COM 595112103 72,152 2,060,897 SH   SOLE 0 2,060,897 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 7,681 148,301 SH   SOLE 0 148,301 0 0
POLARIS INDS INC COM 731068102 25,949 171,572 SH   SOLE 0 171,572 0 0
PPG INDS INC COM 693506107 8,040 34,783 SH   SOLE 0 34,783 0 0
PRICELINE GRP INC COM NEW 741503403 226 198 SH   SOLE 0 198 0 0
SALIX PHARMACEUTICALS INC COM 795435106 75,101 653,397 SH   SOLE 0 653,397 0 0
SANDISK CORP COM 80004C101 9,012 91,986 SH   SOLE 0 91,986 0 0
SERVICE CORP INTL COM 817565104 59,337 2,613,968 SH   SOLE 0 2,613,968 0 0
SFX ENTMT INC COM 784178303 2,361 521,155 SH   SOLE 0 521,155 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 68,092 599,508 SH   SOLE 0 599,508 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,840 13,818 SH   SOLE 0 13,818 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 348,822 1,697,100 SH Put SOLE 0 1,697,100 0 0
T MOBILE US INC COM 872590104 104,281 3,870,851 SH   SOLE 0 3,870,851 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,065 359,054 SH   SOLE 0 359,054 0 0
TIME WARNER CABLE INC COM 88732J207 9,855 64,810 SH   SOLE 0 64,810 0 0
TRINITY INDS INC COM 896522109 10,493 374,597 SH   SOLE 0 374,597 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 121,237 847,161 SH   SOLE 0 847,161 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 41,113 539,545 SH   SOLE 0 539,545 0 0
WAYFAIR INC CL A 94419L101 3,941 198,568 SH   SOLE 0 198,568 0 0
WHOLE FOODS MKT INC COM 966837106 14,940 296,297 SH   SOLE 0 296,297 0 0
YAHOO INC COM 984332106 80,349 1,590,753 SH   SOLE 0 1,590,753 0 0
ZYNGA INC CL A 98986T108 6,207 2,333,535 SH   SOLE 0 2,333,535 0 0