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 |
| ADTALEM GLOBAL ED INC | COM | 00737L103 | 4,661 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 8,526 | 44,900 | SH | SOLE | 44,900 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 9,033 | 91,702 | SH | SOLE | 91,702 | 0 | 0 | ||
| ARCHROCK INC | COM | 03957W106 | 4,176 | 332,755 | SH | SOLE | 332,755 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,519 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 2,330 | 241,000 | SH | SOLE | 241,000 | 0 | 0 | ||
| CAPELLA EDUCATION COMPANY | COM | 139594105 | 3,858 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 1,926 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 3,129 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 874 | 203,300 | SH | SOLE | 203,300 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 5,955 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 13,739 | 399,752 | SH | SOLE | 399,752 | 0 | 0 | ||
| CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 6,534 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 4,046 | 127,986 | SH | SOLE | 127,986 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 3,734 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 6,780 | 188,500 | SH | SOLE | 188,500 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 5,006 | 261,000 | SH | SOLE | 261,000 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 5,488 | 438,000 | SH | SOLE | 438,000 | 0 | 0 | ||
| NASDAQ INC | COM | 631103108 | 6,540 | 84,313 | SH | SOLE | 84,313 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 7,972 | 129,670 | SH | SOLE | 129,670 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 5,379 | 97,074 | SH | SOLE | 97,074 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 12,179 | 190,200 | SH | SOLE | 190,200 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 10,345 | 146,370 | SH | SOLE | 146,370 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 2,596 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 7,248 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 11,562 | 179,200 | SH | SOLE | 179,200 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 4,367 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | 1,655 | 477,079 | SH | SOLE | 477,079 | 0 | 0 | ||
| WEYERHAEUSER CO | COM | 962166104 | 2,092 | 61,480 | SH | SOLE | 61,480 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 7,043 | 234,680 | SH | SOLE | 234,680 | 0 | 0 | ||
| ZOES KITCHEN INC | COM | 98979J109 | 2,723 | 215,631 | SH | SOLE | 215,631 | 0 | 0 | ||