The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AIRGAS INC | COM | 009363102 | 96,669 | 911,540 | SH | SOLE | 911,540 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 102,433 | 1,784,547 | SH | SOLE | 1,784,547 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 151,584 | 2,684,802 | SH | SOLE | 2,684,802 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 107,808 | 1,886,076 | SH | SOLE | 1,886,076 | 0 | 0 | ||
| DRESSER-RAND GROUP INC | COM | 261608103 | 44,167 | 707,800 | SH | SOLE | 707,800 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 2,906 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 69,782 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 54,027 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 52,185 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 195,896 | 1,876,942 | SH | SOLE | 1,876,942 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 141,820 | 1,815,650 | SH | SOLE | 1,815,650 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 71,152 | 2,306,400 | SH | SOLE | 2,306,400 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 208,496 | 226,826 | SH | SOLE | 226,826 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 107,316 | 2,494,556 | SH | SOLE | 2,494,556 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 80,392 | 1,104,289 | SH | SOLE | 1,104,289 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 92,726 | 3,544,573 | SH | SOLE | 3,544,573 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 145,750 | 1,649,500 | SH | SOLE | 1,649,500 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 504,030 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 11,708 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| WABTEC CORP | COM | 929740108 | 29,335 | 466,600 | SH | SOLE | 466,600 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 193,021 | 5,308,600 | SH | SOLE | 5,308,600 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 24,659 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||