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 |
| Best Buy | COM | 086516101 | 6,930 | 141,000 | SH | SOLE | 141,000 | 0 | 0 | ||
| J2 Global Inc. | COM | 48123V102 | 839 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| McKesson Corp. | COM | 58155Q103 | 18,444 | 124,400 | SH | SOLE | 124,400 | 0 | 0 | ||
| Office Depot Inc. | COM | 676220106 | 17,606 | 3,774,000 | SH | SOLE | 3,774,000 | 0 | 0 | ||
| Skechers USA Inc. | COM | 830566105 | 13,190 | 480,500 | SH | SOLE | 480,500 | 0 | 0 | ||
| Spirit Aerosystems Hldg Inc. | COM | 848574109 | 18,245 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| Lendingtree Inc. | COM | 52603B107 | 3,384 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| Travelport Worldwide Ltd. | COM | G9019D104 | 18,867 | 1,603,000 | SH | SOLE | 1,603,000 | 0 | 0 | ||
| Web Com Group Inc. | COM | 94733A104 | 17,023 | 882,000 | SH | SOLE | 882,000 | 0 | 0 | ||
| Wells Fargo & Co. | COM | 949746101 | 22,598 | 406,000 | SH | SOLE | 406,000 | 0 | 0 | ||