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
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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
AIRGAS INC COM 009363102 11,107 105,000 SH   SOLE   105,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 14,703 502,500 SH   SOLE   502,500 0 0
ALLY FINL INC COM 02005N100 6,841 305,000 SH   SOLE   305,000 0 0
AMAZON COM INC COM 023135106 3,907 9,000 SH   SOLE   9,000 0 0
AMERICAN EXPRESS CO COM 025816109 5,907 76,000 SH   SOLE   76,000 0 0
ANADARKO PETE CORP COM 032511107 17,368 222,500 SH   SOLE   222,500 0 0
AXIALL CORP COM 05463D100 22,654 628,400 SH   SOLE   628,400 0 0
B/E AEROSPACE INC COM 073302101 16,882 307,500 SH   SOLE   307,500 0 0
BARRICK GOLD CORP COM 067901108 6,716 630,000 SH   SOLE   630,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 8,579 430,000 SH   SOLE   430,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,701 114,000 SH   SOLE   114,000 0 0
BUNGE LIMITED COM G16962105 23,311 265,500 SH   SOLE   265,500 0 0
BURLINGTON STORES INC COM 122017106 11,264 220,000 SH   SOLE   220,000 0 0
CBS CORP NEW CL B 124857202 14,708 265,000 SH   SOLE   265,000 0 0
CHEMOURS CO COM 163851108 8,000 500,000 SH   SOLE   500,000 0 0
CHICOS FAS INC COM 168615102 29,624 1,781,361 SH   SOLE   1,781,361 0 0
CIT GROUP INC COM NEW 125581801 41,841 900,000 SH   SOLE   900,000 0 0
COCA COLA CO COM 191216100 10,820 275,800 SH Call SOLE   275,800 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 10,121 975,000 SH   SOLE   975,000 0 0
CONAGRA FOODS INC COM 205887102 8,963 205,000 SH   SOLE   205,000 0 0
CSX CORP COM 126408103 3,020 92,500 SH   SOLE   92,500 0 0
D R HORTON INC COM 23331A109 11,354 415,000 SH   SOLE   415,000 0 0
DICKS SPORTING GOODS INC COM 253393102 4,633 89,500 SH   SOLE   89,500 0 0
DISH NETWORK CORP CL A 25470M109 1,553 22,930 SH   SOLE   22,930 0 0
DOW CHEM CO COM 260543103 26,864 525,000 SH   SOLE   525,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,549 150,000 SH   SOLE   150,000 0 0
FLUOR CORP NEW COM 343412102 10,337 195,000 SH   SOLE   195,000 0 0
FMC TECHNOLOGIES INC COM 30249U101 26,346 635,000 SH   SOLE   635,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 3,259 175,000 SH   SOLE   175,000 0 0
GENERAL ELECTRIC CO COM 369604103 5,048 190,000 SH   SOLE   190,000 0 0
GENERAL MTRS CO COM 37045V100 5,000 150,000 SH   SOLE   150,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 5,065 72,000 SH   SOLE   72,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 5,648 205,000 SH   SOLE   205,000 0 0
KB HOME COM 48666K109 3,735 225,000 SH   SOLE   225,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 6,911 136,500 SH   SOLE   136,500 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 7,688 207,500 SH   SOLE   207,500 0 0
LULULEMON ATHLETICA INC COM 550021109 9,403 144,000 SH   SOLE   144,000 0 0
MASCO CORP COM 574599106 8,268 310,000 SH   SOLE   310,000 0 0
MCDONALDS CORP COM 580135101 8,366 88,000 SH   SOLE   88,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 18,044 200,000 SH   SOLE   200,000 0 0
MEADWESTVACO CORP COM 583334107 10,618 225,000 SH   SOLE   225,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,247 287,500 SH   SOLE   287,500 0 0
MOHAWK INDS INC COM 608190104 27,528 144,200 SH   SOLE   144,200 0 0
MOLSON COORS BREWING CO CL B 60871R209 25,481 365,000 SH   SOLE   365,000 0 0
MONDELEZ INTL INC CL A 609207105 3,209 78,000 SH   SOLE   78,000 0 0
MONSANTO CO NEW COM 61166W101 4,690 44,000 SH   SOLE   44,000 0 0
MOSAIC CO NEW COM 61945C103 13,821 295,000 SH   SOLE   295,000 0 0
NORDSTROM INC COM 655664100 12,293 165,000 SH   SOLE   165,000 0 0
NUCOR CORP COM 670346105 5,509 125,000 SH   SOLE   125,000 0 0
OWENS CORNING NEW COM 690742101 4,022 97,500 SH   SOLE   97,500 0 0
PANERA BREAD CO CL A 69840W108 17,040 97,500 SH   SOLE   97,500 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 5,800 252,500 SH   SOLE   252,500 0 0
PVH CORP COM 693656100 9,792 85,000 SH   SOLE   85,000 0 0
REALOGY HLDGS CORP COM 75605Y106 24,519 524,800 SH   SOLE   524,800 0 0
REGIONS FINL CORP NEW COM 7591EP100 9,972 962,500 SH   SOLE   962,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,345 83,000 SH   SOLE   83,000 0 0
ROVI CORP COM 779376102 11,047 692,600 SH   SOLE   692,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 20,656 262,500 SH   SOLE   262,500 0 0
RYLAND GROUP INC COM 783764103 4,753 102,500 SH   SOLE   102,500 0 0
SNYDERS-LANCE INC COM 833551104 5,486 170,000 SH   SOLE   170,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 6,649 292,500 SH   SOLE   292,500 0 0
STEEL DYNAMICS INC COM 858119100 5,489 265,000 SH   SOLE   265,000 0 0
TENNECO INC COM 880349105 21,540 375,000 SH   SOLE   375,000 0 0
TREEHOUSE FOODS INC COM 89469A104 4,643 57,300 SH   SOLE   57,300 0 0
TWITTER INC COM 90184L102 4,165 115,000 SH   SOLE   115,000 0 0
TYCO INTL PLC SHS G91442106 6,388 166,000 SH   SOLE   166,000 0 0
TYSON FOODS INC CL A 902494103 41,564 975,000 SH   SOLE   975,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 11,823 122,000 SH   SOLE   122,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,044 63,500 SH   SOLE   63,500 0 0
VOYA FINL INC COM 929089100 13,338 287,033 SH   SOLE   287,033 0 0
WESTLAKE CHEM CORP COM 960413102 19,219 280,200 SH   SOLE   280,200 0 0
WYNN RESORTS LTD COM 983134107 1,776 18,000 SH   SOLE   18,000 0 0
XYLEM INC COM 98419M100 3,707 100,000 SH   SOLE   100,000 0 0