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 |
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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 |