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
Estimated average burden
hours per response: 23.8
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 CMN COM 009363102 5,289 50,000 SH   SOLE   50,000 0 0
CDK GLOBAL INC CMN COM 12508E101 3,779 70,000 SH   SOLE   70,000 0 0
CARNIVAL CORPORATION CMN COM 143658300 3,951 80,000 SH   SOLE   80,000 0 0
DISH NETWORK CORPORATION CMN CLASS A COM 25470M109 2,708 40,000 SH   SOLE   40,000 0 0
FORTINET, INC. CMN COM 34959E109 7,853 190,000 SH   SOLE   190,000 0 0
THE GOODYEAR TIRE & RUBBER CO. CMN COM 382550101 4,523 150,000 SH   SOLE   150,000 0 0
HUMANA INC. CMN COM 444859102 956 5,000 SH   SOLE   5,000 0 0
JETBLUE AIRWAYS CORPORATION CMN COM 477143101 1,366 65,800 SH   SOLE   65,800 0 0
KANSAS CITY SOUTHERN CMN COM 485170302 6,384 70,000 SH   SOLE   70,000 0 0
MACQUARIE INFRASTRUCTURE CORP CMN COM 55608B105 2,776 33,592 SH   SOLE   33,592 0 0
SIRIUS XM HOLDINGS INC CMN COM 82968B103 2,425 650,000 SH   SOLE   650,000 0 0
SOUFUN HLDGS LTD ADR CMN COM 836034108 3,364 400,000 SH   SOLE   400,000 0 0
VODAFONE GROUP PLC ADR CMN COM 92857W308 1,458 40,000 SH   SOLE   40,000 0 0
TOWER SEMICONDUCTOR LTD CMN COM M87915274 2,810 182,000 SH   SOLE   182,000 0 0
ROYAL CARIBBEAN CRUISES LTD ISIN: LR0008862868 COM V7780T103 2,888 36,700 SH   SOLE   36,700 0 0