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
THE ADT CORPORATION COM 00101J106 15,978 394,818 SH   SOLE   394,818 0 0
BEST BUY INC COM 086516101 8,734 219,000 SH   SOLE   219,000 0 0
BOULDER BRANDS INC COM 101405108 8,159 514,423 SH   SOLE   514,423 0 0
BRUNSWICK CORP COM 117043109 15,926 345,768 SH   SOLE   345,768 0 0
CABELAS INC COM 126804301 8,666 130,000 SH   SOLE   130,000 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 7,452 150,037 SH   SOLE   150,037 0 0
CARMAX INC COM 143130102 7,664 163,000 SH   SOLE   163,000 0 0
COOPER COS INC COM NEW 216648402 10,625 85,800 SH   SOLE   85,800 0 0
DEAN FOODS CO NEW COM NEW 242370203 11,971 696,400 SH   SOLE   696,400 0 0
DISH NETWORK CORP CL A 25470M109 9,398 162,250 SH   SOLE   162,250 0 0
ECHOSTAR CORP CL A 278768106 11,046 222,164 SH   SOLE   222,164 0 0
EXPRESS INC COM 30219E103 7,963 426,530 SH   SOLE   426,530 0 0
FACEBOOK INC CL A 30303M102 12,405 227,000 SH   SOLE   227,000 0 0
FIFTH & PAC COS INC COM 316645100 8,617 268,700 SH   SOLE   268,700 0 0
GNC HLDGS INC COM CL A 36191G107 7,853 134,358 SH   SOLE   134,358 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 16,883 223,500 SH   SOLE   223,500 0 0
GROUPON INC COM CL A 399473107 7,319 622,086 SH   SOLE   622,086 0 0
HARLEY DAVIDSON INC COM 412822108 7,470 107,890 SH   SOLE   107,890 0 0
JARDEN CORP COM 471109108 17,307 282,100 SH   SOLE   282,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 7,749 91,900 SH   SOLE   91,900 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 6,144 42,000 SH   SOLE   42,000 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 11,404 140,820 SH   SOLE   140,820 0 0
PGT INC COM 69336V101 4,604 454,908 SH   SOLE   454,908 0 0
QUIKSILVER INC COM 74838C106 8,707 992,845 SH   SOLE   992,845 0 0
SEAWORLD ENTMT INC COM 81282V100 10,165 353,317 SH   SOLE   353,317 0 0
TIME WARNER CABLE INC COM 88732J207 9,878 72,900 SH   SOLE   72,900 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 16,428 170,204 SH   SOLE   170,204 0 0