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 |
| BOULDER BRANDS INC | COM | 101405108 | 10,780 | 611,785 | SH | SOLE | 611,785 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 17,589 | 388,368 | SH | SOLE | 388,368 | 0 | 0 | ||
| CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 1,686 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| CABELAS INC | COM | 126804301 | 16,191 | 247,153 | SH | SOLE | 247,153 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 6,851 | 146,400 | SH | SOLE | 146,400 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 12,882 | 151,600 | SH | SOLE | 151,600 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 16,991 | 123,700 | SH | SOLE | 123,700 | 0 | 0 | ||
| DIAMOND FOODS INC | COM | 252603105 | 9,765 | 279,558 | SH | SOLE | 279,558 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 7,325 | 117,750 | SH | SOLE | 117,750 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 16,056 | 337,598 | SH | SOLE | 337,598 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 12,841 | 213,157 | SH | SOLE | 213,157 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 12,048 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| GROUPON INC | COM CL A | 399473107 | 5,623 | 717,249 | SH | SOLE | 717,249 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 7,213 | 920,000 | SH | Call | SOLE | 920,000 | 0 | 0 | |
| HARLEY DAVIDSON INC | COM | 412822108 | 10,137 | 152,190 | SH | SOLE | 152,190 | 0 | 0 | ||
| INVENSENSE INC | COM | 46123D205 | 1,704 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| JARDEN CORP | COM | 471109108 | 9,139 | 152,757 | SH | SOLE | 152,757 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 4,571 | 123,242 | SH | SOLE | 123,242 | 0 | 0 | ||
| KEURIG GREEN MTN INC | COM | 49271M100 | 9,503 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 3,606 | 88,566 | SH | SOLE | 88,566 | 0 | 0 | ||
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 8,061 | 113,968 | SH | SOLE | 113,968 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 5,717 | 410,106 | SH | SOLE | 410,106 | 0 | 0 | ||
| PGT INC | COM | 69336V101 | 6,405 | 556,471 | SH | SOLE | 556,471 | 0 | 0 | ||
| QUIKSILVER INC | COM | 74838C106 | 7,106 | 946,196 | SH | SOLE | 946,196 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 9,977 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 4,448 | 48,900 | SH | SOLE | 48,900 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 8,879 | 293,717 | SH | SOLE | 293,717 | 0 | 0 | ||
| SERVICE CORP INTL | COM | 817565104 | 15,904 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 12,000 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 12,336 | 126,600 | SH | SOLE | 126,600 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 7,038 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| XOOM CORP | COM | 98419Q101 | 5,718 | 292,943 | SH | SOLE | 292,943 | 0 | 0 | ||