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 |
| AARON'S INC | COM PAR $0.50 | 002535300 | 2,898 | 94,809 | SH | SOLE | 94,809 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 2,981 | 44,942 | SH | SOLE | 44,942 | 0 | 0 | ||
| BELMOND LTD | CL A | G1154H107 | 3,784 | 305,914 | SH | SOLE | 305,914 | 0 | 0 | ||
| DOMINION DIAMOND CORP | COM | 257287102 | 17,884 | 995,782 | SH | SOLE | 995,782 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 3,124 | 40,038 | SH | SOLE | 40,038 | 0 | 0 | ||
| FELCOR LODGING TR INC | COM | 31430F101 | 1,830 | 169,158 | SH | SOLE | 169,158 | 0 | 0 | ||
| HERTZ WORLDWIDE HLDGS INC | COM | 42805T105 | 1,804 | 72,350 | SH | SOLE | 72,350 | 0 | 0 | ||
| HERTZ WORLDWIDE HLDGS INC | COM | 42805T105 | 434 | 17,400 | SH | Call | SOLE | 17,400 | 0 | 0 | |
| HILTON WORLDWIDE HOLDINGS | COM | 43300A104 | 1,674 | 64,144 | SH | SOLE | 64,144 | 0 | 0 | ||
| ISHARES | US HOME CONS ETF | 464288752 | 2,041 | 78,871 | SH | SOLE | 78,871 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 994 | 31,051 | SH | SOLE | 31,051 | 0 | 0 | ||
| LORILLARD INC | COM | 544147101 | 2,718 | 43,179 | SH | SOLE | 43,179 | 0 | 0 | ||
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 2,211 | 33,340 | SH | SOLE | 33,340 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 3,361 | 42,335 | SH | SOLE | 42,335 | 0 | 0 | ||
| PILGRIMS PRIDE | COM | 72147K108 | 445 | 13,557 | SH | SOLE | 13,557 | 0 | 0 | ||
| PINNACLE ENTERTAINMENT INC | COM | 723456109 | 1,331 | 59,810 | SH | SOLE | 59,810 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 2,467 | 137,818 | SH | SOLE | 137,818 | 0 | 0 | ||
| SEQUENTIAL BRANDS GROUP INC | COM NEW | 817340201 | 1,882 | 143,976 | SH | SOLE | 143,976 | 0 | 0 | ||
| SIGNET JEWELERS | SHS | G81276100 | 3,888 | 29,550 | SH | SOLE | 29,550 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 2,007 | 36,542 | SH | SOLE | 36,542 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 3,737 | 93,220 | SH | SOLE | 93,220 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 2,269 | 31,141 | SH | SOLE | 31,141 | 0 | 0 | ||