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 |
| AMTRUST FINL SVCS INC | COM | 032359309 | 1,392 | 24,755 | SH | SOLE | 1 | 0 | 0 | ||
| BAKER HUGHES INC | COM | 057224107 | 3,196 | 57,000 | SH | SOLE | 1 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 2,942 | 50,700 | SH | SOLE | 1 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 803 | 17,000 | SH | SOLE | 1 | 0 | 0 | ||
| CABELAS INC | COM | 126804301 | 3,758 | 71,300 | SH | SOLE | 1 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 7,862 | 90,044 | SH | SOLE | 1 | 0 | 0 | ||
| CBS CORP | CL B | 124857202 | 719 | 13,000 | SH | SOLE | 1 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 6,701 | 127,250 | SH | SOLE | 1 | 0 | 0 | ||
| CONNS INC | COM | 208242107 | 1,049 | 56,100 | SH | SOLE | 1 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 7,852 | 48,445 | SH | SOLE | 1 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 11,777 | 349,272 | SH | SOLE | 1 | 0 | 0 | ||
| DOLLAR GENERAL CORP NEW | COM | 256677105 | 8,215 | 116,189 | SH | SOLE | 1 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 10,448 | 148,445 | SH | SOLE | 1 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 6,044 | 107,700 | SH | SOLE | 1 | 0 | 0 | ||
| ETHAN ALLEN INTERIORS INC | COM | 297602104 | 530 | 17,100 | SH | SOLE | 1 | 0 | 0 | ||
| FAMILY DLR STORES INC | COM | 307000109 | 3,604 | 45,500 | SH | SOLE | 1 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 740 | 10,422 | SH | SOLE | 1 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 4,459 | 235,563 | SH | SOLE | 1 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 6,646 | 26,075 | SH | SOLE | 1 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 10,128 | 117,550 | SH | SOLE | 1 | 0 | 0 | ||
| MYLAN INC | COM | 628530107 | 8,804 | 156,185 | SH | SOLE | 1 | 0 | 0 | ||
| NIELSEN HOLDINGS N V | COM | N63218106 | 5,856 | 130,920 | SH | SOLE | 1 | 0 | 0 | ||
| NORTHSTAR ASSET MGMT GROUP I | COM | 66705Y104 | 684 | 30,300 | SH | SOLE | 1 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 1,759 | 18,600 | SH | SOLE | 1 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 3,341 | 108,700 | SH | SOLE | 1 | 0 | 0 | ||
| SOUTHERN CO | COM | 842587107 | 1,973 | 40,176 | SH | SOLE | 1 | 0 | 0 | ||
| TUMI HLDGS INC | COM | 89969Q104 | 1,731 | 72,943 | SH | SOLE | 1 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 4,518 | 117,650 | SH | SOLE | 1 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 2,547 | 17,800 | SH | SOLE | 1 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 13,750 | 52,439 | SH | SOLE | 1 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 4,211 | 57,800 | SH | SOLE | 1 | 0 | 0 | ||