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 |
| Adobe Systems Inc | COM | 00724F101 | 3,821 | 52,800 | SH | SOLE | NONE | 52,800 | 0 | 0 | |
| Allison Transmission Holdings Inc | COM | 01973R101 | 5,971 | 192,000 | SH | SOLE | NONE | 192,000 | 0 | 0 | |
| American Airlines Group Inc | COM | 02376R102 | 2,590 | 60,300 | SH | SOLE | NONE | 60,300 | 0 | 0 | |
| Asbury Automotive Group Inc | COM | 043436104 | 2,646 | 38,500 | SH | SOLE | NONE | 38,500 | 0 | 0 | |
| Autodesk Inc | COM | 052769106 | 2,481 | 44,000 | SH | SOLE | NONE | 44,000 | 0 | 0 | |
| Autonation Inc | COM | 05329W102 | 2,089 | 35,000 | SH | SOLE | NONE | 35,000 | 0 | 0 | |
| Canadian Pacific Railway Limited | COM | 13645T100 | 1,993 | 11,000 | SH | SOLE | NONE | 11,000 | 0 | 0 | |
| CDW Corporation | COM | 12514G108 | 7,842 | 246,000 | SH | SOLE | NONE | 246,000 | 0 | 0 | |
| Constellium NV | CL A | N22035104 | 8,675 | 270,596 | SH | SOLE | NONE | 270,596 | 0 | 0 | |
| Cummins Inc | COM | 231021106 | 3,240 | 21,000 | SH | SOLE | NONE | 21,000 | 0 | 0 | |
| Google Inc | CL C | 38259P706 | 4,015 | 6,980 | SH | SOLE | NONE | 6,980 | 0 | 0 | |
| Hilton Worldwide Holdings Inc | COM | 43300A104 | 3,029 | 130,000 | SH | SOLE | NONE | 130,000 | 0 | 0 | |
| Huntsman Corporation | COM | 447011107 | 1,939 | 69,000 | SH | SOLE | NONE | 69,000 | 0 | 0 | |
| Jarden Corp | COM | 471109108 | 5,496 | 92,600 | SH | SOLE | NONE | 92,600 | 0 | 0 | |
| Liberty Global PLC | SHS CL C | G5480U120 | 11,679 | 276,040 | SH | SOLE | NONE | 276,040 | 0 | 0 | |
| Lithia Motors Inc | CL A | 536797103 | 4,374 | 46,500 | SH | SOLE | NONE | 46,500 | 0 | 0 | |
| LyondellBasell Industries NV | SHS - A - | N53745100 | 3,320 | 34,000 | SH | SOLE | NONE | 34,000 | 0 | 0 | |
| Moody's Corporation | COM | 615369105 | 4,148 | 47,315 | SH | SOLE | NONE | 47,315 | 0 | 0 | |
| NcGraw Hill Finincial Inc | COM | 580645109 | 3,736 | 45,000 | SH | SOLE | NONE | 45,000 | 0 | 0 | |
| Now Inc | COM | 67011P100 | 7,061 | 195,000 | SH | SOLE | NONE | 195,000 | 0 | 0 | |
| Rexnord Corporation | COM | 76169B102 | 3,941 | 140,000 | SH | SOLE | NONE | 140,000 | 0 | 0 | |
| Twenty-First Century Fox Inc | CL A | 90130A101 | 3,725 | 105,980 | SH | SOLE | NONE | 105,980 | 0 | 0 | |
| Viacom Inc | CL B | 92553P201 | 5,637 | 65,000 | SH | SOLE | NONE | 65,000 | 0 | 0 | |
| Visteon Corporation | COM NEW | 92839U206 | 11,990 | 123,600 | SH | SOLE | NONE | 123,600 | 0 | 0 | |