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 | 3,653 | 52,800 | SH | SOLE | NONE | 52,800 | 0 | 0 | |
| Aecom Technology Corp | COM | 00766T100 | 1,873 | 55,500 | SH | SOLE | NONE | 55,500 | 0 | 0 | |
| Autodesk Inc | COM | 052769106 | 2,424 | 44,000 | SH | SOLE | NONE | 44,000 | 0 | 0 | |
| B/E Aerospace Inc | COM | 073302101 | 6,547 | 78,000 | SH | SOLE | NONE | 78,000 | 0 | 0 | |
| Brookdale Senior Living Inc | COM | 112463104 | 5,671 | 176,000 | SH | SOLE | NONE | 176,000 | 0 | 0 | |
| Canadian Pacific Railway Ltd | COM | 13645T100 | 5,685 | 27,400 | SH | SOLE | NONE | 27,400 | 0 | 0 | |
| CDW Corp/DE | COM | 12514G108 | 7,638 | 246,000 | SH | SOLE | NONE | 246,000 | 0 | 0 | |
| Cemex SAB de CV | SPON ADR NEW | 151290889 | 1,174 | 90,000 | SH | SOLE | NONE | 90,000 | 0 | 0 | |
| Constellium NV | CL A | N22035104 | 2,461 | 100,016 | SH | SOLE | NONE | 100,016 | 0 | 0 | |
| Extended Stay America Inc | UNIT 99/99/9999B | 30224P200 | 9,081 | 382,500 | SH | SOLE | NONE | 382,500 | 0 | 0 | |
| Google Inc | CL C | 38259P706 | 2,309 | 4,000 | SH | SOLE | NONE | 4,000 | 0 | 0 | |
| Graphic Packaging Holding Co | COM | 388689101 | 3,543 | 285,000 | SH | SOLE | NONE | 285,000 | 0 | 0 | |
| Hilton Worldwide Holdings Inc | COM | 43300A104 | 3,202 | 130,000 | SH | SOLE | NONE | 130,000 | 0 | 0 | |
| Huntsman Corp | COM | 447011107 | 1,793 | 69,000 | SH | SOLE | NONE | 69,000 | 0 | 0 | |
| Intuit Inc | COM | 461202103 | 1,835 | 21,000 | SH | SOLE | NONE | 21,000 | 0 | 0 | |
| Jarden Corp | COM | 471109108 | 3,102 | 51,600 | SH | SOLE | NONE | 51,600 | 0 | 0 | |
| Liberty Global PLC | CL C | G5480U120 | 2,338 | 57,000 | SH | SOLE | NONE | 57,000 | 0 | 0 | |
| LyondellBasell Industries NV | CL A | N53745100 | 2,554 | 23,500 | SH | SOLE | NONE | 23,500 | 0 | 0 | |
| Marriott International Inc/DE | COM | 571903202 | 1,188 | 17,000 | SH | SOLE | NONE | 17,000 | 0 | 0 | |
| Martin Marietta Materials Inc | COM | 573284106 | 580 | 4,500 | SH | SOLE | NONE | 4,500 | 0 | 0 | |
| McGraw Hill Financial Inc | COM | 580645109 | 2,576 | 30,500 | SH | SOLE | NONE | 30,500 | 0 | 0 | |
| MeadWestvaco Corp | COM | 583334107 | 2,825 | 69,000 | SH | SOLE | NONE | 69,000 | 0 | 0 | |
| Moody's Corp | COM | 615369105 | 3,101 | 32,815 | SH | SOLE | NONE | 32,815 | 0 | 0 | |
| Morgans Hotel Group Co | COM | 61748W108 | 1,211 | 150,000 | SH | SOLE | NONE | 150,000 | 0 | 0 | |
| Rexnord Corp | COM | 76169B102 | 3,371 | 118,500 | SH | SOLE | NONE | 118,500 | 0 | 0 | |
| Starwood Hotels & Resorts Worl | COM | 85590A401 | 7,248 | 87,100 | SH | SOLE | NONE | 87,100 | 0 | 0 | |
| Union Pacific Corp | COM | 907818108 | 3,253 | 30,000 | SH | SOLE | NONE | 30,000 | 0 | 0 | |
| United Rentals Inc | COM | 911363109 | 3,189 | 28,700 | SH | SOLE | NONE | 28,700 | 0 | 0 | |
| Visteon Corp | COM NEW | 92839U206 | 10,085 | 103,700 | SH | SOLE | NONE | 103,700 | 0 | 0 | |
| Vulcan Materials Co | COM | 929160109 | 602 | 10,000 | SH | SOLE | NONE | 10,000 | 0 | 0 | |
| Westlake Chemical Corp | COM | 960413102 | 1,498 | 17,300 | SH | SOLE | NONE | 17,300 | 0 | 0 | |