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 |
| AON PLC | SHS CL A | G0408V102 | 10,481 | 124,935 | SH | SOLE | 1 | 124,935 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 5,128 | 101,900 | SH | SOLE | 1 | 101,900 | 0 | 0 | |
| B/E AEROSPACE INC | COM | 073302101 | 6,109 | 70,196 | SH | SOLE | 1 | 70,196 | 0 | 0 | |
| BLOCK H & R INC | COM | 093671105 | 6,225 | 214,360 | SH | SOLE | 1 | 214,360 | 0 | 0 | |
| CAREFUSION CORP | COM | 14170T101 | 5,117 | 128,498 | SH | SOLE | 1 | 128,498 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 7,670 | 120,325 | SH | SOLE | 1 | 120,325 | 0 | 0 | |
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 6,998 | 158,566 | SH | SOLE | 1 | 158,566 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 11,129 | 158,130 | SH | SOLE | 1 | 158,130 | 0 | 0 | |
| COPART INC | COM | 217204106 | 4,425 | 120,726 | SH | SOLE | 1 | 120,726 | 0 | 0 | |
| FIDELITY NATIONAL FINANCIAL | CL A | 31620R105 | 9,115 | 280,907 | SH | SOLE | 1 | 280,907 | 0 | 0 | |
| HARLEY DAVIDSON INC | COM | 412822108 | 5,234 | 75,595 | SH | SOLE | 1 | 75,595 | 0 | 0 | |
| HSN INC | COM | 404303109 | 1,623 | 26,058 | SH | SOLE | 1 | 26,058 | 0 | 0 | |
| INTERNATIONAL GAME TECHNOLOG | COM | 459902102 | 6,240 | 343,599 | SH | SOLE | 1 | 343,599 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 2,972 | 125,865 | SH | SOLE | 1 | 125,865 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 7,970 | 269,719 | SH | SOLE | 1 | 269,719 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 6,545 | 222,987 | SH | SOLE | 1 | 222,987 | 0 | 0 | |
| LPL FINL HLDGS INC | COM | 50212V100 | 6,163 | 130,983 | SH | SOLE | 1 | 130,983 | 0 | 0 | |
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 5,892 | 108,242 | SH | SOLE | 1 | 108,242 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 5,212 | 35,000 | SH | SOLE | 1 | 35,000 | 0 | 0 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 6,143 | 91,000 | SH | SOLE | 1 | 91,000 | 0 | 0 | |
| NIELSEN HOLDINGS N V | COM | N63218106 | 13,857 | 301,954 | SH | SOLE | 1 | 301,954 | 0 | 0 | |
| PROGRESSIVE WASTE SOLUTIONS | COM | 74339G101 | 5,413 | 218,807 | SH | SOLE | 1 | 218,807 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 5,840 | 150,627 | SH | SOLE | 1 | 150,627 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 6,231 | 79,177 | SH | SOLE | 1 | 79,177 | 0 | 0 | |
| VCA ANTECH INC | COM | 918194101 | 4,732 | 150,908 | SH | SOLE | 1 | 150,908 | 0 | 0 | |
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 6,541 | 120,955 | SH | SOLE | 1 | 120,955 | 0 | 0 | |