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 |
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 5,960 | 125,096 | SH | SOLE | 125,096 | 0 | 0 | ||
| AON PLC | SHS CL A | G0408V102 | 8,176 | 93,264 | SH | SOLE | 93,264 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 4,760 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 5,669 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 7,068 | 128,277 | SH | SOLE | 128,277 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 5,624 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 4,967 | 160,180 | SH | SOLE | 160,180 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 5,941 | 345,211 | SH | SOLE | 345,211 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 6,007 | 112,272 | SH | SOLE | 112,272 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 6,591 | 148,570 | SH | SOLE | 148,570 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 7,735 | 88,741 | SH | SOLE | 88,741 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 3,988 | 127,352 | SH | SOLE | 127,352 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 9,588 | 156,897 | SH | SOLE | 156,897 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 5,887 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 3,681 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 5,634 | 26,514 | SH | SOLE | 26,514 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 5,286 | 190,547 | SH | SOLE | 190,547 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 5,632 | 345,124 | SH | SOLE | 345,124 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 5,620 | 202,961 | SH | SOLE | 202,961 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 4,787 | 167,190 | SH | SOLE | 167,190 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 6,229 | 218,406 | SH | SOLE | 218,406 | 0 | 0 | ||
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 6,081 | 91,166 | SH | SOLE | 91,166 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 5,020 | 37,238 | SH | SOLE | 37,238 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 5,903 | 79,301 | SH | SOLE | 79,301 | 0 | 0 | ||
| NIELSEN N V | COM | N63218106 | 9,685 | 218,472 | SH | SOLE | 218,472 | 0 | 0 | ||
| PROGRESSIVE WASTE SOLUTIONS | COM | 74339G101 | 5,723 | 222,265 | SH | SOLE | 222,265 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 3,863 | 110,743 | SH | SOLE | 110,743 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 6,187 | 138,932 | SH | SOLE | 138,932 | 0 | 0 | ||
| VCA INC | COM | 918194101 | 8,128 | 206,658 | SH | SOLE | 206,658 | 0 | 0 | ||