The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 6,516 104,323 SH   SOLE   104,323 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 19,670 298,392 SH   SOLE   298,392 0 0
AMAZON COM INC COM 023135106 23,119 34,205 SH   SOLE   34,205 0 0
ANTHEM INC COM 036752103 20,945 150,206 SH   SOLE   150,206 0 0
APACHE CORP COM 037411105 9,783 220,000 SH   SOLE   220,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 28,536 200,336 SH   SOLE   200,336 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999 30224P200 548 34,446 SH   SOLE   34,446 0 0
KROGER CO COM 501044101 13,170 314,850 SH   SOLE   314,850 0 0
LOWES COS INC COM 548661107 13,596 178,800 SH   SOLE   178,800 0 0
MGIC INVT CORP WIS COM 552848103 12,903 1,461,267 SH   SOLE   1,461,267 0 0
MOLSON COORS BREWING CO CL A 60871R100 11,924 126,955 SH   SOLE   126,955 0 0
NEWFIELD EXPL CO COM 651290108 16,280 500,000 SH Call SOLE   500,000 0 0
ONEMAIN HLDGS INC COM 68268W103 20,558 494,899 SH   SOLE   494,899 0 0
SABRE CORP COM 78573M104 19,106 683,080 SH   SOLE   683,080 0 0
SYNCHRONY FINL COM 87165B103 25,001 822,132 SH   SOLE   822,132 0 0
TIME WARNER INC COM NEW 887317303 14,123 76,100 SH   SOLE   76,100 0 0
VISTEON CORP COM NEW 92839U206 1,801 15,728 SH   SOLE   15,728 0 0
WEBSTER FINL CORP CONN COM 947890109 20,582 553,438 SH   SOLE   553,438 0 0