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 |
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 6,894 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 12,771 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 11,454 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 25,381 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 18,301 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 24,057 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 25,806 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 17,047 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 50,408 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||