The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 39,605 | 247,006 | SH | SOLE | 247,006 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 51,116 | 468,998 | SH | SOLE | 468,998 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 53,216 | 344,443 | SH | SOLE | 344,443 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 43,262 | 901,674 | SH | SOLE | 901,674 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 57,287 | 694,720 | SH | SOLE | 694,720 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 30,189 | 430,598 | SH | SOLE | 430,598 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 24,045 | 848,444 | SH | SOLE | 848,444 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 50,877 | 671,650 | SH | SOLE | 671,650 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 43,140 | 3,378,237 | SH | SOLE | 3,378,237 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 14,251 | 340,121 | SH | SOLE | 340,121 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 33,462 | 1,102,547 | SH | SOLE | 1,102,547 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 21,294 | 320,204 | SH | SOLE | 320,204 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 28,215 | 515,440 | SH | SOLE | 515,440 | 0 | 0 | ||