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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
BROADCOM LTD SHS Y09827109 49,885 321,010 SH   SOLE   321,010 0 0
BRUNSWICK CORP COM 117043109 39,658 875,065 SH   SOLE   875,065 0 0
CABOT OIL & GAS CORP COM 127097103 37,769 1,467,343 SH   SOLE   1,467,343 0 0
DOLLAR TREE INC COM 256746108 63,137 669,955 SH   SOLE   669,955 0 0
EAGLE MATERIALS INC COM 26969P108 1,609 20,850 SH   SOLE   20,850 0 0
NEWELL BRANDS INC COM 651229106 56,260 1,158,336 SH   SOLE   1,158,336 0 0
ROSS STORES INC COM 778296103 43,119 760,602 SH   SOLE   760,602 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 27,170 780,533 SH   SOLE   780,533 0 0
SYNCHRONY FINL COM 87165B103 39,261 1,553,056 SH   SOLE   1,553,056 0 0
TJX COS INC NEW COM 872540109 68,669 889,150 SH   SOLE   889,150 0 0
TRIPADVISOR INC COM 896945201 14,261 221,784 SH   SOLE   221,784 0 0
UNION PAC CORP COM 907818108 55,896 640,640 SH   SOLE   640,640 0 0