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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
ANADARKO PETE CORP COM 032511107 47,866 772,026 SH   SOLE   772,026 0 0
BRUNSWICK CORP COM 117043109 51,175 836,200 SH   SOLE   836,200 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 55,449 941,249 SH   SOLE   941,249 0 0
CIMAREX ENERGY CO COM 171798101 67,670 566,321 SH   SOLE   566,321 0 0
CLIFFS NAT RES INC COM 18683K101 29,166 3,552,538 SH   SOLE   3,552,538 0 0
D R HORTON INC COM 23331A109 66,433 1,994,377 SH   SOLE   1,994,377 0 0
JETBLUE AIRWAYS CORP COM 477143101 19,154 929,359 SH   SOLE   929,359 0 0
MOHAWK INDS INC COM 608190104 55,196 240,515 SH   SOLE   240,515 0 0
PATTERSON UTI ENERGY INC COM 703481101 22,198 914,628 SH   SOLE   914,628 0 0
ROSS STORES INC COM 778296103 36,375 552,222 SH   SOLE   552,222 0 0