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 |
| US CONCRETE INC | COM | 90333L201 | 9,112 | 220,000 | SH | SOLE | 9,112 | 0 | 0 | ||
| MARTIN MARIETTA MATERIALS | COM | 573284106 | 8,047 | 40,000 | SH | SOLE | 8,047 | 0 | 0 | ||
| ECHOSTAR CORP-A | CL A | 278768106 | 7,838 | 215,040 | SH | SOLE | 7,838 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 7,680 | 40,000 | SH | SOLE | 7,680 | 0 | 0 | ||
| SUMMIT MATERIALS INC | CL A | 86614U100 | 7,938 | 500,200 | SH | SOLE | 7,938 | 0 | 0 | ||
| GODADDY INC - CLASS A | CL A | 380237107 | 7,519 | 100,000 | SH | SOLE | 7,519 | 0 | 0 | ||
| SIMPLY GOOD FOODS CO | COM | 82900L102 | 7,207 | 350,000 | SH | SOLE | 7,207 | 0 | 0 | ||
| UNITED RENTALS, INC. | COM | 911363109 | 7,084 | 62,000 | SH | SOLE | 7,084 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 5,420 | 40,000 | SH | SOLE | 5,420 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 5,116 | 30,000 | SH | SOLE | 5,116 | 0 | 0 | ||
| HEALTH SELECT EQUITY | COM | 42226A107 | 4,439 | 60,000 | SH | SOLE | 4,439 | 0 | 0 | ||
| LEAR CORP | COM | 521865204 | 4,343 | 32,000 | SH | SOLE | 4,343 | 0 | 0 | ||
| CTRIP.COM INTERNATIONAL-ADR | COM | 22943F100 | 4,151 | 95,000 | SH | SOLE | 4,151 | 0 | 0 | ||
| TIFFANY & CO | COM | 886547108 | 3,694 | 35,000 | SH | SOLE | 3,694 | 0 | 0 | ||
| QUINNSTREET, INC. | COM | 74874Q100 | 3,682 | 275,000 | SH | SOLE | 3,682 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC-ADR | COM | 98980A105 | 3,199 | 175,000 | SH | SOLE | 3,199 | 0 | 0 | ||