The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
US CONCRETE INC COM 90333L201 11,031 222,000 SH   SOLE   11,031 0 0
SUMMIT MATERIALS INC -CL A CL A 86614U100 10,732 557,538 SH   SOLE   10,732 0 0
UNITED RENTALS, INC. COM 911363109 10,610 80,000 SH   SOLE   10,610 0 0
ECHOSTAR CORP-A CL A 278768106 10,447 235,740 SH   SOLE   10,447 0 0
MARTIN MARIETTA MATERIALS COM 573284106 9,204 40,000 SH   SOLE   9,204 0 0
GODADDY INC - CLASS A CL A 380237107 7,015 100,000 SH   SOLE   7,015 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 5,549 36,000 SH   SOLE   5,549 0 0
SIMPLY GOOD FOODS CO COM 82900L102 5,291 219,745 SH   SOLE   5,291 0 0
QUINNSTREET, INC. COM 74874Q100 5,230 330,000 SH   SOLE   5,230 0 0
CTRIP.COM INTERNATIONAL-ADR COM 22943F100 4,982 135,000 SH   SOLE   4,982 0 0
ZTO EXPRESS CAYMAN INC-ADR COM 98980A105 4,397 230,000 SH   SOLE   4,397 0 0
HEALTH SELECT EQUITY COM 42226A107 4,293 65,616 SH   SOLE   4,293 0 0
CATERPILLAR INC COM 149123101 4,088 30,000 SH   SOLE   4,088 0 0
TIFFANY & CO COM 886547108 3,979 42,500 SH   SOLE   3,979 0 0
DISH NETWORK CORP-A CL A 25470M109 3,072 80,000 SH   SOLE   3,072 0 0
WEX INC COM 96208T104 2,081 10,000 SH   SOLE   2,081 0 0
LOWE'S COMPANIES, INC. COM 548661107 2,018 20,000 SH   SOLE   2,018 0 0