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
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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
BANK OF AMERICA CORP COMM 060505104 4,928 200,000 SH   SOLE   200,000 0 0
BOOT BARN HOLDINGS INC COMM 099406100 2,003 117,600 SH   SOLE   117,600 0 0
CITI TRENDS INC COMM 17306X102 2,412 118,300 SH   SOLE   118,300 0 0
CITIGROUP INC COMM 172967424 3,644 70,000 SH   SOLE   70,000 0 0
COTT CORPORATION COMM 22163N106 2,091 150,000 SH   SOLE   150,000 0 0
DEL FRISCO'S RESTAURANT GROU COMM 245077102 3,526 493,198 SH   SOLE   493,198 0 0
DOLLAR TREE STORES INC COMM 256746108 4,516 50,000 SH   SOLE   50,000 0 0
FEDEX CORP COMM 31428X106 7,260 45,000 SH   SOLE   45,000 0 0
FIRST DATA CORP- CLASS A COMM 32008D106 6,088 360,000 SH   SOLE   360,000 0 0
HOME DEPOT INC COMM 437076102 6,873 40,000 SH   SOLE   40,000 0 0
HOUGHTON MIFFLIN HARCOURT CO COMM 44157R109 3,095 349,332 SH   SOLE   349,332 0 0
KRATOS DEFENSE & SECURITY COMM 50077B207 10,409 738,757 SH   SOLE   738,757 0 0
OCCIDENTAL PETROLEUM CORP COMM 674599105 4,297 70,000 SH   SOLE   70,000 0 0
PACCAR INC COMM 693718108 2,857 50,000 SH   SOLE   50,000 0 0
ROYAL CARIBBEAN CRUISES LTD COMM V7780T103 3,912 40,000 SH   SOLE   40,000 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 17,494 70,000 SH   SOLE   70,000 0 0