The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
AMERICAN EAGLE OUTFITTERS NEW | COM | 02553E106 | 6,975 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
BRUNSWICK CORP | PUT | 117043959 | 6,448 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
CLEAN HARBORS INC | COM | 184496107 | 6,111 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
CARLISLE COS INC | COM | 142339100 | 4,874 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 18,054 | 212,400 | SH | SOLE | 212,400 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 12,331 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 13,099 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
FORTERRA INC | COM | 34960W106 | 5,067 | 520,735 | SH | SOLE | 520,735 | 0 | 0 | ||
GENERAL MLS INC | PUT | 370334954 | 8,321 | 188,000 | SH | Put | SOLE | 188,000 | 0 | 0 | |
HOST HOTELS & RESORTS INC | COM | 44107P104 | 14,222 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
HUB GROUP INC | CL A | 443320106 | 7,776 | 156,149 | SH | SOLE | 156,149 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 15,680 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
KIMCO REALTY CORP | COM | 49446R109 | 20,388 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
KNIGHT SWIFT TRANSN HLDGS INC | CL A | 499049104 | 20,442 | 534,986 | SH | SOLE | 534,986 | 0 | 0 | ||
KNIGHT SWIFT TRANSN HLDGS INC | CALL | 499049904 | 7,642 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
LA Z BOY INC | PUT | 505336957 | 6,628 | 216,600 | SH | Put | SOLE | 216,600 | 0 | 0 | |
LENNOX INTL INC | COM | 526107107 | 12,965 | 64,777 | SH | SOLE | 64,777 | 0 | 0 | ||
MANTECH INTL CORP | CL A | 564563104 | 19,256 | 358,995 | SH | SOLE | 358,995 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 18,983 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
MARTEN TRANS LTD | COM | 573075108 | 13,759 | 586,720 | SH | SOLE | 586,720 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 14,616 | 288,000 | SH | SOLE | 288,000 | 0 | 0 | ||
MILLER HERMAN INC | PUT | 600544950 | 3,390 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
NUTRI SYS INC NEW | COM | 67069D108 | 13,885 | 360,650 | SH | SOLE | 360,650 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 8,398 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SCIENCE APPLICATNS INCTL CP NEW | COM | 808625107 | 8,093 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 16,462 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | CALL | 83001A902 | 3,194 | 45,600 | SH | Call | SOLE | 45,600 | 0 | 0 | |
TAUBMAN CTRS INC | COM | 876664103 | 12,545 | 213,500 | SH | SOLE | 213,500 | 0 | 0 | ||
TRONOX LTD | SHS CL A | Q9235V101 | 4,920 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
TRONOX LTD | CALL | Q9235V901 | 4,560 | 231,700 | SH | Call | SOLE | 231,700 | 0 | 0 | |
WERNER ENTERPRISES INC | COM | 950755108 | 12,907 | 343,730 | SH | SOLE | 343,730 | 0 | 0 | ||
WATSCO INC | COM | 942622200 | 18,719 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
XPO LOGISTICS | COM | 983793100 | 12,022 | 120,000 | SH | SOLE | 120,000 | 0 | 0 |