Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVR	NVR INC	237,061	$302M	12.1%	$1275.33 *	$1017.81	+19.1%	COM	62944T105
—	RYLAND GROUP INC	4,371,966	$169M	6.7%	$38.56	$39.12	—	COM	783764103
UAL	UNITED CONTL HLDGS INC	2,176,491	$146M	5.8%	$66.89 *	$43.09	+28.5%	COM	910047109
LPX	LOUISIANA PAC CORP	8,313,271	$138M	5.5%	$16.56 *	$14.40	+3.8%	COM	546347105
DAL	DELTA AIR LINES INC DEL	2,587,125	$127M	5.1%	$49.19 *	$23.54	+56.4%	COM NEW	247361702
RL	RALPH LAUREN CORP	622,277	$115M	4.6%	$185.16 *	$138.65	0.0%	CL A	751212101
M	MACYS INC	1,676,474	$110M	4.4%	$65.75 *	$47.04	+28.6%	COM	55616P104
HOG	HARLEY DAVIDSON INC	1,658,394	$109M	4.4%	$65.91 *	$58.05	+11.2%	COM	412822108
—	HANESBRANDS INC	763,067	$85.17M	3.4%	$111.62	$109.29	—	COM	410345102
CCL	CARNIVAL CORP	1,797,720	$81.49M	3.3%	$45.33 *	$34.78	0.0%	PAIRED CTF	143658300
AAPL	APPLE INC	733,285	$80.94M	3.2%	$110.38 *	$22.88	+5.3%	COM	037833100
ARLP	ALLIANCE RES PARTNER L P	1,746,119	$75.17M	3.0%	$43.05	$57.95	—	UT LTD PART	01877R108
R	RYDER SYS INC	686,570	$63.75M	2.6%	$92.85 *	$75.85	+17.7%	COM	783549108
PHM	PULTE GROUP INC	2,887,410	$61.96M	2.5%	$21.46 *	$17.32	0.0%	COM	745867101
FDX	FEDEX CORP	344,913	$59.9M	2.4%	$173.66 *	$133.73	+7.6%	COM	31428X106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	2,085,492	$58.46M	2.3%	$28.03 *	$17.07	+49.5%	COM	874054109
—	DSW INC	1,138,614	$42.47M	1.7%	$37.30	$37.30	—	CL A	23334L102
NXPI	NXP SEMICONDUCTORS N V	552,925	$42.24M	1.7%	$76.40 *	$49.85	+26.4%	COM	N6596X109
WY	WEYERHAEUSER CO	1,162,558	$41.72M	1.7%	$35.89 *	$19.66	+13.4%	COM	962166104
—	POTASH CORP SASK INC	1,118,887	$39.52M	1.6%	$35.32	$34.08	—	COM	73755L107
—	SWIFT TRANSN CO	1,348,031	$38.59M	1.5%	$28.63	$28.63	—	CL A	87074U101
LOW	LOWES COS INC	560,651	$38.57M	1.5%	$68.80 *	$49.04	0.0%	COM	548661107
MAR	MARRIOTT INTL INC NEW	491,742	$38.37M	1.5%	$78.03 *	$65.53	+1.0%	CL A	571903202
—	SKECHERS U S A INC	664,149	$36.69M	1.5%	$55.25	$55.25	—	CL A	830566105
LEN	LENNAR CORP	688,640	$30.86M	1.2%	$44.81 *	$34.31	+9.4%	CL A	526057104
CSTE	CAESARSTONE SDOT-YAM LTD	512,655	$30.67M	1.2%	$59.82 *	$52.18	0.0%	ORD SHS	M20598104
FLR	FLUOR CORP NEW	493,379	$29.91M	1.2%	$60.63 *	$61.32	-7.7%	COM	343412102
UFI	UNIFI INC	912,424	$27.13M	1.1%	$29.73 *	$20.24	+36.7%	COM NEW	904677200
BA	BOEING CO	190,614	$24.78M	1.0%	$129.98 *	$109.26	+1.3%	COM	097023105
BC	BRUNSWICK CORP	461,093	$23.64M	0.9%	$51.26 *	$38.08	+2.3%	COM	117043109
VFC	V F CORP	295,792	$22.16M	0.9%	$74.90 *	$66.14	0.0%	COM	918204108
—	FLEETCOR TECHNOLOGIES INC	146,934	$21.85M	0.9%	$148.71	$139.67	—	COM	339041105
AXP	AMERICAN EXPRESS CO	234,369	$21.81M	0.9%	$93.04 *	$76.41	0.0%	COM	025816109
TOL	TOLL BROTHERS INC	611,400	$20.95M	0.8%	$34.27 *	$32.62	0.0%	COM	889478103
—	FORESIGHT ENERGY LP	1,230,011	$20.75M	0.8%	$16.87	$18.26	—	COM UNT RP INT	34552U104
—	ACTIVISION BLIZZARD INC	847,067	$17.07M	0.7%	$20.15	$20.15	—	COM	00507V109
LZB	LA Z BOY INC	527,315	$14.15M	0.6%	$26.84 *	$23.63	0.0%	COM	505336107
XHB	SPDR SERIES TRUST	284,779	$9.717M	0.4%	$34.12	$34.12	—	S&P HOMEBUILD	78464A888
HZO	MARINEMAX INC	400,424	$8.029M	0.3%	$20.05 *	$12.57	+45.8%	COM	567908108
SHOO	MADDEN STEVEN LTD	232,882	$7.413M	0.3%	$31.83 *	$19.52	-5.7%	COM	556269108
UNP	UNION PAC CORP	46,819	$5.578M	0.2%	$119.14 *	$65.94	+35.7%	COM	907818108
COST	COSTCO WHSL CORP NEW	39,316	$5.573M	0.2%	$141.75 *	$103.85	+5.4%	COM	22160K105
MPC	MARATHON PETE CORP	59,318	$5.354M	0.2%	$90.26 *	$29.62	+5.8%	COM	56585A102
ARCB	ARCBEST CORP	111,017	$5.148M	0.2%	$46.37 *	$36.92	0.0%	COM	03937C105
—	WYNDHAM WORLDWIDE CORP	57,589	$4.939M	0.2%	$85.76	$80.25	—	COM	98310W108
KEX	KIRBY CORP	58,421	$4.717M	0.2%	$80.74 *	$103.38	-4.2%	COM	497266106
STZ	CONSTELLATION BRANDS INC	42,131	$4.136M	0.2%	$98.17 *	$73.17	+7.2%	CL A	21036P108
KR	KROGER CO	59,724	$3.835M	0.2%	$64.21 *	$22.64	+3.2%	COM	501044101
—	GEEKNET INC	363,968	$3.014M	0.1%	$8.28	$14.02	—	COM NEW	36846Q203
CHD	CHURCH & DWIGHT INC	37,447	$2.951M	0.1%	$78.80 *	$30.90	+3.0%	COM	171340102
SBUX	STARBUCKS CORP	35,225	$2.89M	0.1%	$82.04 *	$31.27	0.0%	COM	855244109
GD	GENERAL DYNAMICS CORP	20,474	$2.818M	0.1%	$137.64 *	$103.75	+3.2%	COM	369550108
CBRL	CRACKER BARREL OLD CTRY STOR	19,407	$2.732M	0.1%	$140.77 *	$73.92	0.0%	COM	22410J106
PII	POLARIS INDS INC	16,804	$2.541M	0.1%	$151.21	$143.16	+4.8%	COM	731068102
AAL	AMERICAN AIRLS GROUP INC	46,130	$2.474M	0.1%	$53.63 *	$40.79	0.0%	COM	02376R102
EAT	BRINKER INTL INC	41,656	$2.445M	0.1%	$58.70 *	$45.79	0.0%	COM	109641100
OXY	OCCIDENTAL PETE CORP DEL	23,269	$1.876M	0.1%	$80.62 *	$60.22	-1.5%	COM	674599105
—	CANADIAN PAC RY LTD	7,563	$1.457M	0.1%	$192.65	$192.65	—	COM	13645T100
LYB	LYONDELLBASELL INDUSTRIES N	12,767	$1.014M	0.0%	$79.42 *	$52.02	-8.1%	SHS - A -	N53745100
DIS	DISNEY WALT CO	10,736	$1.011M	0.0%	$94.17 *	$77.89	+4.4%	COM DISNEY	254687106
ROK	ROCKWELL AUTOMATION INC	8,765	$975K	0.0%	$111.24 *	$86.77	+1.5%	COM	773903109