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
Expires: July 31, 2015
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
AMAZON COM INC COM 023135106 17,279,650 72,500 SH SOLE 72,500 0 0
BAKER HUGHES COMPANY CL A 05722G100 15,839,700 285,400 SH SOLE 285,400 0 0
CLEAN HARBORS INC COM 184496107 28,769,625 96,300 SH SOLE 96,300 0 0
CURTISS WRIGHT CORP COM 231561101 30,928,732 40,816 SH SOLE 40,816 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 17,924,150 54,240 SH SOLE 54,240 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 42,064,629 197,700 SH SOLE 197,700 0 0
QUANTA SVCS INC COM 74762E102 30,325,205 42,116 SH SOLE 42,116 0 0
RBC BEARINGS INC COM 75524B104 33,134,955 51,447 SH SOLE 51,447 0 0
REPUBLIC SVCS INC COM 760759100 28,097,794 131,865 SH SOLE 131,865 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 38,287,645 51,271 SH SOLE 51,271 0 0
XPO INC COM 983793100 7,859,733 38,286 SH SOLE 38,286 0 0