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
ACTIVISION BLIZZARD INC COM 00507V109 5,875 162,694 SH   SOLE   162,694 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,635 27,405 SH   SOLE   27,405 0 0
ALPHABET INC CAP STK CL C 02079K107 3,948 5,115 SH   SOLE   5,115 0 0
AMAZON COM INC COM 023135106 873 1,164 SH   SOLE   1,164 0 0
APPLE INC COM 037833100 10,224 88,279 SH   SOLE   88,279 0 0
AUTODESK INC COM 052769106 7,098 95,906 SH   SOLE   95,906 0 0
BANK AMER CORP COM 060505104 5,852 264,809 SH   SOLE   264,809 0 0
CABOT OIL & GAS CORP COM 127097103 6,568 281,177 SH   SOLE   281,177 0 0
CABOT OIL & GAS CORP COM 127097103 2,394 102,500 SH Call SOLE   102,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,007 7,969 SH   SOLE   7,969 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 914 35,983 SH   SOLE   35,983 0 0
DOLLAR TREE INC COM 256746108 3,713 48,104 SH   SOLE   48,104 0 0
EBAY INC COM 278642103 7,904 266,205 SH   SOLE   266,205 0 0
ELECTRUM SPL ACQUISITION COR *W EXP 99/99/999 G3105C112 11 40,645 SH   SOLE   40,645 0 0
ELECTRUM SPL ACQUISITION COR SHS G3105C104 402 40,645 SH   SOLE   40,645 0 0
ENCANA CORP COM 292505104 8,735 744,016 SH   SOLE   744,016 0 0
ENERGEN CORP COM 29265N108 4,020 69,713 SH   SOLE   69,713 0 0
EXPEDIA INC DEL COM NEW 30212P303 13,412 118,397 SH   SOLE   118,397 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 769 65,238 SH   SOLE   65,238 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 5,853 41,361 SH   SOLE   41,361 0 0
HUMANA INC COM 444859102 1,562 7,654 SH   SOLE   7,654 0 0
IAC INTERACTIVECORP COM 44919P508 4,094 63,194 SH   SOLE   63,194 0 0
KINDER MORGAN INC DEL COM 49456B101 3,830 184,933 SH   SOLE   184,933 0 0
LINE CORP SPONSORED ADR 53567X101 745 21,897 SH   SOLE   21,897 0 0
MARATHON PETE CORP COM 56585A102 11,008 218,631 SH   SOLE   218,631 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,778 26,904 SH   SOLE   26,904 0 0
MICROSOFT CORP COM 594918104 6,532 105,121 SH   SOLE   105,121 0 0
NETFLIX INC COM 64110L106 1,730 13,972 SH   SOLE   13,972 0 0
NOVAGOLD RES INC COM NEW 66987E206 1,211 265,611 SH   SOLE   265,611 0 0
OASIS PETE INC NEW COM 674215108 4,193 276,949 SH   SOLE   276,949 0 0
PNC FINL SVCS GROUP INC COM 693475105 5,360 45,826 SH   SOLE   45,826 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 8,518 112,005 SH   SOLE   112,005 0 0
RICE ENERGY INC COM 762760106 5,535 259,258 SH   SOLE   259,258 0 0
SUMMIT MATLS INC CL A 86614U100 1,613 67,795 SH   SOLE   67,795 0 0
TESORO CORP COM 881609101 9,368 107,126 SH   SOLE   107,126 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 530 45,102 SH   SOLE   45,102 0 0
TWILIO INC CL A 90138F102 436 15,107 SH   SOLE   15,107 0 0
VIASAT INC COM 92552V100 1,880 28,383 SH   SOLE   28,383 0 0
VISA INC COM CL A 92826C839 6,105 78,250 SH   SOLE   78,250 0 0
WELLS FARGO & CO NEW COM 949746101 10,592 192,205 SH   SOLE   192,205 0 0
WILLIAMS COS INC DEL COM 969457100 9,144 293,646 SH   SOLE   293,646 0 0
WILLIAMS COS INC DEL COM 969457100 1,887 60,600 SH Call SOLE   60,600 0 0
WINDSTREAM HLDGS INC COM NEW 97382A200 595 81,198 SH   SOLE   81,198 0 0
WIX COM LTD SHS M98068105 7,033 157,864 SH   SOLE   157,864 0 0
ZAYO GROUP HLDGS INC COM 98919V105 1,664 50,649 SH   SOLE   50,649 0 0