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 391 9,855 SH   SOLE 0 9,855 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 13,557 305,610 SH   SOLE 0 305,610 0 0
AIR PRODS & CHEMS INC COM 009158106 4,694 33,045 SH   SOLE 0 33,045 0 0
ALBEMARLE CORP COM 012653101 7,959 100,350 SH   SOLE 0 100,350 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 1,171 1,405 SH   SOLE 0 1,405 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 10,685 840,000 SH   SOLE 0 840,000 0 0
AMAZON COM INC COM 023135106 9,990 13,960 SH   SOLE 0 13,960 0 0
AMERICAN TOWER CORP NEW COM 03027X100 204 1,800 SH   SOLE 0 1,800 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 17,180 429,815 SH   SOLE 0 429,815 0 0
AMSURG CORP COM 03232P405 12,189 157,190 SH   SOLE 0 157,190 0 0
APPLE INC COM 037833100 435 4,550 SH   SOLE 0 4,550 0 0
APPLIED MATLS INC COM 038222105 6,456 269,330 SH   SOLE 0 269,330 0 0
APTARGROUP INC COM 038336103 5,615 70,955 SH   SOLE 0 70,955 0 0
BANC OF CALIFORNIA INC COM 05990K106 3,434 189,700 SH   SOLE 0 189,700 0 0
BECTON DICKINSON & CO COM 075887109 4,230 24,940 SH   SOLE 0 24,940 0 0
BIO TECHNE CORP COM 09073M104 7,154 63,440 SH   SOLE 0 63,440 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 7,355 100,000 SH   SOLE 0 100,000 0 0
BROWN FORMAN CORP CL B 115637209 5,487 55,000 SH   SOLE 0 55,000 0 0
BUNGE LIMITED COM G16962105 20,703 350,000 SH Put SOLE 0 350,000 0 0
CBS CORP NEW CL B 124857202 728 13,380 SH   SOLE 0 13,380 0 0
CHERRY HILL MTG INVT CORP COM 164651101 202 12,994 SH   SOLE 0 12,994 0 0
CLOROX CO DEL COM 189054109 5,794 41,870 SH   SOLE 0 41,870 0 0
CME GROUP INC COM 12572Q105 10,594 108,765 SH   SOLE 0 108,765 0 0
COMCAST CORP NEW CL A 20030N101 540 8,280 SH   SOLE 0 8,280 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 4,488 44,250 SH   SOLE 0 44,250 0 0
CYRUSONE INC COM 23283R100 730 13,115 SH   SOLE 0 13,115 0 0
DOW CHEM CO COM 260543103 3,720 74,830 SH   SOLE 0 74,830 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 3,880 59,870 SH   SOLE 0 59,870 0 0
EPR PPTYS COM SH BEN INT 26884U109 586 7,260 SH   SOLE 0 7,260 0 0
EQUIFAX INC COM 294429105 4,109 32,000 SH   SOLE 0 32,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 500 1,289 SH   SOLE 0 1,289 0 0
FACEBOOK INC CL A 30303M102 22,856 200,000 SH Call SOLE 0 200,000 0 0
FAIR ISAAC CORP COM 303250104 9,849 87,150 SH   SOLE 0 87,150 0 0
FIRST AMERN FINL CORP COM 31847R102 11,089 275,700 SH   SOLE 0 275,700 0 0
FIRST SOLAR INC COM 336433107 9,696 200,000 SH Put SOLE 0 200,000 0 0
FLOWERS FOODS INC COM 343498101 7,481 399,000 SH Put SOLE 0 399,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 7,331 356,054 SH   SOLE 0 356,054 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 15,627 453,205 SH   SOLE 0 453,205 0 0
GENERAC HLDGS INC COM 368736104 2,499 71,475 SH   SOLE 0 71,475 0 0
HEALTHCARE RLTY TR COM 421946104 4,899 140,000 SH   SOLE 0 140,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 7,789 240,850 SH   SOLE 0 240,850 0 0
HOME DEPOT INC COM 437076102 2,809 22,000 SH   SOLE 0 22,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 16,047 899,000 SH Put SOLE 0 899,000 0 0
INGERSOLL-RAND PLC SHS G47791101 1,261 19,800 SH   SOLE 0 19,800 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 14,123 177,021 SH   SOLE 0 177,021 0 0
ISHARES TR IBOXX HI YD ETF 464288513 488 5,760 SH   SOLE 0 5,760 0 0
ISHARES TR IBOXX INV CP ETF 464287242 350 2,850 SH   SOLE 0 2,850 0 0
JOHNSON & JOHNSON COM 478160104 6,550 54,000 SH   SOLE 0 54,000 0 0
JUNO THERAPEUTICS INC COM 48205A109 9,610 250,000 SH Call SOLE 0 250,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,515 72,320 SH   SOLE 0 72,320 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 12,498 95,940 SH   SOLE 0 95,940 0 0
LAM RESEARCH CORP COM 512807108 9,014 107,230 SH   SOLE 0 107,230 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 486 20,675 SH   SOLE 0 20,675 0 0
MARINEMAX INC COM 567908108 6,744 397,390 SH   SOLE 0 397,390 0 0
MARTIN MARIETTA MATLS INC COM 573284106 13,592 70,790 SH   SOLE 0 70,790 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 4,577 300,920 SH   SOLE 0 300,920 0 0
MEDTRONIC PLC SHS G5960L103 516 5,950 SH   SOLE 0 5,950 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 4,269 160,000 SH   SOLE 0 160,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,766 299,000 SH Call SOLE 0 299,000 0 0
MICROSEMI CORP COM 595137100 3,868 118,365 SH   SOLE 0 118,365 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 3,691 80,000 SH Call SOLE 0 80,000 0 0
MOODYS CORP COM 615369105 12,370 132,000 SH   SOLE 0 132,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 2,543 40,480 SH   SOLE 0 40,480 0 0
NATUS MEDICAL INC DEL COM 639050103 2,795 73,955 SH   SOLE 0 73,955 0 0
NEVRO CORP COM 64157F103 3,307 44,840 SH   SOLE 0 44,840 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 19,877 382,475 SH   SOLE 0 382,475 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,972 34,910 SH   SOLE 0 34,910 0 0
NORTHROP GRUMMAN CORP COM 666807102 11,974 53,870 SH   SOLE 0 53,870 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,214 66,555 SH   SOLE 0 66,555 0 0
NXP SEMICONDUCTORS N V DBCV 1.000%12/0 62952QAB6 456 420,000 PRN   SOLE 0 420,000 0 0
ON DECK CAP INC COM 682163100 4,274 829,815 SH   SOLE 0 829,815 0 0
ORBITAL ATK INC COM 68557N103 1,743 20,470 SH   SOLE 0 20,470 0 0
OSHKOSH CORP COM 688239201 3,332 69,830 SH   SOLE 0 69,830 0 0
PAYPAL HLDGS INC COM 70450Y103 4,692 128,500 SH   SOLE 0 128,500 0 0
PENTAIR PLC SHS G7S00T104 1,970 33,800 SH   SOLE 0 33,800 0 0
PERKINELMER INC COM 714046109 14,586 278,250 SH   SOLE 0 278,250 0 0
PHYSICIANS RLTY TR COM 71943U104 5,562 264,710 SH   SOLE 0 264,710 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425 595 15,000 SH   SOLE 0 15,000 0 0
QTS RLTY TR INC COM CL A 74736A103 537 9,600 SH   SOLE 0 9,600 0 0
RAYTHEON CO COM NEW 755111507 17,005 125,080 SH   SOLE 0 125,080 0 0
REPUBLIC SVCS INC COM 760759100 13,460 262,335 SH   SOLE 0 262,335 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,839 33,435 SH   SOLE 0 33,435 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 12,032 193,220 SH   SOLE 0 193,220 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 18,270 750,000 SH Put SOLE 0 750,000 0 0
SOLARCITY CORP COM 83416T100 4,786 200,000 SH Put SOLE 0 200,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 11,086 205,000 SH   SOLE 0 205,000 0 0
SPDR SERIES TRUST S&P DIVID ETF 78464A763 26,854 320,000 SH   SOLE 0 320,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3,826 109,900 SH   SOLE 0 109,900 0 0
SPDR SERIES TRUST S&P SEMICNDCTR 78464A862 6,213 140,000 SH   SOLE 0 140,000 0 0
SPLUNK INC COM 848637104 5,418 100,000 SH   SOLE 0 100,000 0 0
STERIS PLC SHS USD G84720104 4,342 63,150 SH   SOLE 0 63,150 0 0
TASER INTL INC COM 87651B104 14,704 591,000 SH   SOLE 0 591,000 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 8,122 199,710 SH   SOLE 0 199,710 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 7,213 72,820 SH   SOLE 0 72,820 0 0
TESARO INC COM 881569107 1,471 17,500 SH   SOLE 0 17,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,928 46,890 SH   SOLE 0 46,890 0 0
TIFFANY & CO NEW COM 886547108 18,192 300,000 SH Put SOLE 0 300,000 0 0
TIME WARNER INC COM NEW 887317303 525 7,135 SH   SOLE 0 7,135 0 0
TRANSUNION COM 89400J107 6,684 199,870 SH   SOLE 0 199,870 0 0
TUPPERWARE BRANDS CORP COM 899896104 16,884 300,000 SH Put SOLE 0 300,000 0 0
UNITED STATES STL CORP NEW COM 912909108 5,867 348,000 SH Put SOLE 0 348,000 0 0
VCA INC COM 918194101 12,446 184,090 SH   SOLE 0 184,090 0 0
VISA INC COM CL A 92826C839 20,110 271,135 SH   SOLE 0 271,135 0 0
WASTE MGMT INC DEL COM 94106L109 7,271 109,720 SH   SOLE 0 109,720 0 0
WELLPOINT INC NOTE 2.750%10/1 94973VBG1 455 250,000 PRN   SOLE 0 250,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 4,220 129,250 SH   SOLE 0 129,250 0 0
XILINX INC COM 983919101 3,502 75,915 SH   SOLE 0 75,915 0 0