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 437 9,855 SH   SOLE 0 9,855 0 0
AIR PRODS & CHEMS INC COM 009158106 6,870 45,695 SH   SOLE 0 45,695 0 0
ALBEMARLE CORP COM 012653101 6,220 72,760 SH   SOLE 0 72,760 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 1,232 1,500 SH   SOLE 0 1,500 0 0
ALPHABET INC CAP STK CL C 02079K107 9,561 12,300 SH   SOLE 0 12,300 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 9,997 787,820 SH   SOLE 0 787,820 0 0
AMAZON COM INC COM 023135106 14,201 16,960 SH   SOLE 0 16,960 0 0
AMERICAN TOWER CORP NEW COM 03027X100 274 2,420 SH   SOLE 0 2,420 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 12,458 390,885 SH   SOLE 0 390,885 0 0
ANSYS INC COM 03662Q105 6,714 72,500 SH   SOLE 0 72,500 0 0
APPLE INC COM 037833100 591 5,225 SH   SOLE 0 5,225 0 0
APPLIED MATLS INC COM 038222105 6,188 205,240 SH   SOLE 0 205,240 0 0
BANC OF CALIFORNIA INC COM 05990K106 521 29,820 SH   SOLE 0 29,820 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 10,049 290,000 SH   SOLE 0 290,000 0 0
BIO TECHNE CORP COM 09073M104 8,672 79,200 SH   SOLE 0 79,200 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 7,640 299,270 SH   SOLE 0 299,270 0 0
BUNGE LIMITED COM G16962105 8,885 150,000 SH Put SOLE 0 150,000 0 0
CBS CORP NEW CL B 124857202 572 10,450 SH   SOLE 0 10,450 0 0
CBS CORP NEW CL B 124857202 16,422 300,000 SH Put SOLE 0 300,000 0 0
CME GROUP INC COM 12572Q105 12,363 118,285 SH   SOLE 0 118,285 0 0
COHEN & STEERS INC COM 19247A100 9,191 215,000 SH   SOLE 0 215,000 0 0
COMCAST CORP NEW CL A 20030N101 754 11,370 SH   SOLE 0 11,370 0 0
COMMSCOPE HLDG CO INC COM 20337X109 265 8,800 SH   SOLE 0 8,800 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 273 2,900 SH   SOLE 0 2,900 0 0
CYRUSONE INC COM 23283R100 507 10,665 SH   SOLE 0 10,665 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 3,927 300,000 SH Put SOLE 0 300,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 5,048 75,380 SH   SOLE 0 75,380 0 0
E L F BEAUTY INC COM 26856L103 3,656 130,000 SH   SOLE 0 130,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 521 6,615 SH   SOLE 0 6,615 0 0
EQUIFAX INC COM 294429105 2,001 14,870 SH   SOLE 0 14,870 0 0
EQUINIX INC COM PAR $0.001 29444U700 259 720 SH   SOLE 0 720 0 0
ETSY INC COM 29786A106 5,855 410,000 SH   SOLE 0 410,000 0 0
EXPONENT INC COM 30214U102 3,574 70,000 SH   SOLE 0 70,000 0 0
FACEBOOK INC CL A 30303M102 5,541 43,200 SH   SOLE 0 43,200 0 0
FAIR ISAAC CORP COM 303250104 4,258 34,180 SH   SOLE 0 34,180 0 0
FIRST AMERN FINL CORP COM 31847R102 246 6,275 SH   SOLE 0 6,275 0 0
FLOWERS FOODS INC COM 343498101 7,862 520,000 SH Put SOLE 0 520,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,163 71,650 SH   SOLE 0 71,650 0 0
FRONTIER COMMUNICATIONS CORP PFD CONV SER-A 35906A207 294 3,500 SH   SOLE 0 3,500 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 671 20,055 SH   SOLE 0 20,055 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 4,494 300,000 SH Put SOLE 0 300,000 0 0
GROUPON INC COM CL A 399473107 5,025 975,820 SH   SOLE 0 975,820 0 0
HEALTHCARE RLTY TR COM 421946104 9,162 268,990 SH   SOLE 0 268,990 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 9,202 282,110 SH   SOLE 0 282,110 0 0
INFOSYS LTD SPONSORED ADR 456788108 22,644 1,435,000 SH Put SOLE 0 1,435,000 0 0
INPHI CORP COM 45772F107 4,351 100,000 SH Call SOLE 0 100,000 0 0
INPHI CORP COM 45772F107 10,105 232,250 SH   SOLE 0 232,250 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 2,145 25,981 SH   SOLE 0 25,981 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,466 13,060 SH   SOLE 0 13,060 0 0
INVESCO LTD SHS G491BT108 6,195 198,100 SH   SOLE 0 198,100 0 0
ISHARES MSCI EURZONE ETF 464286608 22,419 650,000 SH Put SOLE 0 650,000 0 0
ISHARES MSCI HONG KG ETF 464286871 7,043 320,000 SH   SOLE 0 320,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 791 9,060 SH   SOLE 0 9,060 0 0
JOHNSON & JOHNSON COM 478160104 260 2,200 SH   SOLE 0 2,200 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 7,521 397,520 SH   SOLE 0 397,520 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 5,376 130,000 SH   SOLE 0 130,000 0 0
LENNOX INTL INC COM 526107107 14,762 94,010 SH   SOLE 0 94,010 0 0
LINCOLN NATL CORP IND COM 534187109 10,805 230,000 SH Put SOLE 0 230,000 0 0
LITTELFUSE INC COM 537008104 5,612 43,570 SH   SOLE 0 43,570 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 665 24,200 SH   SOLE 0 24,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,054 28,220 SH   SOLE 0 28,220 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 592 40,055 SH   SOLE 0 40,055 0 0
METLIFE INC COM 59156R108 11,108 250,000 SH Put SOLE 0 250,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 5,777 221,600 SH   SOLE 0 221,600 0 0
MGM RESORTS INTERNATIONAL COM 552953101 13,015 500,000 SH Put SOLE 0 500,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 21,251 816,400 SH   SOLE 0 816,400 0 0
MICROSEMI CORP COM 595137100 13,328 317,485 SH   SOLE 0 317,485 0 0
MICROSEMI CORP COM 595137100 14,693 350,000 SH Call SOLE 0 350,000 0 0
MICROSOFT CORP COM 594918104 11,232 195,000 SH   SOLE 0 195,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 2,203 50,000 SH   SOLE 0 50,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 13,215 300,000 SH Call SOLE 0 300,000 0 0
NEOPHOTONICS CORP COM 64051T100 4,465 273,270 SH   SOLE 0 273,270 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 31,027 579,180 SH   SOLE 0 579,180 0 0
NXP SEMICONDUCTORS N V COM N6596X109 18,647 182,800 SH   SOLE 0 182,800 0 0
NXP SEMICONDUCTORS N V DBCV 1.000%12/0 62952QAB6 495 420,000 PRN   SOLE 0 420,000 0 0
ONEMAIN HLDGS INC COM 68268W103 7,428 240,000 SH Call SOLE 0 240,000 0 0
PANDORA MEDIA INC COM 698354107 4,729 330,000 SH Call SOLE 0 330,000 0 0
PERKINELMER INC COM 714046109 13,434 239,430 SH   SOLE 0 239,430 0 0
PFIZER INC COM 717081103 261 7,715 SH   SOLE 0 7,715 0 0
PHYSICIANS RLTY TR COM 71943U104 310 14,370 SH   SOLE 0 14,370 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 11,278 95,000 SH   SOLE 0 95,000 0 0
QIAGEN NV REG SHS N72482107 5,388 196,360 SH   SOLE 0 196,360 0 0
QTS RLTY TR INC COM CL A 74736A103 507 9,600 SH   SOLE 0 9,600 0 0
QUALCOMM INC COM 747525103 582 8,490 SH   SOLE 0 8,490 0 0
RAYTHEON CO COM NEW 755111507 6,246 45,880 SH   SOLE 0 45,880 0 0
REPUBLIC SVCS INC COM 760759100 3,057 60,585 SH   SOLE 0 60,585 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 3,175 50,000 SH   SOLE 0 50,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 39,459 621,500 SH Call SOLE 0 621,500 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 22,790 300,660 SH   SOLE 0 300,660 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,853 90,000 SH   SOLE 0 90,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 8,936 134,800 SH   SOLE 0 134,800 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 10,711 253,390 SH   SOLE 0 253,390 0 0
SPDR SERIES TRUST S&P SEMICNDCTR 78464A862 12,243 230,350 SH   SOLE 0 230,350 0 0
SPLUNK INC COM 848637104 4,129 70,360 SH   SOLE 0 70,360 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 13,410 124,250 SH   SOLE 0 124,250 0 0
TIME WARNER INC COM NEW 887317303 12,355 155,195 SH   SOLE 0 155,195 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 4,715 23,070 SH   SOLE 0 23,070 0 0
VCA INC COM 918194101 22,999 328,650 SH   SOLE 0 328,650 0 0
VISA INC COM CL A 92826C839 27,807 336,245 SH   SOLE 0 336,245 0 0
W & T OFFSHORE INC COM 92922P106 225 127,650 SH   SOLE 0 127,650 0 0
WABTEC CORP COM 929740108 3,588 43,940 SH   SOLE 0 43,940 0 0
WATERS CORP COM 941848103 3,962 25,000 SH   SOLE 0 25,000 0 0
WELLPOINT INC NOTE 2.750%10/1 94973VBG1 525 300,000 PRN   SOLE 0 300,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 4,843 65,000 SH   SOLE 0 65,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 3,084 82,140 SH   SOLE 0 82,140 0 0
XILINX INC COM 983919101 5,707 105,025 SH   SOLE 0 105,025 0 0
XILINX INC COM 983919101 17,307 318,500 SH Call SOLE 0 318,500 0 0
ZOETIS INC CL A 98978V103 9,534 183,310 SH   SOLE 0 183,310 0 0