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
ENSCO PLC COM STK ADR G3157S106 9,528 980,287 SH   SOLE   980,287 0 0
ALLERGAN PLC COM G0177J108 4,410 21,000 SH   SOLE   21,000 0 0
ALPHABET INC CLASS C COM 02079K107 14,402 18,660 SH   SOLE   18,660 0 0
AMAZON COM INC COM 023135106 23,862 31,821 SH   SOLE   31,821 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 2,717 58,193 SH   SOLE   58,193 0 0
AMERICAN AXLE & MFG HLDGS INC COM 024061103 3,876 200,830 SH   SOLE   200,830 0 0
APPLE INC COM STK COM 037833100 10,442 90,161 SH   SOLE   90,161 0 0
AT HOME GROUP INC COM 04650Y100 4,442 303,607 SH   SOLE   303,607 0 0
BANK OF AMERICA CORP COM STK COM 060505104 11,709 529,798 SH   SOLE   529,798 0 0
BEAZER HOMES USA INC COM STK COM 07556Q881 4,506 338,823 SH   SOLE   338,823 0 0
BEST BUY INC COM STK COM 086516101 18,827 441,214 SH   SOLE   441,214 0 0
BOISE CASCAD LLC COM 09739D100 4,522 200,968 SH   SOLE   200,968 0 0
BUILDERS FIRSTSOURCE INC COM S COM 12008R107 7,850 715,600 SH   SOLE   715,600 0 0
BURLINGTON STOR COM 122017106 26,934 317,800 SH   SOLE   317,800 0 0
CALATLANTIC GROUP INC DELAWAR COM 128195104 6,642 195,300 SH   SOLE   195,300 0 0
CARNIVAL CORP COM 143658300 7,942 152,550 SH   SOLE   152,550 0 0
CENTENE CORP DEL COM STK COM 15135B101 13,526 239,357 SH   SOLE   239,357 0 0
CHILDREN'S PLACE INCCOM STK COM 168905107 21,124 209,250 SH   SOLE   209,250 0 0
CITIGROUP INC COM STK COM 172967424 7,559 127,187 SH   SOLE   127,187 0 0
COACH INC COM STK COM 189754104 17,428 497,672 SH   SOLE   497,672 0 0
COLLEGIUM PHARMA COM 19459J104 5,152 330,878 SH   SOLE   330,878 0 0
CSX CORP COM COM 126408103 3,859 107,395 SH   SOLE   107,395 0 0
D.R. HORTON INC COM STK COM 23331A109 9,791 358,259 SH   SOLE   358,259 0 0
DELTA AIRLINES INC COM 247361702 13,958 283,754 SH   SOLE   283,754 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C102 5,434 307,016 SH   SOLE   307,016 0 0
DICK'S SPORTING GOODS COM COM 253393102 22,060 415,440 SH   SOLE   415,440 0 0
DOLLAR TREE INC COM STK COM 256746108 4,478 58,020 SH   SOLE   58,020 0 0
FACEBOOK INC COM 30303M102 11,410 99,173 SH   SOLE   99,173 0 0
FIVE BELOW COM 33829M101 18,551 464,234 SH   SOLE   464,234 0 0
FOOT LOCKER INC COM STK COM 344849104 20,104 283,589 SH   SOLE   283,589 0 0
G-III APPAREL GROUP LTD COM ST COM 36237H101 16,001 541,305 SH   SOLE   541,305 0 0
GOLDMAN SACHS GROUP INC COM ST COM 38141G104 7,134 29,793 SH   SOLE   29,793 0 0
H AND E EQUIPMENT SERVICES I COM 404030108 10,097 434,291 SH   SOLE   434,291 0 0
HANESBRANDS COM 410345102 23,019 1,067,172 SH   SOLE   1,067,172 0 0
HELMERICH & PAYNE INC COM STK COM 423452101 1,251 16,158 SH   SOLE   16,158 0 0
HOME DEPOT INC COM STK COM 437076102 18,097 134,969 SH   SOLE   134,969 0 0
HUNT J B TRANS SVCS INC COM ST COM 445658107 3,794 39,082 SH   SOLE   39,082 0 0
ICONIX BRAND GROUP INC COM 451055107 5,142 550,496 SH   SOLE   550,496 0 0
JC PENNEY CO INC COM STK COM 708160106 2,493 300,000 SH   SOLE   300,000 0 0
JETBLUE AWYS CORP COM STK COM 477143101 5,919 264,000 SH   SOLE   264,000 0 0
JOHNSON CONTROLS INTERNATIONAL COM G51502105 5,581 135,490 SH   SOLE   135,490 0 0
JPMORGAN CHASE & CO COM 46625H100 8,977 104,038 SH   SOLE   104,038 0 0
KAPSTONE PAPER & PACKAGING COM 48562P103 4,523 205,147 SH   SOLE   205,147 0 0
KROGER CO COM STK COM 501044101 10,775 312,232 SH   SOLE   312,232 0 0
LIBERTY INTERACTIVE CORP QVC G COM 53071M104 9,790 490,000 SH   SOLE   490,000 0 0
LOWES COS INC COM STK COM 548661107 8,976 126,210 SH   SOLE   126,210 0 0
MACYS INC COM STK COM 55616P104 16,694 466,193 SH   SOLE   466,193 0 0
MICRON TECHNOLOGY INC COM 595112103 8,243 376,048 SH   SOLE   376,048 0 0
MONRO MUFFLER BRAKE INC COM ST COM 610236101 10,643 186,075 SH   SOLE   186,075 0 0
MORGAN STANLEY COM STK COM 617446448 10,657 252,243 SH   SOLE   252,243 0 0
NEFF CORP COM 640094207 8,838 626,785 SH   SOLE   626,785 0 0
NIKE INC CL B COM STK COM 654106103 7,031 138,319 SH   SOLE   138,319 0 0
NRWGN CRS LN HLD COM G66721104 7,261 170,717 SH   SOLE   170,717 0 0
PATTERSON-UTI ENERGY INC (EX P COM 703481101 4,900 182,020 SH   SOLE   182,020 0 0
PFIZER INC SHS COM 717081103 4,173 128,491 SH   SOLE   128,491 0 0
PHILLIPS VAN HEUSEN CORP COM S COM 693656100 25,531 282,921 SH   SOLE   282,921 0 0
ROSS STORES INC COM 778296103 6,189 94,337 SH   SOLE   94,337 0 0
ROWAN COMPANIES INC HOUSTON COM G7665A101 4,141 219,230 SH   SOLE   219,230 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,668 105,650 SH   SOLE   105,650 0 0
RYDER SYSTEM INC COM STK COM 783549108 6,562 88,152 SH   SOLE   88,152 0 0
SEQUENTIAL BRANDS GROUP INC S COM 81734P107 10,663 2,278,409 SH   SOLE   2,278,409 0 0
SIGNET JEWELERS LTD COM STK COM G81276100 9,463 100,393 SH   SOLE   100,393 0 0
SKECHERS U S A INC CL A COM S COM 830566105 7,251 295,000 SH   SOLE   295,000 0 0
SOUTHWEST AIRLINES CO COM STK COM 844741108 12,135 243,471 SH   SOLE   243,471 0 0
STARBUCKS CORP COM STK COM 855244109 6,552 118,015 SH   SOLE   118,015 0 0
STOCK BUILDING SUPPLY HOLDINGS COM 05591B109 12,820 657,452 SH   SOLE   657,452 0 0
SUPERVALUE INC USD COM COM 868536103 1,969 421,700 SH   SOLE   421,700 0 0
TAILORED BRANDS INC COM 87403A107 12,917 505,557 SH   SOLE   505,557 0 0
TJX COS INC NEW COM 872540109 13,646 181,627 SH   SOLE   181,627 0 0
TOLL BROTHERS INC COM STK COM 889478103 7,142 230,400 SH   SOLE   230,400 0 0
TWITTER INC COM 90184L102 2,619 160,705 SH   SOLE   160,705 0 0
UCP INC COM 90265Y106 11,635 965,535 SH   SOLE   965,535 0 0
UNITED RENTALS INC COM STK COM 911363109 2,415 22,873 SH   SOLE   22,873 0 0
VINCE HOLDING CO COM 92719W108 344 85,000 SH   SOLE   85,000 0 0
WAYFAIR INC COM 94419L101 8,308 237,039 SH   SOLE   237,039 0 0
WERNER ENTERPRISES INC COM STK COM 950755108 2,312 85,778 SH   SOLE   85,778 0 0
WHOLE FOODS MKT INC COM STK COM 966837106 6,704 217,937 SH   SOLE   217,937 0 0
XCEL BRANDS INC COM STK COM 98400M101 5,581 1,268,393 SH   SOLE   1,268,393 0 0
XCEL BRANDS INC COM STK RS COM 98400M9B9 1,760 400,000 SH   SOLE   400,000 0 0
XPO LOGISTICS INC COM STK COM 983793100 9,231 213,874 SH   SOLE   213,874 0 0
CALL- COH 100 @ 25 EXP 01/20/ CALL 189754104 995 952 SH   SOLE   952 0 0
CALL- GIII 100 @ 40 EXP 03/17/ CALL 36237H101 7 200 SH   SOLE   200 0 0
CALL- HBI 100 @ 25 EXP 01/20/ CALL 410345102 3 1,000 SH   SOLE   1,000 0 0
CALL- HBI 100 @ 27 EXP 01/20/ CALL 410345102 2 300 SH   SOLE   300 0 0
SIG US 01/20/17 C115 CALL G81276100 11 500 SH   SOLE   500 0 0
SIG US 01/20/17 C85 CALL G81276100 212 200 SH   SOLE   200 0 0
PUT - IWM 100 @ 131 EXP 01/20/ PUT 464287655 600 6,000 SH   SOLE   6,000 0 0
XRT 42.5 PUTS EXPIRES 1/20/17 PUT 78464A714 53 1,500 SH   SOLE   1,500 0 0
XCEL Brands Inc. Wt Exp 06/04/ WARRANT 98400M101 139 162,554 SH   SOLE   162,554 0 0