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
AETNA INC NEW COM 00817Y108 16,409 132,318 SH   SOLE   132,318 0 0
AFFIMED N V COM N01045108 3,776 2,097,902 SH   SOLE   2,097,902 0 0
ALLERGAN PLC SHS G0177J108 29,088 138,508 SH   SOLE   138,508 0 0
ALPHABET INC CAP STK CL C 02079K107 2,922 3,786 SH   SOLE   3,786 0 0
AMDOCS LTD SHS G02602103 57,758 991,545 SH   SOLE   991,545 0 0
ARRIS INTL INC SHS G0551A103 40,508 1,344,438 SH   SOLE   1,344,438 0 0
ASTORIA FINL CORP COM 046265104 34,781 1,864,954 SH   SOLE   1,864,954 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 3,000 20,000 SH Call SOLE   20,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,900 20,000 SH Call SOLE   20,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 21,017 769,300 SH   SOLE   769,300 0 0
AVIS BUDGET GROUP COM 053774105 24,141 658,160 SH   SOLE   658,160 0 0
BALL CORP COM 058498106 23,857 317,796 SH   SOLE   317,796 0 0
CITRIX SYS INC COM 177376100 81,947 917,552 SH   SOLE   917,552 0 0
COMCAST CORP NEW CL A 20030N101 62,767 909,014 SH   SOLE   909,014 0 0
COMCAST CORP NEW COM 20030N101 1,581 2,500 SH Call SOLE   2,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,166 94,107 SH   SOLE   94,107 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 488 7,400 SH Put SOLE   7,400 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 565 7,200 SH Put SOLE   7,200 0 0
ENVISION HEALTHCARE CORP COM 29414D100 18,864 298,056 SH   SOLE   298,056 0 0
FORTIVE CORP COM 34959J108 9,887 184,350 SH   SOLE   184,350 0 0
GENERAL DYNAMICS CORP COM 369550108 103,234 597,904 SH   SOLE   597,904 0 0
GLOBAL PMTS INC COM 37940X102 10,210 147,099 SH   SOLE   147,099 0 0
GODADDY INC CL A 380237107 9,744 278,800 SH   SOLE   278,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 22,674 94,691 SH   SOLE   94,691 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 4,663 223,223 SH   SOLE   223,223 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 93,248 3,428,234 SH   SOLE   3,428,234 0 0
HONEYWELL INTL INC COM 438516106 30,266 261,250 SH   SOLE   261,250 0 0
HUBBELL INC COM 443510607 15,350 131,536 SH   SOLE   131,536 0 0
HUMANA INC COM 444859102 35,079 171,932 SH   SOLE   171,932 0 0
JOHNSON CTLS INTL PLC COM G51502105 55,292 1,342,363 SH   SOLE   1,342,363 0 0
KATE SPADE & CO COM 485865109 10,979 588,078 SH   SOLE   588,078 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 94,584 621,815 SH   SOLE   621,815 0 0
LENNOX INTL INC COM 526107107 9,573 62,500 SH   SOLE   62,500 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 19,944 787,974 SH   SOLE   787,974 0 0
MGM RESORTS INTERNATIONAL COM 552953101 32,321 1,121,106 SH   SOLE   1,121,106 0 0
MERCK & CO INC COM 58933Y105 4,975 10,000 SH Call SOLE   10,000 0 0
MERCK & CO INC COM 58933Y105 15,500 40,000 SH Call SOLE   40,000 0 0
NORDSTROM INC COM 655664100 495 7,500 SH Call SOLE   7,500 0 0
NORDSTROM INC COM 655664100 25,878 539,902 SH   SOLE   539,902 0 0
NORFOLK SOUTHERN CORP COM 655844108 9,986 92,400 SH   SOLE   92,400 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,373 44,600 SH   SOLE   44,600 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,385 422,000 SH   SOLE   422,000 0 0
PARK HOTELS RESORTS INC COM 700517105 5,020 167,900 SH   SOLE   167,900 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 46,509 611,557 SH   SOLE   611,557 0 0
REGENXBIO INC COM 75901B107 46,270 2,494,359 SH   SOLE   2,494,359 0 0
ROCKWELL COLLINS INC COM 774341101 38,383 413,793 SH   SOLE   413,793 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,051 5,550 SH Put SOLE   5,550 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,973 6,600 SH Put SOLE   6,600 0 0
SBA COMMUNICATIONS CORP COM 78388J106 11,678 113,093 SH   SOLE   113,093 0 0
SABRE CORP COM 78573M104 49,479 1,983,112 SH   SOLE   1,983,112 0 0
SPARK THERAPEUTICS INC COM 84652J103 16,373 328,113 SH   SOLE   328,113 0 0
SPROUTS FMRS MKT INC COM 85208M102 3,798 200,740 SH   SOLE   200,740 0 0
SYNCHRONY FINL COM 87165B103 4,889 134,800 SH   SOLE   134,800 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,130 3,000 SH Call SOLE   3,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,340 4,500 SH Call SOLE   4,500 0 0
TELEFLEX INC COM 879369106 4,158 25,800 SH   SOLE   25,800 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 26,135 770,482 SH   SOLE   770,482 0 0
VIASAT INC COM 92552V100 64,274 970,614 SH   SOLE   970,614 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 19,289 1,514,082 SH   SOLE   1,514,082 0 0
YANDEX N V SHS CLASS A N97284108 1,963 97,500 SH   SOLE   97,500 0 0