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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYS INCCOM00724F10151,709239,305SH SOLE 239,30500
ADT INCCOM00090Q1032,577325,000SH SOLE 325,00000
AGILENT TECHNOLOGIES INCCOM00846U10168,4051,022,489SH SOLE 1,022,48900
ALLERGAN PLCSHSG0177J1082,01912,000SH SOLE 12,00000
AMERICAN AXLE & MFG HLDGS INCOM0240611031,522100,000SHCallSOLE 000
ANTHEM INCCOM036752103134,147610,593SH SOLE 610,59300
APPLE INCCOM03783310045,443270,847SH SOLE 270,84700
AUTODESK INCCOM052769106158,8691,265,082SH SOLE 1,265,08200
BLOOMIN BRANDS INCCOM094235108173,7627,156,593SH SOLE 7,156,59300
BOSTON SCIENTIFIC CORPCOM101137107129,0674,724,275SH SOLE 4,724,27500
CAESARS ENTMT CORPCOM1276861032,531225,000SH SOLE 225,00000
CIGNA CORPORATIONCOM12550910950,436300,678SH SOLE 300,67800
CONAGRA BRANDS INCCOM205887102122,3453,317,378SH SOLE 3,317,37800
D R HORTON INCCOM23331A1092,06047,000SH SOLE 47,00000
DISCOVERY COMMUNICATNS NEWCOM SER C25470F30219,5201,000,000SH SOLE 1,000,00000
DR PEPPER SNAPPLE GROUP INCCOM26138E10969,883590,329SH SOLE 590,32900
DROPBOX INCCL A26210C1046,328202,500SH SOLE 202,50000
ELECTRONIC ARTS INCCOM28551210968,983568,982SH SOLE 568,98200
FIRST DATA CORP NEWCOM CL A32008D10684,9485,309,224SH SOLE 5,309,22400
FIRST DATA CORP NEWCOM CL A32008D10620,8001,300,000SHCallSOLE 000
GENERAL MTRS COCOM37045V10047,5511,308,494SH SOLE 1,308,49400
HD SUPPLY HLDGS INCCOM40416M105345,0649,094,994SH SOLE 9,094,99400
ILG INCCOM44967H10112,444400,000SH SOLE 400,00000
ILG INCCOM44967H1019,333300,000SHPutSOLE 300,00000
INDUSTRIAL LOGISTICS PPTYS TCOM SHS BEN INT4562371066,956342,000SH SOLE 342,00000
IQIYI INCSPONSORED ADS46267X10815,5501,000,000SH SOLE 1,000,00000
ISHARES TR20 YR TR BD ETF4642874323,07725,240SH SOLE 25,24000
ISHARES TRRUSSELL 2000 ETF4642876553,03720,000SH SOLE 20,00000
JACK IN THE BOX INCCOM466367109183,6252,151,938SH SOLE 2,151,93800
LAM RESEARCH CORPCOM51280710870,611347,565SH SOLE 347,56500
NORTHROP GRUMMAN CORPCOM666807102113,662325,567SH SOLE 325,56700
OSPREY ENERGY ACQUISITION COUNIT 07/21/202268839720725,2502,500,000SH SOLE 2,500,00000
PINNACLE FOODS INC DELCOM72348P104289,9365,359,260SH SOLE 5,359,26000
POWERSHARES QQQ TRUSTUNIT SER 173935A10424,020150,000SHPutSOLE 150,00000
PTC INCCOM69370C10046,946601,790SH SOLE 601,79000
SELECT SECTOR SPDR TRENERGY81369Y5063,37150,000SH SOLE 50,00000
SPDR S&P 500 ETF TRTR UNIT78462F10357,364217,988SH SOLE 217,98800
TEVA PHARMACEUTICAL INDS LTDSPONSORED ADR88162420959,4113,476,348SH SOLE 3,476,34800
TIFFANY & CO NEWCOM886547108347,5143,558,402SH SOLE 3,558,40200
TIFFANY & CO NEWCOM8865471087,18873,600SHCallSOLE 000
WESTROCK COCOM96145D10553,207829,158SH SOLE 829,15800
ZAYO GROUP HLDGS INCCOM98919V10577,1772,259,271SH SOLE 2,259,27100
ZIMMER BIOMET HLDGS INCCOM98956P102339,1873,110,670SH SOLE 3,110,67000