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 60,896 1,057,775 SH   OTR 1 0 1,057,775 0
ACTIVISION BLIZZARD INC COM 00507V109 158,568 2,754,346 SH   SOLE   2,754,346 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 63,936 453,772 SH   OTR 1 0 453,772 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 167,337 1,187,628 SH   SOLE   1,187,628 0 0
ALPHABET INC CAP STK CL A 02079K305 77,080 82,910 SH   OTR 1 0 82,910 0
ALPHABET INC CAP STK CL A 02079K305 186,217 200,302 SH   SOLE   200,302 0 0
ALTERYX INC COM CL C 02156B103 2,233 114,375 SH   OTR 1 0 114,375 0
ALTERYX INC COM CL C 02156B103 5,575 285,606 SH   SOLE   285,606 0 0
AMAZON COM INC COM 023135106 20,612 21,293 SH   OTR 1 0 21,293 0
AMAZON COM INC COM 023135106 54,627 56,433 SH   SOLE   56,433 0 0
AMERICAN TOWER CORP NEW COM 03027X100 48,839 369,095 SH   OTR 1 0 369,095 0
AMERICAN TOWER CORP NEW COM 03027X100 118,847 898,181 SH   SOLE   898,181 0 0
ANALOG DEVICES INC COM 032654105 43,506 559,203 SH   OTR 1 0 559,203 0
ANALOG DEVICES INC COM 032654105 113,614 1,460,334 SH   SOLE   1,460,334 0 0
APPLE INC COM 037833100 40,858 283,700 SH Call OTR 1 0 283,700 0
APPLE INC COM 037833100 103,162 716,300 SH Call SOLE   716,300 0 0
APPLIED MATLS INC COM 038222105 19,478 471,511 SH   OTR 1 0 471,511 0
APPLIED MATLS INC COM 038222105 53,296 1,290,158 SH   SOLE   1,290,158 0 0
ASPEN TECHNOLOGY INC COM 045327103 9,823 177,753 SH   OTR 1 0 177,753 0
ASPEN TECHNOLOGY INC COM 045327103 22,812 412,815 SH   SOLE   412,815 0 0
BAIDU INC SPON ADR REP A 056752108 4,042 22,599 SH   SOLE   22,599 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 20,793 623,489 SH   OTR 1 0 623,489 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 51,743 1,551,511 SH   SOLE   1,551,511 0 0
BROADCOM LTD SHS Y09827109 33,084 141,960 SH   OTR 1 0 141,960 0
BROADCOM LTD SHS Y09827109 83,441 358,040 SH   SOLE   358,040 0 0
BWX TECHNOLOGIES INC COM 05605H100 17,300 354,875 SH   OTR 1 0 354,875 0
BWX TECHNOLOGIES INC COM 05605H100 44,326 909,257 SH   SOLE   909,257 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 54,141 1,616,630 SH   OTR 1 0 1,616,630 0
CADENCE DESIGN SYSTEM INC COM 127387108 137,122 4,094,429 SH   SOLE   4,094,429 0 0
CBOE HLDGS INC COM 12503M108 731 8,000 SH   SOLE   8,000 0 0
CELGENE CORP COM 151020104 65,751 506,280 SH   OTR 1 0 506,280 0
CELGENE CORP COM 151020104 163,988 1,262,709 SH   SOLE   1,262,709 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 1,163 30,000 SH   SOLE   30,000 0 0
CINTAS CORP COM 172908105 29,598 234,830 SH   OTR 1 0 234,830 0
CINTAS CORP COM 172908105 71,979 571,080 SH   SOLE   571,080 0 0
CME GROUP INC COM 12572Q105 24,878 198,640 SH   OTR 1 0 198,640 0
CME GROUP INC COM 12572Q105 64,835 517,684 SH   SOLE   517,684 0 0
COCA COLA CO COM 191216100 38,571 860,000 SH Call OTR 1 0 860,000 0
COCA COLA CO COM 191216100 95,979 2,140,000 SH Call SOLE   2,140,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 18,450 115,361 SH   OTR 1 0 115,361 0
COSTCO WHSL CORP NEW COM 22160K105 47,021 294,011 SH   SOLE   294,011 0 0
DOLLAR GEN CORP NEW COM 256677105 6,191 85,884 SH   OTR 1 0 85,884 0
DOLLAR GEN CORP NEW COM 256677105 15,616 216,616 SH   SOLE   216,616 0 0
DOLLAR TREE INC COM 256746108 47,382 677,657 SH   OTR 1 0 677,657 0
DOLLAR TREE INC COM 256746108 118,745 1,698,292 SH   SOLE   1,698,292 0 0
EBAY INC COM 278642103 480 13,741 SH   SOLE   13,741 0 0
ELECTRONIC ARTS INC COM 285512109 65,717 621,612 SH   OTR 1 0 621,612 0
ELECTRONIC ARTS INC COM 285512109 171,621 1,623,358 SH   SOLE   1,623,358 0 0
EQUINIX INC COM PAR $0.001 29444U700 48,120 112,127 SH   OTR 1 0 112,127 0
EQUINIX INC COM PAR $0.001 29444U700 122,188 284,715 SH   SOLE   284,715 0 0
FACEBOOK INC CL A 30303M102 72,867 482,625 SH   OTR 1 0 482,625 0
FACEBOOK INC CL A 30303M102 187,539 1,242,144 SH   SOLE   1,242,144 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 241 2,822 SH   SOLE   2,822 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 47,637 4,257,100 SH Call OTR 1 0 4,257,100 0
FORD MTR CO DEL COM PAR $0.01 345370860 120,213 10,742,900 SH Call SOLE   10,742,900 0 0
GENERAL DYNAMICS CORP COM 369550108 16,864 85,130 SH   OTR 1 0 85,130 0
GENERAL DYNAMICS CORP COM 369550108 42,566 214,870 SH   SOLE   214,870 0 0
GENERAL ELECTRIC CO COM 369604103 77,532 2,870,500 SH Call OTR 1 0 2,870,500 0
GENERAL ELECTRIC CO COM 369604103 192,568 7,129,500 SH Call SOLE   7,129,500 0 0
GLOBAL PMTS INC COM 37940X102 30,359 336,132 SH   OTR 1 0 336,132 0
GLOBAL PMTS INC COM 37940X102 77,393 856,879 SH   SOLE   856,879 0 0
INTEL CORP COM 458140100 38,798 1,149,900 SH Call OTR 1 0 1,149,900 0
INTEL CORP COM 458140100 96,162 2,850,100 SH Call SOLE   2,850,100 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 60,183 912,965 SH   OTR 1 0 912,965 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 152,274 2,309,980 SH   SOLE   2,309,980 0 0
ISHARES TR U.S. REAL ES ETF 464287739 67,948 851,800 SH Call OTR 1 0 851,800 0
ISHARES TR U.S. REAL ES ETF 464287739 171,362 2,148,200 SH Call SOLE   2,148,200 0 0
JD COM INC SPON ADR CL A 47215P106 28,247 720,230 SH   OTR 1 0 720,230 0
JD COM INC SPON ADR CL A 47215P106 22,516 574,100 SH Call OTR 1 0 574,100 0
JD COM INC SPON ADR CL A 47215P106 75,175 1,916,762 SH   SOLE   1,916,762 0 0
JD COM INC SPON ADR CL A 47215P106 55,924 1,425,900 SH Call SOLE   1,425,900 0 0
KAR AUCTION SVCS INC COM 48238T109 15,975 380,635 SH   OTR 1 0 380,635 0
KAR AUCTION SVCS INC COM 48238T109 37,992 905,210 SH   SOLE   905,210 0 0
KIMBERLY CLARK CORP COM 494368103 37,003 286,600 SH Call OTR 1 0 286,600 0
KIMBERLY CLARK CORP COM 494368103 92,107 713,400 SH Call SOLE   713,400 0 0
KKR & CO L P DEL COM UNITS 48248M102 8,554 459,912 SH   OTR 1 0 459,912 0
KKR & CO L P DEL COM UNITS 48248M102 22,310 1,199,440 SH   SOLE   1,199,440 0 0
KLA-TENCOR CORP COM 482480100 914 9,983 SH   SOLE   9,983 0 0
LAM RESEARCH CORP COM 512807108 31,840 225,130 SH   OTR 1 0 225,130 0
LAM RESEARCH CORP COM 512807108 83,778 592,363 SH   SOLE   592,363 0 0
MARTIN MARIETTA MATLS INC COM 573284106 26,543 119,250 SH   OTR 1 0 119,250 0
MARTIN MARIETTA MATLS INC COM 573284106 68,703 308,668 SH   SOLE   308,668 0 0
MASTERCARD INCORPORATED CL A 57636Q104 38,239 314,851 SH   OTR 1 0 314,851 0
MASTERCARD INCORPORATED CL A 57636Q104 99,348 818,014 SH   SOLE   818,014 0 0
MATCH GROUP INC COM 57665R106 5,151 296,375 SH   OTR 1 0 296,375 0
MATCH GROUP INC COM 57665R106 12,189 701,300 SH   SOLE   701,300 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 882 19,635 SH   SOLE   19,635 0 0
MERCURY SYS INC COM 589378108 9,287 220,640 SH   OTR 1 0 220,640 0
MERCURY SYS INC COM 589378108 24,630 585,163 SH   SOLE   585,163 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 44,297 573,950 SH   OTR 1 0 573,950 0
MICROCHIP TECHNOLOGY INC COM 595017104 113,359 1,468,757 SH   SOLE   1,468,757 0 0
MICROSOFT CORP COM 594918104 71,945 1,043,735 SH   OTR 1 0 1,043,735 0
MICROSOFT CORP COM 594918104 179,476 2,603,742 SH   SOLE   2,603,742 0 0
NETEASE INC SPONSORED ADR 64110W102 32,394 107,755 SH   OTR 1 0 107,755 0
NETEASE INC SPONSORED ADR 64110W102 89,243 296,852 SH   SOLE   296,852 0 0
NETFLIX INC COM 64110L106 31,794 212,800 SH Call OTR 1 0 212,800 0
NETFLIX INC COM 64110L106 80,263 537,200 SH Call SOLE   537,200 0 0
NORTHROP GRUMMAN CORP COM 666807102 23,345 90,940 SH   OTR 1 0 90,940 0
NORTHROP GRUMMAN CORP COM 666807102 58,179 226,634 SH   SOLE   226,634 0 0
NVIDIA CORP COM 67066G104 41,431 286,600 SH Call OTR 1 0 286,600 0
NVIDIA CORP COM 67066G104 103,129 713,400 SH Call SOLE   713,400 0 0
PAYPAL HLDGS INC COM 70450Y103 19,787 368,674 SH   OTR 1 0 368,674 0
PAYPAL HLDGS INC COM 70450Y103 52,392 976,179 SH   SOLE   976,179 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 660,411 4,798,100 SH Put OTR 1 0 4,798,100 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1,706,997 12,401,900 SH Put SOLE   12,401,900 0 0
PREMIER INC CL A 74051N102 17,831 495,311 SH   OTR 1 0 495,311 0
PREMIER INC CL A 74051N102 45,093 1,252,571 SH   SOLE   1,252,571 0 0
PROCTER AND GAMBLE CO COM 742718109 25,056 287,500 SH Call OTR 1 0 287,500 0
PROCTER AND GAMBLE CO COM 742718109 62,094 712,500 SH Call SOLE   712,500 0 0
QORVO INC COM 74736K101 684 10,797 SH   SOLE   10,797 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 8,740 139,748 SH   OTR 1 0 139,748 0
RESTAURANT BRANDS INTL INC COM 76131D103 21,748 347,752 SH   SOLE   347,752 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 44,228 851,200 SH Call OTR 1 0 851,200 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 44,260 851,800 SH Put OTR 1 0 851,800 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 111,652 2,148,800 SH Call SOLE   2,148,800 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 111,620 2,148,200 SH Put SOLE   2,148,200 0 0
SHERWIN WILLIAMS CO COM 824348106 48,575 138,407 SH   OTR 1 0 138,407 0
SHERWIN WILLIAMS CO COM 824348106 122,518 349,093 SH   SOLE   349,093 0 0
SINA CORP ORD G81477104 47,989 564,770 SH   OTR 1 0 564,770 0
SINA CORP ORD G81477104 129,843 1,528,106 SH   SOLE   1,528,106 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 618 10,361 SH   SOLE   10,361 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 9,009 93,892 SH   OTR 1 0 93,892 0
SKYWORKS SOLUTIONS INC COM 83088M102 22,722 236,815 SH   SOLE   236,815 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 397,978 1,645,900 SH Put OTR 1 0 1,645,900 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,153,169 4,769,100 SH Put SOLE   4,769,100 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 28,167 733,313 SH   OTR 1 0 733,313 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 71,976 1,873,898 SH   SOLE   1,873,898 0 0
SYNOPSYS INC COM 871607107 49,733 681,930 SH   OTR 1 0 681,930 0
SYNOPSYS INC COM 871607107 128,964 1,768,329 SH   SOLE   1,768,329 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 52,084 709,784 SH   OTR 1 0 709,784 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 137,503 1,873,846 SH   SOLE   1,873,846 0 0
TARGET CORP COM 87612E106 30,056 574,800 SH Call OTR 1 0 574,800 0
TARGET CORP COM 87612E106 74,524 1,425,200 SH Call SOLE   1,425,200 0 0
TERADYNE INC COM 880770102 25,988 865,407 SH   OTR 1 0 865,407 0
TERADYNE INC COM 880770102 67,710 2,254,754 SH   SOLE   2,254,754 0 0
TEXAS INSTRS INC COM 882508104 22,117 287,500 SH Call OTR 1 0 287,500 0
TEXAS INSTRS INC COM 882508104 54,813 712,500 SH Call SOLE   712,500 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 6,205 260,180 SH   OTR 1 0 260,180 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 15,664 656,775 SH   SOLE   656,775 0 0
ULTA BEAUTY INC COM 90384S303 30,586 106,445 SH   OTR 1 0 106,445 0
ULTA BEAUTY INC COM 90384S303 73,323 255,180 SH   SOLE   255,180 0 0
VANTIV INC CL A 92210H105 415 6,545 SH   SOLE   6,545 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,773 168,037 SH   OTR 1 0 168,037 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 5,575 528,423 SH   SOLE   528,423 0 0
VISA INC COM CL A 92826C839 34,118 363,809 SH   OTR 1 0 363,809 0
VISA INC COM CL A 92826C839 89,215 951,322 SH   SOLE   951,322 0 0
VULCAN MATLS CO COM 929160109 18,156 143,320 SH   OTR 1 0 143,320 0
VULCAN MATLS CO COM 929160109 45,692 360,685 SH   SOLE   360,685 0 0
WEIBO CORP SPONSORED ADR 948596101 4,469 67,229 SH   OTR 1 0 67,229 0
WEIBO CORP SPONSORED ADR 948596101 11,993 180,427 SH   SOLE   180,427 0 0
WORKDAY INC CL A 98138H101 22,029 227,100 SH Call OTR 1 0 227,100 0
WORKDAY INC CL A 98138H101 55,571 572,900 SH Call SOLE   572,900 0 0
XILINX INC COM 983919101 44,604 693,465 SH   OTR 1 0 693,465 0
XILINX INC COM 983919101 115,176 1,790,673 SH   SOLE   1,790,673 0 0
YUM CHINA HLDGS INC COM 98850P109 11,290 286,327 SH   OTR 1 0 286,327 0
YUM CHINA HLDGS INC COM 98850P109 32,083 813,673 SH   SOLE   813,673 0 0
ZAYO GROUP HLDGS INC COM 98919V105 7,532 243,770 SH   OTR 1 0 243,770 0
ZAYO GROUP HLDGS INC COM 98919V105 19,271 623,659 SH   SOLE   623,659 0 0