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 2,852 200,000 SH   SOLE N/A 200,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,653 45,000 SH   SOLE N/A 45,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,059 50,000 SH Call SOLE N/A 50,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 10,607 64,700 SH   SOLE N/A 64,700 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,861 37,900 SH   SOLE N/A 37,900 0 0
AMERICAN VANGUARD CORP COM 030371108 426 18,200 SH   SOLE N/A 18,200 0 0
AMPHENOL CORP NEW CL A 032095101 2,829 36,300 SH   SOLE N/A 36,300 0 0
ANIXTER INTL INC COM 035290105 13,737 181,200 SH   SOLE N/A 181,200 0 0
ARES CAP CORP COM 04010L103 812 47,200 SH   SOLE N/A 47,200 0 0
ARROW ELECTRS INC COM 042735100 4,722 118,500 SH   SOLE N/A 118,500 0 0
ASPEN TECHNOLOGY INC COM 045327103 6,008 208,700 SH   SOLE N/A 208,700 0 0
ASSURED GUARANTY LTD COM G0585R106 1,776 80,500 SH   SOLE N/A 80,500 0 0
AVNET INC COM 053807103 1,915 57,000 SH   SOLE N/A 57,000 0 0
B/E AEROSPACE INC COM 073302101 12,704 201,400 SH   SOLE N/A 201,400 0 0
BELDEN INC COM 077454106 15,583 312,100 SH   SOLE N/A 312,100 0 0
BLUCORA INC COM 095229100 1,307 70,500 SH   SOLE N/A 70,500 0 0
BRINKER INTL INC COM 109641100 5,110 129,600 SH   SOLE N/A 129,600 0 0
BROOKDALE SR LIVING INC COM 112463104 5,888 222,700 SH   SOLE N/A 222,700 0 0
BROWN & BROWN INC COM 115236101 8,005 248,300 SH   SOLE N/A 248,300 0 0
BUFFALO WILD WINGS INC COM 119848109 2,869 29,200 SH   SOLE N/A 29,200 0 0
CAPITAL SR LIVING CORP COM 140475104 686 28,700 SH   SOLE N/A 28,700 0 0
CBS CORP NEW CL B 124857202 9,842 201,400 SH   SOLE N/A 201,400 0 0
CBS CORP NEW CL B 124857202 2,932 60,000 SH Call SOLE N/A 60,000 0 0
CHRISTOPHER & BANKS CORP COM 171046105 1,527 226,500 SH   SOLE N/A 226,500 0 0
CHURCHILL DOWNS INC COM 171484108 4,526 57,400 SH   SOLE N/A 57,400 0 0
CIT GROUP INC COM NEW 125581801 11,737 251,700 SH   SOLE N/A 251,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,000 153,500 SH   SOLE N/A 153,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,903 190,000 SH Call SOLE N/A 190,000 0 0
COOPER COS INC COM NEW 216648402 3,572 30,000 SH   SOLE N/A 30,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,203 171,200 SH   SOLE N/A 171,200 0 0
DENBURY RES INC COM NEW 247916208 9,417 543,700 SH   SOLE N/A 543,700 0 0
DICKS SPORTING GOODS INC COM 253393102 4,285 85,600 SH   SOLE N/A 85,600 0 0
DINEEQUITY INC COM 254423106 2,775 40,300 SH   SOLE N/A 40,300 0 0
ELECTRONIC ARTS INC COM 285512109 5,741 249,700 SH   SOLE N/A 249,700 0 0
EMERITUS CORP COM 291005106 7,466 322,100 SH   SOLE N/A 322,100 0 0
EMERITUS CORP COM 291005106 1,159 50,000 SH Call SOLE N/A 50,000 0 0
EQUINIX INC COM NEW 29444U502 3,805 20,600 SH   SOLE N/A 20,600 0 0
EQUINIX INC COM NEW 29444U502 9,236 50,000 SH Call SOLE N/A 50,000 0 0
FIFTH THIRD BANCORP COM 316773100 1,913 106,000 SH   SOLE N/A 106,000 0 0
FLOWERS FOODS INC COM 343498101 7,618 345,500 SH   SOLE N/A 345,500 0 0
GENERAC HLDGS INC COM 368736104 2,021 54,600 SH   SOLE N/A 54,600 0 0
GENERAC HLDGS INC COM 368736104 4,626 125,000 SH Call SOLE N/A 125,000 0 0
GNC HLDGS INC COM CL A 36191G107 8,842 200,000 SH   SOLE N/A 200,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,908 46,500 SH   SOLE N/A 46,500 0 0
GRACE W R & CO DEL NEW COM 38388F108 4,202 50,000 SH Call SOLE N/A 50,000 0 0
HANGER INC COM NEW 41043F208 5,858 185,200 SH   SOLE N/A 185,200 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 13,385 432,900 SH   SOLE N/A 432,900 0 0
HEADWATERS INC COM 42210P102 6,510 736,400 SH   SOLE N/A 736,400 0 0
HEARTLAND PMT SYS INC COM 42235N108 12,807 343,800 SH   SOLE N/A 343,800 0 0
HERCULES OFFSHORE INC COM 427093109 5,316 755,100 SH   SOLE N/A 755,100 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 5,580 225,000 SH   SOLE N/A 225,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 2,579 104,000 SH Call SOLE N/A 104,000 0 0
HSN INC COM 404303109 7,188 133,800 SH   SOLE N/A 133,800 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 8,141 171,100 SH   SOLE N/A 171,100 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 2,379 50,000 SH Call SOLE N/A 50,000 0 0
INFORMATICA CORP COM 45666Q102 3,634 103,900 SH   SOLE N/A 103,900 0 0
INVESCO LTD SHS G491BT108 1,558 49,000 SH   SOLE N/A 49,000 0 0
ISHARES TR DJ US REAL EST 464287739 23,915 360,000 SH Put SOLE N/A 360,000 0 0
JACK IN THE BOX INC COM 466367109 12,062 307,000 SH   SOLE N/A 307,000 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 17,077 319,500 SH   SOLE N/A 319,500 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 2,673 50,000 SH Call SOLE N/A 50,000 0 0
MANPOWERGROUP INC COM 56418H100 12,204 222,700 SH   SOLE N/A 222,700 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 3,604 199,800 SH   SOLE N/A 199,800 0 0
MEDNAX INC COM 58502B106 11,448 125,000 SH   SOLE N/A 125,000 0 0
MOHAWK INDS INC COM 608190104 2,554 22,700 SH   SOLE N/A 22,700 0 0
MONOTYPE IMAGING HOLDINGS IN COM 61022P100 917 36,100 SH   SOLE N/A 36,100 0 0
NCR CORP NEW COM 62886E108 16,940 513,500 SH   SOLE N/A 513,500 0 0
NEWCASTLE INVT CORP COM 65105M108 3,112 595,000 SH   SOLE N/A 595,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 9,996 281,900 SH   SOLE N/A 281,900 0 0
NIELSEN HOLDINGS N V COM N63218106 2,536 75,500 SH   SOLE N/A 75,500 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 4,187 460,100 SH   SOLE N/A 460,100 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,023 387,600 SH   SOLE N/A 387,600 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,171 10,400 SH   SOLE N/A 10,400 0 0
OASIS PETE INC NEW COM 674215108 8,260 212,500 SH   SOLE N/A 212,500 0 0
OLD DOMINION FGHT LINES INC COM 679580100 4,216 101,300 SH   SOLE N/A 101,300 0 0
ON ASSIGNMENT INC COM 682159108 13,627 510,000 SH   SOLE N/A 510,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,636 450,000 SH   SOLE N/A 450,000 0 0
PARK OHIO HLDGS CORP COM 700666100 1,910 57,900 SH   SOLE N/A 57,900 0 0
PETSMART INC COM 716768106 1,688 25,200 SH   SOLE N/A 25,200 0 0
PINNACLE FOODS INC DEL COM 72348P104 937 38,800 SH   SOLE N/A 38,800 0 0
POOL CORPORATION COM 73278L105 5,131 97,900 SH   SOLE N/A 97,900 0 0
PRIMORIS SVCS CORP COM 74164F103 7,829 397,000 SH   SOLE N/A 397,000 0 0
REALOGY HLDGS CORP COM 75605Y106 6,774 141,000 SH   SOLE N/A 141,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 8,332 151,000 SH   SOLE N/A 151,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 1,655 30,000 SH Call SOLE N/A 30,000 0 0
ROBERT HALF INTL INC COM 770323103 10,730 322,900 SH   SOLE N/A 322,900 0 0
RUSH ENTERPRISES INC CL A 781846209 2,730 110,300 SH   SOLE N/A 110,300 0 0
SAIA INC COM 78709Y105 9,051 302,000 SH   SOLE N/A 302,000 0 0
SERVICE CORP INTL COM 817565104 3,720 206,300 SH   SOLE N/A 206,300 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 3,401 115,800 SH   SOLE N/A 115,800 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 5,639 85,600 SH   SOLE N/A 85,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 264,693 1,650,000 SH Put SOLE N/A 1,650,000 0 0
SPIRIT RLTY CAP INC COM 84860F109 2,658 150,000 SH   SOLE N/A 150,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 13,581 412,800 SH   SOLE N/A 412,800 0 0
STAG INDL INC COM 85254J102 5,786 290,000 SH   SOLE N/A 290,000 0 0
STANDEX INTL CORP COM 854231107 1,393 26,400 SH   SOLE N/A 26,400 0 0
SUSSER HLDGS CORP COM 869233106 1,398 29,200 SH   SOLE N/A 29,200 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,320 155,000 SH   SOLE N/A 155,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,897 81,500 SH   SOLE N/A 81,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,078 60,000 SH Call SOLE N/A 60,000 0 0
UNION PAC CORP COM 907818108 3,178 20,600 SH   SOLE N/A 20,600 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 5,899 88,100 SH   SOLE N/A 88,100 0 0
VANTIV INC CL A 92210H105 3,745 135,700 SH   SOLE N/A 135,700 0 0
VIACOM INC NEW CL B 92553P201 9,143 134,400 SH   SOLE N/A 134,400 0 0
VIACOM INC NEW CL B 92553P201 10,545 155,000 SH Call SOLE N/A 155,000 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 3,277 239,200 SH   SOLE N/A 239,200 0 0
WEB COM GROUP INC COM 94733A104 14,743 575,900 SH   SOLE N/A 575,900 0 0
WESCO INTL INC COM 95082P105 5,131 75,500 SH   SOLE N/A 75,500 0 0
WHITING PETE CORP NEW COM 966387102 2,719 59,000 SH   SOLE N/A 59,000 0 0
ZALE CORP NEW COM 988858106 2,919 320,800 SH   SOLE N/A 320,800 0 0