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
ADVANCE AUTO PARTS INC COM 00751Y106 5,059 34,125 SH   SOLE   34,125 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,527 10,300 SH Call SOLE   10,300 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 3,715 164,400 SH   SOLE   164,400 0 0
ADVANCEPIERRE FOODS HLDGS IN COM 00782L107 1,982 63,600 SH   SOLE   63,600 0 0
AFFILIATED MANAGERS GROUP COM 008252108 9,327 56,895 SH   SOLE   56,895 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,316 9,300 SH   SOLE   9,300 0 0
ALMOST FAMILY INC COM 020409108 3,849 79,200 SH   SOLE   79,200 0 0
AMPHENOL CORP NEW CL A 032095101 6,775 95,200 SH   SOLE   95,200 0 0
ARCONIC INC COM 03965L900 2,713 103,000 SH Call SOLE   103,000 0 0
ARDAGH GROUP S A CL A L0223L101 7,827 356,400 SH   SOLE   356,400 0 0
ARES CAP CORP COM 04010L103 4,296 247,200 SH   SOLE   247,200 0 0
ARRIS INTL INC SHS G0551A103 1,852 70,000 SH Call SOLE   70,000 0 0
ARROW ELECTRS INC COM 042735100 7,800 106,250 SH   SOLE   106,250 0 0
AVISTA HEALTHCARE PUB ACQ CO UNIT 99/99/9999 G0726L109 1,289 124,900 SH   SOLE   124,900 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,021 81,790 SH   SOLE   81,790 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 2,209 54,400 SH   SOLE   54,400 0 0
CALLON PETE CO DEL COM 13123X102 2,246 170,700 SH   SOLE   170,700 0 0
CASELLA WASTE SYS INC CL A 147448104 880 62,400 SH   SOLE   62,400 0 0
CBS CORP NEW CL B 124857202 3,881 55,950 SH   SOLE   55,950 0 0
CDK GLOBAL INC COM 12508E101 5,994 92,200 SH   SOLE   92,200 0 0
CDW CORP COM 12514G108 4,615 79,965 SH   SOLE   79,965 0 0
CHARLES RIV LABS INTL INC COM 159864107 6,126 68,100 SH   SOLE   68,100 0 0
CHURCHILL DOWNS INC COM 171484108 5,242 33,000 SH   SOLE   33,000 0 0
CITRIX SYS INC COM 177376100 5,045 60,500 SH   SOLE   60,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 4,094 80,600 SH   SOLE   80,600 0 0
CONCHO RES INC COM 20605P101 2,648 20,633 SH   SOLE   20,633 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,706 22,867 SH   SOLE   22,867 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,580 40,600 SH Call SOLE   40,600 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 1,964 80,170 SH   SOLE   80,170 0 0
COOPER COS INC COM NEW 216648402 3,107 15,545 SH   SOLE   15,545 0 0
CYRUSONE INC COM 23283R100 1,976 38,400 SH   SOLE   38,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,614 122,140 SH   SOLE   122,140 0 0
DOLLAR GEN CORP NEW COM 256677105 2,155 30,900 SH Call SOLE   30,900 0 0
DOLLAR TREE INC COM 256746108 3,233 41,200 SH Call SOLE   41,200 0 0
DUNKIN BRANDS GROUP INC COM 265504100 979 17,900 SH   SOLE   17,900 0 0
EASTERLY ACQUISITION CORP COM 27616L102 1,076 107,998 SH   SOLE   107,998 0 0
ELECTRONIC ARTS INC COM 285512109 7,436 83,060 SH   SOLE   83,060 0 0
EQUINIX INC COM PAR $0.001 29444U700 4,828 12,058 SH   SOLE   12,058 0 0
F M C CORP COM NEW 302491303 3,827 55,000 SH   SOLE   55,000 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 2,966 90,833 SH   SOLE   90,833 0 0
GMS INC COM 36251C103 4,506 128,600 SH   SOLE   128,600 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,433 34,900 SH   SOLE   34,900 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 6,754 140,500 SH   SOLE   140,500 0 0
HCA HOLDINGS INC COM 40412C101 1,317 14,800 SH   SOLE   14,800 0 0
HD SUPPLY HLDGS INC COM 40416M105 8,241 200,400 SH   SOLE   200,400 0 0
HEICO CORP NEW CL A 422806208 5,378 71,700 SH   SOLE   71,700 0 0
HUNT J B TRANS SVCS INC COM 445658107 2,757 30,050 SH   SOLE   30,050 0 0
IES HLDGS INC COM 44951W106 1,372 75,800 SH   SOLE   75,800 0 0
INC RESH HLDGS INC CL A 45329R109 1,278 27,867 SH   SOLE   27,867 0 0
INGEVITY CORP COM 45688C107 3,487 57,300 SH   SOLE   57,300 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,041 24,700 SH   SOLE   24,700 0 0
JACK IN THE BOX INC COM 466367109 11,291 111,000 SH   SOLE   111,000 0 0
JELD-WEN HLDG INC COM 47580P103 5,992 182,400 SH   SOLE   182,400 0 0
KEMET CORP COM NEW 488360207 2,669 222,454 SH   SOLE   222,454 0 0
KEYCORP NEW COM 493267108 10,172 572,100 SH   SOLE   572,100 0 0
KEYCORP NEW COM 493267108 3,092 173,900 SH Call SOLE   173,900 0 0
KINSALE CAP GROUP INC COM 49714P108 2,384 74,400 SH   SOLE   74,400 0 0
KROGER CO COM 501044101 2,949 100,000 SH Call SOLE   100,000 0 0
LEIDOS HLDGS INC COM 525327102 3,687 72,100 SH Call SOLE   72,100 0 0
LOGMEIN INC COM 54142L109 10,836 111,142 SH   SOLE   111,142 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 4,450 92,126 SH   SOLE   92,126 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 8,861 109,960 SH   SOLE   109,960 0 0
MANPOWERGROUP INC COM 56418H100 5,713 55,700 SH   SOLE   55,700 0 0
MARATHON PETE CORP COM 56585A102 3,002 59,400 SH   SOLE   59,400 0 0
MARATHON PETE CORP COM 56585A102 5,130 101,500 SH Call SOLE   101,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,183 10,000 SH   SOLE   10,000 0 0
MASCO CORP COM 574599106 1,547 45,500 SH   SOLE   45,500 0 0
MERCURY SYS INC COM 589378108 8,357 214,000 SH   SOLE   214,000 0 0
MGIC INVT CORP WIS COM 552848103 5,009 494,500 SH   SOLE   494,500 0 0
MICROSEMI CORP COM 595137100 9,141 177,399 SH   SOLE   177,399 0 0
MILACRON HLDGS CORP COM 59870L106 3,675 197,500 SH   SOLE   197,500 0 0
MINERALS TECHNOLOGIES INC COM 603158106 5,370 70,100 SH   SOLE   70,100 0 0
MOHAWK INDS INC COM 608190104 6,274 27,340 SH   SOLE   27,340 0 0
NCR CORP NEW COM 62886E108 5,966 130,600 SH   SOLE   130,600 0 0
NEWELL BRANDS INC COM 651229106 2,491 52,800 SH   SOLE   52,800 0 0
NEWELL BRANDS INC COM 651229106 2,429 51,500 SH Call SOLE   51,500 0 0
NEWFIELD EXPL CO COM 651290108 4,023 109,000 SH   SOLE   109,000 0 0
NEXSTAR MEDIA G 08/18/2017 65.00 CL A 65336K103 6,468 92,200 SH   SOLE   92,200 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 7,183 102,400 SH Call SOLE   102,400 0 0
NICE LTD SPONSORED ADR 653656108 6,251 91,950 SH   SOLE   91,950 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 9,256 534,700 SH   SOLE   534,700 0 0
NXP SEMICONDUCTORS N V COM N6596X109 8,083 78,100 SH   SOLE   78,100 0 0
OLD DOMINION FGHT LINES INC COM 679580100 5,566 65,050 SH   SOLE   65,050 0 0
ON ASSIGNMENT INC COM 682159108 6,332 130,480 SH   SOLE   130,480 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,871 443,600 SH   SOLE   443,600 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 7,686 28,484 SH   SOLE   28,484 0 0
ORION ENGINEERED CARBONS S A COM L72967109 2,216 108,100 SH   SOLE   108,100 0 0
PATRICK INDS INC COM 703343103 3,843 54,200 SH   SOLE   54,200 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,223 51,400 SH   SOLE   51,400 0 0
PINNACLE FOODS INC DEL COM 72348P104 7,020 121,300 SH   SOLE   121,300 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 6,360 203,447 SH   SOLE   203,447 0 0
PNC FINL SVCS GROUP INC COM 693475105 7,094 59,000 SH Call SOLE   59,000 0 0
POOL CORPORATION COM 73278L105 8,950 75,000 SH   SOLE   75,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 8,708 133,500 SH   SOLE   133,500 0 0
PRIMERICA INC COM 74164M108 11,389 138,550 SH   SOLE   138,550 0 0
PRIMERICA INC COM 74164M108 847 10,300 SH Call SOLE   10,300 0 0
PTC INC COM 69370C100 15,091 287,175 SH   SOLE   287,175 0 0
PTC INC COM 69370C100 1,766 33,600 SH Put SOLE   33,600 0 0
PVH CORP COM 693656100 1,759 17,000 SH   SOLE   17,000 0 0
PVH CORP COM 693656100 3,104 30,000 SH Call SOLE   30,000 0 0
RADIAN GROUP INC COM 750236101 4,075 226,900 SH   SOLE   226,900 0 0
SAIA INC COM 78709Y105 3,880 87,593 SH   SOLE   87,593 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 4,604 49,300 SH   SOLE   49,300 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 4,746 200,000 SH Put SOLE   200,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 5,561 133,190 SH   SOLE   133,190 0 0
SHERWIN WILLIAMS CO COM 824348106 2,770 8,930 SH   SOLE   8,930 0 0
SHERWIN WILLIAMS CO COM 824348106 3,102 10,000 SH Call SOLE   10,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 7,011 117,850 SH   SOLE   117,850 0 0
SNAP ON INC COM 833034101 1,687 10,000 SH Call SOLE   10,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 129,657 550,000 SH Call SOLE   550,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 247,527 1,050,000 SH Put SOLE   1,050,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,690 104,200 SH   SOLE   104,200 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,108 87,800 SH   SOLE   87,800 0 0
SUMMIT MATLS INC CL A 86614U100 4,540 183,720 SH   SOLE   183,720 0 0
SUNOPTA INC COM 8676EP108 2,268 326,400 SH   SOLE   326,400 0 0
SYMANTEC CORP COM 871503108 6,443 210,000 SH Call SOLE   210,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,825 24,900 SH   SOLE   24,900 0 0
TRIMAS CORP COM NEW 896215209 3,362 162,000 SH   SOLE   162,000 0 0
TRONOX LTD SHS CL A Q9235V101 738 40,000 SH   SOLE   40,000 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,551 56,000 SH   SOLE   56,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,655 13,300 SH   SOLE   13,300 0 0
US FOODS HLDG CORP COM 912008109 6,203 221,700 SH   SOLE   221,700 0 0
U S SILICA HLDGS INC COM 90346E103 681 14,200 SH Call SOLE   14,200 0 0
VAIL RESORTS INC COM 91879Q109 4,101 21,373 SH   SOLE   21,373 0 0
VANTIV INC CL A 92210H105 12,090 188,550 SH   SOLE   188,550 0 0
VERSUM MATLS INC COM 92532W103 2,451 80,100 SH   SOLE   80,100 0 0
VULCAN MATLS CO COM 929160109 1,205 10,000 SH   SOLE   10,000 0 0
VULCAN MATLS CO COM 929160109 2,410 20,000 SH Call SOLE   20,000 0 0
WASTE CONNECTIONS INC COM 94106B101 8,769 99,400 SH   SOLE   99,400 0 0
WEYERHAEUSER CO COM 962166104 4,448 130,900 SH   SOLE   130,900 0 0
WINTRUST FINL CORP COM 97650W108 1,147 16,600 SH   SOLE   16,600 0 0
WOLVERINE WORLD WIDE INC COM 978097103 1,281 51,300 SH   SOLE   51,300 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 3,346 39,700 SH   SOLE   39,700 0 0
YUM BRANDS INC COM 988498101 4,609 72,125 SH   SOLE   72,125 0 0