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
AFFILIATED MANAGERS GROUP COM 008252108 6,485 43,620 SH   SOLE   43,620 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,817 93,084 SH   SOLE   93,084 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,570 62,400 SH Call SOLE   62,400 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,131 26,292 SH   SOLE   26,292 0 0
ALTAIR ENGR INC COM CL A 021369103 1,838 53,760 SH   SOLE   53,760 0 0
AMERIPRISE FINL INC COM 03076C106 8,948 63,972 SH   SOLE   63,972 0 0
AMPHENOL CORP NEW CL A 032095101 8,025 92,079 SH   SOLE   92,079 0 0
APERGY CORP COM 03755L104 4,559 109,207 SH   SOLE   109,207 0 0
ARROW ELECTRS INC COM 042735100 8,692 115,465 SH   SOLE   115,465 0 0
ASGN INC COM 00191U102 7,612 97,355 SH   SOLE   97,355 0 0
AVISTA HEALTHCARE PUB ACQ CO CL A G0726L125 1,893 188,735 SH   SOLE   188,735 0 0
BEACON ROOFING SUPPLY INC COM 073685109 6,423 150,705 SH   SOLE   150,705 0 0
BEACON ROOFING SUPPLY INC COM 073685109 852 20,000 SH Put SOLE   20,000 0 0
BELDEN INC COM 077454106 611 10,000 SH Call SOLE   10,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 473 20,000 SH   SOLE   20,000 0 0
BRINKER INTL INC COM 109641100 7,865 165,241 SH   SOLE   165,241 0 0
BRINKS CO COM 109696104 9,171 115,000 SH   SOLE   115,000 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 5,910 54,945 SH   SOLE   54,945 0 0
CADENCE BANCORPORATION CL A 12739A100 9,747 337,620 SH   SOLE   337,620 0 0
CAESARS ENTMT CORP COM 127686103 3,784 353,611 SH   SOLE   353,611 0 0
CAESARS ENTMT CORP COM 127686103 2,161 202,000 SH Call SOLE   202,000 0 0
CALLON PETE CO DEL COM 13123X102 1,452 135,150 SH   SOLE   135,150 0 0
CASELLA WASTE SYS INC CL A 147448104 4,489 175,269 SH   SOLE   175,269 0 0
CBS CORP NEW CL B 124857202 2,836 50,451 SH   SOLE   50,451 0 0
CDW CORP COM 12514G108 5,535 68,509 SH   SOLE   68,509 0 0
CHURCHILL DOWNS INC COM 171484108 2,490 8,399 SH   SOLE   8,399 0 0
CITRIX SYS INC COM 177376100 2,741 26,148 SH   SOLE   26,148 0 0
COMMVAULT SYSTEMS INC COM 204166102 1,794 27,250 SH   SOLE   27,250 0 0
CONCHO RES INC COM 20605P101 2,748 19,860 SH   SOLE   19,860 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,007 18,309 SH   SOLE   18,309 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,955 13,500 SH Call SOLE   13,500 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 2,210 70,040 SH   SOLE   70,040 0 0
CONTINENTAL RESOURCES INC COM 212015101 4,862 75,075 SH   SOLE   75,075 0 0
COOPER COS INC COM NEW 216648402 2,896 12,299 SH   SOLE   12,299 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 952 20,000 SH Call SOLE   20,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,384 68,301 SH   SOLE   68,301 0 0
DOLLAR GEN CORP NEW COM 256677105 1,972 20,000 SH Call SOLE   20,000 0 0
ELECTRONIC ARTS INC COM 285512109 6,577 46,639 SH   SOLE   46,639 0 0
EQUINIX INC COM PAR $0.001 29444U700 5,464 12,711 SH   SOLE   12,711 0 0
EXACT SCIENCES CORP COM 30063P105 598 10,000 SH   SOLE   10,000 0 0
EXACT SCIENCES CORP COM 30063P105 1,010 16,900 SH Call SOLE   16,900 0 0
FERRO CORP COM 315405100 7,993 383,381 SH   SOLE   383,381 0 0
FIFTH THIRD BANCORP COM 316773100 1,783 62,123 SH   SOLE   62,123 0 0
FIRST DATA CORP NEW COM CL A 32008D106 8,747 417,894 SH   SOLE   417,894 0 0
FIRST DATA CORP NEW COM CL A 32008D106 1,570 75,000 SH Call SOLE   75,000 0 0
FIRST HORIZON NATL CORP COM 320517105 6,665 373,600 SH   SOLE   373,600 0 0
FLIR SYS INC COM 302445101 3,356 64,572 SH   SOLE   64,572 0 0
GARDNER DENVER HLDGS INC COM 36555P107 1,056 35,918 SH   SOLE   35,918 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 1,157 39,981 SH   SOLE   39,981 0 0
GODADDY INC CL A 380237107 2,471 35,000 SH   SOLE   35,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,250 30,696 SH   SOLE   30,696 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 4,034 78,900 SH   SOLE   78,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,354 55,000 SH   SOLE   55,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,583 20,000 SH Call SOLE   20,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,216 10,000 SH   SOLE   10,000 0 0
INDEPENDENT BK GROUP INC COM 45384B106 6,387 95,611 SH   SOLE   95,611 0 0
INTERXION HOLDING N.V SHS N47279109 3,861 61,854 SH   SOLE   61,854 0 0
ITT INC COM 45073V108 2,701 51,682 SH   SOLE   51,682 0 0
JACK IN THE BOX INC COM 466367109 8,828 103,717 SH   SOLE   103,717 0 0
JACK IN THE BOX INC COM 466367109 2,554 30,000 SH Put SOLE   30,000 0 0
KEYCORP NEW COM 493267108 5,580 285,548 SH   SOLE   285,548 0 0
KEYCORP NEW COM 493267108 2,030 103,900 SH Call SOLE   103,900 0 0
KFORCE INC COM 493732101 3,430 100,000 SH Call SOLE   100,000 0 0
KMG CHEMICALS INC COM 482564101 4,340 58,825 SH   SOLE   58,825 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 9,170 240,000 SH   SOLE   240,000 0 0
LANDCADIA HLDGS INC CL A 51476W107 5,389 532,000 SH   SOLE   532,000 0 0
LOGMEIN INC COM 54142L109 4,180 40,488 SH   SOLE   40,488 0 0
MANPOWERGROUP INC COM 56418H100 2,806 32,600 SH   SOLE   32,600 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,340 6,000 SH   SOLE   6,000 0 0
MASCO CORP COM 574599106 9,048 241,792 SH   SOLE   241,792 0 0
MGIC INVT CORP WIS COM 552848103 2,387 222,643 SH   SOLE   222,643 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,819 20,000 SH   SOLE   20,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 5,457 60,000 SH Call SOLE   60,000 0 0
MILACRON HLDGS CORP COM 59870L106 5,191 274,198 SH   SOLE   274,198 0 0
MINERALS TECHNOLOGIES INC COM 603158106 2,469 32,761 SH   SOLE   32,761 0 0
MODEL N INC COM 607525102 129 6,949 SH   SOLE   6,949 0 0
MOHAWK INDS INC COM 608190104 4,285 19,997 SH   SOLE   19,997 0 0
NEWFIELD EXPL CO COM 651290108 2,887 95,422 SH   SOLE   95,422 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,712 23,330 SH   SOLE   23,330 0 0
NICE LTD SPONSORED ADR 653656108 3,450 33,250 SH   SOLE   33,250 0 0
NLIGHT INC COM 65487K100 1,390 42,054 SH   SOLE   42,054 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,778 92,638 SH   SOLE   92,638 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,240 57,107 SH   SOLE   57,107 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,639 15,000 SH Put SOLE   15,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,274 19,280 SH   SOLE   19,280 0 0
OLD DOMINION FGHT LINES INC COM 679580100 6,337 42,540 SH   SOLE   42,540 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,715 346,976 SH   SOLE   346,976 0 0
PATRICK INDS INC COM 703343103 3,722 65,471 SH   SOLE   65,471 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 4,912 133,854 SH   SOLE   133,854 0 0
PINNACLE FOODS INC DEL COM 72348P104 3,166 48,661 SH   SOLE   48,661 0 0
PINNACLE FOODS INC DEL COM 72348P104 1,952 30,000 SH Put SOLE   30,000 0 0
PLANTRONICS INC NEW COM 727493108 3,142 41,200 SH   SOLE   41,200 0 0
PNC FINL SVCS GROUP INC COM 693475105 256,690 1,900,000 SH Call SOLE   1,900,000 0 0
POOL CORPORATION COM 73278L105 10,658 70,347 SH   SOLE   70,347 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,331 35,681 SH   SOLE   35,681 0 0
PTC INC COM 69370C100 16,811 179,205 SH   SOLE   179,205 0 0
PVH CORP COM 693656100 6,301 42,086 SH   SOLE   42,086 0 0
REGIONS FINL CORP NEW COM 7591EP100 6,137 345,167 SH   SOLE   345,167 0 0
SAIA INC COM 78709Y105 7,588 93,854 SH   SOLE   93,854 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 2,744 33,000 SH   SOLE   33,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8,140 136,881 SH   SOLE   136,881 0 0
SHERWIN WILLIAMS CO COM 824348106 2,874 7,052 SH   SOLE   7,052 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,207 45,779 SH   SOLE   45,779 0 0
SLEEP NUMBER CORP COM 83125X103 1,288 44,371 SH   SOLE   44,371 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 124,398 470,000 SH Call SOLE   470,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 298,408 1,100,000 SH Put SOLE   1,100,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,447 89,300 SH   SOLE   89,300 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3,611 83,871 SH   SOLE   83,871 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 11,215 216,095 SH   SOLE   216,095 0 0
SUMMIT MATLS INC CL A 86614U100 5,659 215,586 SH   SOLE   215,586 0 0
SYNCHRONY FINL COM 87165B103 1,045 31,300 SH   SOLE   31,300 0 0
SYNCHRONY FINL COM 87165B103 1,048 31,400 SH   SOLE   31,400 0 0
SYNEOS HEALTH INC CL A 87166B102 5,427 115,716 SH   SOLE   115,716 0 0
TERADATA CORP DEL COM 88076W103 3,650 90,907 SH   SOLE   90,907 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,777 23,061 SH   SOLE   23,061 0 0
TOTAL SYS SVCS INC COM 891906109 8,855 104,773 SH   SOLE   104,773 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,719 121,251 SH   SOLE   121,251 0 0
UNIVAR INC COM 91336L107 9,208 350,931 SH   SOLE   350,931 0 0
US FOODS HLDG CORP COM 912008109 8,046 212,753 SH   SOLE   212,753 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 5,047 333,326 SH   SOLE   333,326 0 0
VAIL RESORTS INC COM 91879Q109 3,674 13,401 SH   SOLE   13,401 0 0
VULCAN MATLS CO COM 929160109 2,581 20,000 SH Call SOLE   20,000 0 0
WAGEWORKS INC COM 930427109 2,143 42,850 SH   SOLE   42,850 0 0
WAGEWORKS INC COM 930427109 4,000 80,000 SH Put SOLE   80,000 0 0
WASTE CONNECTIONS INC COM 94106B101 7,416 98,516 SH   SOLE   98,516 0 0
WILLSCOT CORP COM 971375126 1,669 112,800 SH   SOLE   112,800 0 0
WORLDPAY INC CL A 981558109 10,185 124,536 SH   SOLE   124,536 0 0
YUM BRANDS INC COM 988498101 5,707 72,967 SH   SOLE   72,967 0 0
ZIONS BANCORPORATION COM 989701107 6,471 122,807 SH   SOLE   122,807 0 0