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 7,245 47,000 SH   SOLE   47,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 3,197 34,700 SH   SOLE   34,700 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,623 11,584 SH   SOLE   11,584 0 0
AMERICOLD RLTY TR COM 03064D108 2,692 83,042 SH   SOLE   83,042 0 0
AMERIS BANCORP COM 03076K108 9,164 233,824 SH   SOLE   233,824 0 0
AMPHENOL CORP NEW CL A 032095101 8,921 92,980 SH   SOLE   92,980 0 0
AMPHENOL CORP NEW CL A 032095101 10,553 110,000 SH Put SOLE   110,000 0 0
AQUA AMERICA INC COM 03836W103 662 16,000 SH   SOLE   16,000 0 0
ARAMARK COM 03852U106 826 22,901 SH   SOLE   22,901 0 0
ARROW ELECTRS INC COM 042735100 3,987 55,940 SH   SOLE   55,940 0 0
ASGN INC COM 00191U102 2,424 40,000 SH Put SOLE   40,000 0 0
ASGN INC COM 00191U102 2,424 40,000 SH Call SOLE   40,000 0 0
ASGN INC COM 00191U102 6,877 113,475 SH   SOLE   113,475 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 8,434 319,479 SH   SOLE   319,479 0 0
BRINKER INTL INC COM 109641100 5,092 129,394 SH   SOLE   129,394 0 0
BRUKER CORP COM 116794108 2,997 60,000 SH   SOLE   60,000 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 3,596 32,671 SH   SOLE   32,671 0 0
CALLON PETE CO DEL COM 13123X102 3,301 500,844 SH   SOLE   500,844 0 0
CASELLA WASTE SYS INC CL A 147448104 1,589 40,096 SH   SOLE   40,096 0 0
CBS CORP NEW CL B 124857202 3,650 73,151 SH   SOLE   73,151 0 0
CDW CORP COM 12514G108 9,383 84,534 SH   SOLE   84,534 0 0
CENTERSTATE BK CORP COM 15201P109 2,300 99,875 SH   SOLE   99,875 0 0
CHURCHILL DOWNS INC COM 171484108 5,006 43,502 SH   SOLE   43,502 0 0
CITRIX SYS INC COM 177376100 2,978 30,348 SH   SOLE   30,348 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 3,105 73,987 SH   SOLE   73,987 0 0
CONCHO RES INC COM 20605P101 1,626 15,760 SH   SOLE   15,760 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,660 18,582 SH   SOLE   18,582 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 1,364 51,334 SH   SOLE   51,334 0 0
CONTINENTAL RESOURCES INC COM 212015101 3,034 72,075 SH   SOLE   72,075 0 0
COOPER COS INC COM NEW 216648402 5,067 15,042 SH   SOLE   15,042 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,933 69,301 SH   SOLE   69,301 0 0
EBAY INC COM 278642103 1,455 36,834 SH   SOLE   36,834 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,411 160,100 SH   SOLE   160,100 0 0
ELECTRONIC ARTS INC COM 285512109 5,431 53,639 SH   SOLE   53,639 0 0
EQUINIX INC COM 29444U700 6,458 12,806 SH   SOLE   12,806 0 0
EURONET WORLDWIDE INC COM 298736109 3,533 21,000 SH   SOLE   21,000 0 0
FIFTH THIRD BANCORP COM 316773100 3,913 140,248 SH   SOLE   140,248 0 0
FIRST DATA CORP NEW COM CL A 32008D106 10,820 399,700 SH   SOLE   399,700 0 0
FISERV INC COM 337738108 6,172 67,700 SH   SOLE   67,700 0 0
FLIR SYS INC COM 302445101 2,726 50,383 SH   SOLE   50,383 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 3,085 54,008 SH   SOLE   54,008 0 0
FRONTDOOR INC COM 35905A109 6,491 149,052 SH   SOLE   149,052 0 0
GENPACT LIMITED SHS G3922B107 6,213 163,110 SH   SOLE   163,110 0 0
GLOBAL PMTS INC COM 37940X102 8,007 50,000 SH Put SOLE   50,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,956 25,696 SH   SOLE   25,696 0 0
GRAY TELEVISION INC COM 389375106 1,885 115,000 SH   SOLE   115,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 1,668 50,745 SH   SOLE   50,745 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,984 35,602 SH   SOLE   35,602 0 0
HCA HEALTHCARE INC COM 40412C101 5,655 41,837 SH   SOLE   41,837 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,619 26,800 SH   SOLE   26,800 0 0
INTERXION HOLDINGS N.V. SHS N47279109 4,775 62,754 SH   SOLE   62,754 0 0
JACK IN THE BOX INC COM 466367109 7,937 97,512 SH   SOLE   97,512 0 0
KEMET CORP COM NEW 488360207 4,617 245,448 SH   SOLE   245,448 0 0
KEYCORP NEW COM 493267108 3,483 196,217 SH   SOLE   196,217 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 806 24,531 SH   SOLE   24,531 0 0
LIVEPERSON INC COM 538146101 2,027 72,306 SH   SOLE   72,306 0 0
MAGNOLIA OIL & GS CORP CL A 559663109 3,821 329,995 SH   SOLE   329,995 0 0
MANPOWERGROUP INC COM 56418H100 2,672 27,665 SH   SOLE   27,665 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,903 30,000 SH   SOLE   30,000 0 0
MASCO CORP COM 574599106 6,794 173,151 SH   SOLE   173,151 0 0
MGIC INVT CORP WIS COM 552848103 4,635 352,743 SH   SOLE   352,743 0 0
MIDDLEBY CORP COM 596278101 1,357 10,000 SH   SOLE   10,000 0 0
MONGODB INC CL A 60937P106 7,605 50,000 SH Call SOLE   50,000 0 0
NEW RELIC INC COM 64829B100 865 10,000 SH   SOLE   10,000 0 0
NEW RELIC INC COM 64829B100 2,595 30,000 SH Call SOLE   30,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 5,108 50,570 SH   SOLE   50,570 0 0
NICE LTD SPONSORED ADR 653656108 4,617 33,700 SH   SOLE   33,700 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,786 83,612 SH   SOLE   83,612 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,654 16,945 SH   SOLE   16,945 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,928 30,000 SH Call SOLE   30,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 7,933 21,480 SH   SOLE   21,480 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 9,277 62,155 SH   SOLE   62,155 0 0
ON SEMICONDUCTOR CORP COM 682189105 4,042 200,000 SH Call SOLE   200,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,263 309,914 SH   SOLE   309,914 0 0
PALOMAR HLDGS INC COM 69753M105 1,913 79,569 SH   SOLE   79,569 0 0
PARSONS CORPORATION COM 70202L102 1,696 46,000 SH   SOLE   46,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 3,805 95,051 SH   SOLE   95,051 0 0
POOL CORPORATION COM 73278L105 12,970 67,904 SH   SOLE   67,904 0 0
PRA HEALTH SCIENCES INC COM 69354M108 5,352 53,981 SH   SOLE   53,981 0 0
PRIMERICA INC COM 74164M108 2,336 19,474 SH   SOLE   19,474 0 0
PTC INC COM 69370C100 8,078 90,000 SH Put SOLE   90,000 0 0
PTC INC COM 69370C100 14,667 163,405 SH   SOLE   163,405 0 0
RAPID7 INC COM 753422104 4,294 74,242 SH   SOLE   74,242 0 0
RAPID7 INC COM 753422104 2,314 40,000 SH Put SOLE   40,000 0 0
REALPAGE INC COM 75606N109 5,110 86,838 SH   SOLE   86,838 0 0
S&P 500 ETF TR TR UNIT 78462F103 336,950 1,150,000 SH Put SOLE   1,150,000 0 0
S&P 500 ETF TR TR UNIT 78462F103 161,150 550,000 SH Call SOLE   550,000 0 0
SAIA INC COM 78709Y105 3,622 56,012 SH   SOLE   56,012 0 0
SEAWORLD ENTMT INC COM 81282V100 1,309 42,229 SH   SOLE   42,229 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,688 90,000 SH Put SOLE   90,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,758 129,734 SH   SOLE   129,734 0 0
SHERWIN WILLIAMS CO COM 824348106 6,926 15,112 SH   SOLE   15,112 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 1,030 19,198 SH   SOLE   19,198 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,661 105,958 SH   SOLE   105,958 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,468 53,871 SH   SOLE   53,871 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 9,454 221,623 SH   SOLE   221,623 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 9,099 157,933 SH   SOLE   157,933 0 0
SYNCHRONY FINL COM 87165B103 3,415 98,489 SH   SOLE   98,489 0 0
SYNEOS HEALTH INC CL A 87166B102 2,521 49,335 SH   SOLE   49,335 0 0
SYNNEX CORP COM 87162W100 984 10,000 SH Put SOLE   10,000 0 0
SYNNEX CORP COM 87162W100 1,784 18,134 SH   SOLE   18,134 0 0
SYNOVUS FINL CORP COM NEW 87161C501 7,023 200,651 SH   SOLE   200,651 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,669 50,005 SH   SOLE   50,005 0 0
THE REALREAL INC COM 88339P101 578 20,000 SH   SOLE   20,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,825 23,238 SH   SOLE   23,238 0 0
TOTAL SYS SVCS INC COM 891906109 15,026 117,145 SH   SOLE   117,145 0 0
TRACTOR SUPPLY CO COM 892356106 5,268 48,415 SH   SOLE   48,415 0 0
TREX CO INC COM 89531P105 4,881 68,070 SH   SOLE   68,070 0 0
US FOODS HLDG CORP COM 912008109 5,495 153,650 SH   SOLE   153,650 0 0
VAIL RESORTS INC COM 91879Q109 1,618 7,251 SH   SOLE   7,251 0 0
VERINT SYS INC COM 92343X100 4,643 86,326 SH   SOLE   86,326 0 0
WASTE CONNECTIONS INC COM 94106B101 9,225 96,516 SH   SOLE   96,516 0 0
WOODWARD INC COM 980745103 2,829 25,000 SH   SOLE   25,000 0 0
WORLDPAY INC CL A 981558109 6,720 54,836 SH   SOLE   54,836 0 0
YETI HLDGS INC COM 98585X104 2,895 100,000 SH Call SOLE   100,000 0 0
YUM BRANDS INC COM 988498101 6,969 62,967 SH   SOLE   62,967 0 0
ZIONS BANCORPORATION N A COM 989701107 2,313 50,307 SH   SOLE   50,307 0 0
ZOETIS INC CL A 98978V103 4,281 37,721 SH   SOLE   37,721 0 0