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
AIR PRODS & CHEMS INC COM 009158106 39,602 261,781 SH   SOLE   261,781 0 0
AMAZON COM INC COM 023135106 77,305 207,754 SH   SOLE   207,754 0 0
AON PLC SHS CL A G0408V102 41,501 431,759 SH   SOLE   431,759 0 0
CARNIVAL CORP PAIRED CTF 143658300 12,558 262,500 SH Put SOLE   262,500 0 0
CBS CORP NEW CL B 124857202 93,673 1,545,002 SH   SOLE   1,545,002 0 0
CBS CORP NEW CL B 124857202 3,278 54,068 SH   OTR 1 54,068 0 0
CDK GLOBAL INC COM 12508E101 35,508 759,373 SH   SOLE   759,373 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 81,363 421,329 SH   SOLE   421,329 0 0
COMMSCOPE HLDG CO INC COM 20337X109 41,431 1,451,693 SH   SOLE   1,451,693 0 0
CYRUSONE INC COM 23283R100 50,446 1,621,000 SH   SOLE   1,621,000 0 0
DREAMWORKS ANIMATION SKG INC CL A 26153C103 3,603 148,900 SH Put SOLE   148,900 0 0
DUNKIN BRANDS GROUP INC COM 265504100 54,632 1,148,687 SH   SOLE   1,148,687 0 0
DUNKIN BRANDS GROUP INC COM 265504100 43,318 910,800 SH Call SOLE   910,800 0 0
ELLIE MAE INC COM 28849P100 63,412 1,146,484 SH   SOLE   1,146,484 0 0
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 39,022 1,648,566 SH   SOLE   1,648,566 0 0
IMAX CORP COM 45245E109 36,057 1,069,625 SH   SOLE   1,069,625 0 0
IMAX CORP COM 45245E109 65,846 1,953,300 SH Call SOLE   1,953,300 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 44,434 293,200 SH Put SOLE   293,200 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 1,290 314,582 SH   SOLE   314,582 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 13,724 404,600 SH Put SOLE   404,600 0 0
MELCO CROWN ENTMT LTD ADR 585464100 8,758 408,100 SH Call SOLE   408,100 0 0
MELCO CROWN ENTMT LTD ADR 585464100 37,941 1,767,971 SH   SOLE   1,767,971 0 0
NIMBLE STORAGE INC COM 65440R101 46,835 2,099,278 SH   SOLE   2,099,278 0 0
NOODLES & CO CL A 65540B105 30,156 1,729,157 SH   SOLE   1,729,157 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 21,418 396,565 SH   SOLE   396,565 0 0
OSI SYSTEMS INC COM 671044105 25,814 347,612 SH   SOLE   347,612 0 0
OSI SYSTEMS INC COM 671044105 11,013 148,300 SH Call SOLE   148,300 0 0
PROCTER & GAMBLE CO COM 742718109 18,440 225,039 SH   SOLE   225,039 0 0
PROCTER & GAMBLE CO COM 742718109 87,201 1,064,200 SH Call SOLE   1,064,200 0 0
RE MAX HLDGS INC CL A 75524W108 2,235 67,308 SH   SOLE   67,308 0 0
REALOGY HLDGS CORP COM 75605Y106 46,460 1,021,554 SH   SOLE   1,021,554 0 0
RED HAT INC COM 756577102 10,783 142,351 SH   SOLE   142,351 0 0
RED HAT INC COM 756577102 79,492 1,049,400 SH Call SOLE   1,049,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 41,688 509,327 SH   SOLE   509,327 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 12,441 152,000 SH Call SOLE   152,000 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 5,207 257,000 SH Call SOLE   257,000 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 32,229 1,545,734 SH   SOLE   1,545,734 0 0
TILE SHOP HLDGS INC COM 88677Q109 57,587 4,755,297 SH   SOLE   4,755,297 0 0
TRANSDIGM GROUP INC COM 893641100 58,101 265,643 SH   SOLE   265,643 0 0
TRIPADVISOR INC COM 896945201 6,742 81,063 SH   SOLE   81,063 0 0
UNION PAC CORP COM 907818108 23,460 216,597 SH   SOLE   216,597 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 43,263 478,200 SH   SOLE   478,200 0 0