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
ADOBE SYS INC COM 00724F101 42,366 815,669 SH   SOLE   815,669 0 0
AMERICAN TOWER CORP NEW COM 03027X100 47,811 644,956 SH   SOLE   644,956 0 0
BAIDU INC SPON ADR REP A 056752108 23,761 153,117 SH   SOLE   153,117 0 0
BAIDU INC SPON ADR REP A 056752108 18,777 121,000 SH Call SOLE   121,000 0 0
BEST BUY INC COM 086516101 7,570 201,858 SH   SOLE   201,858 0 0
BOYD GAMING CORP COM 103304101 12,505 883,763 SH   SOLE   883,763 0 0
BROOKDALE SR LIVING INC COM 112463104 7,581 288,262 SH   SOLE   288,262 0 0
CBS CORP NEW CL B 124857202 26,929 488,189 SH   SOLE   488,189 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12,653 154,074 SH   SOLE   154,074 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 31,964 378,635 SH   SOLE   378,635 0 0
DISH NETWORK CORP CL A 25470M109 19,215 426,900 SH Call SOLE   426,900 0 0
DOLLAR GEN CORP NEW COM 256677105 15,029 266,184 SH   SOLE   266,184 0 0
DOW CHEM CO COM 260543103 26,880 700,000 SH Call SOLE   700,000 0 0
FACEBOOK INC CL A 30303M102 5,627 112,000 SH Put SOLE   112,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 16,056 385,675 SH   SOLE   385,675 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 7,674 274,558 SH   SOLE   274,558 0 0
HD SUPPLY HLDGS INC COM 40416M105 4,259 193,858 SH   SOLE   193,858 0 0
INGERSOLL-RAND PLC SHS G47791101 38,442 591,957 SH   SOLE   591,957 0 0
INGERSOLL-RAND PLC SHS G47791101 14,936 230,000 SH Call SOLE   230,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 23,679 1,378,306 SH   SOLE   1,378,306 0 0
LAS VEGAS SANDS CORP COM 517834107 23,356 351,645 SH   SOLE   351,645 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 60,365 410,231 SH   SOLE   410,231 0 0
LINKEDIN CORP COM CL A 53578A108 6,767 27,500 SH Put SOLE   27,500 0 0
MELCO CROWN ENTMT LTD ADR 585464100 42,229 1,326,717 SH   SOLE   1,326,717 0 0
MONDELEZ INTL INC CL A 609207105 7,449 237,092 SH   SOLE   237,092 0 0
NETFLIX INC COM 64110L106 6,648 21,500 SH Put SOLE   21,500 0 0
NEWS CORP NEW CL A 65249B109 3,382 210,615 SH   SOLE   210,615 0 0
PANDORA MEDIA INC COM 698354107 5,855 233,000 SH Put SOLE   233,000 0 0
PETSMART INC COM 716768106 7,980 104,642 SH   SOLE   104,642 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 7,562 90,890 SH   SOLE   90,890 0 0
REALOGY HLDGS CORP COM 75605Y106 7,328 170,347 SH   SOLE   170,347 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 5,810 151,785 SH   SOLE   151,785 0 0
SAFEWAY INC COM NEW 786514208 19,683 615,295 SH   SOLE   615,295 0 0
SALESFORCE COM INC COM 79466L302 9,344 180,000 SH Put SOLE   180,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 99,240 1,233,403 SH   SOLE   1,233,403 0 0
SINA CORP ORD G81477104 15,372 189,375 SH   SOLE   189,375 0 0
SIRIUS XM RADIO INC COM 82967N108 31,090 8,033,650 SH   SOLE   8,033,650 0 0
SPLUNK INC COM 848637104 6,454 107,500 SH Put SOLE   107,500 0 0
STRATASYS LTD SHS M85548101 6,339 62,600 SH Put SOLE   62,600 0 0
TESLA MTRS INC COM 88160R101 5,977 30,900 SH Put SOLE   30,900 0 0
TIME WARNER INC COM NEW 887317303 36,132 549,040 SH   SOLE   549,040 0 0
T-MOBILE US INC COM 872590104 23,740 914,127 SH   SOLE   914,127 0 0
VIACOM INC NEW CL B 92553P201 26,759 320,157 SH   SOLE   320,157 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 2,361 41,567 SH   SOLE   41,567 0 0
WHOLE FOODS MKT INC COM 966837106 14,876 254,296 SH   SOLE   254,296 0 0
YELP INC CL A 985817105 5,791 87,500 SH Put SOLE   87,500 0 0
ZILLOW INC CL A 98954A107 4,893 58,000 SH Put SOLE   58,000 0 0