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
BALL CORP COM 058498106 22,521 300,000 SH   SOLE NONE 300,000 0 0
CAESARS ENTMT CORP COM 127686103 13,678 1,609,143 SH   SOLE NONE 1,609,143 0 0
CITIZENS FINL GROUP INC COM 174610105 37,037 1,039,494 SH   SOLE NONE 1,039,494 0 0
DISNEY WALT CO COM DISNEY 254687106 5,211 50,000 SH   SOLE NONE 50,000 0 0
DISNEY WALT CO COM DISNEY 254687106 265,761 2,550,000 SH Call SOLE NONE 2,550,000 0 0
FOOT LOCKER INC COM 344849104 9,699 136,816 SH   SOLE NONE 136,816 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,470 80,000 SH   SOLE NONE 80,000 0 0
INTEL CORP COM 458140100 15,415 425,000 SH   SOLE NONE 425,000 0 0
KROGER CO COM 501044101 6,902 200,000 SH   SOLE NONE 200,000 0 0
MASCO CORP COM 574599106 12,059 381,378 SH   SOLE NONE 381,378 0 0
PFIZER INC COM 717081103 19,082 587,500 SH   SOLE NONE 587,500 0 0
QUALCOMM INC COM 747525103 18,080 277,300 SH   SOLE NONE 277,300 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 7,664 249,654 SH   SOLE NONE 249,654 0 0
REYNOLDS AMERICAN INC COM 761713106 28,720 512,500 SH   SOLE NONE 512,500 0 0
SONIC CORP COM 835451105 12,283 463,351 SH   SOLE NONE 463,351 0 0
STARBUCKS CORP COM 855244109 5,552 100,000 SH   SOLE NONE 100,000 0 0
TJX COS INC NEW COM 872540109 16,303 217,000 SH   SOLE NONE 217,000 0 0
TIME WARNER INC COM NEW 887317303 35,900 371,909 SH   SOLE NONE 371,909 0 0
US FOODS HLDG CORP COM 912008109 5,420 197,239 SH   SOLE NONE 197,239 0 0
WHOLE FOODS MKT INC COM 966837106 9,197 299,000 SH   SOLE NONE 299,000 0 0
YAHOO INC COM 984332106 63,245 1,635,517 SH   SOLE NONE 1,635,517 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 14,693 370,380 SH   SOLE NONE 370,380 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 29,666 175,415 SH   SOLE NONE 175,415 0 0
ALPHABET INC CAP STK CL A 02079K305 19,415 24,500 SH   SOLE NONE 24,500 0 0
APPLE INC COM 037833100 11,731 101,290 SH   SOLE NONE 101,290 0 0
BANK AMER CORP COM 060505104 7,945 359,500 SH   SOLE NONE 359,500 0 0
BLACKBERRY LTD COM 09228F103 17,225 2,500,000 SH Call SOLE NONE 2,500,000 0 0
CAESARS ACQUISITION CO CL A 12768T103 33,600 2,488,880 SH   SOLE NONE 2,488,880 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 5,323 125,812 SH   SOLE NONE 125,812 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 18,140 330,000 SH   SOLE NONE 330,000 0 0
HCA HOLDINGS INC COM 40412C101 9,252 125,000 SH   SOLE NONE 125,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,930 45,400 SH   SOLE NONE 45,400 0 0
JD COM INC SPON ADR CL A 47215P106 20,352 800,000 SH   SOLE NONE 800,000 0 0
KINDER MORGAN INC DEL COM 49456B101 31,104 1,501,862 SH   SOLE NONE 1,501,862 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 26,014 705,570 SH   SOLE NONE 705,570 0 0
LIFELOCK INC COM 53224V100 68,109 2,847,353 SH   SOLE NONE 2,847,353 0 0
PTC INC COM 69370C100 16,302 352,314 SH   SOLE NONE 352,314 0 0
QUALYS INC COM 74758T303 8,450 266,977 SH   SOLE NONE 266,977 0 0
ROYAL BK SCOTLAND GROUP PLC NOTE 8.625%12/3 780097BB6 3,029 3,000,000 SH   SOLE NONE 3,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 893,002 3,995,000 SH Call SOLE NONE 3,995,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 223,530 1,000,000 SH Put SOLE NONE 1,000,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 29,595 500,000 SH Call SOLE NONE 500,000 0 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 49,378 250,000 SH Call SOLE NONE 250,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 48,360 1,000,000 SH Call SOLE NONE 1,000,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 46,500 2,000,000 SH Call SOLE NONE 2,000,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 48,570 1,000,000 SH Put SOLE NONE 1,000,000 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 25,684 591,114 SH   SOLE NONE 591,114 0 0
TERRAFORM PWR INC CL A COM 88104R100 7,022 548,135 SH   SOLE NONE 548,135 0 0
TESLA MTRS INC COM 88160R101 64,192 300,400 SH Call SOLE NONE 300,400 0 0
VALVOLINE INC COM 92047W101 4,622 215,000 SH   SOLE NONE 215,000 0 0
VISA INC COM CL A 92826C839 9,752 125,000 SH   SOLE NONE 125,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 7,918 240,975 SH   SOLE NONE 240,975 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 9,176 400,000 SH   SOLE NONE 400,000 0 0