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
ADVANCED DRAIN SYS INC DEL COM 00790R104 10,869 397,111 SH   SOLE   397,111 0 0
AMAYA INC COM 02314M108 27,159 1,771,614 SH   SOLE   1,771,614 0 0
ARAMARK COM 03852U106 5,784 173,080 SH   SOLE   173,080 0 0
AT&T INC COM 00206R102 1,966 46,000 SH Put SOLE   46,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 27,939 2,483,511 SH   SOLE   2,483,511 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,693 45,095 SH   SOLE   45,095 0 0
CONSTELLIUM NV CL A N22035104 7,563 1,612,631 SH   SOLE   1,612,631 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 7,337 156,800 SH   SOLE   156,800 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,031 56,020 SH   SOLE   56,020 0 0
ELLIE MAE INC COM 28849P100 18,020 196,618 SH   SOLE   196,618 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 7,963 273,348 SH   SOLE   273,348 0 0
FACEBOOK INC CL A 30303M102 9,405 82,300 SH   SOLE   82,300 0 0
FAIR ISAAC CORP COM 303250104 7,215 63,847 SH   SOLE   63,847 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 4,515 200,397 SH   SOLE   200,397 0 0
HORMEL FOODS CORP COM 440452100 1,409 38,500 SH   SOLE   38,500 0 0
KINDER MORGAN INC DEL COM 49456B101 8,917 476,311 SH   SOLE   476,311 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 12,890 87,872 SH   SOLE   87,872 0 0
MASONITE INTL CORP NEW COM 575385109 2,421 36,600 SH   SOLE   36,600 0 0
PAYCHEX INC COM 704326107 4,134 70,000 SH Put SOLE   70,000 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 7,377 112,934 SH   SOLE   112,934 0 0
REALOGY HLDGS CORP COM 75605Y106 14,937 514,697 SH   SOLE   514,697 0 0
REALOGY HLDGS CORP COM 75605Y106 1,924 66,300 SH Call SOLE   66,300 0 0
SEMGROUP CORP CL A 81663A105 6,676 205,037 SH   SOLE   205,037 0 0
SKECHERS U S A INC CL A 830566105 3,627 122,028 SH   SOLE   122,028 0 0
SUNOCO LP COM U REP LP 86765K109 6,211 213,000 SH Call SOLE   213,000 0 0
TAILORED BRANDS INC COM 87403A107 1,393 110,000 SH Call SOLE   110,000 0 0
WORKDAY INC CL A 98138H101 3,032 40,600 SH   SOLE   40,600 0 0