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
AMAYA INC COM 02314M108 24,796 1,752,114 SH   SOLE   1,752,114 0 0
BANK AMER CORP COM 060505104 5,423 245,362 SH   SOLE   245,362 0 0
BIO RAD LABS INC CL A 090572207 5,103 27,995 SH   SOLE   27,995 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 26,069 2,376,432 SH   SOLE   2,376,432 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,162 124,600 SH   SOLE   124,600 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,993 124,800 SH   SOLE   124,800 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 3,152 55,977 SH   SOLE   55,977 0 0
DEVON ENERGY CORP NEW COM 25179M103 6,032 132,067 SH   SOLE   132,067 0 0
ELLIE MAE INC COM 28849P100 2,048 24,470 SH   SOLE   24,470 0 0
EXPEDIA INC DEL COM NEW 30212P303 5,811 51,300 SH   SOLE   51,300 0 0
FACEBOOK INC CL A 30303M102 5,058 43,963 SH   SOLE   43,963 0 0
FAIR ISAAC CORP COM 303250104 1,591 13,347 SH   SOLE   13,347 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 10,216 375,597 SH   SOLE   375,597 0 0
HOSTESS BRANDS INC CL A 44109J106 25,094 1,930,291 SH   SOLE   1,930,291 0 0
ISHARES TR 20 YR TR BD ETF 464287432 8,649 72,600 SH Put SOLE   72,600 0 0
ISHARES TR MIN VOL USA ETF 46429B697 5,232 115,700 SH Put SOLE   115,700 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 8,683 57,082 SH   SOLE   57,082 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 1,491 9,800 SH Call SOLE   9,800 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 5,334 240,275 SH   SOLE   240,275 0 0
MGP INGREDIENTS INC NEW COM 55303J106 3,581 71,653 SH   SOLE   71,653 0 0
MICRON TECHNOLOGY INC COM 595112103 5,416 247,100 SH   SOLE   247,100 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 570 30,000 SH Put SOLE   30,000 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 3,856 50,708 SH   SOLE   50,708 0 0
SANDERSON FARMS INC COM 800013104 660 7,000 SH Put SOLE   7,000 0 0
SEMGROUP CORP CL A 81663A105 3,122 74,780 SH   SOLE   74,780 0 0
WPX ENERGY INC COM 98212B103 6,640 455,700 SH   SOLE   455,700 0 0