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
SVB FINL GROUP COM 78486Q101 4,043 14,000 SH   SOLE   14,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 2,343 15,000 SH   SOLE   15,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,322 18,954 SH   SOLE   18,954 0 0
AMERIPRISE FINL INC COM 03076C106 3,483 24,900 SH   SOLE   24,900 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,044 26,063 SH   SOLE   26,063 0 0
AMAZON COM INC COM 023135106 53,544 31,500 SH   SOLE   31,500 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 3,157 34,500 SH   SOLE   34,500 0 0
BOK FINL CORP COM NEW 05561Q201 3,280 34,894 SH   SOLE   34,894 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,003 37,820 SH   SOLE   37,820 0 0
CARLISLE COS INC COM 142339100 4,219 38,956 SH   SOLE   38,956 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 4,683 45,000 SH   SOLE   45,000 0 0
LENNOX INTL INC COM 526107107 9,297 46,449 SH   SOLE   46,449 0 0
CURO GROUP HLDGS CORP COM 23131L107 1,160 46,500 SH   SOLE   46,500 0 0
PACWEST BANCORP DEL COM 695263103 2,328 47,113 SH   SOLE   47,113 0 0
TRINITY INDS INC COM 896522109 1,677 48,950 SH   SOLE   48,950 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2,577 50,000 SH   SOLE   50,000 0 0
SNAP ON INC COM 833034101 8,357 52,000 SH   SOLE   52,000 0 0
SYNOVUS FINL CORP COM NEW 87161C501 2,810 53,194 SH   SOLE   53,194 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,204 55,000 SH   SOLE   55,000 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 1,313 62,752 SH   SOLE   62,752 0 0
VOYA FINL INC COM 929089100 3,118 66,339 SH   SOLE   66,339 0 0
WADDELL & REED FINL INC CL A 930059100 1,233 68,617 SH   SOLE   68,617 0 0
WHIRLPOOL CORP COM 963320106 10,236 70,000 SH   SOLE   70,000 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 3,510 75,238 SH   SOLE   75,238 0 0
AUTOZONE INC COM 053332102 55,016 82,000 SH   SOLE   82,000 0 0
CATHAY GEN BANCORP COM 149150104 3,340 82,493 SH   SOLE   82,493 0 0
ADOBE SYS INC COM 00724F101 20,724 85,000 SH   SOLE   85,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,908 91,418 SH   SOLE   91,418 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,448 92,104 SH   SOLE   92,104 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 8,342 93,368 SH   SOLE   93,368 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 9,842 95,000 SH   SOLE   95,000 0 0
YANDEX N V SHS CLASS A N97284108 3,602 100,327 SH   SOLE   100,327 0 0
GARDNER DENVER HLDGS INC COM 36555P107 2,992 101,809 SH   SOLE   101,809 0 0
HONEYWELL INTL INC COM 438516106 14,995 104,096 SH   SOLE   104,096 0 0
LAZARD LTD SHS A G54050102 5,226 106,856 SH   SOLE   106,856 0 0
SHERWIN WILLIAMS CO COM 824348106 44,833 110,000 SH   SOLE   110,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 9,805 111,726 SH   SOLE   111,726 0 0
TEREX CORP NEW COM 880779103 4,767 113,000 SH   SOLE   113,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 26,304 117,782 SH   SOLE   117,782 0 0
MCDONALDS CORP COM 580135101 20,472 130,650 SH   SOLE   130,650 0 0
AIR LEASE CORP CL A 00912X302 5,551 132,250 SH   SOLE   132,250 0 0
GALLAGHER ARTHUR J & CO COM 363576109 8,772 134,375 SH   SOLE   134,375 0 0
NORTHERN TR CORP COM 665859104 14,163 137,653 SH   SOLE   137,653 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 4,796 140,000 SH   SOLE   140,000 0 0
LINCOLN NATL CORP IND COM 534187109 9,132 146,703 SH   SOLE   146,703 0 0
ROKU INC COM CL A 77543R102 6,393 150,000 SH   SOLE   150,000 0 0
INGERSOLL-RAND PLC SHS G47791101 13,460 150,000 SH   SOLE   150,000 0 0
SALESFORCE COM INC COM 79466L302 20,469 150,069 SH   SOLE   150,069 0 0
TOPBUILD CORP COM 89055F103 11,760 150,121 SH   SOLE   150,121 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 19,742 154,382 SH   SOLE   154,382 0 0
AZUL S A SPONSR ADR PFD 05501U106 2,580 157,712 SH   SOLE   157,712 0 0
ARAMARK COM 03852U106 5,936 160,000 SH   SOLE   160,000 0 0
BURLINGTON STORES INC COM 122017106 24,100 160,100 SH   SOLE   160,100 0 0
WERNER ENTERPRISES INC COM 950755108 6,284 167,348 SH   SOLE   167,348 0 0
CHERRY HILL MTG INVT CORP COM 164651101 3,055 171,027 SH   SOLE   171,027 0 0
EZCORP INC CL A NON VTG 302301106 2,141 177,651 SH   SOLE   177,651 0 0
BANK NEW YORK MELLON CORP COM 064058100 10,250 190,067 SH   SOLE   190,067 0 0
SUMMIT MATLS INC CL A 86614U100 5,026 191,457 SH   SOLE   191,457 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 9,257 195,925 SH   SOLE   195,925 0 0
M & T BK CORP COM 55261F104 33,693 198,022 SH   SOLE   198,022 0 0
WALMART INC COM 931142103 17,204 200,864 SH   SOLE   200,864 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 10,693 201,673 SH   SOLE   201,673 0 0
NAVIENT CORPORATION COM 63938C108 2,736 210,000 SH   SOLE   210,000 0 0
DOLLAR GEN CORP NEW COM 256677105 21,199 215,000 SH   SOLE   215,000 0 0
OLD REP INTL CORP COM 680223104 4,397 220,838 SH   SOLE   220,838 0 0
AMETEK INC NEW COM 031100100 17,275 239,394 SH   SOLE   239,394 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 12,358 241,697 SH   SOLE   241,697 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 3,785 250,000 SH   SOLE   250,000 0 0
MATTEL INC COM 577081102 4,105 250,000 SH   SOLE   250,000 0 0
FRANKLIN RES INC COM 354613101 8,020 250,222 SH   SOLE   250,222 0 0
ATHENE HLDG LTD CL A G0684D107 10,985 250,579 SH   SOLE   250,579 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 24,375 257,500 SH   SOLE   257,500 0 0
REXNORD CORP NEW COM 76169B102 7,672 264,000 SH   SOLE   264,000 0 0
LADDER CAP CORP CL A 505743104 4,175 267,301 SH   SOLE   267,301 0 0
FIRST HORIZON NATL CORP COM 320517105 5,045 282,774 SH   SOLE   282,774 0 0
CAPITAL ONE FINL CORP COM 14040H105 26,160 284,657 SH   SOLE   284,657 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 19,984 300,062 SH   SOLE   300,062 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 3,184 300,903 SH   SOLE   300,903 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 4,401 308,640 SH   SOLE   308,640 0 0
PVH CORP COM 693656100 48,662 325,022 SH   SOLE   325,022 0 0
KEYCORP NEW COM 493267108 6,583 336,913 SH   SOLE   336,913 0 0
CAMPBELL SOUP CO COM 134429109 14,189 350,000 SH   SOLE   350,000 0 0
CARTER INC COM 146229109 38,045 351,000 SH   SOLE   351,000 0 0
SOCIAL CAP HEDOSOPHIA HLDGS CL A G8250R103 3,624 360,589 SH   SOLE   360,589 0 0
HYATT HOTELS CORP COM CL A 448579102 28,328 367,187 SH   SOLE   367,187 0 0
VULCAN MATLS CO COM 929160109 49,516 383,670 SH   SOLE   383,670 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 31,757 401,174 SH   SOLE   401,174 0 0
FULLER H B CO COM 359694106 21,933 408,588 SH   SOLE   408,588 0 0
STERLING BANCORP DEL COM 85917A100 9,925 422,354 SH   SOLE   422,354 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 27,163 450,467 SH   SOLE   450,467 0 0
CITIZENS FINL GROUP INC COM 174610105 18,193 467,695 SH   SOLE   467,695 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 13,875 500,000 SH   SOLE   500,000 0 0
MONDELEZ INTL INC CL A 609207105 22,587 550,899 SH   SOLE   550,899 0 0
BGC PARTNERS INC CL A 05541T101 6,543 578,000 SH   SOLE   578,000 0 0
JELD-WEN HLDG INC COM 47580P103 16,597 580,535 SH   SOLE   580,535 0 0
LENNAR CORP CL A 526057104 31,500 600,000 SH   SOLE   600,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 1,219 631,801 SH   SOLE   631,801 0 0
WELLS FARGO CO NEW COM 949746101 35,227 635,405 SH   SOLE   635,405 0 0
VALLEY NATL BANCORP COM 919794107 10,217 840,208 SH   SOLE   840,208 0 0
HD SUPPLY HLDGS INC COM 40416M105 37,001 862,703 SH   SOLE   862,703 0 0
RLJ LODGING TR COM 74965L101 26,420 1,198,177 SH   SOLE   1,198,177 0 0
COTT CORP QUE COM 22163N106 28,413 1,716,780 SH   SOLE   1,716,780 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 81,096 2,122,372 SH   SOLE   2,122,372 0 0
CAESARS ENTMT CORP COM 127686103 54,743 5,116,200 SH   SOLE   5,116,200 0 0
BEST BUY INC COM 086516101 11,187 150,000 SH Put SOLE   150,000 0 0
FIRSTCASH INC COM 33767D105 2,696 30,000 SH Put SOLE   30,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 4,414 75,000 SH Put SOLE   75,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 85,979 525,000 SH Put SOLE   525,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,490 90,000 SH Put SOLE   90,000 0 0
KOHLS CORP COM 500255104 20,048 275,000 SH Put SOLE   275,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 10,943 40,000 SH Put SOLE   40,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 51,495 300,000 SH Put SOLE   300,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 101,730 375,000 SH Put SOLE   375,000 0 0
UNION PAC CORP COM 907818108 14,168 100,000 SH Put SOLE   100,000 0 0
WELLS FARGO CO NEW COM 949746101 3,881 70,000 SH Put SOLE   70,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 21,489 300,000 SH Put SOLE   300,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 16,996 350,000 SH Put SOLE   350,000 0 0
YELP INC CL A 985817105 5,877 150,000 SH Put SOLE   150,000 0 0
CATERPILLAR INC DEL COM 149123101 6,784 50,000 SH Call SOLE   50,000 0 0
CHUBB LIMITED COM H1467J104 4,446 35,000 SH Call SOLE   35,000 0 0
CAESARS ENTMT CORP COM 127686103 3,745 350,000 SH Call SOLE   350,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 6,551 40,000 SH Call SOLE   40,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 19,105 500,000 SH Call SOLE   500,000 0 0
LENNAR CORP CL A 526057104 13,125 250,000 SH Call SOLE   250,000 0 0
MONDELEZ INTL INC CL A 609207105 24,600 600,000 SH Call SOLE   600,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 11,636 500,685 SH   SOLE   500,685 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 13,944 600,000 SH Call SOLE   600,000 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 7,585 186,375 SH   SOLE   186,375 0 0
EATON CORP PLC SHS G29183103 14,372 192,297 SH   SOLE   192,297 0 0
EATON CORP PLC SHS G29183103 3,737 50,000 SH Put SOLE   50,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 4,645 51,573 SH   SOLE   51,573 0 0
CIT GROUP INC COM NEW 125581801 3,075 61,000 SH   SOLE   61,000 0 0
MORGAN STANLEY COM NEW 617446448 5,519 116,444 SH   SOLE   116,444 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,223 20,000 SH Put SOLE   20,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 9,174 150,000 SH Call SOLE   150,000 0 0
DEERE & CO COM 244199105 1,709 12,223 SH   SOLE   12,223 0 0
OSHKOSH CORP COM 688239201 1,406 20,000 SH   SOLE   20,000 0 0
EVEREST RE GROUP LTD COM G3223R108 6,294 27,307 SH   SOLE   27,307 0 0
UNUM GROUP COM 91529Y106 1,850 50,000 SH   SOLE   50,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 11,321 51,327 SH   SOLE   51,327 0 0
NETFLIX INC COM 64110L106 20,746 53,000 SH   SOLE   53,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 8,623 57,998 SH   SOLE   57,998 0 0
WESTERN ALLIANCE BANCORP COM 957638109 3,638 64,262 SH   SOLE   64,262 0 0
TEXTRON INC COM 883203101 4,350 66,000 SH   SOLE   66,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 9,996 66,257 SH   SOLE   66,257 0 0
ALLSTATE CORP COM 020002101 6,275 68,750 SH   SOLE   68,750 0 0
SPX CORP COM 784635104 2,808 80,118 SH   SOLE   80,118 0 0
METLIFE INC COM 59156R108 4,148 95,132 SH   SOLE   95,132 0 0
EAST WEST BANCORP INC COM 27579R104 6,425 98,550 SH   SOLE   98,550 0 0
IBERIABANK CORP COM 450828108 8,507 112,231 SH   SOLE   112,231 0 0
XPO LOGISTICS INC COM 983793100 14,763 147,365 SH   SOLE   147,365 0 0
MASTEC INC COM 576323109 7,656 150,859 SH   SOLE   150,859 0 0
COMERICA INC COM 200340107 14,712 161,817 SH   SOLE   161,817 0 0
LEGG MASON INC COM 524901105 6,463 186,090 SH   SOLE   186,090 0 0
TIMKEN CO COM 887389104 8,715 200,113 SH   SOLE   200,113 0 0
ELECTRONIC ARTS INC COM 285512109 28,325 200,857 SH   SOLE   200,857 0 0
EVERTEC INC COM 30040P103 5,386 246,509 SH   SOLE   246,509 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,785 269,004 SH   SOLE   269,004 0 0
RADIAN GROUP INC COM 750236101 4,850 299,019 SH   SOLE   299,019 0 0
ESSENT GROUP LTD COM G3198U102 11,657 325,425 SH   SOLE   325,425 0 0
AMERICAN EXPRESS CO COM 025816109 32,505 331,688 SH   SOLE   331,688 0 0
MICROSOFT CORP COM 594918104 41,943 425,346 SH   SOLE   425,346 0 0
STANLEY BLACK & DECKER INC COM 854502101 74,063 557,665 SH   SOLE   557,665 0 0
CSX CORP COM 126408103 43,103 675,804 SH   SOLE   675,804 0 0
NEWELL BRANDS INC COM 651229106 27,385 1,061,837 SH   SOLE   1,061,837 0 0
FIFTH THIRD BANCORP COM 316773100 33,223 1,157,610 SH   SOLE   1,157,610 0 0
SLM CORP COM 78442P106 17,103 1,493,685 SH   SOLE   1,493,685 0 0
RITE AID CORP COM 767754104 2,970 1,716,892 SH   SOLE   1,716,892 0 0
COMERICA INC COM 200340107 3,637 40,000 SH Put SOLE   40,000 0 0
CSX CORP COM 126408103 4,784 75,000 SH Put SOLE   75,000 0 0
FIFTH THIRD BANCORP COM 316773100 5,740 200,000 SH Put SOLE   200,000 0 0
KROGER CO COM 501044101 17,070 600,000 SH Put SOLE   600,000 0 0
AMERICAN EXPRESS CO COM 025816109 7,840 80,000 SH Call SOLE   80,000 0 0
DEERE & CO COM 244199105 18,873 135,000 SH Call SOLE   135,000 0 0
ELECTRONIC ARTS INC COM 285512109 7,051 50,000 SH Call SOLE   50,000 0 0
GENERAL ELECTRIC CO COM 369604103 1,810 133,000 SH Call SOLE   133,000 0 0
KROGER CO COM 501044101 22,760 800,000 SH Call SOLE   800,000 0 0
NEWELL BRANDS INC COM 651229106 2,677 103,800 SH Call SOLE   103,800 0 0
PARKER HANNIFIN CORP COM 701094104 6,234 40,000 SH Call SOLE   40,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 14,961 90,000 SH Call SOLE   90,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 26,562 200,000 SH Call SOLE   200,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,894 40,000 SH Call SOLE   40,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,092 30,000 SH Call SOLE   30,000 0 0
VULCAN MATLS CO COM 929160109 12,906 100,000 SH Call SOLE   100,000 0 0
WELLS FARGO CO NEW COM 949746101 11,482 207,100 SH Call SOLE   207,100 0 0
WHIRLPOOL CORP COM 963320106 3,656 25,000 SH Call SOLE   25,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 12,883 250,000 SH Call SOLE   250,000 0 0
YANDEX N V SHS CLASS A N97284108 31,413 875,000 SH Call SOLE   875,000 0 0
ZIONS BANCORPORATION COM 989701107 1,317 25,000 SH Call SOLE   25,000 0 0