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
ROCKWELL AUTOMATION INC COM 773903109 217 1,323 SH   SOLE   1,323 0 0
IBERIABANK CORP COM 450828108 1,634 21,545 SH   SOLE   21,545 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,396 22,055 SH   SOLE   22,055 0 0
EVEREST RE GROUP LTD COM G3223R108 5,995 24,254 SH   SOLE   24,254 0 0
ESSENT GROUP LTD COM G3198U102 1,880 40,000 SH   SOLE   40,000 0 0
HILLTOP HOLDINGS INC COM 432748101 1,000 47,019 SH   SOLE   47,019 0 0
PUBLIC STORAGE COM 74460D109 13,495 56,660 SH   SOLE   56,660 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 2,105 61,454 SH   SOLE   61,454 0 0
ASSURANT INC COM 04621X108 6,877 64,648 SH   SOLE   64,648 0 0
CARLISLE COS INC COM 142339100 9,172 65,322 SH   SOLE   65,322 0 0
WESTERN ALLIANCE BANCORP COM 957638109 3,156 70,579 SH   SOLE   70,579 0 0
DEERE & CO COM 244199105 14,027 84,649 SH   SOLE   84,649 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 8,635 102,132 SH   SOLE   102,132 0 0
LEGG MASON INC COM 524901105 3,956 103,337 SH   SOLE   103,337 0 0
SPX CORP COM 784635104 3,493 105,787 SH   SOLE   105,787 0 0
RADIAN GROUP INC COM 750236101 2,944 128,849 SH   SOLE   128,849 0 0
AMERIS BANCORP COM 03076K108 5,575 142,245 SH   SOLE   142,245 0 0
NETFLIX INC COM 64110L106 55,914 152,221 SH   SOLE   152,221 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 24,005 155,734 SH   SOLE   155,734 0 0
EVERTEC INC COM 30040P103 5,857 179,110 SH   SOLE   179,110 0 0
MASTEC INC COM 576323109 10,424 202,296 SH   SOLE   202,296 0 0
JACK IN THE BOX INC COM 466367109 17,488 214,866 SH   SOLE   214,866 0 0
TIMKEN CO COM 887389104 11,530 224,589 SH   SOLE   224,589 0 0
MICROSOFT CORP COM 594918104 33,875 252,877 SH   SOLE   252,877 0 0
EAST WEST BANCORP INC COM 27579R104 11,909 254,634 SH   SOLE   254,634 0 0
FLOWSERVE CORP COM 34354P105 14,963 283,990 SH   SOLE   283,990 0 0
GENERAL ELECTRIC CO COM 369604103 6,974 664,200 SH   SOLE   664,200 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 28,823 720,035 SH   SOLE   720,035 0 0
ELDORADO RESORTS INC COM 28470R102 53,779 1,167,342 SH   SOLE   1,167,342 0 0
FIFTH THIRD BANCORP COM 316773100 33,286 1,193,041 SH   SOLE   1,193,041 0 0
SLM CORP COM 78442P106 14,038 1,444,233 SH   SOLE   1,444,233 0 0
MASCO CORP COM 574599106 78,378 1,997,406 SH   SOLE   1,997,406 0 0
AMERICAN EXPRESS CO COM 025816109 3,703 30,000 SH Call SOLE   30,000 0 0
ELDORADO RESORTS INC COM 28470R102 4,607 100,000 SH Call SOLE   100,000 0 0
FASTENAL CO COM 311900104 4,400 135,000 SH Call SOLE   135,000 0 0
LAS VEGAS SANDS CORP COM 517834107 9,005 152,400 SH Call SOLE   152,400 0 0
MASCO CORP COM 574599106 14,299 364,400 SH Call SOLE   364,400 0 0
NETFLIX INC COM 64110L106 28,027 76,300 SH Call SOLE   76,300 0 0
PARKER HANNIFIN CORP COM 701094104 4,250 25,000 SH Call SOLE   25,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 11,468 70,000 SH Call SOLE   70,000 0 0
DEERE & CO COM 244199105 7,457 45,000 SH Put SOLE   45,000 0 0
JPMORGAN CHASE & CO COM 46625H100 2,236 20,000 SH Put SOLE   20,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,400 20,000 SH Put SOLE   20,000 0 0
TARGET CORP COM 87612E106 22,484 259,600 SH Put SOLE   259,600 0 0
CITIGROUP INC COM NEW 172967424 3,597 51,358 SH   SOLE   51,358 0 0
MORGAN STANLEY COM NEW 617446448 3,848 87,837 SH   SOLE   87,837 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 3,939 88,316 SH   SOLE   88,316 0 0
CIT GROUP INC COM NEW 125581801 3,941 75,000 SH Call SOLE   75,000 0 0
CITIGROUP INC COM NEW 172967424 2,801 40,000 SH Put SOLE   40,000 0 0
MORGAN STANLEY COM NEW 617446448 2,191 50,000 SH Put SOLE   50,000 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 6,277 105,231 SH   SOLE   105,231 0 0
EATON CORP PLC SHS G29183103 14,426 173,220 SH   SOLE   173,220 0 0
EATON CORP PLC SHS G29183103 4,164 50,000 SH Put SOLE   50,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 12,222 572,193 SH   SOLE   572,193 0 0
BOEING CO COM 097023105 1,638 4,500 SH   SOLE   4,500 0 0
CADENCE BANCORPORATION CL A 12739A100 1,283 61,686 SH   SOLE   61,686 0 0
FACEBOOK INC CL A 30303M102 34,125 176,815 SH   SOLE   176,815 0 0
ATHENE HLDG LTD CL A G0684D107 8,038 186,674 SH   SOLE   186,674 0 0
SOCIAL CAP HEDOSOPHIA HLDGS CL A G8250R103 4,608 441,621 SH   SOLE   441,621 0 0
EZCORP INC CL A NON VTG 302301106 2,544 268,668 SH   SOLE   268,668 0 0
OCH ZIFF CPTL MANGEMNT GRP I CL A NEW 67551U204 1,746 76,048 SH   SOLE   76,048 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 2,307 22,263 SH   SOLE   22,263 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,352 27,742 SH   SOLE   27,742 0 0
AXA EQUITABLE HLDGS INC COM 054561105 586 28,037 SH   SOLE   28,037 0 0
UMPQUA HLDGS CORP COM 904214103 534 32,171 SH   SOLE   32,171 0 0
AMERIPRISE FINL INC COM 03076C106 5,106 35,175 SH   SOLE   35,175 0 0
M & T BK CORP COM 55261F104 7,380 43,391 SH   SOLE   43,391 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,725 63,096 SH   SOLE   63,096 0 0
BRIGHTHOUSE FINL INC COM 10922N103 2,735 74,554 SH   SOLE   74,554 0 0
MFA FINL INC COM 55272X102 600 83,621 SH   SOLE   83,621 0 0
NORTHERN TR CORP COM 665859104 8,074 89,713 SH   SOLE   89,713 0 0
VOYA FINL INC COM 929089100 5,648 102,130 SH   SOLE   102,130 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 6,691 120,074 SH   SOLE   120,074 0 0
AGNC INVT CORP COM 00123Q104 2,129 126,564 SH   SOLE   126,564 0 0
PNC FINL SVCS GROUP INC COM 693475105 17,842 129,965 SH   SOLE   129,965 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 5,883 146,848 SH   SOLE   146,848 0 0
REDWOOD TR INC COM 758075402 2,745 166,068 SH   SOLE   166,068 0 0
WINTRUST FINL CORP COM 97650W108 12,283 167,896 SH   SOLE   167,896 0 0
INVESTORS BANCORP INC NEW COM 46146L101 2,035 182,528 SH   SOLE   182,528 0 0
AMETEK INC NEW COM 031100100 17,250 189,897 SH   SOLE   189,897 0 0
HONEYWELL INTL INC COM 438516106 34,300 196,459 SH   SOLE   196,459 0 0
ONEMAIN HLDGS INC COM 68268W103 6,872 203,242 SH   SOLE   203,242 0 0
SYNCHRONY FINL COM 87165B103 7,355 212,145 SH   SOLE   212,145 0 0
OLD REP INTL CORP COM 680223104 5,849 261,367 SH   SOLE   261,367 0 0
SOUTHWEST AIRLS CO COM 844741108 14,620 287,900 SH   SOLE   287,900 0 0
CONNS INC COM 208242107 5,288 296,749 SH   SOLE   296,749 0 0
REXNORD CORP NEW COM 76169B102 9,737 322,212 SH   SOLE   322,212 0 0
MCDONALDS CORP COM 580135101 79,376 382,240 SH   SOLE   382,240 0 0
CITIZENS FINL GROUP INC COM 174610105 14,299 404,373 SH   SOLE   404,373 0 0
STERLING BANCORP DEL COM 85917A100 9,079 426,623 SH   SOLE   426,623 0 0
TEMPUR SEALY INTL INC COM 88023U101 33,060 450,594 SH   SOLE   450,594 0 0
POLARIS INDS INC COM 731068102 45,380 497,423 SH   SOLE   497,423 0 0
VULCAN MATLS CO COM 929160109 72,508 528,058 SH   SOLE   528,058 0 0
HD SUPPLY HLDGS INC COM 40416M105 39,364 977,267 SH   SOLE   977,267 0 0
BRINKER INTL INC COM 109641100 40,682 1,033,861 SH   SOLE   1,033,861 0 0
REGIONS FINL CORP NEW COM 7591EP100 24,414 1,634,112 SH   SOLE   1,634,112 0 0
COTT CORP QUE COM 22163N106 41,288 3,092,762 SH   SOLE   3,092,762 0 0
BOEING CO COM 097023105 3,640 10,000 SH Call SOLE   10,000 0 0
CATERPILLAR INC DEL COM 149123101 5,452 40,000 SH Call SOLE   40,000 0 0
COTT CORP QUE COM 22163N106 4,333 324,600 SH Call SOLE   324,600 0 0
BRINKER INTL INC COM 109641100 10,215 259,600 SH Call SOLE   259,600 0 0
EMERSON ELEC CO COM 291011104 8,340 125,000 SH Call SOLE   125,000 0 0
OVERSTOCK COM INC DEL COM 690370101 4,270 314,000 SH Call SOLE   314,000 0 0
POLARIS INDS INC COM 731068102 42,814 469,300 SH Call SOLE   469,300 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,900 70,000 SH Put SOLE   70,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 9,380 62,200 SH Put SOLE   62,200 0 0
REGIONS FINL CORP NEW COM 7591EP100 7,470 500,000 SH Put SOLE   500,000 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 4,591 267,232 SH   SOLE   267,232 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,598 30,000 SH   SOLE   30,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,906 104,065 SH   SOLE   104,065 0 0
SYNOVUS FINL CORP COM NEW 87161C501 23,001 657,184 SH   SOLE   657,184 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 9,330 60,000 SH Put SOLE   60,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 11,613 150,000 SH Call SOLE   150,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 33,716 435,500 SH Put SOLE   435,500 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 44,388 827,678 SH   SOLE   827,678 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 32,746 610,600 SH Call SOLE   610,600 0 0
LAZARD LTD SHS A G54050102 1,827 53,127 SH   SOLE   53,127 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,604 47,979 SH   SOLE   47,979 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 127,777 436,100 SH Put SOLE   436,100 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 92,940 497,700 SH Put SOLE   497,700 0 0
ISHARES TR US HOME CONS ETF 464288752 10,038 262,631 SH   SOLE   262,631 0 0
AUTOZONE INC COM 053332102 9,819 8,931 SH   SOLE   8,931 0 0
BOOKING HLDGS INC COM 09857L108 25,198 13,441 SH   SOLE   13,441 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 3,754 13,708 SH   SOLE   13,708 0 0
PALOMAR HLDGS INC COM 69753M105 426 17,706 SH   SOLE   17,706 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 713 17,732 SH   SOLE   17,732 0 0
COWEN INC CL A NEW 223622606 344 20,000 SH   SOLE   20,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,092 20,000 SH   SOLE   20,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 2,088 22,656 SH   SOLE   22,656 0 0
SNAP ON INC COM 833034101 3,975 24,000 SH   SOLE   24,000 0 0
MOHAWK INDS INC COM 608190104 4,110 27,870 SH   SOLE   27,870 0 0
ALLSTATE CORP COM 020002101 3,388 33,313 SH   SOLE   33,313 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,880 33,674 SH   SOLE   33,674 0 0
PJT PARTNERS INC COM CL A 69343T107 1,377 33,985 SH   SOLE   33,985 0 0
AMAZON COM INC COM 023135106 69,608 36,759 SH   SOLE   36,759 0 0
BROWN & BROWN INC COM 115236101 1,328 39,649 SH   SOLE   39,649 0 0
HORACE MANN EDUCATORS CORP N COM 440327104 1,606 39,872 SH   SOLE   39,872 0 0
CANADIAN PAC RY LTD COM 13645T100 9,500 40,383 SH   SOLE   40,383 0 0
GARDNER DENVER HLDGS INC COM 36555P107 1,404 40,568 SH   SOLE   40,568 0 0
CRANE CO COM 224399105 3,669 43,977 SH   SOLE   43,977 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 4,152 47,969 SH   SOLE   47,969 0 0
DISCOVER FINL SVCS COM 254709108 4,267 55,000 SH   SOLE   55,000 0 0
ITT INC COM 45073V108 4,244 64,811 SH   SOLE   64,811 0 0
ASSOCIATED BANC CORP COM 045487105 1,437 67,969 SH   SOLE   67,969 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 2,767 67,969 SH   SOLE   67,969 0 0
ADOBE INC COM 00724F101 21,362 72,500 SH   SOLE   72,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,025 75,373 SH   SOLE   75,373 0 0
WABTEC CORP COM 929740108 6,097 84,961 SH   SOLE   84,961 0 0
DOLLAR TREE INC COM 256746108 10,739 100,000 SH   SOLE   100,000 0 0
CNO FINL GROUP INC COM 12621E103 1,772 106,236 SH   SOLE   106,236 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 4,218 108,900 SH   SOLE   108,900 0 0
ALASKA AIR GROUP INC COM 011659109 7,623 119,282 SH   SOLE   119,282 0 0
VIRTU FINL INC CL A 928254101 2,714 124,610 SH   SOLE   124,610 0 0
VICI PPTYS INC COM 925652109 2,755 125,000 SH   SOLE   125,000 0 0
SERVICENOW INC COM 81762P102 38,656 140,788 SH   SOLE   140,788 0 0
WELLS FARGO CO NEW COM 949746101 6,854 144,836 SH   SOLE   144,836 0 0
STATE STR CORP COM 857477103 8,129 145,000 SH   SOLE   145,000 0 0
MERITOR INC COM 59001K100 3,880 160,000 SH   SOLE   160,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,002 172,500 SH   SOLE   172,500 0 0
METLIFE INC COM 59156R108 8,842 178,022 SH   SOLE   178,022 0 0
FEDERATED INVS INC PA CL B 314211103 6,336 194,958 SH   SOLE   194,958 0 0
BGC PARTNERS INC CL A 05541T101 1,378 263,572 SH   SOLE   263,572 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 34,719 285,000 SH   SOLE   285,000 0 0
PVH CORP COM 693656100 32,585 344,300 SH   SOLE   344,300 0 0
ANAPLAN INC COM 03272L108 19,378 383,943 SH   SOLE   383,943 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 44,355 453,803 SH   SOLE   453,803 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 9,734 509,655 SH   SOLE   509,655 0 0
UNITED CONTL HLDGS INC COM 910047109 79,609 909,303 SH   SOLE   909,303 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 22,910 1,175,495 SH   SOLE   1,175,495 0 0
KEYCORP NEW COM 493267108 25,645 1,444,800 SH   SOLE   1,444,800 0 0
COMERICA INC COM 200340107 8,717 120,000 SH Call SOLE   120,000 0 0
FACTSET RESH SYS INC COM 303075105 1,146 4,000 SH Call SOLE   4,000 0 0
FEDEX CORP COM 31428X106 24,629 150,000 SH Call SOLE   150,000 0 0
PVH CORP COM 693656100 8,205 86,700 SH Call SOLE   86,700 0 0
TORCHMARK CORP COM 891027104 2,684 30,000 SH Call SOLE   30,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 4,752 248,800 SH Call SOLE   248,800 0 0
AUTOZONE INC COM 053332102 34,194 31,100 SH Put SOLE   31,100 0 0
BANK AMER CORP COM 060505104 4,350 150,000 SH Put SOLE   150,000 0 0
BEST BUY INC COM 086516101 6,973 100,000 SH Put SOLE   100,000 0 0
CINCINNATI FINL CORP COM 172062101 1,555 15,000 SH Put SOLE   15,000 0 0
COMERICA INC COM 200340107 1,453 20,000 SH Put SOLE   20,000 0 0
DECKERS OUTDOOR CORP COM 243537107 8,763 49,800 SH Put SOLE   49,800 0 0
EAGLE MATERIALS INC COM 26969P108 6,489 70,000 SH Put SOLE   70,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 2,250 7,000 SH Put SOLE   7,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,780 10,000 SH Put SOLE   10,000 0 0
STATE STR CORP COM 857477103 2,803 50,000 SH Put SOLE   50,000 0 0
WELLS FARGO CO NEW COM 949746101 2,366 50,000 SH Put SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1,380 50,000 SH Put SOLE   50,000 0 0