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
BARRICK GOLD CORP COM 67901108 2,597 121,655 SH   SOLE   121,655 0 0
YAMANA GOLD INC COM 98462Y100 758 145,675 SH   SOLE   145,675 0 0
CAPELLA EDUCATION COMPANY COM 139594105 2,108 40,042 SH   SOLE   40,042 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,961 52,294 SH   SOLE   52,294 0 0
KINROSS GOLD CORP COM NO PAR 496902404 1,120 228,955 SH   SOLE   228,955 0 0
OUTERWALL INC COM 690070107 4,600 109,527 SH   SOLE   109,527 0 0
SILVER WHEATON CORP COM 828336107 3,469 147,430 SH   SOLE   147,430 0 0
STAPLES INC COM 855030102 3,360 389,820 SH   SOLE   389,820 0 0
VONAGE HLDGS CORP COM 92886T201 4,394 720,303 SH   SOLE   720,303 0 0
ACCENTURE PLC SHS CLASS A G1151C101 17,254 152,300 SH Put SOLE   152,300 0 0
ALLERGAN PLC SHS G0177J108 52,573 227,500 SH Put SOLE   227,500 0 0
ALASKA AIR GROUP INC COM 11659109 6,243 107,100 SH Put SOLE   107,100 0 0
ACUITY BRANDS INC COM 00508Y102 12,224 49,300 SH Put SOLE   49,300 0 0
BOEING CO COM 97023105 29,182 224,700 SH Put SOLE   224,700 0 0
BP PLC SPONSORED ADR 55622104 10,198 287,200 SH Call SOLE   287,200 0 0
CAL MAINE FOODS INC COM NEW 128030202 9,817 221,500 SH Put SOLE   221,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 24,810 61,600 SH Put SOLE   61,600 0 0
COSTCO WHSL CORP COM 22160K105 28,503 181,500 SH Put SOLE   181,500 0 0
CST BRANDS INC COM 12646R105 18,584 431,400 SH Call SOLE   431,400 0 0
DOW CHEM CO COM 260543103 6,959 140,000 SH Put SOLE   140,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 17,462 122,000 SH Put SOLE   122,000 0 0
HANESBRANDS INC COM 410345102 19,349 770,000 SH Put SOLE   770,000 0 0
HARLEY DAVIDSON INC COM 412822108 6,650 146,800 SH Put SOLE   146,800 0 0
ILLUMINA INC COM 452327109 17,786 126,700 SH Put SOLE   126,700 0 0
KIMCO RLTY CORP COM 49446R109 10,242 326,400 SH Put SOLE   326,400 0 0
KROGER CO COM 501044101 6,953 189,000 SH Put SOLE   189,000 0 0
MCDONALDS CORP COM 580135101 70,109 582,600 SH Put SOLE   582,600 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,046 214,700 SH Call SOLE   214,700 0 0
NETFLIX INC COM 64110L106 31,213 341,200 SH Put SOLE   341,200 0 0
OUTERWALL INC COM 690070107 21,441 510,500 SH Call SOLE   510,500 0 0
PRICELINE GRP INC COM NEW 741503403 35,580 28,500 SH Put SOLE   28,500 0 0
POLARIS INDS INC COM 731068102 16,794 205,400 SH Put SOLE   205,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 19,098 284,400 SH Put SOLE   284,400 0 0
BANCO SANTANDER SA ADR 05964H105 3,347 853,900 SH Put SOLE   853,900 0 0
SIGNET JEWELERS LIMITED SHS G81276100 13,556 164,500 SH Put SOLE   164,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,375 120,200 SH Put SOLE   120,200 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 26,266 522,900 SH Put SOLE   522,900 0 0
TESLA MTRS INC COM 88160R101 13,374 63,000 SH Put SOLE   63,000 0 0
VALE S A ADR 91912E105 5,131 1,014,000 SH Put SOLE   1,014,000 0 0
WABTEC CORP COM 929740108 5,899 84,000 SH Put SOLE   84,000 0 0
WHIRLPOOL CORP COM 963320106 14,664 88,000 SH Put SOLE   88,000 0 0