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
ABBOTT LABS COM 002824100 12,140 273,352 SH   SOLE   273,352 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 18,783 174,200 SH Put SOLE   174,200 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,259 72,000 SH Put SOLE   72,000 0 0
ALPHABET INC CAP STK CL A 02079K305 12,379 14,602 SH   SOLE   14,602 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 12,512 160,880 SH   SOLE   160,880 0 0
ARAMARK COM 03852U106 14,134 383,342 SH   SOLE   383,342 0 0
ARCH COAL INC CL A 039380407 10,172 147,535 SH   SOLE   147,535 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 12,461 100,648 SH   SOLE   100,648 0 0
ATHENAHEALTH INC COM 04685W103 4,361 38,700 SH Put SOLE   38,700 0 0
AUTOZONE INC COM 053332102 9,760 13,500 SH Put SOLE   13,500 0 0
AVANGRID INC COM 05351W103 6,092 142,544 SH   SOLE   142,544 0 0
BANK OF THE OZARKS INC COM 063904106 5,409 104,000 SH Put SOLE   104,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,110 72,653 SH   SOLE   72,653 0 0
BEST BUY INC COM 086516101 5,505 112,000 SH Put SOLE   112,000 0 0
BLACKROCK INC COM 09247X101 19,674 51,300 SH Put SOLE   51,300 0 0
BOFI HLDG INC COM 05566U108 6,470 247,600 SH Put SOLE   247,600 0 0
BRIDGEPOINT ED INC COM 10807M105 3,383 317,100 SH Put SOLE   317,100 0 0
BROADCOM LTD SHS Y09827109 22,028 100,600 SH Put SOLE   100,600 0 0
CALAVO GROWERS INC COM 128246105 16,240 267,995 SH   SOLE   267,995 0 0
CARMAX INC COM 143130102 5,034 85,000 SH Put SOLE   85,000 0 0
CATERPILLAR INC DEL COM 149123101 8,608 92,800 SH Put SOLE   92,800 0 0
CITIGROUP INC COM NEW 172967424 13,041 218,000 SH   SOLE   218,000 0 0
COGNEX CORP COM 192422103 1,251 14,900 SH Put SOLE   14,900 0 0
COLGATE PALMOLIVE CO COM 194162103 12,809 175,000 SH Put SOLE   175,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 5,925 97,000 SH Put SOLE   97,000 0 0
EATON VANCE CORP COM NON VTG 278265103 13,038 290,000 SH Put SOLE   290,000 0 0
ELLIE MAE INC COM 28849P100 31,875 317,900 SH Put SOLE   317,900 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 10,150 290,921 SH   SOLE   290,921 0 0
FINANCIAL ENGINES INC COM 317485100 6,438 147,800 SH Put SOLE   147,800 0 0
FLIR SYS INC COM 302445101 10,064 277,400 SH   SOLE   277,400 0 0
FNB CORP PA COM 302520101 12,033 809,232 SH   SOLE   809,232 0 0
INTEL CORP COM 458140100 9,018 250,000 SH Put SOLE   250,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 12,974 74,500 SH Put SOLE   74,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 22,340 162,500 SH Put SOLE   162,500 0 0
ISHARES TR U.S. PFD STK ETF 464288687 3,258 84,200 SH Put SOLE   84,200 0 0
KIRBY CORP COM 497266106 6,219 88,145 SH   SOLE   88,145 0 0
KLX INC COM 482539103 13,374 299,187 SH   SOLE   299,187 0 0
LEAR CORP COM NEW 521865204 7,858 55,500 SH Put SOLE   55,500 0 0
LINCOLN ELEC HLDGS INC COM 533900106 9,207 106,000 SH Put SOLE   106,000 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 10,234 177,400 SH Put SOLE   177,400 0 0
MGIC INVT CORP WIS COM 552848103 12,650 1,248,849 SH   SOLE   1,248,849 0 0
MONDELEZ INTL INC CL A 609207105 10,102 234,478 SH   SOLE   234,478 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,634 115,600 SH   SOLE   115,600 0 0
NEWMONT MINING CORP COM 651639106 10,072 305,600 SH   SOLE   305,600 0 0
NUTRI SYS INC NEW COM 67069D108 6,854 123,500 SH Put SOLE   123,500 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 6,714 200,400 SH Put SOLE   200,400 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 11,090 41,100 SH Put SOLE   41,100 0 0
PAYPAL HLDGS INC COM 70450Y103 16,767 389,752 SH   SOLE   389,752 0 0
POTLATCH CORP NEW COM 737630103 8,429 184,440 SH   SOLE   184,440 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 13,148 548,272 SH   SOLE   548,272 0 0
SNYDERS-LANCE INC COM 833551104 9,356 232,114 SH   SOLE   232,114 0 0
SOUTHWEST AIRLS CO COM 844741108 7,421 138,034 SH   SOLE   138,034 0 0
SPLUNK INC COM 848637104 5,980 96,000 SH Put SOLE   96,000 0 0
STIFEL FINL CORP COM 860630102 15,397 306,800 SH Put SOLE   306,800 0 0
SVB FINL GROUP COM 78486Q101 6,141 33,000 SH Put SOLE   33,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 8,723 128,000 SH Put SOLE   128,000 0 0
TESLA INC COM 88160R101 5,565 20,000 SH Put SOLE   20,000 0 0
CHEESECAKE FACTORY INC COM 163072101 9,497 149,900 SH Put SOLE   149,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,230 66,597 SH   SOLE   66,597 0 0
TREEHOUSE FOODS INC COM 89469A104 13,220 156,156 SH   SOLE   156,156 0 0
TREX CO INC COM 89531P105 5,537 79,800 SH Put SOLE   79,800 0 0
TRIMBLE INC COM 896239100 6,402 200,000 SH Put SOLE   200,000 0 0
ULTA BEAUTY INC COM 90384S303 8,072 28,300 SH Put SOLE   28,300 0 0
WESTERN UN CO COM 959802109 10,378 510,000 SH Put SOLE   510,000 0 0
WEYERHAEUSER CO COM 962166104 15,901 467,942 SH   SOLE   467,942 0 0
WORKDAY INC CL A 98138H101 4,538 54,500 SH Put SOLE   54,500 0 0