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 11,755 220,300 SH   SOLE   220,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,772 89,500 SH Put SOLE   89,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,105 64,300 SH Put SOLE   64,300 0 0
ANADARKO PETE CORP COM 032511107 5,589 114,409 SH   SOLE   114,409 0 0
APPLE INC COM 037833100 6,936 45,000 SH Put SOLE   45,000 0 0
ARAMARK COM 03852U106 9,652 237,689 SH   SOLE   237,689 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 12,587 192,498 SH   SOLE   192,498 0 0
BANK OF THE OZARKS COM 063904106 4,959 103,200 SH Put SOLE   103,200 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,305 67,124 SH   SOLE   67,124 0 0
BLACKBAUD INC COM 09227Q100 9,624 109,600 SH Put SOLE   109,600 0 0
BLACKROCK INC COM 09247X101 17,973 40,200 SH Put SOLE   40,200 0 0
BROADCOM LTD SHS Y09827109 17,341 71,500 SH Put SOLE   71,500 0 0
BURLINGTON STORES INC COM 122017106 16,705 175,000 SH Put SOLE   175,000 0 0
CALAVO GROWERS INC COM 128246105 13,407 183,158 SH   SOLE   183,158 0 0
CARMAX INC COM 143130102 13,077 172,500 SH Put SOLE   172,500 0 0
CITIGROUP INC COM NEW 172967424 13,320 183,102 SH   SOLE   183,102 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 13,206 1,051,384 SH   SOLE   1,051,384 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,503 47,700 SH Put SOLE   47,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,570 198,482 SH   SOLE   198,482 0 0
DOWDUPONT INC COM 26078J100 13,367 193,077 SH   SOLE   193,077 0 0
EOG RES INC COM 26875P101 5,538 57,245 SH   SOLE   57,245 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 11,040 253,149 SH   SOLE   253,149 0 0
FIVE BELOW INC COM 33829M101 5,466 99,600 SH Put SOLE   99,600 0 0
FLIR SYS INC COM 302445101 13,097 336,610 SH   SOLE   336,610 0 0
FNB CORP PA COM 302520101 15,337 1,093,165 SH   SOLE   1,093,165 0 0
FTI CONSULTING INC COM 302941109 9,377 264,300 SH Put SOLE   264,300 0 0
GENERAL ELECTRIC CO COM 369604103 7,470 308,909 SH   SOLE   308,909 0 0
INTEL CORP COM 458140100 13,019 341,900 SH Put SOLE   341,900 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 11,583 78,200 SH Put SOLE   78,200 0 0
ISHARES TR S&P US PFD STK 464288687 23,251 599,100 SH Put SOLE   599,100 0 0
KIRBY CORP COM 497266106 9,821 148,909 SH   SOLE   148,909 0 0
KLX INC COM 482539103 13,306 251,393 SH   SOLE   251,393 0 0
LCI INDS COM 50189K103 9,338 80,600 SH Put SOLE   80,600 0 0
LEIDOS HLDGS INC COM 525327102 3,909 66,000 SH   SOLE   66,000 0 0
LPL FINL HLDGS INC COM 50212V100 10,056 195,000 SH Put SOLE   195,000 0 0
MGIC INVT CORP WIS COM 552848103 13,312 1,062,461 SH   SOLE   1,062,461 0 0
MONDELEZ INTL INC CL A 609207105 5,863 144,183 SH   SOLE   144,183 0 0
MOODYS CORP COM 615369105 12,863 92,400 SH Put SOLE   92,400 0 0
NETFLIX INC COM 64110L106 4,787 26,400 SH Put SOLE   26,400 0 0
NEWELL BRANDS INC COM 651229106 12,758 299,000 SH Put SOLE   299,000 0 0
NEWMONT MINING CORP COM 651639106 10,924 291,213 SH   SOLE   291,213 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 17,109 424,653 SH   SOLE   424,653 0 0
NVIDIA CORP COM 67066G104 6,542 36,600 SH Put SOLE   36,600 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 16,597 357,700 SH Put SOLE   357,700 0 0
PAYPAL HLDGS INC COM 70450Y103 11,752 183,535 SH   SOLE   183,535 0 0
POST HLDGS INC COM 737446104 4,882 55,300 SH Put SOLE   55,300 0 0
POTLATCH CORP NEW COM 737630103 5,894 115,553 SH   SOLE   115,553 0 0
PROTO LABS INC COM 743713109 7,861 97,900 SH Put SOLE   97,900 0 0
REALTY INCOME CORP COM 756109104 11,725 205,000 SH Put SOLE   205,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,816 57,500 SH Put SOLE   57,500 0 0
S&P GLOBAL INC COM 78409V104 9,597 61,400 SH Put SOLE   61,400 0 0
SCHLUMBERGER LTD COM 806857108 4,211 60,362 SH   SOLE   60,362 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 12,551 525,398 SH   SOLE   525,398 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 10,832 106,300 SH Put SOLE   106,300 0 0
SNAP ON INC COM 833034101 6,616 44,400 SH Put SOLE   44,400 0 0
SNYDERS-LANCE INC COM 833551104 9,090 238,330 SH   SOLE   238,330 0 0
STIFEL FINL CORP COM 860630102 28,249 528,400 SH Put SOLE   528,400 0 0
SVB FINL GROUP COM 78486Q101 7,484 40,000 SH Put SOLE   40,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 31,347 345,800 SH Put SOLE   345,800 0 0
TERADYNE INC COM 880770102 13,648 366,000 SH Put SOLE   366,000 0 0
TESLA INC COM 88160R101 3,991 11,700 SH Put SOLE   11,700 0 0
TEXAS INSTRS INC COM 882508104 10,756 120,000 SH Put SOLE   120,000 0 0
TEXAS ROADHOUSE INC COM 882681109 3,769 76,700 SH Put SOLE   76,700 0 0
TEXTRON INC COM 883203101 18,782 348,600 SH Put SOLE   348,600 0 0
MIDDLEBY CORP COM 596278101 8,049 62,800 SH Put SOLE   62,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,544 50,442 SH   SOLE   50,442 0 0
TREEHOUSE FOODS INC COM 89469A104 13,291 196,240 SH   SOLE   196,240 0 0
WAYFAIR INC CL A 94419L101 2,271 33,700 SH Put SOLE   33,700 0 0
WESTERN UN CO COM 959802109 8,203 427,200 SH Put SOLE   427,200 0 0
WEYERHAEUSER CO COM 962166104 17,694 519,956 SH   SOLE   519,956 0 0
WORKDAY INC CL A 98138H101 7,767 73,700 SH Put SOLE   73,700 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 3,974 33,950 SH   SOLE   33,950 0 0