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
ADBE 01/03/2020 PUT 300 LONG OPTION PUTS 00724F951 3,958,000 12,000 SH Put SOLE   12,000 0 0
Adobe Inc EQUITIES 00724F101 12,175,000 36,914 SH   SOLE   36,914 0 0
American Tower Corp EQUITIES 03027X100 14,014,000 60,977 SH   SOLE   60,977 0 0
Aspen Technology Inc EQUITIES 045327103 5,479,000 45,307 SH   SOLE   45,307 0 0
BlackRock Inc EQUITIES 09247X101 8,136,000 16,184 SH   SOLE   16,184 0 0
Blackstone Group Inc EQUITIES 09260D107 16,492,000 294,813 SH   SOLE   294,813 0 0
Boeing Co EQUITIES 097023105 7,929,000 24,338 SH   SOLE   24,338 0 0
Fair Isaac Corp EQUITIES 303250104 13,600,000 36,295 SH   SOLE   36,295 0 0
FICO 01/17/2020 PUT 350 LONG OPTION PUTS 303250954 3,860,000 10,300 SH Put SOLE   10,300 0 0
I 01/31/2020 CALL 7.5 LONG OPTION CALLS L5140P901 1,631,000 232,000 SH Call SOLE   232,000 0 0
IGV 01/17/2020 PUT 210 LONG OPTION PUTS 464287955 2,331,000 10,000 SH Put SOLE   10,000 0 0
ITA 01/17/2020 PUT 200 LONG OPTION PUTS 464288950 2,999,000 13,500 SH Put SOLE   13,500 0 0
ITA 01/17/2020 PUT 205 LONG OPTION PUTS 464288950 5,219,000 23,500 SH Put SOLE   23,500 0 0
Lam Research Corp EQUITIES 512807108 11,006,000 37,638 SH   SOLE   37,638 0 0
Lockheed Martin Corp EQUITIES 539830109 10,875,000 27,927 SH   SOLE   27,927 0 0
LRCX 01/03/2020 PUT 255 LONG OPTION PUTS 512807958 1,462,000 5,000 SH Put SOLE   5,000 0 0
LRCX 01/17/2020 PUT 250 LONG OPTION PUTS 512807958 2,924,000 10,000 SH Put SOLE   10,000 0 0
Moelis & Co EQUITIES 60786M105 4,419,000 138,438 SH   SOLE   138,438 0 0
Northrop Grumman Corp EQUITIES 666807102 13,654,000 39,695 SH   SOLE   39,695 0 0
QQQ 01/17/2020 PUT 200 LONG OPTION PUTS 46090E953 4,253,000 20,000 SH Put SOLE   20,000 0 0
QQQ 06/19/2020 PUT 200 LONG OPTION PUTS 46090E953 2,127,000 10,000 SH Put SOLE   10,000 0 0
Raytheon Co EQUITIES 755111507 9,575,000 43,571 SH   SOLE   43,571 0 0
SPY 01/17/2020 PUT 290 LONG OPTION PUTS 78462F953 12,875,000 40,000 SH Put SOLE   40,000 0 0
SPY 06/19/2020 PUT 290 LONG OPTION PUTS 78462F953 3,219,000 10,000 SH Put SOLE   10,000 0 0
SPY 06/19/2020 PUT 293 LONG OPTION PUTS 78462F953 3,219,000 10,000 SH Put SOLE   10,000 0 0
TDG 01/17/2020 PUT 517.5 LONG OPTION PUTS 893641950 5,600,000 10,000 SH Put SOLE   10,000 0 0
TransDigm Group Inc EQUITIES 893641100 16,473,000 29,415 SH   SOLE   29,415 0 0
EQUINIX INC EQUITIES 29444U700 497,000 850 SH   SOLE   850 0 0
HELMERICH & PAYNE INC EQUITIES 423452101 364,000 8,006 SH   SOLE   8,006 0 0
PIONEER NATURAL RESOURCES CO EQUITIES 723787107 843,000 5,565 SH   SOLE   5,565 0 0
NXP SEMICONDUCTORS NV EQUITIES N6596X109 731,000 5,739 SH   SOLE   5,739 0 0
GOLAR LNG LTD EQUITIES G9456A100 444,000 31,164 SH   SOLE   31,164 0 0
AMT 01/03/2020 PUT 205 LONG OPTION PUTS 03027X950 4,045,000 17,600 SH Put SOLE   17,600 0 0
BX 01/03/2020 PUT 52 LONG OPTION PUTS 09260D957 5,594,000 100,000 SH Put SOLE   100,000 0 0