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
111 INC ADS 68247Q102 2,745 203,000 SH   SOLE   203,000 0 0
ADDUS HOMECARE CORP COM 006739106 4,560 65,000 SH   SOLE   65,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102 2,105 16,600 SH   SOLE   16,600 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 1,431 74,200 SH   SOLE   74,200 0 0
AMAZON COM INC COM 023135106 2,003 1,000 SH   SOLE   1,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,316 7,000 SH   SOLE   7,000 0 0
BARCLAYS PLC ADR 06738E204 824 92,083 SH   SOLE   92,083 0 0
BARNES & NOBLE INC COM 067774109 667 115,000 SH   SOLE   115,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,722 75,000 SH   SOLE   75,000 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 4,024 39,000 SH   SOLE   39,000 0 0
CENTENE CORP DEL COM 15135B101 21,601 149,200 SH   SOLE   149,200 0 0
CENTURYLINK INC COM 156700106 7,735 364,841 SH   SOLE   364,841 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 6,400 80,000 SH   SOLE   80,000 0 0
CIGNA CORPORATION COM 125509109 8,955 43,000 SH   SOLE   43,000 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 1,580 211,800 SH   SOLE   211,800 0 0
CVS HEALTH CORP COM 126650100 5,566 70,704 SH   SOLE   70,704 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,705 202,410 SH   SOLE   202,410 0 0
DENTSPLY SIRONA INC COM 24906P109 1,554 41,187 SH   SOLE   41,187 0 0
ENTEGRIS INC COM 29362U104 1,621 56,000 SH   SOLE   56,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 8,905 93,726 SH   SOLE   93,726 0 0
FACEBOOK INC CL A 30303M102 3,832 23,300 SH   SOLE   23,300 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 4,432 146,895 SH   SOLE   146,895 0 0
GCI LIBERTY INC COM CLASS A 36164V305 3,060 60,000 SH   SOLE   60,000 0 0
GENERAL ELECTRIC CO COM 369604103 1,502 133,000 SH   SOLE   133,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,561 20,340 SH   SOLE   20,340 0 0
HCA HEALTHCARE INC COM 40412C101 11,125 79,970 SH   SOLE   79,970 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 5,432 88,108 SH   SOLE   88,108 0 0
ISHARES TR NASDAQ BIOTECH 464287556 4,268 35,000 SH   SOLE   35,000 0 0
JPMORGAN CHASE & CO COM 46625H100 6,206 55,000 SH   SOLE   55,000 0 0
LAZARD LTD SHS A G54050102 2,574 53,488 SH   SOLE   53,488 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,456 8,000 SH   SOLE   8,000 0 0
MOHAWK INDS INC COM 608190104 8,101 46,200 SH   SOLE   46,200 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,208 28,300 SH   SOLE   28,300 0 0
MONGODB INC CL A 60937P106 7,013 86,000 SH   SOLE   86,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,626 30,000 SH   SOLE   30,000 0 0
RUSH ENTERPRISES INC CL A 781846209 5,700 145,000 SH   SOLE   145,000 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 2,882 58,160 SH   SOLE   58,160 0 0
SHERWIN WILLIAMS CO COM 824348106 3,642 8,000 SH   SOLE   8,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3,528 81,500 SH   SOLE   81,500 0 0
STIFEL FINL CORP COM 860630102 2,363 46,100 SH   SOLE   46,100 0 0
SUMMIT MATLS INC CL A 86614U100 1,091 60,000 SH   SOLE   60,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,587 6,500 SH   SOLE   6,500 0 0
TRANSDIGM GROUP INC COM 893641100 33,409 89,736 SH   SOLE   89,736 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 1,540 250,000 SH   SOLE   250,000 0 0
UNITED CONTL HLDGS INC COM 910047109 20,019 224,783 SH   SOLE   224,783 0 0
VERSUM MATLS INC COM 92532W103 3,342 92,800 SH   SOLE   92,800 0 0
VULCAN MATLS CO COM 929160109 1,668 15,000 SH   SOLE   15,000 0 0
WABTEC CORP COM 929740108 7,394 70,500 SH   SOLE   70,500 0 0
WELLS FARGO CO NEW COM 949746101 3,154 60,000 SH   SOLE   60,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,132 119,000 SH   SOLE   119,000 0 0