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
ADOBE SYSTEMS INC COM 00724F101 1,131 15,300 SH   SOLE   15,300 0 0
AMBARELLA, INC. COM g037ax101 734 9,700 SH   SOLE   9,700 0 0
AMERICAN EAGLE OUTFITTERS COM 02553e106 2,051 120,100 SH   SOLE   120,100 0 0
AMN HEALTHCARE SVCS INC. COM 001744101 1,084 47,000 SH   SOLE   47,000 0 0
APPLE, INC. COM 037833100 6,161 49,514 SH   SOLE   49,514 0 0
APPLE, INC. COM 037833100 7,652 61,500 SH Call SOLE   61,500 0 0
AUTODESK INC. COM 052769106 850 14,500 SH   SOLE   14,500 0 0
AVAGO TECHNOLOGIES LTD. COM y0486s104 1,752 13,800 SH   SOLE   13,800 0 0
BERKSHIRE HATHAWAY CL.B COM 084670702 1,562 10,825 SH   SOLE   10,825 0 0
CARBO CERAMICS INC. COM 140781105 781 25,600 SH   SOLE   25,600 0 0
CINTAS CORP. COM 172908105 2,408 29,500 SH   SOLE   29,500 0 0
CONN'S INC. COM 208242107 303 10,000 SH   SOLE   10,000 0 0
CONN'S INC. COM 208242107 702 23,200 SH Put SOLE   23,200 0 0
CONN'S INC. COM 208242107 448 14,800 SH Put SOLE   14,800 0 0
CONN'S INC. COM 208242107 1,375 45,400 SH Put SOLE   45,400 0 0
CONN'S INC. COM 208242107 303 10,000 SH Put SOLE   10,000 0 0
CONN'S INC. COM 208242107 472 15,600 SH Put SOLE   15,600 0 0
CONSTELLATION BRANDS, INC. COM 21036p108 1,976 17,000 SH   SOLE   17,000 0 0
COVANTA HOLDING CORP. COM 22282e102 3,468 154,600 SH   SOLE   154,600 0 0
CRACKER BARREL OLD COUNTRY COM 22410j106 1,126 7,400 SH   SOLE   7,400 0 0
CYPRESS SEMICONDUCTOR COM 232806109 1,005 71,200 SH   SOLE   71,200 0 0
D R HORTON INC. COM 23331a109 2,378 83,500 SH   SOLE   83,500 0 0
DENNY'S CORP. COM 24869p104 1,762 154,600 SH   SOLE   154,600 0 0
DIAMOND OFFSHORE DRILL COM COM 25271C102 697 26,000 SH   SOLE   26,000 0 0
DOMINION RESOURCES COM 25746u109 3,389 47,825 SH   SOLE   47,825 0 0
DRIL-QUIP, INC. COM 262037104 1,429 20,900 SH   SOLE   20,900 0 0
EATON CORP PLC COM g29183103 1,821 26,800 SH   SOLE   26,800 0 0
ENERGEN CORP. COM 29265n108 261 3,960 SH   SOLE   3,960 0 0
EXPRESS INC. COM 30219e103 2,742 165,900 SH   SOLE   165,900 0 0
FACEBOOK INC COM 30303m102 3,270 39,770 SH   SOLE   39,770 0 0
FEDEX CORP. COM 31428x106 962 5,815 SH   SOLE   5,815 0 0
FIESTA RESTAURANT GROUP COM 31660b101 470 7,700 SH   SOLE   7,700 0 0
FOOT LOCKER INC. COM 344849104 3,937 62,500 SH   SOLE   62,500 0 0
FOOT LOCKER INC. COM 344849104 775 12,300 SH Call SOLE   12,300 0 0
FRANCESCA'S HOLDINGS CORP. COM 351793104 1,509 84,800 SH   SOLE   84,800 0 0
FRANCESCA'S HOLDINGS CORP. COM 351793104 1,940 109,000 SH Call SOLE   109,000 0 0
FRANKLIN RES INC COM 354613101 2,309 45,000 SH Put SOLE   45,000 0 0
GARMIN LTD COM H2906T109 1,435 30,200 SH Put SOLE   30,200 0 0
HDFC BANK LTD-ADR COM 40415f101 3,713 63,050 SH   SOLE   63,050 0 0
HDFC BANK LTD-ADR COM 40415f101 1,737 29,500 SH Call SOLE   29,500 0 0
HERBALIFE LTD. COM g4412g101 1,475 34,500 SH Put SOLE   34,500 0 0
HOME DEPOT INC. COM 437076102 4,970 43,750 SH   SOLE   43,750 0 0
HONEYWELL INC COM 438516106 3,547 34,000 SH   SOLE   34,000 0 0
ISHARES MSCI BRAZIL COM 464286400 1,509 48,100 SH   SOLE   48,100 0 0
ISHARES MSCI INDIA ETF COM 46429b598 2,133 66,700 SH   SOLE   66,700 0 0
ISHARES TIPS BOND ETF COM 464287176 1,393 12,263 SH   SOLE   12,263 0 0
ITT EDUCATIONAL SVCS, INC. COM 45068b109 900 132,600 SH Put SOLE   132,600 0 0
JACK IN THE BOX, INC. COM 466367109 2,014 21,000 SH   SOLE   21,000 0 0
KINDER MORGAN, INC. COM 49456b101 5,388 128,110 SH   SOLE   128,110 0 0
KROGER COMPANY COM 501044101 3,657 47,700 SH   SOLE   47,700 0 0
L BRANDS INC COM 501797104 1,801 19,100 SH   SOLE   19,100 0 0
LABORATORY CRP OF AMER. COM 50540r409 441 3,500 SH   SOLE   3,500 0 0
LINKEDIN CORP. COM 53578a108 1,799 7,200 SH   SOLE   7,200 0 0
LOCKHEED MARTIN COM 539830109 1,705 8,400 SH   SOLE   8,400 0 0
LOWES COMPANIES, INC. COM 548661107 3,496 47,000 SH   SOLE   47,000 0 0
MKT VECT-RUSSIA ETF COM 57060u506 1,735 101,900 SH   SOLE   101,900 0 0
NATIONAL FUEL GAS CO. COM 636180101 441 7,305 SH   SOLE   7,305 0 0
NEXTERA ENERGY, INC. COM 65339f101 277 2,663 SH   SOLE   2,663 0 0
NXP SEMICONDUCTORS NV COM n6596x109 2,116 21,085 SH   SOLE   21,085 0 0
PAYCHEX, INC. COM 704326107 1,761 35,500 SH   SOLE   35,500 0 0
PEPSICO INC. COM 713448108 1,602 16,756 SH   SOLE   16,756 0 0
POLARIS INDUSTRIES COM 731068102 254 1,800 SH   SOLE   1,800 0 0
POLARIS INDUSTRIES COM 731068102 1,792 12,700 SH Call SOLE   12,700 0 0
POPEYES LOUISIANA KITCHEN, INC COM 732872106 1,137 19,000 SH   SOLE   19,000 0 0
RED ROBIN GOURMET BURGERS COM 75689m101 2,349 27,000 SH   SOLE   27,000 0 0
ROBERT HALF, INC. COM 770323103 4,938 81,590 SH   SOLE   81,590 0 0
SEADRILL, LTD COM g7945e105 834 89,200 SH   SOLE   89,200 0 0
SIGNET JEWELERS LTD. COM g81276100 208 1,500 SH   SOLE   1,500 0 0
SKECHERS USA COM 830566105 4,261 59,260 SH   SOLE   59,260 0 0
SKECHERS USA COM 830566105 2,912 40,500 SH Call SOLE   40,500 0 0
SKYWORKS SOLUTIONS, INC. COM 83088m102 668 6,800 SH   SOLE   6,800 0 0
SNAP-ON INC. COM 833034101 2,985 20,300 SH   SOLE   20,300 0 0
SONIC CORP. COM 835451105 1,316 41,500 SH   SOLE   41,500 0 0
SONIC CORP. COM 835451105 1,506 47,500 SH Call SOLE   47,500 0 0
SPIRIT AEROSYSTEMS HOLDINGS COM 848574109 376 7,200 SH   SOLE   7,200 0 0
STARBUCKS CORP. COM 855244109 2,756 29,100 SH   SOLE   29,100 0 0
STEVEN MADDEN LTD COM 556269108 2,067 54,400 SH   SOLE   54,400 0 0
TARGET CORP. COM 87612e106 5,072 61,805 SH   SOLE   61,805 0 0
TOLL BROTHERS INC. COM 889478103 2,301 58,500 SH   SOLE   58,500 0 0
TRANSDIGM GROUP INC. COM 893641100 2,253 10,300 SH   SOLE   10,300 0 0
TRANSOCEAN LTD. COM h8817h100 939 64,000 SH   SOLE   64,000 0 0
UNITED HEALTHCARE CORP COM 91324p102 3,466 29,300 SH   SOLE   29,300 0 0
URBAN OUTFITTERS, INC. COM 917047102 895 19,600 SH   SOLE   19,600 0 0
WALT DISNEY COM 254687106 6,188 58,999 SH   SOLE   58,999 0 0
WHOLE FOODS MARKET, INC. COM 966837106 1,786 34,300 SH   SOLE   34,300 0 0
WISCONSIN ENERGY CORP. COM 976657106 315 6,360 SH   SOLE   6,360 0 0
WISDOMTREE INDIA EARNINGS COM 97717w422 3,501 153,545 SH   SOLE   153,545 0 0
WISDOMTREE INDIA EARNINGS COM 97717w422 1,320 57,900 SH Call SOLE   57,900 0 0
ZILLOW GROUP, INC. COM 98954m101 2,477 24,700 SH Put SOLE   24,700 0 0