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
ABEONA THERAPEUTICS INC COM 00289Y107 634 40,000 SH   SOLE   40,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 66,564 1,051,233 SH   OTR 1 0 1,051,233 0
ACTIVISION BLIZZARD INC COM 00507V109 175,038 2,764,346 SH   SOLE   2,764,346 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 7,933 138,754 SH   OTR 1 0 138,754 0
AGIOS PHARMACEUTICALS INC COM 00847X104 21,317 372,865 SH   SOLE   372,865 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 60,187 349,049 SH   OTR 1 0 349,049 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 166,147 963,563 SH   SOLE   963,563 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 635 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305 72,521 68,845 SH   OTR 1 0 68,845 0
ALPHABET INC CAP STK CL A 02079K305 194,628 184,762 SH   SOLE   184,762 0 0
ALTERYX INC COM CL A 02156B103 632 25,000 SH   SOLE   25,000 0 0
AMAZON COM INC COM 023135106 71,455 61,100 SH   OTR 1 0 61,100 0
AMAZON COM INC COM 023135106 193,918 165,817 SH   SOLE   165,817 0 0
AMERICAN TOWER CORP NEW COM 03027X100 50,330 352,774 SH   OTR 1 0 352,774 0
AMERICAN TOWER CORP NEW COM 03027X100 128,157 898,277 SH   SOLE   898,277 0 0
ANALOG DEVICES INC COM 032654105 63,362 711,693 SH   OTR 1 0 711,693 0
ANALOG DEVICES INC COM 032654105 172,926 1,942,329 SH   SOLE   1,942,329 0 0
APPLE INC COM 037833100 104,753 619,000 SH Call OTR 1 0 619,000 0
APPLE INC COM 037833100 276,014 1,631,000 SH Call SOLE   1,631,000 0 0
APPLIED MATLS INC COM 038222105 25,853 505,724 SH   OTR 1 0 505,724 0
APPLIED MATLS INC COM 038222105 72,218 1,412,722 SH   SOLE   1,412,722 0 0
APPTIO INC CL A 03835C108 2,542 108,069 SH   OTR 1 0 108,069 0
APPTIO INC CL A 03835C108 6,854 291,422 SH   SOLE   291,422 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 28,159 162,000 SH Put OTR 1 0 162,000 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 76,133 438,000 SH Put SOLE   438,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 11,690 176,579 SH   OTR 1 0 176,579 0
ASPEN TECHNOLOGY INC COM 045327103 27,328 412,815 SH   SOLE   412,815 0 0
AVEXIS INC COM 05366U100 553 5,000 SH   SOLE   5,000 0 0
BAIDU INC SPON ADR REP A 056752108 5,293 22,599 SH   SOLE   22,599 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 13,221 412,905 SH   OTR 1 0 412,905 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 34,834 1,087,886 SH   SOLE   1,087,886 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 754 10,000 SH   SOLE   10,000 0 0
BROADCOM LTD SHS Y09827109 29,415 114,501 SH   OTR 1 0 114,501 0
BROADCOM LTD SHS Y09827109 81,530 317,359 SH   SOLE   317,359 0 0
BWX TECHNOLOGIES INC COM 05605H100 21,958 363,000 SH   OTR 1 0 363,000 0
BWX TECHNOLOGIES INC COM 05605H100 59,812 988,788 SH   SOLE   988,788 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 54,237 1,296,909 SH   OTR 1 0 1,296,909 0
CADENCE DESIGN SYSTEM INC COM 127387108 147,220 3,520,317 SH   SOLE   3,520,317 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 997 8,000 SH   SOLE   8,000 0 0
CELGENE CORP COM 151020104 28,826 276,218 SH   OTR 1 0 276,218 0
CELGENE CORP COM 151020104 78,504 752,239 SH   SOLE   752,239 0 0
CME GROUP INC COM CL A 12572Q105 27,041 185,152 SH   OTR 1 0 185,152 0
CME GROUP INC COM CL A 12572Q105 74,486 510,004 SH   SOLE   510,004 0 0
CINTAS CORP COM 172908105 15,819 101,516 SH   OTR 1 0 101,516 0
CINTAS CORP COM 172908105 41,301 265,038 SH   SOLE   265,038 0 0
COPART INC COM 217204106 10,687 247,431 SH   OTR 1 0 247,431 0
COPART INC COM 217204106 28,156 651,911 SH   SOLE   651,911 0 0
COSTCO WHSL CORP NEW COM 22160K105 567 3,047 SH   SOLE   3,047 0 0
DOLLAR TREE INC COM 256746108 53,278 496,489 SH   OTR 1 0 496,489 0
DOLLAR TREE INC COM 256746108 144,923 1,350,508 SH   SOLE   1,350,508 0 0
EBAY INC COM 278642103 20,621 546,400 SH Call OTR 1 0 546,400 0
EBAY INC COM 278642103 54,859 1,453,600 SH Call SOLE   1,453,600 0 0
ELECTRONIC ARTS INC COM 285512109 51,301 488,301 SH   OTR 1 0 488,301 0
ELECTRONIC ARTS INC COM 285512109 141,578 1,347,589 SH   SOLE   1,347,589 0 0
EQUINIX INC COM PAR $0.001 29444U700 63,081 139,184 SH   OTR 1 0 139,184 0
EQUINIX INC COM PAR $0.001 29444U700 171,127 377,581 SH   SOLE   377,581 0 0
EXELIXIS INC COM 30161Q104 16,848 554,200 SH Call OTR 1 0 554,200 0
EXELIXIS INC COM 30161Q104 43,952 1,445,800 SH Call SOLE   1,445,800 0 0
FACEBOOK INC CL A 30303M102 69,041 391,253 SH   OTR 1 0 391,253 0
FACEBOOK INC CL A 30303M102 186,521 1,057,017 SH   SOLE   1,057,017 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 17,261 1,382,000 SH Call OTR 1 0 1,382,000 0
FORD MTR CO DEL COM PAR $0.01 345370860 45,189 3,618,000 SH Call SOLE   3,618,000 0 0
GENERAL DYNAMICS CORP COM 369550108 19,558 96,133 SH   OTR 1 0 96,133 0
GENERAL DYNAMICS CORP COM 369550108 51,540 253,332 SH   SOLE   253,332 0 0
GENERAL ELECTRIC CO COM 369604103 43,536 2,494,900 SH Call OTR 1 0 2,494,900 0
GENERAL ELECTRIC CO COM 369604103 113,514 6,505,100 SH Call SOLE   6,505,100 0 0
GLOBAL PMTS INC COM 37940X102 35,687 356,017 SH   OTR 1 0 356,017 0
GLOBAL PMTS INC COM 37940X102 96,907 966,749 SH   SOLE   966,749 0 0
INTEL CORP COM 458140100 51,367 1,112,800 SH Call OTR 1 0 1,112,800 0
INTEL CORP COM 458140100 133,273 2,887,200 SH Call SOLE   2,887,200 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 64,020 907,318 SH   OTR 1 0 907,318 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 163,698 2,319,980 SH   SOLE   2,319,980 0 0
ISHARES TR U.S. REAL ES ETF 464287739 67,173 829,200 SH Call OTR 1 0 829,200 0
ISHARES TR U.S. REAL ES ETF 464287739 175,857 2,170,800 SH Call SOLE   2,170,800 0 0
JD COM INC SPON ADR CL A 47215P106 68,036 1,642,600 SH Call OTR 1 0 1,642,600 0
JD COM INC SPON ADR CL A 47215P106 188,767 4,557,400 SH Call SOLE   4,557,400 0 0
JD COM INC SPON ADR CL A 47215P106 4,538 109,567 SH   SOLE   109,567 0 0
KAR AUCTION SVCS INC COM 48238T109 17,458 345,641 SH   OTR 1 0 345,641 0
KAR AUCTION SVCS INC COM 48238T109 47,924 948,799 SH   SOLE   948,799 0 0
KIMBERLY CLARK CORP COM 494368103 33,568 278,200 SH Call OTR 1 0 278,200 0
KIMBERLY CLARK CORP COM 494368103 87,092 721,800 SH Call SOLE   721,800 0 0
KKR & CO L P DEL COM UNITS 48248M102 18,026 855,943 SH   OTR 1 0 855,943 0
KKR & CO L P DEL COM UNITS 48248M102 50,189 2,383,163 SH   SOLE   2,383,163 0 0
LAM RESEARCH CORP COM 512807108 41,178 223,706 SH   OTR 1 0 223,706 0
LAM RESEARCH CORP COM 512807108 109,036 592,363 SH   SOLE   592,363 0 0
LOWES COS INC COM 548661107 51,136 550,200 SH Call OTR 1 0 550,200 0
LOWES COS INC COM 548661107 134,744 1,449,800 SH Call SOLE   1,449,800 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 135,046 1,380,700 SH Put OTR 1 0 1,380,700 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 354,004 3,619,300 SH Put SOLE   3,619,300 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,801 17,196 SH   OTR 1 0 17,196 0
MARTIN MARIETTA MATLS INC COM 573284106 10,014 45,304 SH   SOLE   45,304 0 0
MASTERCARD INCORPORATED CL A 57636Q104 47,359 312,892 SH   OTR 1 0 312,892 0
MASTERCARD INCORPORATED CL A 57636Q104 124,117 820,014 SH   SOLE   820,014 0 0
MERCADOLIBRE INC COM 58733R102 70,389 223,700 SH Call OTR 1 0 223,700 0
MERCADOLIBRE INC COM 58733R102 190,778 606,300 SH Call SOLE   606,300 0 0
MERCURY SYS INC COM 589378108 7,116 138,579 SH   OTR 1 0 138,579 0
MERCURY SYS INC COM 589378108 20,198 393,339 SH   SOLE   393,339 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 50,127 570,400 SH   OTR 1 0 570,400 0
MICROCHIP TECHNOLOGY INC COM 595017104 129,602 1,474,757 SH   SOLE   1,474,757 0 0
MICRON TECHNOLOGY INC COM 595112103 33,940 825,400 SH Call OTR 1 0 825,400 0
MICRON TECHNOLOGY INC COM 595112103 89,420 2,174,600 SH Call SOLE   2,174,600 0 0
MICROSOFT CORP COM 594918104 75,673 884,650 SH   OTR 1 0 884,650 0
MICROSOFT CORP COM 594918104 204,216 2,387,372 SH   SOLE   2,387,372 0 0
MULESOFT INC CL A 625207105 465 20,000 SH   SOLE   20,000 0 0
NETEASE INC SPONSORED ADR 64110W102 36,141 104,735 SH   OTR 1 0 104,735 0
NETEASE INC SPONSORED ADR 64110W102 101,956 295,466 SH   SOLE   295,466 0 0
NETFLIX INC COM 64110L106 52,808 275,100 SH Call OTR 1 0 275,100 0
NETFLIX INC COM 64110L106 139,152 724,900 SH Call SOLE   724,900 0 0
NORTHROP GRUMMAN CORP COM 666807102 29,077 94,742 SH   OTR 1 0 94,742 0
NORTHROP GRUMMAN CORP COM 666807102 79,557 259,220 SH   SOLE   259,220 0 0
NVIDIA CORP COM 67066G104 53,387 275,900 SH Call OTR 1 0 275,900 0
NVIDIA CORP COM 67066G104 140,113 724,100 SH Call SOLE   724,100 0 0
OKTA INC CL A 679295105 640 25,000 SH   SOLE   25,000 0 0
ORBOTECH LTD ORD M75253100 6,785 135,046 SH   OTR 1 0 135,046 0
ORBOTECH LTD ORD M75253100 18,292 364,102 SH   SOLE   364,102 0 0
PAYPAL HLDGS INC COM 70450Y103 21,188 287,805 SH   OTR 1 0 287,805 0
PAYPAL HLDGS INC COM 70450Y103 59,234 804,595 SH   SOLE   804,595 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1,531,183 9,830,400 SH Put OTR 1 0 9,830,400 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 4,344,084 27,889,600 SH Put SOLE   27,889,600 0 0
PRICELINE GRP INC NOTE 0.350% 6/1 741503AS5 5,613 4,077,000 SH   OTR 1 0 4,077,000 0
PRICELINE GRP INC NOTE 0.350% 6/1 741503AS5 13,747 9,985,000 SH   SOLE   9,985,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 12,369 201,184 SH   OTR 1 0 201,184 0
RESTAURANT BRANDS INTL INC COM 76131D103 32,126 522,538 SH   SOLE   522,538 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 727 25,000 SH   SOLE   25,000 0 0
SEA LTD ADR 81141R100 3,677 275,852 SH   OTR 1 0 275,852 0
SEA LTD ADR 81141R100 10,030 752,408 SH   SOLE   752,408 0 0
SINA CORP ORD G81477104 47,277 471,304 SH   OTR 1 0 471,304 0
SINA CORP ORD G81477104 132,266 1,318,572 SH   SOLE   1,318,572 0 0
SQUARE INC CL A 852234103 28,617 825,400 SH Call OTR 1 0 825,400 0
SQUARE INC CL A 852234103 75,393 2,174,600 SH Call SOLE   2,174,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 29,500 728,756 SH   OTR 1 0 728,756 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 76,260 1,883,898 SH   SOLE   1,883,898 0 0
SWITCH INC CL A 87105L104 4,965 272,948 SH   OTR 1 0 272,948 0
SWITCH INC CL A 87105L104 13,210 726,244 SH   SOLE   726,244 0 0
SYNOPSYS INC COM 871607107 57,758 677,596 SH   OTR 1 0 677,596 0
SYNOPSYS INC COM 871607107 151,159 1,773,329 SH   SOLE   1,773,329 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 48,693 443,552 SH   OTR 1 0 443,552 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 135,587 1,235,078 SH   SOLE   1,235,078 0 0
TARGET CORP COM 87612E106 28,854 442,200 SH Call OTR 1 0 442,200 0
TARGET CORP COM 87612E106 75,546 1,157,800 SH Call SOLE   1,157,800 0 0
TERADYNE INC COM 880770102 24,787 592,002 SH   OTR 1 0 592,002 0
TERADYNE INC COM 880770102 68,643 1,639,425 SH   SOLE   1,639,425 0 0
BOEING CO COM 097023105 82,309 279,100 SH Call OTR 1 0 279,100 0
BOEING CO COM 097023105 212,601 720,900 SH Call SOLE   720,900 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 4,725 206,327 SH   OTR 1 0 206,327 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 12,593 549,901 SH   SOLE   549,901 0 0
COCA COLA CO COM 191216100 38,039 829,100 SH Call OTR 1 0 829,100 0
COCA COLA CO COM 191216100 99,601 2,170,900 SH Call SOLE   2,170,900 0 0
PROCTER AND GAMBLE CO COM 742718109 101,583 1,105,600 SH Call OTR 1 0 1,105,600 0
PROCTER AND GAMBLE CO COM 742718109 265,937 2,894,400 SH Call SOLE   2,894,400 0 0
SHERWIN WILLIAMS CO COM 824348106 45,197 110,226 SH   OTR 1 0 110,226 0
SHERWIN WILLIAMS CO COM 824348106 119,081 290,414 SH   SOLE   290,414 0 0
TWITTER INC COM 90184L102 13,213 550,300 SH Call OTR 1 0 550,300 0
TWITTER INC COM 90184L102 34,807 1,449,700 SH Call SOLE   1,449,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 87,122 1,653,800 SH Call OTR 1 0 1,653,800 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 228,958 4,346,200 SH Call SOLE   4,346,200 0 0
VISA INC COM CL A 92826C839 41,223 361,546 SH   OTR 1 0 361,546 0
VISA INC COM CL A 92826C839 108,470 951,322 SH   SOLE   951,322 0 0
VULCAN MATLS CO COM 929160109 17,639 137,407 SH   OTR 1 0 137,407 0
VULCAN MATLS CO COM 929160109 46,473 362,023 SH   SOLE   362,023 0 0
WORKDAY INC CL A 98138H101 28,070 275,900 SH Call OTR 1 0 275,900 0
WORKDAY INC CL A 98138H101 73,670 724,100 SH Call SOLE   724,100 0 0
WYNN RESORTS LTD COM 983134107 3,372 20,000 SH   SOLE   20,000 0 0
XILINX INC COM 983919101 46,464 689,175 SH   OTR 1 0 689,175 0
XILINX INC COM 983919101 120,727 1,790,673 SH   SOLE   1,790,673 0 0
YUM CHINA HLDGS INC COM 98850P109 14,644 365,922 SH   OTR 1 0 365,922 0
YUM CHINA HLDGS INC COM 98850P109 41,873 1,046,308 SH   SOLE   1,046,308 0 0
YUM BRANDS INC COM 988498101 16,980 208,066 SH   OTR 1 0 208,066 0
YUM BRANDS INC COM 988498101 44,738 548,194 SH   SOLE   548,194 0 0
ZAYO GROUP HLDGS INC COM 98919V105 8,113 220,452 SH   OTR 1 0 220,452 0
ZAYO GROUP HLDGS INC COM 98919V105 21,918 595,587 SH   SOLE   595,587 0 0