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
AMAZON COM INC COM 023135106 30,099 20,796 SH   SOLE   20,796 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 38,593 351,041 SH   SOLE   351,041 0 0
CBS CORP NEW CL B 124857202 115,149 2,240,694 SH   SOLE   2,240,694 0 0
CBS CORP NEW CL B 124857202 64,407 1,253,300 SH Call SOLE   1,253,300 0 0
CIGNA CORPORATION COM 125509109 38,797 231,294 SH   SOLE   231,294 0 0
COSTCO WHSL CORP NEW COM 22160K105 17,995 95,500 SH Put SOLE   95,500 0 0
DECKERS OUTDOOR CORP COM 243537107 10,347 114,927 SH   SOLE   114,927 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 314 4,546 SH   SOLE   4,546 0 0
FIVE BELOW INC COM 33829M101 924 12,604 SH   SOLE   12,604 0 0
FIVE9 INC COM 338307101 36,183 1,214,591 SH   SOLE   1,214,591 0 0
HORTONWORKS INC COM 440894103 30,266 1,485,832 SH   SOLE   1,485,832 0 0
ISHARES TR CORE S&P SCP ETF 464287804 25,051 325,300 SH Put SOLE   325,300 0 0
JD COM INC SPON ADR CL A 47215P106 18,878 466,229 SH   SOLE   466,229 0 0
KINDER MORGAN INC DEL COM 49456B101 14,010 930,310 SH   SOLE   930,310 0 0
LINE CORP SPONSORED ADR 53567X101 62,297 1,596,961 SH   SOLE   1,596,961 0 0
MACYS INC COM 55616P104 679 22,818 SH   SOLE   22,818 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 42,310 1,459,979 SH   SOLE   1,459,979 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 43,212 1,491,100 SH Call SOLE   1,491,100 0 0
MONDELEZ INTL INC CL A 609207105 72,946 1,748,046 SH   SOLE   1,748,046 0 0
PALO ALTO NETWORKS INC COM 697435105 83,838 461,867 SH   SOLE   461,867 0 0
PAYPAL HLDGS INC COM 70450Y103 37,150 489,658 SH   SOLE   489,658 0 0
PROCTER AND GAMBLE CO COM 742718109 92,684 1,169,073 SH   SOLE   1,169,073 0 0
PROGRESSIVE CORP OHIO COM 743315103 77,534 1,272,508 SH   SOLE   1,272,508 0 0
REALOGY HLDGS CORP COM 75605Y106 126,444 4,635,046 SH   SOLE   4,635,046 0 0
REALOGY HLDGS CORP COM 75605Y106 13,558 497,006 SH   OTR 1 497,006 0 0
REALOGY HLDGS CORP COM 75605Y106 16,799 615,800 SH Call SOLE   615,800 0 0
RED HAT INC COM 756577102 39,516 264,301 SH   SOLE   264,301 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 26,850 471,709 SH   SOLE   471,709 0 0
SERVICENOW INC COM 81762P102 46,584 281,557 SH   SOLE   281,557 0 0
TARGET CORP COM 87612E106 14,594 210,204 SH   SOLE   210,204 0 0
TESLA INC COM 88160R101 5,429 20,400 SH Put SOLE   20,400 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 42,270 1,950,641 SH   SOLE   1,950,641 0 0
TRANSDIGM GROUP INC COM 893641100 74,202 241,747 SH   SOLE   241,747 0 0
ULTA BEAUTY INC COM 90384S303 1,969 9,639 SH   SOLE   9,639 0 0
ULTA BEAUTY INC COM 90384S303 22,388 109,600 SH Call SOLE   109,600 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 30,107 254,259 SH   SOLE   254,259 0 0
VIACOM INC NEW CL B 92553P201 12,789 411,736 SH   OTR 1 411,736 0 0
VIACOM INC NEW CL B 92553P201 64,141 2,065,052 SH   SOLE   2,065,052 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 83,201 727,088 SH   SOLE   727,088 0 0