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
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 1,394 107,300 SH Call SOLE   107,300 0 0
CIT GROUP INC COM NEW 125581801 6,179 128,800 SH Call SOLE   128,800 0 0
MORGAN STANLEY COM NEW 617446448 4,220 100,000 SH Call SOLE   100,000 0 0
CITIGROUP INC COM NEW 172967424 3,733 60,000 SH Put SOLE   60,000 0 0
CIT GROUP INC COM NEW 125581801 2,638 55,000 SH Put SOLE   55,000 0 0
DEERE & CO COM 244199105 4,795 30,000 SH Call SOLE   30,000 0 0
FIFTH THIRD BANCORP COM 316773100 542 21,500 SH Call SOLE   21,500 0 0
FOOT LOCKER INC COM 344849104 3,030 50,000 SH Call SOLE   50,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,772 21,500 SH Call SOLE   21,500 0 0
FASTENAL CO COM 311900104 22,509 350,000 SH Put SOLE   350,000 0 0
GENERAL ELECTRIC CO COM 369604103 999 100,000 SH Put SOLE   100,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 32,706 175,000 SH Put SOLE   175,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 10,232 60,000 SH Call SOLE   60,000 0 0
BOEING CO COM 097023105 7,648 15,000 SH Call SOLE   15,000 0 0
CONNS INC COM 208242107 3,200 140,000 SH Call SOLE   140,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,748 150,000 SH Call SOLE   150,000 0 0
D R HORTON INC COM 23331A109 5,935 107,300 SH Call SOLE   107,300 0 0
DISNEY WALT CO COM DISNEY 254687106 37,103 250,000 SH Call SOLE   250,000 0 0
ELECTRONIC ARTS INC COM 285512109 13,585 100,000 SH Call SOLE   100,000 0 0
HANESBRANDS INC COM 410345102 7,152 400,000 SH Call SOLE   400,000 0 0
SOUTHWEST AIRLS CO COM 844741108 27,850 536,500 SH Call SOLE   536,500 0 0
OVERSTOCK COM INC DEL COM 690370101 5,378 242,100 SH Call SOLE   242,100 0 0
PARKER HANNIFIN CORP COM 701094104 6,865 40,000 SH Call SOLE   40,000 0 0
PAPA JOHNS INTL INC COM 698813102 5,697 107,600 SH Call SOLE   107,600 0 0
SUNTRUST BKS INC COM 867914103 2,370 40,000 SH Call SOLE   40,000 0 0
ASSURED GUARANTY LTD COM G0585R106 2,666 60,000 SH Put SOLE   60,000 0 0
CATERPILLAR INC DEL COM 149123101 36,582 270,000 SH Put SOLE   270,000 0 0
CITIZENS FINL GROUP INC COM 174610105 3,900 120,000 SH Put SOLE   120,000 0 0
CARVANA CO CL A 146869102 7,761 100,000 SH Put SOLE   100,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,542 107,300 SH Put SOLE   107,300 0 0
DOLLAR GEN CORP NEW COM 256677105 29,825 250,000 SH Put SOLE   250,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 7,177 50,000 SH Put SOLE   50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 135,485 885,000 SH Put SOLE   885,000 0 0
LOWES COS INC COM 548661107 36,582 250,000 SH Put SOLE   250,000 0 0
3M CO COM 88579Y101 3,117 15,000 SH Put SOLE   15,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,378 15,000 SH Put SOLE   15,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 89,830 500,000 SH Put SOLE   500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 225,984 800,000 SH Put SOLE   800,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 35,137 468,300 SH Put SOLE   468,300 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 453 4,712 SH   SOLE   4,712 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 1,134 7,990 SH   SOLE   7,990 0 0
LYFT INC CL A COM 55087P104 783 10,000 SH   SOLE   10,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 3,246 11,074 SH   SOLE   11,074 0 0
BANK HAWAII CORP COM 062540109 1,236 15,673 SH   SOLE   15,673 0 0
GRAINGER W W INC COM 384802104 5,286 17,567 SH   SOLE   17,567 0 0
BOK FINL CORP COM NEW 05561Q201 1,565 19,186 SH   SOLE   19,186 0 0
NORTHERN TR CORP COM 665859104 1,969 21,775 SH   SOLE   21,775 0 0
JAMES RIV GROUP LTD COM G5005R107 996 24,843 SH   SOLE   24,843 0 0
LPL FINL HLDGS INC COM 50212V100 1,782 25,588 SH   SOLE   25,588 0 0
PACWEST BANCORP DEL COM 695263103 1,013 26,944 SH   SOLE   26,944 0 0
CHERRY HILL MTG INVT CORP COM 164651101 578 33,541 SH   SOLE   33,541 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 4,351 33,971 SH   SOLE   33,971 0 0
CONNS INC COM 208242107 800 35,000 SH   SOLE   35,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 5,054 35,000 SH   SOLE   35,000 0 0
HOULIHAN LOKEY INC CL A 441593100 1,633 35,606 SH   SOLE   35,606 0 0
MARTIN MARIETTA MATLS INC COM 573284106 9,053 45,000 SH   SOLE   45,000 0 0
PUBLIC STORAGE COM 74460D109 9,800 45,000 SH   SOLE   45,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 4,783 50,120 SH   SOLE   50,120 0 0
TWO HBRS INVT CORP COM NEW 90187B408 724 53,479 SH   SOLE   53,479 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,573 53,836 SH   SOLE   53,836 0 0
FIRST AMERN FINL CORP COM 31847R102 2,813 54,614 SH   SOLE   54,614 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,841 55,000 SH   SOLE   55,000 0 0
CME GROUP INC COM CL A 12572Q105 9,258 56,250 SH   SOLE   56,250 0 0
STIFEL FINL CORP COM 860630102 3,073 58,241 SH   SOLE   58,241 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,193 60,000 SH   SOLE   60,000 0 0
AMERIPRISE FINL INC COM 03076C106 8,202 64,025 SH   SOLE   64,025 0 0
FACEBOOK INC CL A 30303M102 11,668 70,000 SH   SOLE   70,000 0 0
LAZARD LTD SHS A G54050102 2,615 72,368 SH   SOLE   72,368 0 0
OCH ZIFF CAP MGMT GROUP CL A SHARES 67551U204 1,208 73,613 SH   SOLE   73,613 0 0
TWILIO INC CL A 90138F102 9,689 75,000 SH   SOLE   75,000 0 0
LINCOLN NATL CORP IND COM 534187109 4,544 77,419 SH   SOLE   77,419 0 0
WAGEWORKS INC COM 930427109 3,193 84,566 SH   SOLE   84,566 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,407 84,841 SH   SOLE   84,841 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,980 85,439 SH   SOLE   85,439 0 0
STERLING BANCORP DEL COM 85917A100 1,619 86,910 SH   SOLE   86,910 0 0
BRIGHTHOUSE FINL INC COM 10922N103 3,173 87,422 SH   SOLE   87,422 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 2,195 93,214 SH   SOLE   93,214 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,369 95,954 SH   SOLE   95,954 0 0
HILLTOP HOLDINGS INC COM 432748101 1,825 100,000 SH   SOLE   100,000 0 0
NETAPP INC COM 64110D104 6,934 100,000 SH   SOLE   100,000 0 0
CENTERSTATE BK CORP COM 15201P109 2,487 104,452 SH   SOLE   104,452 0 0
UNITED PARCEL SERVICE INC CL B 911312106 11,875 106,274 SH   SOLE   106,274 0 0
FLOWSERVE CORP COM 34354P105 5,131 113,664 SH   SOLE   113,664 0 0
JPMORGAN CHASE & CO COM 46625H100 11,637 114,955 SH   SOLE   114,955 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 5,741 115,470 SH   SOLE   115,470 0 0
DINE BRANDS GLOBAL INC COM 254423106 10,654 116,700 SH   SOLE   116,700 0 0
TCF FINL CORP COM 872275102 2,458 118,800 SH   SOLE   118,800 0 0
ZENDESK INC COM 98936J101 10,200 120,000 SH   SOLE   120,000 0 0
EMERSON ELEC CO COM 291011104 8,506 124,224 SH   SOLE   124,224 0 0
TARGET CORP COM 87612E106 10,033 125,000 SH   SOLE   125,000 0 0
CADENCE BANCORPORATION CL A 12739A100 2,412 130,000 SH   SOLE   130,000 0 0
M & T BK CORP COM 55261F104 20,904 133,129 SH   SOLE   133,129 0 0
GOL LINHAS AEREAS INTLG S A SPON ADR PFD NEW 38045R206 1,934 148,227 SH   SOLE   148,227 0 0
SALESFORCE COM INC COM 79466L302 23,756 150,000 SH   SOLE   150,000 0 0
ATHENE HLDG LTD CL A G0684D107 6,271 153,699 SH   SOLE   153,699 0 0
TEMPUR SEALY INTL INC COM 88023U101 9,282 160,954 SH   SOLE   160,954 0 0
REDWOOD TR INC COM 758075402 2,629 162,795 SH   SOLE   162,795 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 3,233 170,133 SH   SOLE   170,133 0 0
AXA EQUITABLE HLDGS INC COM 054561105 3,440 170,794 SH   SOLE   170,794 0 0
HONEYWELL INTL INC COM 438516106 27,663 174,066 SH   SOLE   174,066 0 0
JACK IN THE BOX INC COM 466367109 14,216 175,381 SH   SOLE   175,381 0 0
ALTERYX INC COM CL A 02156B103 14,748 175,844 SH   SOLE   175,844 0 0
AMETEK INC NEW COM 031100100 16,000 192,839 SH   SOLE   192,839 0 0
WINTRUST FINL CORP COM 97650W108 13,044 193,726 SH   SOLE   193,726 0 0
ONEMAIN HLDGS INC COM 68268W103 6,248 196,778 SH   SOLE   196,778 0 0
INVESTORS BANCORP INC NEW COM 46146L101 2,346 197,979 SH   SOLE   197,979 0 0
MCDONALDS CORP COM 580135101 37,980 200,000 SH   SOLE   200,000 0 0
OLD REP INTL CORP COM 680223104 4,295 205,288 SH   SOLE   205,288 0 0
PENTAIR PLC SHS G7S00T104 9,246 207,734 SH   SOLE   207,734 0 0
VOYA FINL INC COM 929089100 10,565 211,478 SH   SOLE   211,478 0 0
POLARIS INDS INC COM 731068102 18,008 213,294 SH   SOLE   213,294 0 0
DANA INCORPORATED COM 235825205 3,923 221,161 SH   SOLE   221,161 0 0
DARDEN RESTAURANTS INC COM 237194105 26,982 222,131 SH   SOLE   222,131 0 0
MFA FINL INC COM 55272X102 1,703 234,197 SH   SOLE   234,197 0 0
EZCORP INC CL A NON VTG 302301106 2,363 253,534 SH   SOLE   253,534 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 3,832 255,099 SH   SOLE   255,099 0 0
JELD-WEN HLDG INC COM 47580P103 4,585 259,598 SH   SOLE   259,598 0 0
UMPQUA HLDGS CORP COM 904214103 4,331 262,500 SH   SOLE   262,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 17,283 265,438 SH   SOLE   265,438 0 0
AGNC INVT CORP COM 00123Q104 5,616 312,026 SH   SOLE   312,026 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 55,431 325,049 SH   SOLE   325,049 0 0
KOHLS CORP COM 500255104 22,512 327,349 SH   SOLE   327,349 0 0
TIMKEN CO COM 887389104 14,435 330,932 SH   SOLE   330,932 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 13,567 335,826 SH   SOLE   335,826 0 0
ISHARES TR US HOME CONS ETF 464288752 12,033 341,455 SH   SOLE   341,455 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 16,649 386,637 SH   SOLE   386,637 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 21,875 398,018 SH   SOLE   398,018 0 0
SOCIAL CAP HEDOSOPHIA HLDGS CL A G8250R103 4,101 402,448 SH   SOLE   402,448 0 0
ALLY FINL INC COM 02005N100 11,154 405,732 SH   SOLE   405,732 0 0
REXNORD CORP NEW COM 76169B102 10,211 406,161 SH   SOLE   406,161 0 0
TJX COS INC NEW COM 872540109 21,833 410,322 SH   SOLE   410,322 0 0
UNDER ARMOUR INC CL A 904311107 9,056 428,400 SH   SOLE   428,400 0 0
ELDORADO RESORTS INC COM 28470R102 20,077 430,000 SH   SOLE   430,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 10,225 500,000 SH   SOLE   500,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 7,132 504,017 SH   SOLE   504,017 0 0
CATERPILLAR INC DEL COM 149123101 74,297 548,358 SH   SOLE   548,358 0 0
VULCAN MATLS CO COM 929160109 70,800 597,974 SH   SOLE   597,974 0 0
SYNCHRONY FINL COM 87165B103 19,937 624,999 SH   SOLE   624,999 0 0
CITIZENS FINL GROUP INC COM 174610105 24,205 744,763 SH   SOLE   744,763 0 0
BRINKER INTL INC COM 109641100 35,511 800,152 SH   SOLE   800,152 0 0
SYNOVUS FINL CORP COM NEW 87161C501 29,464 857,507 SH   SOLE   857,507 0 0
HD SUPPLY HLDGS INC COM 40416M105 65,191 1,503,826 SH   SOLE   1,503,826 0 0
HANESBRANDS INC COM 410345102 39,211 2,193,000 SH   SOLE   2,193,000 0 0
CAESARS ENTMT CORP COM 127686103 19,385 2,230,688 SH   SOLE   2,230,688 0 0
COTT CORP QUE COM 22163N106 43,897 3,004,589 SH   SOLE   3,004,589 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 25,982 2,000,139 SH   SOLE   2,000,139 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 4,156 75,873 SH   SOLE   75,873 0 0
INGERSOLL-RAND PLC SHS G47791101 25,326 234,605 SH   SOLE   234,605 0 0
EATON CORP PLC SHS G29183103 52,243 648,501 SH   SOLE   648,501 0 0
MORGAN STANLEY COM NEW 617446448 13,271 314,481 SH   SOLE   314,481 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 21,886 471,371 SH   SOLE   471,371 0 0
BLACKROCK INC COM 09247X101 4,592 10,745 SH   SOLE   10,745 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 475 14,082 SH   SOLE   14,082 0 0
FRONTDOOR INC COM 35905A109 534 15,500 SH   SOLE   15,500 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,701 21,151 SH   SOLE   21,151 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1,800 32,980 SH   SOLE   32,980 0 0
EVEREST RE GROUP LTD COM G3223R108 7,839 36,300 SH   SOLE   36,300 0 0
IBERIABANK CORP COM 450828108 2,833 39,504 SH   SOLE   39,504 0 0
ASSURANT INC COM 04621X108 3,820 40,250 SH   SOLE   40,250 0 0
CARLISLE COS INC COM 142339100 5,396 44,009 SH   SOLE   44,009 0 0
AMERICAN EXPRESS CO COM 025816109 6,235 57,043 SH   SOLE   57,043 0 0
ESSENT GROUP LTD COM G3198U102 2,645 60,868 SH   SOLE   60,868 0 0
HUBBELL INC COM 443510607 8,853 75,041 SH   SOLE   75,041 0 0
AMERIS BANCORP COM 03076K108 3,155 91,844 SH   SOLE   91,844 0 0
SPX CORP COM 784635104 3,565 102,470 SH   SOLE   102,470 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 12,623 110,125 SH   SOLE   110,125 0 0
EVERTEC INC COM 30040P103 3,124 112,351 SH   SOLE   112,351 0 0
NETFLIX INC COM 64110L106 40,113 112,500 SH   SOLE   112,500 0 0
MICROSOFT CORP COM 594918104 20,387 172,856 SH   SOLE   172,856 0 0
MASTEC INC COM 576323109 12,193 253,502 SH   SOLE   253,502 0 0
LEGG MASON INC COM 524901105 7,581 276,990 SH   SOLE   276,990 0 0
WESTERN ALLIANCE BANCORP COM 957638109 13,943 339,735 SH   SOLE   339,735 0 0
LAS VEGAS SANDS CORP COM 517834107 21,946 360,000 SH   SOLE   360,000 0 0
RADIAN GROUP INC COM 750236101 7,670 369,807 SH   SOLE   369,807 0 0
EAST WEST BANCORP INC COM 27579R104 18,222 379,864 SH   SOLE   379,864 0 0
FOOT LOCKER INC COM 344849104 38,714 638,839 SH   SOLE   638,839 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 29,776 751,160 SH   SOLE   751,160 0 0
SLM CORP COM 78442P106 11,766 1,187,260 SH   SOLE   1,187,260 0 0
MASCO CORP COM 574599106 57,160 1,454,090 SH   SOLE   1,454,090 0 0
FIFTH THIRD BANCORP COM 316773100 44,127 1,749,685 SH   SOLE   1,749,685 0 0
EVERCORE INC CLASS A 29977A105 673 7,392 SH   SOLE   7,392 0 0
AIR LEASE CORP CL A 00912X302 1,366 39,763 SH   SOLE   39,763 0 0