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
EVERCORE INC CLASS A 29977A105 7,733 103,440 SH   SOLE   103,440 0 0
MASCO CORP COM 574599106 2,683 55,899 SH   SOLE   55,899 0 0
POLARIS INC COM 731068102 213 2,095 SH   SOLE   2,095 0 0
WESTERN ALLIANCE BANCORP COM 957638109 453 7,946 SH   SOLE   7,946 0 0
COMERICA INC COM 200340107 1,291 17,987 SH   SOLE   17,987 0 0
SPX CORP COM 784635104 956 18,784 SH   SOLE   18,784 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,547 24,125 SH   SOLE   24,125 0 0
NETFLIX INC COM 64110L106 8,898 27,500 SH   SOLE   27,500 0 0
DOLLAR TREE INC COM 256746108 2,716 28,877 SH   SOLE   28,877 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 1,267 33,636 SH   SOLE   33,636 0 0
EVEREST RE GROUP LTD COM G3223R108 12,251 44,252 SH   SOLE   44,252 0 0
RADIAN GROUP INC COM 750236101 2,619 104,100 SH   SOLE   104,100 0 0
DOVER CORP COM 260003108 12,185 105,717 SH   SOLE   105,717 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 9,777 109,286 SH   SOLE   109,286 0 0
ITT INC COM 45073V108 8,512 115,163 SH   SOLE   115,163 0 0
PARKER HANNIFIN CORP COM 701094104 24,904 121,000 SH   SOLE   121,000 0 0
GENERAL ELECTRIC CO COM 369604103 1,446 129,535 SH   SOLE   129,535 0 0
STANLEY BLACK & DECKER INC COM 854502101 23,371 141,010 SH   SOLE   141,010 0 0
JACK IN THE BOX INC COM 466367109 13,527 173,353 SH   SOLE   173,353 0 0
AMERIS BANCORP COM 03076K108 7,889 185,452 SH   SOLE   185,452 0 0
PROSPERITY BANCSHARES INC COM 743606105 14,411 200,459 SH   SOLE   200,459 0 0
MICROSOFT CORP COM 594918104 31,744 201,293 SH   SOLE   201,293 0 0
ALLSTATE CORP COM 020002101 23,022 204,730 SH   SOLE   204,730 0 0
FLOWSERVE CORP COM 34354P105 11,010 221,212 SH   SOLE   221,212 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 41,619 259,858 SH   SOLE   259,858 0 0
LEGG MASON INC COM 524901105 9,380 261,198 SH   SOLE   261,198 0 0
AECOM COM 00766T100 11,527 267,272 SH   SOLE   267,272 0 0
KIRBY CORP COM 497266106 24,989 279,115 SH   SOLE   279,115 0 0
AMERICAN EXPRESS CO COM 025816109 38,376 308,264 SH   SOLE   308,264 0 0
EAST WEST BANCORP INC COM 27579R104 15,797 324,364 SH   SOLE   324,364 0 0
ELDORADO RESORTS INC COM 28470R102 23,237 389,620 SH   SOLE   389,620 0 0
L BRANDS INC COM 501797104 7,973 440,000 SH   SOLE   440,000 0 0
FORTIVE CORP COM 34959J108 34,749 454,889 SH   SOLE   454,889 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 35,403 687,709 SH   SOLE   687,709 0 0
SLM CORP COM 78442P106 6,256 702,170 SH   SOLE   702,170 0 0
ANAPLAN INC COM 03272L108 55,232 1,054,046 SH   SOLE   1,054,046 0 0
FIFTH THIRD BANCORP COM 316773100 37,506 1,220,116 SH   SOLE   1,220,116 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,805 30,000 SH Call SOLE   30,000 0 0
BLACKROCK INC COM 09247X101 5,027 10,000 SH Call SOLE   10,000 0 0
L BRANDS INC COM 501797104 23,898 1,318,900 SH Call SOLE   1,318,900 0 0
MASCO CORP COM 574599106 35,993 750,000 SH Call SOLE   750,000 0 0
NETFLIX INC COM 64110L106 34,687 107,200 SH Call SOLE   107,200 0 0
POLARIS INC COM 731068102 46,833 460,500 SH Call SOLE   460,500 0 0
ANAPLAN INC COM 03272L108 5,240 100,000 SH Call SOLE   100,000 0 0
TWITTER INC COM 90184L102 32,050 1,000,000 SH Call SOLE   1,000,000 0 0
AMERICAN EXPRESS CO COM 025816109 7,469 60,000 SH Put SOLE   60,000 0 0
CUMMINS INC COM 231021106 9,950 55,600 SH Put SOLE   55,600 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,449 15,000 SH Put SOLE   15,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,087 15,000 SH Put SOLE   15,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,053 20,000 SH Put SOLE   20,000 0 0
UNITED RENTALS INC COM 911363109 4,169 25,000 SH Put SOLE   25,000 0 0
MORGAN STANLEY COM NEW 617446448 4,459 87,228 SH   SOLE   87,228 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,245 93,560 SH   SOLE   93,560 0 0
CITIGROUP INC COM NEW 172967424 8,000 100,132 SH   SOLE   100,132 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 40,639 265,338 SH   SOLE   265,338 0 0
CIT GROUP INC COM NEW 125581801 6,845 150,000 SH Call SOLE   150,000 0 0
CITIGROUP INC COM NEW 172967424 3,196 40,000 SH Put SOLE   40,000 0 0
MORGAN STANLEY COM NEW 617446448 3,067 60,000 SH Put SOLE   60,000 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 3,103 52,212 SH   SOLE   52,212 0 0
NVENT ELECTRIC PLC SHS G6700G107 9,976 390,003 SH   SOLE   390,003 0 0
EATON CORP PLC SHS G29183103 9,671 102,100 SH Put SOLE   102,100 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 16,484 736,867 SH   SOLE   736,867 0 0
UNITED AIRLINES HLDGS INC COM 910047109 7,304 82,917 SH   SOLE   82,917 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 13,450 230,000 SH   SOLE   230,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,426 5,100 SH   SOLE   5,100 0 0
S&P GLOBAL INC COM 78409V104 2,184 8,000 SH   SOLE   8,000 0 0
BOOT BARN HLDGS INC COM 099406100 488 10,962 SH   SOLE   10,962 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 13,066 15,608 SH   SOLE   15,608 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,203 16,500 SH   SOLE   16,500 0 0
MASTERCARD INC CL A 57636Q104 5,539 18,551 SH   SOLE   18,551 0 0
AUTOZONE INC COM 053332102 25,018 21,000 SH   SOLE   21,000 0 0
NMI HLDGS INC CL A 629209305 716 21,585 SH   SOLE   21,585 0 0
CADENCE BANCORPORATION CL A 12739A100 453 25,000 SH   SOLE   25,000 0 0
CARTERS INC COM 146229109 3,007 27,500 SH   SOLE   27,500 0 0
PIPER JAFFRAY COS COM 724078100 2,682 33,547 SH   SOLE   33,547 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 1,740 35,000 SH   SOLE   35,000 0 0
PJT PARTNERS INC COM CL A 69343T107 1,611 35,706 SH   SOLE   35,706 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,726 42,119 SH   SOLE   42,119 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,005 43,176 SH   SOLE   43,176 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 3,166 48,150 SH   SOLE   48,150 0 0
FAIR ISAAC CORP COM 303250104 18,979 50,653 SH   SOLE   50,653 0 0
SCULPTOR CAP MGMT COM CL A 811246107 1,128 51,048 SH   SOLE   51,048 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 4,342 51,237 SH   SOLE   51,237 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,789 51,741 SH   SOLE   51,741 0 0
DEERE & CO COM 244199105 9,096 52,500 SH   SOLE   52,500 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 10,943 54,191 SH   SOLE   54,191 0 0
METROCITY BANKSHARES INC COM 59165J105 963 55,000 SH   SOLE   55,000 0 0
ROSS STORES INC COM 778296103 6,403 55,000 SH   SOLE   55,000 0 0
POPULAR INC COM NEW 733174700 3,307 56,296 SH   SOLE   56,296 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 7,692 56,304 SH   SOLE   56,304 0 0
COSTCO WHSL CORP NEW COM 22160K105 16,974 57,750 SH   SOLE   57,750 0 0
FEDEX CORP COM 31428X106 9,073 60,000 SH   SOLE   60,000 0 0
KEMPER CORP DEL COM 488401100 4,694 60,564 SH   SOLE   60,564 0 0
CATERPILLAR INC DEL COM 149123101 9,270 62,770 SH   SOLE   62,770 0 0
WABTEC CORP COM 929740108 4,901 63,000 SH   SOLE   63,000 0 0
SERVICENOW INC COM 81762P102 18,633 66,000 SH   SOLE   66,000 0 0
VISA INC COM CL A 92826C839 13,435 71,500 SH   SOLE   71,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,089 90,000 SH   SOLE   90,000 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 5,555 97,852 SH   SOLE   97,852 0 0
KENNAMETAL INC COM 489170100 3,629 98,385 SH   SOLE   98,385 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,475 99,100 SH   SOLE   99,100 0 0
BRIGHTHOUSE FINL INC COM 10922N103 3,927 100,091 SH   SOLE   100,091 0 0
EZCORP INC CL A NON VTG 302301106 707 103,632 SH   SOLE   103,632 0 0
HUNT J B TRANS SVCS INC COM 445658107 12,152 104,061 SH   SOLE   104,061 0 0
ATHENE HLDG LTD CL A G0684D107 4,926 104,739 SH   SOLE   104,739 0 0
REGAL BELOIT CORP COM 758750103 8,989 105,000 SH   SOLE   105,000 0 0
WYNN RESORTS LTD COM 983134107 15,100 108,734 SH   SOLE   108,734 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 3,472 109,535 SH   SOLE   109,535 0 0
CONNS INC COM 208242107 1,363 110,000 SH   SOLE   110,000 0 0
ATLASSIAN CORP PLC CL A G06242104 13,237 110,000 SH   SOLE   110,000 0 0
RINGCENTRAL INC CL A 76680R206 18,554 110,000 SH   SOLE   110,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 1,669 112,305 SH   SOLE   112,305 0 0
VOYA FINL INC COM 929089100 7,105 116,511 SH   SOLE   116,511 0 0
FACEBOOK INC CL A 30303M102 28,222 137,500 SH   SOLE   137,500 0 0
LAZARD LTD SHS A G54050102 5,525 138,252 SH   SOLE   138,252 0 0
PRUDENTIAL FINL INC COM 744320102 13,611 145,200 SH   SOLE   145,200 0 0
SPIRIT AIRLS INC COM 848577102 5,979 148,316 SH   SOLE   148,316 0 0
DISCOVER FINL SVCS COM 254709108 12,662 149,281 SH   SOLE   149,281 0 0
HONEYWELL INTL INC COM 438516106 26,893 151,937 SH   SOLE   151,937 0 0
ADOBE INC COM 00724F101 50,131 152,000 SH   SOLE   152,000 0 0
REXNORD CORP NEW COM 76169B102 5,490 168,300 SH   SOLE   168,300 0 0
AMETEK INC NEW COM 031100100 17,567 176,124 SH   SOLE   176,124 0 0
GRAINGER W W INC COM 384802104 61,823 182,626 SH   SOLE   182,626 0 0
CAPITAL ONE FINL CORP COM 14040H105 18,988 184,512 SH   SOLE   184,512 0 0
AGNC INVT CORP COM 00123Q104 3,468 196,129 SH   SOLE   196,129 0 0
ONEMAIN HLDGS INC COM 68268W103 8,779 208,270 SH   SOLE   208,270 0 0
INVESCO MORTGAGE CAPITAL INC COM 46131B100 3,702 222,321 SH   SOLE   222,321 0 0
OLD REP INTL CORP COM 680223104 5,158 230,588 SH   SOLE   230,588 0 0
JELD-WEN HLDG INC COM 47580P103 5,654 241,500 SH   SOLE   241,500 0 0
AXA EQUITABLE HOLDING COM 054561105 6,046 243,980 SH   SOLE   243,980 0 0
FIVE BELOW INC COM 33829M101 31,406 245,630 SH   SOLE   245,630 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 27,544 248,350 SH   SOLE   248,350 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,659 249,150 SH   SOLE   249,150 0 0
HOME DEPOT INC COM 437076102 54,442 249,300 SH   SOLE   249,300 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 7,210 253,888 SH   SOLE   253,888 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 8,169 260,088 SH   SOLE   260,088 0 0
REDWOOD TR INC COM 758075402 4,875 294,742 SH   SOLE   294,742 0 0
COWEN INC CL A NEW 223622606 4,806 305,148 SH   SOLE   305,148 0 0
NAVIENT CORPORATION COM 63938C108 4,407 322,170 SH   SOLE   322,170 0 0
STATE STR CORP COM 857477103 26,803 338,851 SH   SOLE   338,851 0 0
V F CORP COM 918204108 33,997 341,130 SH   SOLE   341,130 0 0
WW INTL INC COM 98262P101 14,342 375,352 SH   SOLE   375,352 0 0
TEMPUR SEALY INTL INC COM 88023U101 36,623 420,668 SH   SOLE   420,668 0 0
TRUIST FINL CORP COM 89832Q109 23,738 421,480 SH   SOLE   421,480 0 0
MCDONALDS CORP COM 580135101 83,415 422,118 SH   SOLE   422,118 0 0
STERLING BANCORP DEL COM 85917A100 10,639 504,702 SH   SOLE   504,702 0 0
INVESTORS BANCORP INC NEW COM 46146L101 6,083 510,513 SH   SOLE   510,513 0 0
EMERSON ELEC CO COM 291011104 41,067 538,509 SH   SOLE   538,509 0 0
SNAP INC CL A 83304A106 9,880 605,000 SH   SOLE   605,000 0 0
AXALTA COATING SYS LTD COM G0750C108 18,412 605,660 SH   SOLE   605,660 0 0
FIRST HORIZON NATL CORP COM 320517105 10,905 658,541 SH   SOLE   658,541 0 0
CITIZENS FINL GROUP INC COM 174610105 29,223 719,601 SH   SOLE   719,601 0 0
SYNOVUS FINL CORP COM NEW 87161C501 29,811 760,494 SH   SOLE   760,494 0 0
WENDYS CO COM 95058W100 18,456 830,985 SH   SOLE   830,985 0 0
MGIC INVT CORP WIS COM 552848103 11,898 839,642 SH   SOLE   839,642 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 30,286 845,047 SH   SOLE   845,047 0 0
KEYCORP NEW COM 493267108 27,133 1,340,584 SH   SOLE   1,340,584 0 0
SUMMIT MATLS INC CL A 86614U100 34,641 1,449,413 SH   SOLE   1,449,413 0 0
BGC PARTNERS INC CL A 05541T101 9,282 1,562,677 SH   SOLE   1,562,677 0 0
JETBLUE AWYS CORP COM 477143101 42,653 2,278,488 SH   SOLE   2,278,488 0 0
COTT CORP QUE COM 22163N106 51,567 3,769,500 SH   SOLE   3,769,500 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 70,350 500,000 SH Call SOLE   500,000 0 0
CATERPILLAR INC DEL COM 149123101 8,122 55,000 SH Call SOLE   55,000 0 0
EMERSON ELEC CO COM 291011104 21,414 280,800 SH Call SOLE   280,800 0 0
FEDEX CORP COM 31428X106 1,512 10,000 SH Call SOLE   10,000 0 0
MCDONALDS CORP COM 580135101 9,881 50,000 SH Call SOLE   50,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,468 12,400 SH Call SOLE   12,400 0 0
OVERSTOCK COM INC DEL COM 690370101 2,448 347,300 SH Call SOLE   347,300 0 0
SPIRIT AIRLS INC COM 848577102 2,016 50,000 SH Call SOLE   50,000 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1,733 150,000 SH Call SOLE   150,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 6,827 459,400 SH Call SOLE   459,400 0 0
STATE STR CORP COM 857477103 2,373 30,000 SH Call SOLE   30,000 0 0
WW INTL INC COM 98262P101 5,732 150,000 SH Call SOLE   150,000 0 0
BEST BUY INC COM 086516101 6,146 70,000 SH Put SOLE   70,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,083 100,000 SH Put SOLE   100,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,087 30,000 SH Put SOLE   30,000 0 0
FITBIT INC CL A 33812L102 1,342 204,200 SH Put SOLE   204,200 0 0
FIVE BELOW INC COM 33829M101 31,965 250,000 SH Put SOLE   250,000 0 0
GAP INC COM 364760108 3,536 200,000 SH Put SOLE   200,000 0 0
HYATT HOTELS CORP COM CL A 448579102 4,486 50,000 SH Put SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106 7,080 40,000 SH Put SOLE   40,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 23,783 132,400 SH Put SOLE   132,400 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 9,112 55,000 SH Put SOLE   55,000 0 0
JPMORGAN CHASE & CO COM 46625H100 16,031 115,000 SH Put SOLE   115,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,825 100,000 SH Put SOLE   100,000 0 0
KOHLS CORP COM 500255104 10,404 204,200 SH Put SOLE   204,200 0 0
KONTOOR BRANDS INC COM 50050N103 672 16,000 SH Put SOLE   16,000 0 0
SOUTHWEST AIRLS CO COM 844741108 5,452 101,000 SH Put SOLE   101,000 0 0
MACYS INC COM 55616P104 3,400 200,000 SH Put SOLE   200,000 0 0
NASDAQ INC COM 631103108 2,142 20,000 SH Put SOLE   20,000 0 0
SERVICENOW INC COM 81762P102 37,294 132,100 SH Put SOLE   132,100 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 14,309 75,400 SH Put SOLE   75,400 0 0
OSHKOSH CORP COM 688239201 2,840 30,000 SH Put SOLE   30,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 83,684 260,000 SH Put SOLE   260,000 0 0
TARGET CORP COM 87612E106 38,463 300,000 SH Put SOLE   300,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 4,682 40,000 SH Put SOLE   40,000 0 0
US BANCORP DEL COM NEW 902973304 2,965 50,000 SH Put SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 29,329 360,000 SH Put SOLE   360,000 0 0