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
AIR PRODS & CHEMS INC COM 009158106 40,978 314,951 SH   SOLE   314,951 0 0
ALLERGAN PLC SHS G0177J108 17,900 57,279 SH   SOLE   57,279 0 0
AON PLC SHS CL A G0408V102 42,554 461,489 SH   SOLE   461,489 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 20,010 573,036 SH   SOLE   573,036 0 0
CANADIAN PAC RY LTD COM 13645T100 23,162 181,520 SH   SOLE   181,520 0 0
CBS CORP NEW CL B 124857202 9,516 201,913 SH   OTR 1 201,913 0 0
CBS CORP NEW CL B 124857202 91,943 1,950,828 SH   SOLE   1,950,828 0 0
CBS CORP NEW CL B 124857202 59,125 1,254,500 SH Call SOLE   1,254,500 0 0
CDK GLOBAL INC COM 12508E101 53,615 1,129,460 SH   SOLE   1,129,460 0 0
CDK GLOBAL INC COM 12508E101 3,513 74,000 SH Call SOLE   74,000 0 0
CIGNA CORPORATION COM 125509109 18,834 128,707 SH   SOLE   128,707 0 0
COMMSCOPE HLDG CO INC COM 20337X109 43,901 1,695,675 SH   SOLE   1,695,675 0 0
COMMSCOPE HLDG CO INC COM 20337X109 9,551 368,900 SH Call SOLE   368,900 0 0
COMSCORE INC COM 20564W105 24,478 594,852 SH   SOLE   594,852 0 0
CYRUSONE INC COM 23283R100 30,513 814,767 SH   SOLE   814,767 0 0
DUNKIN BRANDS GROUP INC COM 265504100 36,753 862,958 SH   SOLE   862,958 0 0
DUNKIN BRANDS GROUP INC COM 265504100 47,918 1,125,100 SH Call SOLE   1,125,100 0 0
ELLIE MAE INC COM 28849P100 68,902 1,143,987 SH   SOLE   1,143,987 0 0
ENDO INTL PLC SHS G30401106 9,626 157,231 SH   SOLE   157,231 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,089 23,901 SH   SOLE   23,901 0 0
FACEBOOK INC CL A 30303M102 53,260 508,882 SH   SOLE   508,882 0 0
IMAX CORP COM 45245E109 8,719 245,321 SH   SOLE   245,321 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 21 346,883 SH   SOLE   346,883 0 0
KRAFT HEINZ CO COM 500754106 5,877 80,778 SH   SOLE   80,778 0 0
KROGER CO COM 501044101 8,333 199,200 SH Put SOLE   199,200 0 0
MELCO CROWN ENTMT LTD ADR 585464100 40,975 2,438,969 SH   SOLE   2,438,969 0 0
NIMBLE STORAGE INC COM 65440R101 31,779 3,454,258 SH   SOLE   3,454,258 0 0
NIMBLE STORAGE INC COM 65440R101 2,098 228,000 SH Call SOLE   228,000 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 44,334 3,651,907 SH   SOLE   3,651,907 0 0
NORTHSTAR REALTY EUROPE CORP COM 66706L101 2,444 206,970 SH   SOLE   206,970 0 0
NORTHSTAR RLTY FIN CORP COM 66704R803 14,483 850,446 SH   SOLE   850,446 0 0
OSI SYSTEMS INC COM 671044105 25,810 291,110 SH   SOLE   291,110 0 0
OSI SYSTEMS INC COM 671044105 21,270 239,900 SH Call SOLE   239,900 0 0
PROCTER & GAMBLE CO COM 742718109 112,564 1,417,500 SH Call SOLE   1,417,500 0 0
REALOGY HLDGS CORP COM 75605Y106 46,391 1,265,083 SH   SOLE   1,265,083 0 0
RED HAT INC COM 756577102 58,884 711,078 SH   SOLE   711,078 0 0
RED HAT INC COM 756577102 42,597 514,400 SH Call SOLE   514,400 0 0
RENTRAK CORP COM 760174102 18,287 384,741 SH   SOLE   384,741 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 35,708 352,812 SH   SOLE   352,812 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 35,671 1,496,900 SH Call SOLE   1,496,900 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 5,172 317,100 SH Call SOLE   317,100 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 21,264 1,329,001 SH   SOLE   1,329,001 0 0
TESLA MTRS INC COM 88160R101 2,928 12,200 SH Put SOLE   12,200 0 0
TILE SHOP HLDGS INC COM 88677Q109 57,676 3,516,804 SH   SOLE   3,516,804 0 0
TILE SHOP HLDGS INC COM 88677Q109 14,689 895,700 SH Call SOLE   895,700 0 0
TRANSDIGM GROUP INC COM 893641100 57,483 251,621 SH   SOLE   251,621 0 0
VIACOM INC NEW CL B 92553P201 72,510 1,761,659 SH   SOLE   1,761,659 0 0
VISA INC COM CL A 92826C839 44,891 578,870 SH   SOLE   578,870 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 48,243 664,049 SH   SOLE   664,049 0 0