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
ABERCROMBIE & FITCH CO CL A 002896207 15,094 847,500 SH Call SOLE   847,500 0 0
ABERCROMBIE & FITCH CO CL A 002896207 4,410 247,631 SH   SOLE   247,631 0 0
AIR PRODS & CHEMS INC COM 009158106 24,729 174,101 SH   SOLE   174,101 0 0
ALLERGAN PLC SHS G0177J108 12,540 54,263 SH   SOLE   54,263 0 0
ALLERGAN PLC SHS G0177J108 12,456 53,900 SH Put SOLE   53,900 0 0
AMAZON COM INC COM 023135106 28,163 39,354 SH   SOLE   39,354 0 0
AMAZON COM INC COM 023135106 47,446 66,300 SH Call SOLE   66,300 0 0
AVIS BUDGET GROUP COM 053774105 51,362 1,593,596 SH   SOLE   1,593,596 0 0
AVIS BUDGET GROUP COM 053774105 6,124 190,000 SH Call SOLE   190,000 0 0
BARNES & NOBLE INC COM 067774109 5,419 477,406 SH   SOLE   477,406 0 0
CANADIAN PAC RY LTD COM 13645T100 22,089 171,510 SH   SOLE   171,510 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,150 93,900 SH Put SOLE   93,900 0 0
CBS CORP NEW CL B 124857202 76,247 1,400,573 SH   SOLE   1,400,573 0 0
CDK GLOBAL INC COM 12508E101 25,880 466,390 SH   SOLE   466,390 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 57,654 252,162 SH   SOLE   252,162 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 20,496 50,890 SH   SOLE   50,890 0 0
CIGNA CORPORATION COM 125509109 15,524 121,290 SH   SOLE   121,290 0 0
COLONY CAP INC CL A 19624R106 22,363 1,456,870 SH   SOLE   1,456,870 0 0
COMMSCOPE HLDG CO INC COM 20337X109 14,169 456,637 SH   SOLE   456,637 0 0
COMSCORE INC COM 20564W105 35,349 1,480,263 SH   SOLE   1,480,263 0 0
DUNKIN BRANDS GROUP INC COM 265504100 16,125 369,666 SH   SOLE   369,666 0 0
ELLIE MAE INC COM 28849P100 35,364 385,860 SH   SOLE   385,860 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,732 22,848 SH   SOLE   22,848 0 0
JD COM INC SPON ADR CL A 47215P106 8,612 405,664 SH   SOLE   405,664 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 5 332,082 SH   SOLE   332,082 0 0
KRAFT HEINZ CO COM 500754106 8,776 99,187 SH   SOLE   99,187 0 0
MELCO CROWN ENTMT LTD ADR 585464100 33,147 2,634,926 SH   SOLE   2,634,926 0 0
MONDELEZ INTL INC CL A 609207105 15,615 343,104 SH   SOLE   343,104 0 0
NIMBLE STORAGE INC COM 65440R101 42,659 5,359,169 SH   SOLE   5,359,169 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 46,703 4,574,262 SH   SOLE   4,574,262 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 22,025 552,844 SH   SOLE   552,844 0 0
OSI SYSTEMS INC COM 671044105 20,971 360,754 SH   SOLE   360,754 0 0
PALO ALTO NETWORKS INC COM 697435105 40,370 329,171 SH   SOLE   329,171 0 0
PROCTER & GAMBLE CO COM 742718109 35,291 416,803 SH   SOLE   416,803 0 0
PROCTER & GAMBLE CO COM 742718109 138,706 1,638,200 SH Call SOLE   1,638,200 0 0
REALOGY HLDGS CORP COM 75605Y106 54,860 1,890,413 SH   SOLE   1,890,413 0 0
RED HAT INC COM 756577102 45,778 630,550 SH   SOLE   630,550 0 0
RED HAT INC COM 756577102 104,907 1,445,000 SH Call SOLE   1,445,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 29,146 434,043 SH   SOLE   434,043 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 11,822 554,263 SH   SOLE   554,263 0 0
TESLA MTRS INC COM 88160R101 35,621 167,800 SH Put SOLE   167,800 0 0
TILE SHOP HLDGS INC COM 88677Q109 38,107 1,916,826 SH   SOLE   1,916,826 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 50,863 4,821,094 SH   SOLE   4,821,094 0 0
TRANSDIGM GROUP INC COM 893641100 37,093 140,668 SH   SOLE   140,668 0 0
TRIPADVISOR INC COM 896945201 41,855 650,934 SH   SOLE   650,934 0 0
VIACOM INC NEW CL B 92553P201 12,553 302,700 SH   OTR 1 302,700 0 0
VIACOM INC NEW CL B 92553P201 82,797 1,996,558 SH   SOLE   1,996,558 0 0
VIACOM INC NEW CL B 92553P201 144,370 3,481,300 SH Call SOLE   3,481,300 0 0
WAYFAIR INC CL A 94419L101 19,697 505,061 SH   SOLE   505,061 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 49,097 689,269 SH   SOLE   689,269 0 0