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
ABBVIE INC COM 00287Y109 1,041 15,500 SH Call SOLE   15,500 0 0
ABBVIE INC COM 00287Y109 906 13,484 SH   SOLE   13,484 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,553 16,030 SH   SOLE   16,030 0 0
AETNA INC NEW COM 00817Y108 5,476 42,965 SH   SOLE   42,965 0 0
AIR PRODS & CHEMS INC COM 009158106 2,738 20,008 SH   SOLE   20,008 0 0
ALBEMARLE CORP COM 012653101 536 9,705 SH   SOLE   9,705 0 0
ALCATEL-LUCENT SPONSORED ADR 013904305 445 122,827 SH   SOLE   122,827 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,941 72,217 SH   SOLE   72,217 0 0
ALLERGAN PLC SHS G0177J108 56,119 184,930 SH   SOLE   184,930 0 0
ALLERGAN PLC SHS G0177J108 180,953 596,300 SH Call SOLE   596,300 0 0
AMAZON COM INC COM 023135106 1,016 2,340 SH   SOLE   2,340 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 227 5,688 SH   SOLE   5,688 0 0
ANTHEM INC COM 036752103 5,745 35,000 SH Put SOLE   35,000 0 0
APACHE CORP COM 037411105 225 3,911 SH   SOLE   3,911 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 14,833 401,660 SH   SOLE   401,660 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,583 17,474 SH   SOLE   17,474 0 0
AUTONATION INC COM 05329W102 14,459 229,586 SH   SOLE   229,586 0 0
BANK AMER CORP COM 060505104 832 48,860 SH Call SOLE   48,860 0 0
BARNES & NOBLE INC COM 067774109 600 23,112 SH   SOLE   23,112 0 0
BERRY PLASTICS GROUP INC COM 08579W103 17,692 546,051 SH   SOLE   546,051 0 0
BIOCRYST PHARMACEUTICALS COM 09058V103 1,097 73,500 SH   SOLE   73,500 0 0
BIOGEN INC COM 09062X103 5,048 12,497 SH   SOLE   12,497 0 0
BLOCK H & R INC COM 093671105 291 9,825 SH   SOLE   9,825 0 0
BROADCOM CORP CL A 111320107 323 6,270 SH   SOLE   6,270 0 0
BURLINGTON STORES INC COM 122017106 1,463 28,581 SH   SOLE   28,581 0 0
CABELAS INC COM 126804301 1,952 39,047 SH   SOLE   39,047 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 202,591 10,304,751 SH   SOLE   10,304,751 0 0
CARMAX INC COM 143130102 1,471 22,217 SH   SOLE   22,217 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 256 1,495 SH   SOLE   1,495 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,774 2,932 SH   SOLE   2,932 0 0
CIT GROUP INC COM NEW 125581801 346 7,443 SH   SOLE   7,443 0 0
COLONY CAP INC CL A 19624R106 1,831 80,852 SH   SOLE   80,852 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 204,924 8,347,220 SH   SOLE   8,347,220 0 0
CONSOL ENERGY INC COM 20854P109 6,172 283,908 SH   SOLE   283,908 0 0
CONSOL ENERGY INC COM 20854P109 4,000 184,000 SH Call SOLE   184,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,604 31,064 SH   SOLE   31,064 0 0
CONTROL4 CORP COM 21240D107 909 102,248 SH   SOLE   102,248 0 0
COOPER COS INC COM NEW 216648402 2,922 16,420 SH   SOLE   16,420 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 6,909 198,548 SH   SOLE   198,548 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,115 63,701 SH   SOLE   63,701 0 0
CST BRANDS INC COM 12646R105 298 7,642 SH   SOLE   7,642 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 15,714 499,823 SH   SOLE   499,823 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 350 8,519 SH   SOLE   8,519 0 0
DYNEGY INC NEW DEL COM 26817R108 381 13,019 SH   SOLE   13,019 0 0
E M C CORP MASS COM 268648102 342 12,950 SH   SOLE   12,950 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 1,054 66,217 SH   SOLE   66,217 0 0
ELECTRONIC ARTS INC COM 285512109 2,788 41,920 SH   SOLE   41,920 0 0
ENPRO INDS INC COM 29355X107 343 5,993 SH   SOLE   5,993 0 0
EQT CORP COM 26884L109 464 5,700 SH   SOLE   5,700 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 389 4,766 SH   SOLE   4,766 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,968 271,455 SH   SOLE   271,455 0 0
ESSEX PPTY TR INC COM 297178105 3,100 14,586 SH   SOLE   14,586 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 66,202 694,383 SH   SOLE   694,383 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,669 27,000 SH Call SOLE   27,000 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 6,863 366,444 SH   SOLE   366,444 0 0
FLEETMATICS GROUP PLC COM G35569105 5,357 114,402 SH   SOLE   114,402 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 7,987 361,413 SH   SOLE   361,413 0 0
GOOGLE INC CL C 38259P706 2,398 4,607 SH   SOLE   4,607 0 0
GRACE W R & CO DEL NEW COM 38388F108 239,075 2,383,596 SH   SOLE   2,383,596 0 0
GRACE W R & CO DEL NEW COM 38388F108 13,541 135,000 SH Call SOLE   135,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,273 14,010 SH   SOLE   14,010 0 0
GROUPON INC COM CL A 399473107 1,146 227,894 SH   SOLE   227,894 0 0
HALLIBURTON CO COM 406216101 579 13,451 SH   SOLE   13,451 0 0
HEALTHCARE RLTY TR COM 421946104 7,058 303,440 SH   SOLE   303,440 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 5,050 210,853 SH   SOLE   210,853 0 0
HEWLETT PACKARD CO COM 428236103 390 13,002 SH   SOLE   13,002 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 5,703 207,019 SH   SOLE   207,019 0 0
HOST HOTELS & RESORTS INC COM 44107P104 7,484 377,425 SH   SOLE   377,425 0 0
INFRAREIT INC COM 45685L100 439 15,473 SH   SOLE   15,473 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 240 13,507 SH   SOLE   13,507 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 9,989 80,000 SH Put SOLE   80,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 299 1,701 SH   SOLE   1,701 0 0
KIRBY CORP COM 497266106 279 3,643 SH   SOLE   3,643 0 0
KOPIN CORP COM 500600101 1,173 339,944 SH   SOLE   339,944 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,517 17,819 SH   SOLE   17,819 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 368 6,808 SH   SOLE   6,808 0 0
LILLY ELI & CO COM 532457108 6,804 81,500 SH Put SOLE   81,500 0 0
M & T BK CORP COM 55261F104 496 3,968 SH   SOLE   3,968 0 0
MACYS INC COM 55616P104 2,640 39,125 SH   SOLE   39,125 0 0
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 340 6,027 SH   SOLE   6,027 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,677 22,537 SH   SOLE   22,537 0 0
MASONITE INTL CORP NEW COM 575385109 2,949 42,062 SH   SOLE   42,062 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 157,699 2,587,356 SH   SOLE   2,587,356 0 0
MCDONALDS CORP COM 580135101 2,947 31,000 SH Call SOLE   31,000 0 0
MCKESSON CORP COM 58155Q103 33,450 148,793 SH   SOLE   148,793 0 0
MICHAELS COS INC COM 59408Q106 2,991 111,157 SH   SOLE   111,157 0 0
MICRON TECHNOLOGY INC COM 595112103 7,347 389,988 SH   SOLE   389,988 0 0
MICRON TECHNOLOGY INC COM 595112103 69,915 3,711,000 SH Call SOLE   3,711,000 0 0
MOHAWK INDS INC COM 608190104 2,523 13,215 SH   SOLE   13,215 0 0
MOLSON COORS BREWING CO CL B 60871R209 289 4,134 SH   SOLE   4,134 0 0
MONOGRAM RESIDENTIAL TR INC COM 60979P105 7,506 832,103 SH   SOLE   832,103 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,547 11,544 SH   SOLE   11,544 0 0
MYLAN N V SHS EURO N59465109 4,241 62,500 SH Call SOLE   62,500 0 0
NABORS INDUSTRIES LTD SHS G6359F103 274 19,011 SH   SOLE   19,011 0 0
NEW YORK REIT INC COM 64976L109 5,813 584,223 SH   SOLE   584,223 0 0
NEXTERA ENERGY INC COM 65339F101 292 2,982 SH   SOLE   2,982 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1,992 35,552 SH   SOLE   35,552 0 0
NXP SEMICONDUCTORS N V COM N6596X109 391 3,986 SH   SOLE   3,986 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 1,342 271,189 SH   SOLE   271,189 0 0
ORION ENGINEERED CARBONS S A COM L72967109 1,005 54,439 SH   SOLE   54,439 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 30,447 430,535 SH   SOLE   430,535 0 0
PARAMOUNT GROUP INC COM 69924R108 4,396 256,178 SH   SOLE   256,178 0 0
PARTY CITY HOLDCO INC COM 702149105 1,195 58,965 SH   SOLE   58,965 0 0
PATTERSON UTI ENERGY INC COM 703481101 400 21,273 SH   SOLE   21,273 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 7,469 349,983 SH   SOLE   349,983 0 0
PERRIGO CO PLC SHS G97822103 3,282 17,756 SH   SOLE   17,756 0 0
PFIZER INC COM 717081103 6,515 194,295 SH   SOLE   194,295 0 0
PFIZER INC COM 717081103 3,494 104,200 SH Call SOLE   104,200 0 0
PIONEER NAT RES CO COM 723787107 268 1,931 SH   SOLE   1,931 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 3,140 32,166 SH   SOLE   32,166 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,490 31,639 SH   SOLE   31,639 0 0
RPC INC COM 749660106 276 19,973 SH   SOLE   19,973 0 0
RPM INTL INC COM 749685103 1,843 37,636 SH   SOLE   37,636 0 0
RUBICON PROJ INC COM 78112V102 6,260 418,425 SH   SOLE   418,425 0 0
SABRE CORP COM 78573M104 15,929 669,282 SH   SOLE   669,282 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 34,385 651,976 SH   SOLE   651,976 0 0
SHIRE PLC SPONSORED ADR 82481R106 5,789 23,972 SH   SOLE   23,972 0 0
SILVER BAY RLTY TR CORP COM 82735Q102 819 50,280 SH   SOLE   50,280 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 7,567 30,000 SH Put SOLE   30,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 2,038 25,128 SH   SOLE   25,128 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 20,239 851,816 SH   SOLE   851,816 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 4,386 361,904 SH   SOLE   361,904 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 5,625 374,751 SH   SOLE   374,751 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 303 5,234 SH   SOLE   5,234 0 0
TERRAFORM PWR INC CL A COM 88104R100 287 7,568 SH   SOLE   7,568 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 36,347 615,000 SH Call SOLE   615,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 6,995 118,364 SH   SOLE   118,364 0 0
TIME INC NEW COM 887228104 300 13,048 SH   SOLE   13,048 0 0
TRINET GROUP INC COM 896288107 8,130 320,697 SH   SOLE   320,697 0 0
URBAN EDGE PPTYS COM 91704F104 6,930 333,324 SH   SOLE   333,324 0 0
V F CORP COM 918204108 3,217 46,133 SH   SOLE   46,133 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 32,280 145,306 SH   SOLE   145,306 0 0
WESTERN DIGITAL CORP COM 958102105 401 5,110 SH   SOLE   5,110 0 0
WILLIAMS COS INC DEL COM 969457100 707 12,326 SH   SOLE   12,326 0 0
YAHOO INC COM 984332106 239 6,077 SH   SOLE   6,077 0 0
ZOETIS INC CL A 98978V103 456 9,467 SH   SOLE   9,467 0 0