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 57,077 975,000 SH Call SOLE   975,000 0 0
ABBVIE INC COM 00287Y109 5,678 96,989 SH   SOLE   96,989 0 0
ACTAVIS PLC SHS G0083B108 52,546 176,553 SH   SOLE   176,553 0 0
ACTAVIS PLC SHS G0083B108 210,507 707,300 SH Call SOLE   707,300 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,663 64,555 SH   SOLE   64,555 0 0
AIR PRODS & CHEMS INC COM 009158106 2,707 17,896 SH   SOLE   17,896 0 0
ALBEMARLE CORP COM 012653101 644 12,195 SH   SOLE   12,195 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,408 28,925 SH   SOLE   28,925 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 2,119 34,646 SH   SOLE   34,646 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 2,392 114,654 SH   SOLE   114,654 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,246 61,505 SH   SOLE   61,505 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 4,138 105,127 SH   SOLE   105,127 0 0
ASPEN TECHNOLOGY INC COM 045327103 1,789 46,469 SH   SOLE   46,469 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,644 24,025 SH   SOLE   24,025 0 0
AUTONATION INC COM 05329W102 1,288 20,016 SH   SOLE   20,016 0 0
BALL CORP COM 058498106 1,183 16,750 SH   SOLE   16,750 0 0
BERRY PLASTICS GROUP INC COM 08579W103 33,116 915,050 SH   SOLE   915,050 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,551 133,730 SH   SOLE   133,730 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 59,240 3,212,557 SH   SOLE   3,212,557 0 0
CANADIAN PAC RY LTD COM 13645T100 885 4,842 SH   SOLE   4,842 0 0
CARMAX INC COM 143130102 2,117 30,677 SH   SOLE   30,677 0 0
CARTER INC COM 146229109 1,259 13,612 SH   SOLE   13,612 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 3,969 20,554 SH   SOLE   20,554 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,959 4,548 SH   SOLE   4,548 0 0
CLUBCORP HLDGS INC COM 18948M108 9,445 487,879 SH   SOLE   487,879 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 219,901 8,138,468 SH   SOLE   8,138,468 0 0
CONSOL ENERGY INC COM 20854P109 10,264 368,000 SH Call SOLE   368,000 0 0
CONSOL ENERGY INC COM 20854P109 14,467 518,732 SH   SOLE   518,732 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,610 31,064 SH   SOLE   31,064 0 0
CONTROL4 CORP COM 21240D107 1,763 147,130 SH   SOLE   147,130 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 4,030 139,503 SH   SOLE   139,503 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,762 45,580 SH   SOLE   45,580 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 3,532 101,899 SH   SOLE   101,899 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 2,833 200,510 SH   SOLE   200,510 0 0
DOLLAR GEN CORP NEW COM 256677105 2,475 32,835 SH   SOLE   32,835 0 0
EAGLE MATERIALS INC COM 26969P108 3,176 38,005 SH   SOLE   38,005 0 0
ELECTRONIC ARTS INC COM 285512109 3,053 51,917 SH   SOLE   51,917 0 0
EMPIRE ST RLTY TR INC CL A 292104106 1,674 89,021 SH   SOLE   89,021 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,943 50,640 SH   SOLE   50,640 0 0
ESSEX PPTY TR INC COM 297178105 4,584 19,940 SH   SOLE   19,940 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 33,332 291,316 SH   SOLE   291,316 0 0
EXTRA SPACE STORAGE INC COM 30225T102 353 5,225 SH   SOLE   5,225 0 0
FEDEX CORP COM 31428X106 2,380 14,385 SH   SOLE   14,385 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 4,487 275,121 SH   SOLE   275,121 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 767 35,796 SH   SOLE   35,796 0 0
FLEETMATICS GROUP PLC COM G35569105 4,066 90,665 SH   SOLE   90,665 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 5,275 206,701 SH   SOLE   206,701 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 5,382 182,142 SH   SOLE   182,142 0 0
GENERAL MTRS CO COM 37045V100 5,015 133,741 SH   SOLE   133,741 0 0
GILEAD SCIENCES INC COM 375558103 5,365 54,676 SH   SOLE   54,676 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 4,033 148,938 SH   SOLE   148,938 0 0
GRACE W R & CO DEL NEW COM 38388F108 184,601 1,867,112 SH   SOLE   1,867,112 0 0
GRACE W R & CO DEL NEW COM 38388F108 13,347 135,000 SH Call SOLE   135,000 0 0
GRAY TELEVISION INC COM 389375106 600 43,425 SH   SOLE   43,425 0 0
HEALTH CARE REIT INC COM 42217K106 947 12,240 SH   SOLE   12,240 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 3,074 110,326 SH   SOLE   110,326 0 0
HONEYWELL INTL INC COM 438516106 5,917 56,723 SH   SOLE   56,723 0 0
HUMANA INC COM 444859102 4,074 22,884 SH   SOLE   22,884 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 5,979 685,645 SH   SOLE   685,645 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 7,960 64,000 SH Put SOLE   64,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 1,878 71,835 SH   SOLE   71,835 0 0
KOPIN CORP COM 500600101 1,052 298,755 SH   SOLE   298,755 0 0
KOPIN CORP COM 500600101 66 18,700 SH Call SOLE   18,700 0 0
MACYS INC COM 55616P104 1,986 30,600 SH   SOLE   30,600 0 0
MASCO CORP COM 574599106 4,111 153,955 SH   SOLE   153,955 0 0
MASONITE INTL CORP NEW COM 575385109 4,005 59,544 SH   SOLE   59,544 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 162,261 2,329,993 SH   SOLE   2,329,993 0 0
MCKESSON CORP COM 58155Q103 5,967 26,380 SH   SOLE   26,380 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,005 47,800 SH   SOLE   47,800 0 0
MICHAELS COS INC COM 59408Q106 1,998 73,851 SH   SOLE   73,851 0 0
MICRON TECHNOLOGY INC COM 595112103 10,043 370,168 SH   SOLE   370,168 0 0
MICRON TECHNOLOGY INC COM 595112103 73,007 2,691,000 SH Call SOLE   2,691,000 0 0
MOHAWK INDS INC COM 608190104 3,010 16,203 SH   SOLE   16,203 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 378 6,606 SH   SOLE   6,606 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1,411 26,129 SH   SOLE   26,129 0 0
NVIDIA CORP COM 67066G104 2,302 110,000 SH Put SOLE   110,000 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 807 103,030 SH   SOLE   103,030 0 0
ORION ENGINEERED CARBONS S A COM L72967109 375 20,836 SH   SOLE   20,836 0 0
OWENS RLTY MTG INC COM 690828108 566 37,762 SH   SOLE   37,762 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 25,081 282,284 SH   SOLE   282,284 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 2,392 102,987 SH   SOLE   102,987 0 0
PERRIGO CO PLC SHS G97822103 4,361 26,345 SH   SOLE   26,345 0 0
PFIZER INC COM 717081103 6,240 179,355 SH   SOLE   179,355 0 0
PFIZER INC COM 717081103 3,625 104,200 SH Call SOLE   104,200 0 0
POLARIS INDS INC COM 731068102 2,894 20,509 SH   SOLE   20,509 0 0
PVH CORP COM 693656100 1,037 9,729 SH   SOLE   9,729 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 3,459 34,877 SH   SOLE   34,877 0 0
REVANCE THERAPEUTICS INC COM 761330109 992 47,846 SH   SOLE   47,846 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,164 26,441 SH   SOLE   26,441 0 0
RUBICON PROJ INC COM 78112V102 2,854 159,258 SH   SOLE   159,258 0 0
SABRE CORP COM 78573M104 7,173 295,168 SH   SOLE   295,168 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 36,649 637,923 SH   SOLE   637,923 0 0
SHIRE PLC SPONSORED ADR 82481R106 7,216 30,154 SH   SOLE   30,154 0 0
SIGNET JEWELERS LIMITED SHS G81276100 1,033 7,446 SH   SOLE   7,446 0 0
SILVER BAY RLTY TR CORP COM 82735Q102 3,062 189,467 SH   SOLE   189,467 0 0
SOVRAN SELF STORAGE INC COM 84610H108 923 9,825 SH   SOLE   9,825 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 109,924 532,500 SH Put SOLE   532,500 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 984 81,450 SH   SOLE   81,450 0 0
STAPLES INC COM 855030102 1,422 87,343 SH   SOLE   87,343 0 0
STARBUCKS CORP COM 855244109 1,968 20,778 SH   SOLE   20,778 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 3,693 44,227 SH   SOLE   44,227 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 21,214 820,671 SH   SOLE   820,671 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 508 30,450 SH   SOLE   30,450 0 0
TEXTRON INC COM 883203101 3,375 76,129 SH   SOLE   76,129 0 0
TRINET GROUP INC COM 896288107 5,780 164,067 SH   SOLE   164,067 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 1,082 7,174 SH   SOLE   7,174 0 0
UNION PAC CORP COM 907818108 1,488 13,739 SH   SOLE   13,739 0 0
UNITED RENTALS INC COM 911363109 912 10,000 SH   SOLE   10,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 3,766 32,131 SH   SOLE   32,131 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 848 4,270 SH   SOLE   4,270 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 4,668 23,500 SH Call SOLE   23,500 0 0
VENTAS INC COM 92276F100 782 10,711 SH   SOLE   10,711 0 0
WILLIAMS COS INC DEL COM 969457100 22,083 436,500 SH Call SOLE   436,500 0 0
YAHOO INC COM 984332106 1,751 39,416 SH   SOLE   39,416 0 0