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 28,113 1,326,700 SH Call SOLE   1,326,700 0 0
ABERCROMBIE & FITCH CO CL A 002896207 24,434 1,153,082 SH   SOLE   1,153,082 0 0
AIR PRODS & CHEMS INC COM 009158106 40,522 317,622 SH   SOLE   317,622 0 0
AMAZON COM INC COM 023135106 29,972 58,551 SH   SOLE   58,551 0 0
AON PLC SHS CL A G0408V102 41,440 467,668 SH   SOLE   467,668 0 0
CBS CORP NEW CL B 124857202 7,167 179,612 SH   OTR 1 179,612 0 0
CBS CORP NEW CL B 124857202 95,664 2,397,616 SH   SOLE   2,397,616 0 0
CDK GLOBAL INC COM 12508E101 49,217 1,030,066 SH   SOLE   1,030,066 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 34,944 198,717 SH   SOLE   198,717 0 0
CIGNA CORPORATION COM 125509109 8,667 64,193 SH   SOLE   64,193 0 0
COMMSCOPE HLDG CO INC COM 20337X109 46,872 1,560,849 SH   SOLE   1,560,849 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 51,665 817,739 SH   SOLE   817,739 0 0
CYRUSONE INC COM 23283R100 55,708 1,705,689 SH   SOLE   1,705,689 0 0
DUNKIN BRANDS GROUP INC COM 265504100 47,883 977,200 SH Call SOLE   977,200 0 0
ELLIE MAE INC COM 28849P100 50,952 765,390 SH   SOLE   765,390 0 0
ENDO INTL PLC SHS G30401106 20,058 289,528 SH   SOLE   289,528 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,904 23,521 SH   SOLE   23,521 0 0
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 2,973 103,450 SH   SOLE   103,450 0 0
KEURIG GREEN MTN INC COM 49271M100 5,190 99,532 SH   SOLE   99,532 0 0
KEURIG GREEN MTN INC COM 49271M100 50,873 975,700 SH Call SOLE   975,700 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 323 350,901 SH   SOLE   350,901 0 0
MELCO CROWN ENTMT LTD ADR 585464100 31,014 2,253,954 SH   SOLE   2,253,954 0 0
NIMBLE STORAGE INC COM 65440R101 51,538 2,136,739 SH   SOLE   2,136,739 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 32,596 2,269,906 SH   SOLE   2,269,906 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 13,068 1,058,131 SH   SOLE   1,058,131 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 10,071 175,766 SH   SOLE   175,766 0 0
OSI SYSTEMS INC COM 671044105 30,447 395,625 SH   SOLE   395,625 0 0
PARTY CITY HOLDCO INC COM 702149105 1,811 113,400 SH   SOLE   113,400 0 0
PROCTER & GAMBLE CO COM 742718109 40,261 559,644 SH   SOLE   559,644 0 0
PROCTER & GAMBLE CO COM 742718109 97,385 1,353,700 SH Call SOLE   1,353,700 0 0
REALOGY HLDGS CORP COM 75605Y106 46,480 1,235,181 SH   SOLE   1,235,181 0 0
RED HAT INC COM 756577102 12,306 171,200 SH Call SOLE   171,200 0 0
RED HAT INC COM 756577102 54,616 759,826 SH   SOLE   759,826 0 0
RENTRAK CORP COM 760174102 40,482 748,696 SH   SOLE   748,696 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 78,518 881,328 SH   SOLE   881,328 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 10,085 113,200 SH   OTR 1 113,200 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 4,223 306,900 SH Call SOLE   306,900 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 26,362 1,412,757 SH   SOLE   1,412,757 0 0
TILE SHOP HLDGS INC COM 88677Q109 70,405 5,876,887 SH   SOLE   5,876,887 0 0
TRANSDIGM GROUP INC COM 893641100 51,965 244,646 SH   SOLE   244,646 0 0
UNION PAC CORP COM 907818108 20,840 235,724 SH   SOLE   235,724 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 16,199 1,103,500 SH Call SOLE   1,103,500 0 0
VIACOM INC NEW CL B 92553P201 34,912 809,096 SH   SOLE   809,096 0 0
VISA INC COM CL A 92826C839 39,332 564,628 SH   SOLE   564,628 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 46,778 650,599 SH   SOLE   650,599 0 0