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 39,250 286,852 SH   SOLE   286,852 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,109 390,291 SH   SOLE   390,291 0 0
AMAZON COM INC COM 023135106 25,352 58,403 SH   SOLE   58,403 0 0
AON PLC SHS CL A G0408V102 47,144 472,958 SH   SOLE   472,958 0 0
APPLE INC COM 037833100 20,959 167,100 SH Put SOLE   167,100 0 0
CARNIVAL CORP PAIRED CTF 143658300 22,226 450,000 SH Put SOLE   450,000 0 0
CBS CORP NEW CL B 124857202 3,397 61,200 SH   OTR 1 61,200 0 0
CBS CORP NEW CL B 124857202 81,218 1,463,395 SH   SOLE   1,463,395 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 59,023 344,661 SH   SOLE   344,661 0 0
COMMSCOPE HLDG CO INC COM 20337X109 48,501 1,589,678 SH   SOLE   1,589,678 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 62,277 857,567 SH   SOLE   857,567 0 0
CYRUSONE INC COM 23283R100 77,053 2,616,384 SH   SOLE   2,616,384 0 0
DUNKIN BRANDS GROUP INC COM 265504100 59,716 1,085,737 SH   SOLE   1,085,737 0 0
ELLIE MAE INC COM 28849P100 58,748 841,784 SH   SOLE   841,784 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 30,513 343,070 SH   SOLE   343,070 0 0
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 13,642 441,197 SH   SOLE   441,197 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 937 347,013 SH   SOLE   347,013 0 0
KROGER CO COM 501044101 20,868 287,800 SH Put SOLE   287,800 0 0
MELCO CROWN ENTMT LTD ADR 585464100 49,815 2,537,699 SH   SOLE   2,537,699 0 0
MELCO CROWN ENTMT LTD ADR 585464100 19,789 1,008,100 SH Call SOLE   1,008,100 0 0
NIMBLE STORAGE INC COM 65440R101 8,331 296,900 SH Call SOLE   296,900 0 0
NIMBLE STORAGE INC COM 65440R101 46,467 1,655,998 SH   SOLE   1,655,998 0 0
NOODLES & CO CL A 65540B105 17,364 1,189,302 SH   SOLE   1,189,302 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 29,046 518,310 SH   SOLE   518,310 0 0
OSI SYSTEMS INC COM 671044105 24,241 342,440 SH   SOLE   342,440 0 0
PROCTER & GAMBLE CO COM 742718109 29,033 371,070 SH   SOLE   371,070 0 0
PROCTER & GAMBLE CO COM 742718109 106,719 1,364,000 SH Call SOLE   1,364,000 0 0
RE MAX HLDGS INC CL A 75524W108 2,645 74,480 SH   SOLE   74,480 0 0
REALOGY HLDGS CORP COM 75605Y106 52,351 1,120,536 SH   SOLE   1,120,536 0 0
RED HAT INC COM 756577102 67,679 891,333 SH   SOLE   891,333 0 0
RED HAT INC COM 756577102 3,797 50,000 SH Call SOLE   50,000 0 0
RENTRAK CORP COM 760174102 11,774 168,678 SH   SOLE   168,678 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,161 91,000 SH   OTR 1 91,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 100,808 1,281,078 SH   SOLE   1,281,078 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 241,524 3,158,000 SH Put SOLE   3,158,000 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 6,066 287,100 SH Call SOLE   287,100 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 33,894 1,664,725 SH   SOLE   1,664,725 0 0
TILE SHOP HLDGS INC COM 88677Q109 60,466 4,261,137 SH   SOLE   4,261,137 0 0
TILE SHOP HLDGS INC COM 88677Q109 1,145 80,700 SH Call SOLE   80,700 0 0
TRANSDIGM GROUP INC COM 893641100 59,923 266,716 SH   SOLE   266,716 0 0
TRANSUNION COM 89400J107 1,400 55,796 SH   SOLE   55,796 0 0
TRIPADVISOR INC COM 896945201 10,981 126,011 SH   SOLE   126,011 0 0
UNION PAC CORP COM 907818108 22,734 238,373 SH   SOLE   238,373 0 0
VISA INC COM CL A 92826C839 27,306 406,643 SH   SOLE   406,643 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 42,970 524,595 SH   SOLE   524,595 0 0