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 42,299 293,275 SH   SOLE   293,275 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 50,412 485,012 SH   SOLE   485,012 0 0
AMAZON COM INC COM 023135106 98,142 316,229 SH   SOLE   316,229 0 0
AMAZON COM INC COM 023135106 81,436 262,400 SH Call SOLE   262,400 0 0
AON PLC SHS CL A G0408V102 42,853 451,891 SH   SOLE   451,891 0 0
CARNIVAL CORP PAIRED CTF 143658300 11,750 259,200 SH Put SOLE   259,200 0 0
CBS CORP NEW CL B 124857202 99,848 1,804,272 SH   SOLE   1,804,272 0 0
CBS CORP NEW CL B 124857202 47,443 857,300 SH Call SOLE   857,300 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 72,452 434,833 SH   SOLE   434,833 0 0
COMMSCOPE HLDG CO INC COM 20337X109 35,622 1,560,316 SH   SOLE   1,560,316 0 0
CYRUSONE INC COM 23283R100 48,189 1,749,142 SH   SOLE   1,749,142 0 0
DREAMWORKS ANIMATION SKG INC CL A 26153C103 9,336 418,100 SH Put SOLE   418,100 0 0
DUNKIN BRANDS GROUP INC COM 265504100 41,908 982,600 SH Call SOLE   982,600 0 0
DUNKIN BRANDS GROUP INC COM 265504100 108,484 2,543,596 SH   SOLE   2,543,596 0 0
ELLIE MAE INC COM 28849P100 68,318 1,694,387 SH   SOLE   1,694,387 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 37,998 448,774 SH   SOLE   448,774 0 0
GENERAL MTRS CO COM 37045V100 150,637 4,315,000 SH Call SOLE   4,315,000 0 0
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 62,049 2,066,934 SH   SOLE   2,066,934 0 0
IMAX CORP COM 45245E109 51,129 1,654,649 SH   SOLE   1,654,649 0 0
IMAX CORP COM 45245E109 114,194 3,695,600 SH Call SOLE   3,695,600 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 1,254 294,441 SH   SOLE   294,441 0 0
MELCO CROWN ENTMT LTD ADR 585464100 39,993 1,574,536 SH   SOLE   1,574,536 0 0
NIMBLE STORAGE INC COM 65440R101 15,483 563,025 SH   SOLE   563,025 0 0
NOODLES & CO CL A 65540B105 71,339 2,707,372 SH   SOLE   2,707,372 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 45,748 978,368 SH   SOLE   978,368 0 0
OSI SYSTEMS INC COM 671044105 19,691 278,242 SH   SOLE   278,242 0 0
OSI SYSTEMS INC COM 671044105 32,554 460,000 SH Call SOLE   460,000 0 0
PROCTER & GAMBLE CO COM 742718109 7,108 78,038 SH   SOLE   78,038 0 0
PROCTER & GAMBLE CO COM 742718109 100,254 1,100,600 SH Call SOLE   1,100,600 0 0
RADIOSHACK CORP COM 750438103 1,346 3,638,800 SH Call SOLE   3,638,800 0 0
RE MAX HLDGS INC CL A 75524W108 2,153 62,862 SH   SOLE   62,862 0 0
REALOGY HLDGS CORP COM 75605Y106 48,670 1,093,944 SH   SOLE   1,093,944 0 0
RED HAT INC COM 756577102 74,163 1,072,643 SH   SOLE   1,072,643 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 34,095 413,622 SH   SOLE   413,622 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 23,295 282,600 SH Call SOLE   282,600 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 10,223 508,100 SH Call SOLE   508,100 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 28,430 1,505,054 SH   SOLE   1,505,054 0 0
TILE SHOP HLDGS INC COM 88677Q109 42,942 4,835,832 SH   SOLE   4,835,832 0 0
TILE SHOP HLDGS INC COM 88677Q109 789 88,800 SH Call SOLE   88,800 0 0
TIME WARNER INC COM NEW 887317303 55,628 651,225 SH   SOLE   651,225 0 0
TRANSDIGM GROUP INC COM 893641100 52,068 265,177 SH   SOLE   265,177 0 0
TRIPADVISOR INC COM 896945201 18,315 245,309 SH   SOLE   245,309 0 0
UNION PAC CORP COM 907818108 24,160 202,807 SH   SOLE   202,807 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 51,125 596,139 SH   SOLE   596,139 0 0