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
AARONS INC COM 002535300 5,351 148,200 SH   SOLE N/A 148,200 0 0
ABM INDS INC COM 000957100 1,126 41,200 SH   SOLE N/A 41,200 0 0
ACE LTD SHS H0023R105 12,149 117,500 SH   SOLE N/A 117,500 0 0
ACUITY BRANDS INC COM 00508Y102 808 4,600 SH   SOLE N/A 4,600 0 0
ACUITY BRANDS INC PUT 00508Y102 1,844 10,500 SH Put SOLE N/A 10,500 0 0
ACUITY BRANDS INC CALL 00508Y102 2,019 11,500 SH Call SOLE N/A 11,500 0 0
ADEPTUS HEALTH INC CL A 006855100 3,408 42,200 SH   SOLE N/A 42,200 0 0
ADURO BIOTECH INC COM 00739L101 711 36,700 SH   SOLE N/A 36,700 0 0
AGNICO EAGLE MINES LTD COM 008474108 2,428 95,900 SH   SOLE N/A 95,900 0 0
ALASKA AIR GROUP INC COM 011659109 1,422 17,900 SH   SOLE N/A 17,900 0 0
ALLEGIANT TRAVEL CO COM 01748X102 87 400 SH   SOLE N/A 400 0 0
ALLERGAN PLC SHS G0177J108 25,776 94,825 SH   SOLE N/A 94,825 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,062 4,100 SH   SOLE N/A 4,100 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,135 80,000 SH   SOLE N/A 80,000 0 0
ALLY FINL INC COM 02005N100 51 2,500 SH   SOLE N/A 2,500 0 0
ALLY FINL INC CALL 02005N100 5,096 250,000 SH Call SOLE N/A 250,000 0 0
AMAZON COM INC COM 023135106 39,747 77,650 SH   SOLE N/A 77,650 0 0
AMDOCS LTD SHS G02602103 6,660 117,100 SH   SOLE N/A 117,100 0 0
AMERICAN STS WTR CO COM 029899101 79 1,900 SH   SOLE N/A 1,900 0 0
ANADARKO PETE CORP COM 032511107 13,846 229,300 SH   SOLE N/A 229,300 0 0
APPLE INC COM 037833100 28,391 257,400 SH   SOLE N/A 257,400 0 0
ARAMARK COM 03852U106 1,194 40,300 SH   SOLE N/A 40,300 0 0
ARCH CAP GROUP LTD ORD G0450A105 28,315 385,400 SH   SOLE N/A 385,400 0 0
ASHLAND INC NEW COM 044209104 17,009 169,050 SH   SOLE N/A 169,050 0 0
ATLANTIC TELE NETWORK INC COM 049079205 104 1,400 SH   SOLE N/A 1,400 0 0
AUTONATION INC COM 05329W102 3,375 58,000 SH   SOLE N/A 58,000 0 0
AUTOZONE INC COM 053332102 10,424 14,400 SH   SOLE N/A 14,400 0 0
AVERY DENNISON CORP COM 053611109 79 1,400 SH   SOLE N/A 1,400 0 0
AXALTA COATING SYS LTD COM G0750C108 23,619 932,100 SH   SOLE N/A 932,100 0 0
BANK AMER CORP COM 060505104 21,192 1,360,100 SH   SOLE N/A 1,360,100 0 0
BARD C R INC COM 067383109 14,030 75,300 SH   SOLE N/A 75,300 0 0
BENCHMARK ELECTRS INC COM 08160H101 65 3,000 SH   SOLE N/A 3,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,075 19,700 SH   SOLE N/A 19,700 0 0
BLOCK H AND R INC COM 093671105 10,556 291,600 SH   SOLE N/A 291,600 0 0
BLUEBIRD BIO INC COM 09609G100 137 1,600 SH   SOLE N/A 1,600 0 0
BOSTON SCIENTIFIC CORP COM 101137107 9,105 554,900 SH   SOLE N/A 554,900 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 21,486 362,970 SH   SOLE N/A 362,970 0 0
BROADCOM CORP CL A 111320107 1,848 35,950 SH   SOLE N/A 35,950 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,788 32,300 SH   SOLE N/A 32,300 0 0
BROADSOFT INC COM 11133B409 9,795 326,900 SH   SOLE N/A 326,900 0 0
BROCADE COMMUNICATIONS SYS I COM 111621306 94 9,100 SH   SOLE N/A 9,100 0 0
BUFFALO WILD WINGS INC COM 119848109 58 300 SH   SOLE N/A 300 0 0
CALERES INC COM 129500104 3,078 100,800 SH   SOLE N/A 100,800 0 0
CALGON CARBON CORP COM 129603106 37 2,400 SH   SOLE N/A 2,400 0 0
CALPINE CORP COM 131347304 1,085 74,300 SH   SOLE N/A 74,300 0 0
CAPELLA EDUCATION COMPANY COM 139594105 94 1,900 SH   SOLE N/A 1,900 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,426 88,600 SH   SOLE N/A 88,600 0 0
CARDINAL HEALTH INC COM 14149Y108 512 6,650 SH   SOLE N/A 6,650 0 0
CARLISLE COS INC COM 142339100 87 1,000 SH   SOLE N/A 1,000 0 0
CARMIKE CINEMAS INC COM 143436400 1,595 79,400 SH   SOLE N/A 79,400 0 0
CARTER INC COM 146229109 697 7,700 SH   SOLE N/A 7,700 0 0
CBRE GROUP INC CL A 12504L109 22,179 693,100 SH   SOLE N/A 693,100 0 0
CEDAR FAIR L P DEPO 150185106 299 5,680 SH   SOLE N/A 5,680 0 0
CELLECTIS S A SPON 15117K103 5,333 202,300 SH   SOLE N/A 202,300 0 0
CHARLES RIV LABS INTL INC COM 159864107 1,353 21,300 SH   SOLE N/A 21,300 0 0
CHIMERA INVT CORP COM 16934Q208 1,228 91,900 SH   SOLE N/A 91,900 0 0
CHIMERA INVT CORP PUT 16934Q208 2,742 205,000 SH Put SOLE N/A 205,000 0 0
CIENA CORP COM 171779309 8,516 411,000 SH   SOLE N/A 411,000 0 0
CISCO SYS INC COM 17275R102 10,391 395,800 SH   SOLE N/A 395,800 0 0
CITIGROUP INC COM 172967424 8,990 181,200 SH   SOLE N/A 181,200 0 0
CMS ENERGY CORP COM 125896100 770 21,800 SH   SOLE N/A 21,800 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 21,922 453,390 SH   SOLE N/A 453,390 0 0
COGENT COMMUNICATIONS HLDGS COM 19239V302 1,366 50,300 SH   SOLE N/A 50,300 0 0
CONAGRA FOODS INC COM 205887102 30,729 758,550 SH   SOLE N/A 758,550 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,405 27,200 SH   SOLE N/A 27,200 0 0
COOPER COS INC COM 216648402 2,441 16,400 SH   SOLE N/A 16,400 0 0
CORNING INC COM 219350105 7,827 457,200 SH   SOLE N/A 457,200 0 0
CRITEO S A SPON 226718104 210 5,600 SH   SOLE N/A 5,600 0 0
CROWN HOLDINGS INC COM 228368106 6,620 144,700 SH   SOLE N/A 144,700 0 0
CSX CORP COM 126408103 1,288 47,900 SH   SOLE N/A 47,900 0 0
CTRIP COM INTL LTD AMER 22943F100 18,619 294,700 SH   SOLE N/A 294,700 0 0
CURTISS WRIGHT CORP COM 231561101 3,157 50,600 SH   SOLE N/A 50,600 0 0
CVS HEALTH CORP COM 126650100 17,644 182,870 SH   SOLE N/A 182,870 0 0
CYRUSONE INC COM 23283R100 1,170 35,850 SH   SOLE N/A 35,850 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,989 27,500 SH   SOLE N/A 27,500 0 0
DELEK US HLDGS INC COM 246647101 78 2,800 SH   SOLE N/A 2,800 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 11,831 155,600 SH   SOLE N/A 155,600 0 0
DELTA AIR LINES INC DEL COM 247361702 1,384 30,850 SH   SOLE N/A 30,850 0 0
DELUXE CORP COM 248019101 78 1,400 SH   SOLE N/A 1,400 0 0
DENNYS CORP COM 24869P104 1,044 94,600 SH   SOLE N/A 94,600 0 0
DHT HOLDINGS INC SHS Y2065G121 2,845 383,600 SH   SOLE N/A 383,600 0 0
DIAMOND FOODS INC COM 252603105 9,189 297,700 SH   SOLE N/A 297,700 0 0
DILLARDS INC CL A 254067101 61 700 SH   SOLE N/A 700 0 0
DISCOVER FINL SVCS COM 254709108 22,979 442,000 SH   SOLE N/A 442,000 0 0
DOLLAR GEN CORP NEW COM 256677105 18,197 251,200 SH   SOLE N/A 251,200 0 0
DREW INDS INC COM 26168L205 87 1,600 SH   SOLE N/A 1,600 0 0
DST SYS INC DEL COM 233326107 1,798 17,100 SH   SOLE N/A 17,100 0 0
EAST WEST BANCORP INC COM 27579R104 4,226 110,000 SH   SOLE N/A 110,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 57 700 SH   SOLE N/A 700 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 108 2,500 SH   SOLE N/A 2,500 0 0
ELLIE MAE INC COM 28849P100 15,964 239,800 SH   SOLE N/A 239,800 0 0
EMPLOYERS HOLDINGS INC COM 292218104 716 32,100 SH   SOLE N/A 32,100 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 74 1,900 SH   SOLE N/A 1,900 0 0
ENERSYS COM 29275Y102 70 1,300 SH   SOLE N/A 1,300 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 99 2,700 SH   SOLE N/A 2,700 0 0
EPLUS INC COM 294268107 95 1,200 SH   SOLE N/A 1,200 0 0
EXLSERVICE HOLDINGS INC COM 302081104 111 3,000 SH   SOLE N/A 3,000 0 0
EXPEDIA INC DEL COM 30212P303 12,134 103,100 SH   SOLE N/A 103,100 0 0
EXPEDIA INC DEL PUT 30212P303 1,601 13,600 SH Put SOLE N/A 13,600 0 0
EXPEDIA INC DEL CALL 30212P303 2,730 23,200 SH Call SOLE N/A 23,200 0 0
EXPEDITORS INTL WASH INC COM 302130109 7,260 154,300 SH   SOLE N/A 154,300 0 0
EXXON MOBIL CORP COM 30231G102 8,900 119,700 SH   SOLE N/A 119,700 0 0
FABRINET SHS G3323L100 106 5,800 SH   SOLE N/A 5,800 0 0
FACEBOOK INC CL A 30303M102 22,133 246,200 SH   SOLE N/A 246,200 0 0
FIFTH THIRD BANCORP COM 316773100 989 52,300 SH   SOLE N/A 52,300 0 0
FIRST SOLAR INC COM 336433107 86 2,000 SH   SOLE N/A 2,000 0 0
FIRST TR EXCHANGE TRADED FD NY A 33733E203 91 900 SH   SOLE N/A 900 0 0
FIRST TR EXCHANGE TRADED FD DJ I 33733E302 86 1,300 SH   SOLE N/A 1,300 0 0
FLOWERS FOODS INC COM 343498101 6,812 275,350 SH   SOLE N/A 275,350 0 0
FOOT LOCKER INC COM 344849104 115 1,600 SH   SOLE N/A 1,600 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 471 23,400 SH   SOLE N/A 23,400 0 0
GAMESTOP CORP NEW CL A 36467W109 7,538 182,900 SH   SOLE N/A 182,900 0 0
GENERAL ELECTRIC CO COM 369604103 8,533 338,350 SH   SOLE N/A 338,350 0 0
GILEAD SCIENCES INC COM 375558103 228 2,320 SH   SOLE N/A 2,320 0 0
GLAUKOS CORP COM 377322102 181 7,500 SH   SOLE N/A 7,500 0 0
GLOBAL PMTS INC COM 37940X102 138 1,200 SH   SOLE N/A 1,200 0 0
GLOBUS MED INC CL A 379577208 95 4,600 SH   SOLE N/A 4,600 0 0
GNC HLDGS INC COM 36191G107 11,737 290,400 SH   SOLE N/A 290,400 0 0
GOODYEAR TIRE AND RUBR CO COM 382550101 22,801 777,400 SH   SOLE N/A 777,400 0 0
GOOGLE INC CL A 38259P508 48,501 75,975 SH   SOLE N/A 75,975 0 0
GOPRO INC CL A 38268T103 624 20,000 SH   SOLE N/A 20,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 275 21,500 SH   SOLE N/A 21,500 0 0
GREAT SOUTHN BANCORP INC COM 390905107 485 11,200 SH   SOLE N/A 11,200 0 0
GREATBATCH INC COM 39153L106 85 1,500 SH   SOLE N/A 1,500 0 0
GREEN PLAINS INC COM 393222104 72 3,700 SH   SOLE N/A 3,700 0 0
GULFPORT ENERGY CORP COM 402635304 10,658 359,100 SH   SOLE N/A 359,100 0 0
H AND E EQUIPMENT SERVICES INC COM 404030108 1,902 113,690 SH   SOLE N/A 113,690 0 0
HARRIS CORP DEL COM 413875105 80 1,100 SH   SOLE N/A 1,100 0 0
HCA HOLDINGS INC COM 40412C101 1,764 22,800 SH   SOLE N/A 22,800 0 0
HEALTHSOUTH CORP COM 421924309 92 2,400 SH   SOLE N/A 2,400 0 0
HFF INC CL A 40418F108 11,938 353,600 SH   SOLE N/A 353,600 0 0
HILL ROM HLDGS INC COM 431475102 3,411 65,600 SH   SOLE N/A 65,600 0 0
HOLLYFRONTIER CORP COM 436106108 10,634 217,700 SH   SOLE N/A 217,700 0 0
HONEYWELL INTL INC COM 438516106 37,732 398,500 SH   SOLE N/A 398,500 0 0
HUBBELL INC CL B 443510201 1,698 20,000 SH   SOLE N/A 20,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 4,307 406,400 SH   SOLE N/A 406,400 0 0
HYATT HOTELS CORP COM 448579102 80 1,700 SH   SOLE N/A 1,700 0 0
ICF INTL INC COM 44925C103 55 1,800 SH   SOLE N/A 1,800 0 0
ICICI BK LTD ADR 45104G104 224 26,700 SH   SOLE N/A 26,700 0 0
ICU MED INC COM 44930G107 110 1,000 SH   SOLE N/A 1,000 0 0
IDT CORP CL B 448947507 97 6,800 SH   SOLE N/A 6,800 0 0
INGERSOLL-RAND PLC SHS G47791101 7,949 156,550 SH   SOLE N/A 156,550 0 0
INGREDION INC COM 457187102 96 1,100 SH   SOLE N/A 1,100 0 0
INSTEEL INDUSTRIES INC COM 45774W108 82 5,100 SH   SOLE N/A 5,100 0 0
INTEL CORP COM 458140100 5,783 191,900 SH   SOLE N/A 191,900 0 0
INTER PARFUMS INC COM 458334109 7,399 298,300 SH   SOLE N/A 298,300 0 0
INTERFACE INC COM 458665304 1,739 77,500 SH   SOLE N/A 77,500 0 0
INTERSECT ENT INC COM 46071F103 1,666 71,200 SH   SOLE N/A 71,200 0 0
ISHARES TR MSCI 46432F396 68 1,000 SH   SOLE N/A 1,000 0 0
ISHARES TR US H 464288752 3,805 145,800 SH   SOLE N/A 145,800 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 942 54,000 SH   SOLE N/A 54,000 0 0
J AND J SNACK FOODS CORP COM 466032109 80 700 SH   SOLE N/A 700 0 0
JACK IN THE BOX INC COM 466367109 1,680 21,800 SH   SOLE N/A 21,800 0 0
JD COM INC ADR 47215P106 656 25,200 SH   SOLE N/A 25,200 0 0
JONES LANG LASALLE INC COM 48020Q107 2,244 15,600 SH   SOLE N/A 15,600 0 0
JPMORGAN CHASE AND CO COM 46625H100 231 3,800 SH   SOLE N/A 3,800 0 0
JPMORGAN CHASE AND CO CALL 46625H100 15,242 250,000 SH Call SOLE N/A 250,000 0 0
KAR AUCTION SVCS INC COM 48238T109 14,051 395,800 SH   SOLE N/A 395,800 0 0
KIMBALL ELECTRONICS INC COM 49428J109 88 7,400 SH   SOLE N/A 7,400 0 0
KIMBALL INTL INC CL B 494274103 79 8,300 SH   SOLE N/A 8,300 0 0
KIMCO RLTY CORP COM 49446R109 10,910 446,600 SH   SOLE N/A 446,600 0 0
KORN FERRY INTL COM 500643200 86 2,600 SH   SOLE N/A 2,600 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 6,476 59,700 SH   SOLE N/A 59,700 0 0
LAUDER ESTEE COS INC CL A 518439104 10,552 130,800 SH   SOLE N/A 130,800 0 0
LHC GROUP INC COM 50187A107 103 2,300 SH   SOLE N/A 2,300 0 0
LIBERTY TAX INC CL A 53128T102 89 3,800 SH   SOLE N/A 3,800 0 0
LIFEPOINT HEALTH INC COM 53219L109 99 1,400 SH   SOLE N/A 1,400 0 0
LINCOLN NATL CORP IND COM 534187109 209 4,400 SH   SOLE N/A 4,400 0 0
LINKEDIN CORP CALL 53578A108 741 3,900 SH Call SOLE N/A 3,900 0 0
LOWES COS INC COM 548661107 22,938 332,800 SH   SOLE N/A 332,800 0 0
MADDEN STEVEN LTD COM 556269108 95 2,600 SH   SOLE N/A 2,600 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 476 6,600 SH   SOLE N/A 6,600 0 0
MARCUS AND MILLICHAP INC COM 566324109 1,127 24,500 SH   SOLE N/A 24,500 0 0
MARCUS CORP COM 566330106 93 4,800 SH   SOLE N/A 4,800 0 0
MARKET VECTORS ETF TR JR G 57061R544 3,232 165,000 SH   SOLE N/A 165,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 95 1,400 SH   SOLE N/A 1,400 0 0
MARTEN TRANS LTD COM 573075108 76 4,700 SH   SOLE N/A 4,700 0 0
MCDONALDS CORP COM 580135101 5,510 55,930 SH   SOLE N/A 55,930 0 0
MICROSTRATEGY INC CL A 594972408 17,132 87,200 SH   SOLE N/A 87,200 0 0
MOLSON COORS BREWING CO CL A 60871R100 34,454 415,024 SH   SOLE N/A 415,024 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,851 21,100 SH   SOLE N/A 21,100 0 0
MOTORCAR PTS AMER INC COM 620071100 5,193 165,717 SH   SOLE N/A 165,717 0 0
MYR GROUP INC DEL COM 55405W104 81 3,100 SH   SOLE N/A 3,100 0 0
NATIONSTAR MTG HLDGS INC CALL 63861C109 1,733 125,000 SH Call SOLE N/A 125,000 0 0
NAUTILUS INC COM 63910B102 87 5,800 SH   SOLE N/A 5,800 0 0
NAVIGANT CONSULTING INC COM 63935N107 91 5,700 SH   SOLE N/A 5,700 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 1,275 95,500 SH   SOLE N/A 95,500 0 0
NCI BUILDING SYS INC COM 628852204 4,368 413,300 SH   SOLE N/A 413,300 0 0
NELNET INC CL A 64031N108 3,420 98,800 SH   SOLE N/A 98,800 0 0
NETFLIX INC CALL 64110L106 1,859 18,000 SH Call SOLE N/A 18,000 0 0
NEWFIELD EXPL CO COM 651290108 20,207 614,196 SH   SOLE N/A 614,196 0 0
NEXTERA ENERGY INC COM 65339F101 6,936 71,100 SH   SOLE N/A 71,100 0 0
NIKE INC CL B 654106103 25,626 208,400 SH   SOLE N/A 208,400 0 0
NORTHROP GRUMMAN CORP COM 666807102 18,902 113,900 SH   SOLE N/A 113,900 0 0
OAKTREE CAP GROUP LLC UNIT 674001201 173 3,500 SH   SOLE N/A 3,500 0 0
ORBITAL ATK INC COM 68557N103 2,020 28,100 SH   SOLE N/A 28,100 0 0
ORBOTECH LTD ORD M75253100 88 5,700 SH   SOLE N/A 5,700 0 0
OTONOMY INC COM 68906L105 262 14,700 SH   SOLE N/A 14,700 0 0
PACCAR INC COM 693718108 10,506 201,400 SH   SOLE N/A 201,400 0 0
PACKAGING CORP AMER COM 695156109 66 1,100 SH   SOLE N/A 1,100 0 0
PALO ALTO NETWORKS INC COM 697435105 11,593 67,400 SH   SOLE N/A 67,400 0 0
PATRICK INDS INC COM 703343103 79 2,000 SH   SOLE N/A 2,000 0 0
PAYPAL HLDGS INC COM 70450Y103 137 4,400 SH   SOLE N/A 4,400 0 0
PDC ENERGY INC COM 69327R101 69 1,300 SH   SOLE N/A 1,300 0 0
PFIZER INC COM 717081103 336 10,700 SH   SOLE N/A 10,700 0 0
PINNACLE FOODS INC DEL COM 72348P104 33,272 794,400 SH   SOLE N/A 794,400 0 0
POLYONE CORP COM 73179P106 70 2,400 SH   SOLE N/A 2,400 0 0
POWERSHARES ETF TR II ETF 73937B779 751 20,900 SH   SOLE N/A 20,900 0 0
POWERSHARES QQQ TRUST PUT 73935A104 20,605 202,500 SH Put SOLE N/A 202,500 0 0
PROVIDENCE SVC CORP COM 743815102 100 2,300 SH   SOLE N/A 2,300 0 0
QLIK TECHNOLOGIES INC PUT 74733T105 2,114 58,000 SH Put SOLE N/A 58,000 0 0
QLIK TECHNOLOGIES INC CALL 74733T105 2,296 63,000 SH Call SOLE N/A 63,000 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 10,588 152,200 SH   SOLE N/A 152,200 0 0
RADIAN GROUP INC COM 750236101 2,165 136,100 SH   SOLE N/A 136,100 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 6,705 135,100 SH   SOLE N/A 135,100 0 0
RAYTHEON CO COM 755111507 2,055 18,800 SH   SOLE N/A 18,800 0 0
REALOGY HLDGS CORP COM 75605Y106 6,457 171,600 SH   SOLE N/A 171,600 0 0
RED HAT INC COM 756577102 5,276 73,400 SH   SOLE N/A 73,400 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 27,436 294,000 SH   SOLE N/A 294,000 0 0
RIO TINTO PLC ADR 767204100 3,320 98,150 SH   SOLE N/A 98,150 0 0
ROGERS CORP COM 775133101 90 1,700 SH   SOLE N/A 1,700 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 446 5,000 SH   SOLE N/A 5,000 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 93 5,700 SH   SOLE N/A 5,700 0 0
SABRE CORP COM 78573M104 31,622 1,163,450 SH   SOLE N/A 1,163,450 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,253 76,900 SH   SOLE N/A 76,900 0 0
SALESFORCE COM INC COM 79466L302 9,215 132,700 SH   SOLE N/A 132,700 0 0
SBA COMMUNICATIONS CORP COM 78388J106 21,389 204,200 SH   SOLE N/A 204,200 0 0
SEADRILL LIMITED PUT G7945E105 885 150,000 SH Put SOLE N/A 150,000 0 0
SELECT COMFORT CORP COM 81616X103 81 3,700 SH   SOLE N/A 3,700 0 0
SELECT SECTOR SPDR TR CALL 81369Y704 10,077 202,000 SH Call SOLE N/A 202,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 13,895 101,000 SH   SOLE N/A 101,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 109 800 SH   SOLE N/A 800 0 0
SILICON LABORATORIES INC COM 826919102 83 2,000 SH   SOLE N/A 2,000 0 0
SKECHERS U S A INC CL A 830566105 402 3,000 SH   SOLE N/A 3,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,323 15,700 SH   SOLE N/A 15,700 0 0
SMUCKER J M CO COM 832696405 20,023 175,500 SH   SOLE N/A 175,500 0 0
SOUTHWEST AIRLS CO COM 844741108 6,490 170,600 SH   SOLE N/A 170,600 0 0
SOVRAN SELF STORAGE INC COM 84610H108 4,677 49,600 SH   SOLE N/A 49,600 0 0
SPARTANNASH CO COM 847215100 57 2,200 SH   SOLE N/A 2,200 0 0
SPDR GOLD TRUST CALL 78463V107 26,716 250,000 SH Call SOLE N/A 250,000 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 383 2,000 SH Put SOLE N/A 2,000 0 0
SPRINGLEAF HLDGS INC COM 85172J101 14,059 321,557 SH   SOLE N/A 321,557 0 0
SS AND C TECHNOLOGIES HLDGS INC COM 78467J100 1,750 25,000 SH   SOLE N/A 25,000 0 0
STANDEX INTL CORP COM 854231107 83 1,100 SH   SOLE N/A 1,100 0 0
STARBUCKS CORP COM 855244109 1,921 33,800 SH   SOLE N/A 33,800 0 0
STEALTHGAS INC SHS Y81669106 67 15,000 SH   SOLE N/A 15,000 0 0
SUMMIT HOTEL PPTYS COM 866082100 1,831 156,900 SH   SOLE N/A 156,900 0 0
SUNOCO LOGISTICS PRTNRS L P COM 86764L108 9,341 326,000 SH   SOLE N/A 326,000 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 1,056 75,300 SH   SOLE N/A 75,300 0 0
SYNOPSYS INC COM 871607107 88 1,900 SH   SOLE N/A 1,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24,675 858,900 SH   SOLE N/A 858,900 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 71 500 SH   SOLE N/A 500 0 0
TE CONNECTIVITY LTD REG H84989104 7,969 133,080 SH   SOLE N/A 133,080 0 0
TELENAV INC COM 879455103 683 87,500 SH   SOLE N/A 87,500 0 0
TELETECH HOLDINGS INC COM 879939106 99 3,700 SH   SOLE N/A 3,700 0 0
TERRAFORM GLOBAL INC CL A 88104M101 188 28,300 SH   SOLE N/A 28,300 0 0
TESORO CORP COM 881609101 18,467 189,900 SH   SOLE N/A 189,900 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,918 51,700 SH   SOLE N/A 51,700 0 0
THE ADT CORPORATION COM 00101J106 1,339 44,800 SH   SOLE N/A 44,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 27,710 226,600 SH   SOLE N/A 226,600 0 0
TOWERS WATSON AND CO CL A 891894107 974 8,300 SH   SOLE N/A 8,300 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 2,985 110,300 SH   SOLE N/A 110,300 0 0
U S CONCRETE INC COM 90333L201 76 1,600 SH   SOLE N/A 1,600 0 0
U S PHYSICAL THERAPY INC COM 90337L108 108 2,400 SH   SOLE N/A 2,400 0 0
UGI CORP NEW COM 902681105 52 1,500 SH   SOLE N/A 1,500 0 0
UNIFIRST CORP MASS COM 904708104 10,201 95,503 SH   SOLE N/A 95,503 0 0
UNION PAC CORP COM 907818108 14,943 169,000 SH   SOLE N/A 169,000 0 0
UNITED RENTALS INC COM 911363109 738 12,300 SH   SOLE N/A 12,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 23,103 199,150 SH   SOLE N/A 199,150 0 0
UNIVAR INC COM 91336L107 116 6,400 SH   SOLE N/A 6,400 0 0
UNIVERSAL ELECTRS INC COM 913483103 84 2,000 SH   SOLE N/A 2,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 5,303 42,500 SH   SOLE N/A 42,500 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,928 65,365 SH   SOLE N/A 65,365 0 0
VCA INC COM 918194101 1,553 29,500 SH   SOLE N/A 29,500 0 0
VISA INC COM 92826C839 24,784 355,800 SH   SOLE N/A 355,800 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 91 9,400 SH   SOLE N/A 9,400 0 0
VISTEON CORP COM 92839U206 81 800 SH   SOLE N/A 800 0 0
VOYA FINL INC COM 929089100 15,981 412,200 SH   SOLE N/A 412,200 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 86 1,000 SH   SOLE N/A 1,000 0 0
WELLS FARGO AND CO NEW COM 949746101 19,801 385,600 SH   SOLE N/A 385,600 0 0
WESTLAKE CHEM CORP COM 960413102 88 1,700 SH   SOLE N/A 1,700 0 0
WESTROCK CO COM 96145D105 11,549 224,500 SH   SOLE N/A 224,500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 8,527 118,600 SH   SOLE N/A 118,600 0 0
XCEL ENERGY INC COM 98389B100 1,052 29,700 SH   SOLE N/A 29,700 0 0
ZOETIS INC CL A 98978V103 11,980 290,900 SH   SOLE N/A 290,900 0 0
ZOETIS INC CALL 98978V103 10,296 250,000 SH Call SOLE N/A 250,000 0 0