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
ADOBE SYS INC COM 00724F101 267,392 2,597,300 SH   SOLE   2,597,300 0 0
AETNA INC NEW COM 00817Y108 48,252 389,100 SH   SOLE   389,100 0 0
AETNA INC NEW COM 00817Y108 47,744 385,000 SH Put SOLE   385,000 0 0
ALTRIA GROUP INC COM 02209S103 41,154 608,600 SH   SOLE   608,600 0 0
ANTHEM INC COM 036752103 35,181 244,700 SH   SOLE   244,700 0 0
AUTOZONE INC COM 053332102 66,974 84,800 SH   SOLE   84,800 0 0
CAPITAL ONE FINL CORP COM 14040H105 13,546 155,276 SH   SOLE   155,276 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 305,383 1,060,651 SH   SOLE   1,060,651 0 0
CIGNA CORPORATION COM 125509109 45,246 339,200 SH   SOLE   339,200 0 0
CIT GROUP INC COM NEW 125581801 26,159 612,900 SH   SOLE   612,900 0 0
CITIGROUP INC COM NEW 172967424 27,011 454,500 SH   SOLE   454,500 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 46,243 1,472,700 SH   SOLE   1,472,700 0 0
COMCAST CORP NEW CL A 20030N101 105,017 1,520,888 SH   SOLE   1,520,888 0 0
CONSTELLATION BRANDS INC CL A 21036P108 233,034 1,520,018 SH   SOLE   1,520,018 0 0
DISNEY WALT CO COM DISNEY 254687106 77,383 742,500 SH   SOLE   742,500 0 0
DISNEY WALT CO COM DISNEY 254687106 124,282 1,192,500 SH Call SOLE   1,192,500 0 0
DOVER CORP COM 260003108 68,351 912,200 SH   SOLE   912,200 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 102,898 727,090 SH   SOLE   727,090 0 0
FOOT LOCKER INC COM 344849104 38,075 537,100 SH   SOLE   537,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 80,600 336,605 SH   SOLE   336,605 0 0
HD SUPPLY HLDGS INC COM 40416M105 48,372 1,137,900 SH   SOLE   1,137,900 0 0
HOME DEPOT INC COM 437076102 80,006 596,700 SH   SOLE   596,700 0 0
HONEYWELL INTL INC COM 438516106 71,959 621,143 SH   SOLE   621,143 0 0
JD COM INC SPON ADR CL A 47215P106 47,021 1,848,300 SH   SOLE   1,848,300 0 0
JD COM INC SPON ADR CL A 47215P106 18,622 732,000 SH Call SOLE   732,000 0 0
JPMORGAN CHASE & CO COM 46625H100 134,043 1,553,400 SH   SOLE   1,553,400 0 0
KAR AUCTION SVCS INC COM 48238T109 26,399 619,400 SH   SOLE   619,400 0 0
LULULEMON ATHLETICA INC COM 550021109 12,023 185,000 SH   SOLE   185,000 0 0
LULULEMON ATHLETICA INC COM 550021109 18,847 290,000 SH Call SOLE   290,000 0 0
MARATHON PETE CORP COM 56585A102 107,283 2,130,739 SH   SOLE   2,130,739 0 0
MARATHON PETE CORP COM 56585A102 16,616 330,000 SH Call SOLE   330,000 0 0
MICHAELS COS INC COM 59408Q106 26,687 1,305,000 SH   SOLE   1,305,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 21,723 569,849 SH   SOLE   569,849 0 0
MOHAWK INDS INC COM 608190104 66,403 332,548 SH   SOLE   332,548 0 0
MORGAN STANLEY COM NEW 617446448 80,313 1,900,900 SH   SOLE   1,900,900 0 0
PPG INDS INC COM 693506107 50,203 529,793 SH   SOLE   529,793 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 170,480 3,577,000 SH   SOLE   3,577,000 0 0
SALESFORCE COM INC COM 79466L302 40,385 589,900 SH   SOLE   589,900 0 0
SHERWIN WILLIAMS CO COM 824348106 65,903 245,231 SH   SOLE   245,231 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 737,649 3,300,000 SH Put SOLE   3,300,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 72,372 1,222,700 SH   SOLE   1,222,700 0 0
SYNCHRONY FINL COM 87165B103 27,811 766,779 SH   SOLE   766,779 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 26,479 103,862 SH   SOLE   103,862 0 0
UNITEDHEALTH GROUP INC COM 91324P102 48,604 303,700 SH   SOLE   303,700 0 0
US FOODS HLDG CORP COM 912008109 45,642 1,660,900 SH   SOLE   1,660,900 0 0