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
POWERSHARES QQQ TRUST PUT 73935A104 198,570 1,500,000 SH Put SOLE N/A 1,500,000 0 0
ALPHABET INC CAP 02079K305 38,896 45,883 SH   SOLE N/A 45,883 0 0
AMAZON COM INC COM 023135106 28,844 32,535 SH   SOLE N/A 32,535 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 28,650 304,547 SH   SOLE N/A 304,547 0 0
APPLE INC COM 037833100 28,297 196,975 SH   SOLE N/A 196,975 0 0
ARCH CAP GROUP LTD ORD G0450A105 27,985 295,300 SH   SOLE N/A 295,300 0 0
COMCAST CORP NEW CL A 20030N101 27,798 739,516 SH   SOLE N/A 739,516 0 0
MERCK AND CO INC COM 58933Y105 25,385 399,500 SH   SOLE N/A 399,500 0 0
SYNCHRONY FINL COM 87165B103 23,751 692,450 SH   SOLE N/A 692,450 0 0
UNITEDHEALTH GROUP INC COM 91324P102 23,154 141,175 SH   SOLE N/A 141,175 0 0
MASTERCARD INCORPORATED CL A 57636Q104 22,678 201,647 SH   SOLE N/A 201,647 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 21,941 233,900 SH   SOLE N/A 233,900 0 0
HELMERICH AND PAYNE INC COM 423452101 20,873 313,550 SH   SOLE N/A 313,550 0 0
MICROSOFT CORP COM 594918104 20,543 311,925 SH   SOLE N/A 311,925 0 0
ALBEMARLE CORP COM 012653101 19,824 187,650 SH   SOLE N/A 187,650 0 0
SPDR SERIES TRUST ETF 78464A730 416 11,100 SH   SOLE N/A 11,100 0 0
SPDR SERIES TRUST PUT 78464A698 328 6,000 SH Put SOLE N/A 6,000 0 0
SPDR SERIES TRUST CALL 78464A730 18,722 500,000 SH Call SOLE N/A 500,000 0 0
PARSLEY ENERGY INC CL A 701877102 19,148 588,962 SH   SOLE N/A 588,962 0 0
COMERICA INC COM 200340107 19,134 278,975 SH   SOLE N/A 278,975 0 0
ZOETIS INC CL A 98978V103 18,265 342,250 SH   SOLE N/A 342,250 0 0
JPMORGAN CHASE AND CO COM 46625H100 17,895 203,700 SH   SOLE N/A 203,700 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 17,680 127,175 SH   SOLE N/A 127,175 0 0
NCR CORP NEW COM 62886E108 17,279 378,300 SH   SOLE N/A 378,300 0 0
MATADOR RES CO COM 576485205 16,995 714,370 SH   SOLE N/A 714,370 0 0
MICRON TECHNOLOGY INC COM 595112103 16,493 570,700 SH   SOLE N/A 570,700 0 0
KEYCORP NEW COM 493267108 15,359 863,950 SH   SOLE N/A 863,950 0 0
T MOBILE US INC COM 872590104 15,229 235,800 SH   SOLE N/A 235,800 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 15,144 874,800 SH   SOLE N/A 874,800 0 0
NEXTERA ENERGY INC COM 65339F101 15,135 117,900 SH   SOLE N/A 117,900 0 0
NORFOLK SOUTHERN CORP COM 655844108 14,617 130,550 SH   SOLE N/A 130,550 0 0
MORGAN STANLEY COM 617446448 14,323 334,362 SH   SOLE N/A 334,362 0 0
ALLEGION PUB LTD CO ORD G0176J109 14,292 188,800 SH   SOLE N/A 188,800 0 0
BROADSOFT INC COM 11133B409 14,005 348,350 SH   SOLE N/A 348,350 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,641 57,350 SH   SOLE N/A 57,350 0 0
HUNTINGTON BANCSHARES INC COM 446150104 13,341 996,300 SH   SOLE N/A 996,300 0 0
MGM RESORTS INTERNATIONAL COM 552953101 13,229 482,800 SH   SOLE N/A 482,800 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 13,108 137,375 SH   SOLE N/A 137,375 0 0
ALLSTATE CORP COM 020002101 13,096 160,700 SH   SOLE N/A 160,700 0 0
ALTRIA GROUP INC COM 02209S103 12,438 174,150 SH   SOLE N/A 174,150 0 0
HEALTHEQUITY INC COM 42226A107 12,418 292,500 SH   SOLE N/A 292,500 0 0
ARCONIC INC COM 03965L100 12,402 470,800 SH   SOLE N/A 470,800 0 0
INPHI CORP COM 45772F107 12,320 252,384 SH   SOLE N/A 252,384 0 0
KRAFT HEINZ CO COM 500754106 12,304 135,500 SH   SOLE N/A 135,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 12,117 229,200 SH   SOLE N/A 229,200 0 0
CARLISLE COS INC COM 142339100 11,939 112,200 SH   SOLE N/A 112,200 0 0
INTUITIVE SURGICAL INC COM 46120E602 11,920 15,552 SH   SOLE N/A 15,552 0 0
HOME DEPOT INC COM 437076102 11,739 79,950 SH   SOLE N/A 79,950 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,259 189,910 SH   SOLE N/A 189,910 0 0
STANLEY BLACK AND DECKER INC COM 854502101 11,141 83,850 SH   SOLE N/A 83,850 0 0
ROSS STORES INC COM 778296103 11,089 168,350 SH   SOLE N/A 168,350 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 10,995 252,200 SH   SOLE N/A 252,200 0 0
QUEST DIAGNOSTICS INC COM 74834L100 10,713 109,100 SH   SOLE N/A 109,100 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,399 63,400 SH   SOLE N/A 63,400 0 0
ADVANCE AUTO PARTS INC CALL 00751Y106 890 6,000 SH Call SOLE N/A 6,000 0 0
SUMMIT MATLS INC CL A 86614U100 10,246 414,708 SH   SOLE N/A 414,708 0 0
CELGENE CORP COM 151020104 10,245 82,350 SH   SOLE N/A 82,350 0 0
NVR INC COM 62944T105 10,034 4,763 SH   SOLE N/A 4,763 0 0
KROGER CO COM 501044101 9,744 330,400 SH   SOLE N/A 330,400 0 0
CHEVRON CORP NEW COM 166764100 9,727 90,600 SH   SOLE N/A 90,600 0 0
INGERSOLL-RAND PLC SHS G47791101 9,535 117,250 SH   SOLE N/A 117,250 0 0
DOLLAR TREE INC COM 256746108 9,226 117,600 SH   SOLE N/A 117,600 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 9,002 161,500 SH   SOLE N/A 161,500 0 0
DISH NETWORK CORP CL A 25470M109 8,818 138,900 SH   SOLE N/A 138,900 0 0
ELECTRONIC ARTS INC COM 285512109 8,808 98,400 SH   SOLE N/A 98,400 0 0
E TRADE FINANCIAL CORP COM 269246401 8,751 250,800 SH   SOLE N/A 250,800 0 0
SAGE THERAPEUTICS INC COM 78667J108 8,743 123,055 SH   SOLE N/A 123,055 0 0
MID AMER APT CMNTYS INC COM 59522J103 8,474 83,300 SH   SOLE N/A 83,300 0 0
NVIDIA CORP COM 67066G104 8,474 77,793 SH   SOLE N/A 77,793 0 0
CISCO SYS INC COM 17275R102 8,255 244,200 SH   SOLE N/A 244,200 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 8,168 176,900 SH   SOLE N/A 176,900 0 0
STERLING BANCORP DEL COM 85917A100 8,004 337,700 SH   SOLE N/A 337,700 0 0
E L F BEAUTY INC COM 26856L103 7,963 276,500 SH   SOLE N/A 276,500 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 7,889 343,600 SH   SOLE N/A 343,600 0 0
DELTA AIR LINES INC DEL COM 247361702 7,827 170,275 SH   SOLE N/A 170,275 0 0
COMMSCOPE HLDG CO INC COM 20337X109 7,516 180,200 SH   SOLE N/A 180,200 0 0
VMWARE INC CL A 928563402 7,506 81,477 SH   SOLE N/A 81,477 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 7,419 268,800 SH   SOLE N/A 268,800 0 0
ELLIE MAE INC COM 28849P100 7,260 72,395 SH   SOLE N/A 72,395 0 0
FACEBOOK INC CL A 30303M102 7,217 50,800 SH   SOLE N/A 50,800 0 0
MOHAWK INDS INC COM 608190104 7,217 31,450 SH   SOLE N/A 31,450 0 0
DISCOVER FINL SVCS COM 254709108 6,830 99,875 SH   SOLE N/A 99,875 0 0
HONEYWELL INTL INC COM 438516106 6,765 54,175 SH   SOLE N/A 54,175 0 0
L3 TECHNOLOGIES INC COM 502413107 6,107 36,948 SH   SOLE N/A 36,948 0 0
FINISAR CORP COM 31787A507 6,069 222,000 SH   SOLE N/A 222,000 0 0
WASTE CONNECTIONS INC COM 94106B101 5,796 65,700 SH   SOLE N/A 65,700 0 0
VARONIS SYS INC COM 922280102 5,542 174,300 SH   SOLE N/A 174,300 0 0
BWX TECHNOLOGIES INC COM 05605H100 5,533 116,250 SH   SOLE N/A 116,250 0 0
RANGE RES CORP COM 75281A109 5,341 183,500 SH   SOLE N/A 183,500 0 0
PRICELINE GRP INC COM 741503403 5,173 2,906 SH   SOLE N/A 2,906 0 0
BLACKSTONE GROUP L P COM 09253U108 4,927 165,900 SH   SOLE N/A 165,900 0 0
FIVE9 INC COM 338307101 4,910 298,444 SH   SOLE N/A 298,444 0 0
ANGLOGOLD ASHANTI LTD ADR 035128206 4,847 450,000 SH   SOLE N/A 450,000 0 0
SALESFORCE COM INC COM 79466L302 4,716 57,180 SH   SOLE N/A 57,180 0 0
REINSURANCE GROUP AMER INC COM 759351604 3,606 28,400 SH   SOLE N/A 28,400 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 3,382 28,100 SH   SOLE N/A 28,100 0 0
ISHARES TR 7-10 464287440 1,565 14,825 SH   SOLE N/A 14,825 0 0
ISHARES TR 20 Y 464287432 1,654 13,700 SH   SOLE N/A 13,700 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 3,153 143,890 SH   SOLE N/A 143,890 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,063 93,100 SH   SOLE N/A 93,100 0 0
VAIL RESORTS INC COM 91879Q109 3,032 15,800 SH   SOLE N/A 15,800 0 0
BAXTER INTL INC COM 071813109 3,007 58,000 SH   SOLE N/A 58,000 0 0
ARAMARK COM 03852U106 2,942 79,800 SH   SOLE N/A 79,800 0 0
HD SUPPLY HLDGS INC COM 40416M105 2,706 65,800 SH   SOLE N/A 65,800 0 0
SOUTHWEST AIRLS CO COM 844741108 2,661 49,500 SH   SOLE N/A 49,500 0 0
CHOICE HOTELS INTL INC COM 169905106 2,567 41,000 SH   SOLE N/A 41,000 0 0
MOTORCAR PTS AMER INC COM 620071100 2,418 78,702 SH   SOLE N/A 78,702 0 0
SNAP ON INC COM 833034101 2,412 14,300 SH   SOLE N/A 14,300 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 2,314 41,500 SH   SOLE N/A 41,500 0 0
WILLIAMS COS INC DEL COM 969457100 2,274 76,800 SH   SOLE N/A 76,800 0 0
AMDOCS LTD SHS G02602103 2,257 37,000 SH   SOLE N/A 37,000 0 0
HOLOGIC INC COM 436440101 2,250 52,850 SH   SOLE N/A 52,850 0 0
GLAUKOS CORP COM 377322102 2,176 42,400 SH   SOLE N/A 42,400 0 0
EAST WEST BANCORP INC COM 27579R104 2,163 41,900 SH   SOLE N/A 41,900 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,147 31,600 SH   SOLE N/A 31,600 0 0
HILL ROM HLDGS INC COM 431475102 2,090 29,600 SH   SOLE N/A 29,600 0 0
CORESITE RLTY CORP COM 21870Q105 2,034 22,600 SH   SOLE N/A 22,600 0 0
U S SILICA HLDGS INC COM 90346E103 1,973 41,100 SH   SOLE N/A 41,100 0 0
INGREDION INC COM 457187102 1,963 16,300 SH   SOLE N/A 16,300 0 0
EVERCORE PARTNERS INC CLAS 29977A105 1,909 24,500 SH   SOLE N/A 24,500 0 0
ICU MED INC COM 44930G107 1,832 12,000 SH   SOLE N/A 12,000 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 483 2,050 SH   SOLE N/A 2,050 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 1,303 5,500 SH Put SOLE N/A 5,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 1,767 34,800 SH   SOLE N/A 34,800 0 0
GGP INC COM 36174X101 1,692 73,000 SH   SOLE N/A 73,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,651 7,500 SH   SOLE N/A 7,500 0 0
COGENT COMMUNICATIONS HLDGS COM 19239V302 1,641 38,100 SH   SOLE N/A 38,100 0 0
DCT INDUSTRIAL TRUST INC COM 233153204 1,632 33,900 SH   SOLE N/A 33,900 0 0
KLA-TENCOR CORP COM 482480100 1,626 17,100 SH   SOLE N/A 17,100 0 0
GIGAMON INC COM 37518B102 1,599 45,000 SH   SOLE N/A 45,000 0 0
HESKA CORP COM 42805E306 1,531 14,600 SH   SOLE N/A 14,600 0 0
LOGMEIN INC COM 54142L109 1,464 15,000 SH   SOLE N/A 15,000 0 0
GOODYEAR TIRE AND RUBR CO COM 382550101 1,459 40,500 SH   SOLE N/A 40,500 0 0
VERIFONE SYS INC COM 92342Y109 712 38,000 SH   SOLE N/A 38,000 0 0
VERIFONE SYS INC CALL 92342Y109 730 39,000 SH Call SOLE N/A 39,000 0 0
COSTAR GROUP INC COM 22160N109 1,431 6,900 SH   SOLE N/A 6,900 0 0
SUNOPTA INC COM 8676EP108 1,423 204,750 SH   SOLE N/A 204,750 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,401 7,000 SH   SOLE N/A 7,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,378 8,500 SH   SOLE N/A 8,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,377 19,000 SH   SOLE N/A 19,000 0 0
VANECK VECTORS ETF TR JR G 92189F791 1,369 38,050 SH   SOLE N/A 38,050 0 0
BURLINGTON STORES INC COM 122017106 1,362 14,000 SH   SOLE N/A 14,000 0 0
HEICO CORP NEW CL A 422806208 1,305 17,400 SH   SOLE N/A 17,400 0 0
ASML HOLDING N V N Y N07059210 1,274 9,600 SH   SOLE N/A 9,600 0 0
FLIR SYS INC COM 302445101 1,252 34,500 SH   SOLE N/A 34,500 0 0
ARRIS INTL INC SHS G0551A103 1,167 44,103 SH   SOLE N/A 44,103 0 0
HRG GROUP INC COM 40434J100 1,135 58,700 SH   SOLE N/A 58,700 0 0
VONAGE HLDGS CORP COM 92886T201 300 47,500 SH   SOLE N/A 47,500 0 0
VONAGE HLDGS CORP CALL 92886T201 822 130,000 SH Call SOLE N/A 130,000 0 0
RED HAT INC COM 756577102 1,046 12,100 SH   SOLE N/A 12,100 0 0
BROOKFIELD INFRAST PARTNERS LP I G16252101 991 25,600 SH   SOLE N/A 25,600 0 0
JAMES RIV GROUP LTD COM G5005R107 848 19,800 SH   SOLE N/A 19,800 0 0
FIBRIA CELULOSE S A ADR 31573A109 837 91,400 SH   SOLE N/A 91,400 0 0
INVITATION HOMES INC COM 46187W107 825 37,800 SH   SOLE N/A 37,800 0 0
VCA INC COM 918194101 823 9,000 SH   SOLE N/A 9,000 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 685 76,500 SH   SOLE N/A 76,500 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 118 62,000 SH   SOLE N/A 62,000 0 0
NEVRO CORP COM 64157F103 796 8,500 SH   SOLE N/A 8,500 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 759 37,900 SH   SOLE N/A 37,900 0 0
TEMPUR SEALY INTL INC PUT 88023U101 743 16,000 SH Put SOLE N/A 16,000 0 0
SPIRIT AIRLS INC COM 848577102 732 13,800 SH   SOLE N/A 13,800 0 0
SELECT SECTOR SPDR TR SBI 81369Y886 641 12,500 SH   SOLE N/A 12,500 0 0
PINNACLE FOODS INC DEL CALL 72348P104 597 10,300 SH Call SOLE N/A 10,300 0 0
KAR AUCTION SVCS INC CALL 48238T109 515 11,800 SH Call SOLE N/A 11,800 0 0
GREAT PLAINS ENERGY INC COM 391164100 467 16,000 SH   SOLE N/A 16,000 0 0
SHORETEL INC COM 825211105 461 75,000 SH   SOLE N/A 75,000 0 0
ISHARES MSCI 464286772 111 1,800 SH   SOLE N/A 1,800 0 0
ISHARES MSCI 464286822 348 6,800 SH   SOLE N/A 6,800 0 0
SCANA CORP NEW CALL 80589M102 457 7,000 SH Call SOLE N/A 7,000 0 0
HANCOCK HLDG CO COM 410120109 401 8,800 SH   SOLE N/A 8,800 0 0
HMS HLDGS CORP COM 40425J101 394 19,400 SH   SOLE N/A 19,400 0 0
ITAU UNIBANCO HLDG SA ADR 465562106 362 30,000 SH   SOLE N/A 30,000 0 0
STORE CAP CORP COM 862121100 355 14,900 SH   SOLE N/A 14,900 0 0
NMI HLDGS INC CL A 629209305 289 25,300 SH   SOLE N/A 25,300 0 0
SODASTREAM INTERNATIONAL LTD USD M9068E105 276 5,700 SH   SOLE N/A 5,700 0 0
PRIVATEBANCORP INC COM 742962103 261 4,400 SH   SOLE N/A 4,400 0 0
CELLECTIS S A SPON 15117K103 245 10,200 SH   SOLE N/A 10,200 0 0
SUN CMNTYS INC COM 866674104 241 3,000 SH   SOLE N/A 3,000 0 0
HALLIBURTON CO COM 406216101 212 4,300 SH   SOLE N/A 4,300 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 152 465 SH   SOLE N/A 465 0 0
AFFILIATED MANAGERS GROUP COM 008252108 139 850 SH   SOLE N/A 850 0 0
BANCO BRADESCO S A ADR 059460303 130 12,700 SH   SOLE N/A 12,700 0 0
TELEFONICA BRASIL SA ADR 87936R106 89 6,000 SH   SOLE N/A 6,000 0 0
KOREA ELECTRIC PWR ADR 500631106 88 4,250 SH   SOLE N/A 4,250 0 0
WOORI BK ADR 98105T104 60 1,700 SH   SOLE N/A 1,700 0 0
TOWN SPORTS INTL HLDGS INC COM 89214A102 28 7,980 SH   SOLE N/A 7,980 0 0
US BANCORP DEL COM 902973304 5 100 SH   SOLE N/A 100 0 0