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
AMAZON COM INC COM 023135106 85,515 50,309 SH   SOLE   50,309 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 16,764 166,380 SH   SOLE   166,380 0 0
APPLE INC COM 037833100 1,703 9,200 SH Put SOLE   9,200 0 0
CBS CORP NEW CL B 124857202 13,507 240,245 SH   OTR 1 240,245 0 0
CBS CORP NEW CL B 124857202 145,225 2,583,162 SH   SOLE   2,583,162 0 0
CIGNA CORPORATION COM 125509109 33,966 199,860 SH   SOLE   199,860 0 0
COSTCO WHSL CORP NEW COM 22160K105 19,143 91,600 SH Put SOLE   91,600 0 0
FIVE9 INC COM 338307101 36,231 1,048,041 SH   SOLE   1,048,041 0 0
GRUBHUB INC COM 400110102 4,325 41,226 SH   SOLE   41,226 0 0
HORTONWORKS INC COM 440894103 36,268 1,990,541 SH   SOLE   1,990,541 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,340 26,500 SH Put SOLE   26,500 0 0
JD COM INC SPON ADR CL A 47215P106 40,929 1,050,800 SH Call SOLE   1,050,800 0 0
JD COM INC SPON ADR CL A 47215P106 11,323 290,716 SH   SOLE   290,716 0 0
KINDER MORGAN INC DEL COM 49456B101 21,627 1,223,932 SH   SOLE   1,223,932 0 0
KROGER CO COM 501044101 1,445 50,787 SH   SOLE   50,787 0 0
LINE CORP SPONSORED ADR 53567X101 73,049 1,778,652 SH   SOLE   1,778,652 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 46,492 1,660,429 SH   SOLE   1,660,429 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 73,786 2,635,200 SH Call SOLE   2,635,200 0 0
MONDELEZ INTL INC CL A 609207105 50,614 1,234,476 SH   SOLE   1,234,476 0 0
PALO ALTO NETWORKS INC COM 697435105 72,690 353,776 SH   SOLE   353,776 0 0
PAYPAL HLDGS INC COM 70450Y103 61,228 735,298 SH   SOLE   735,298 0 0
PROCTER AND GAMBLE CO COM 742718109 64,745 829,430 SH   SOLE   829,430 0 0
PROCTER AND GAMBLE CO COM 742718109 35,822 458,900 SH Call SOLE   458,900 0 0
PROGRESSIVE CORP OHIO COM 743315103 71,969 1,216,718 SH   SOLE   1,216,718 0 0
REALOGY HLDGS CORP COM 75605Y106 11,332 497,006 SH   OTR 1 497,006 0 0
REALOGY HLDGS CORP COM 75605Y106 114,149 5,006,540 SH   SOLE   5,006,540 0 0
RED HAT INC COM 756577102 40,879 304,230 SH   SOLE   304,230 0 0
RED HAT INC COM 756577102 47,070 350,300 SH Call SOLE   350,300 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 16,124 267,398 SH   SOLE   267,398 0 0
SERVICENOW INC COM 81762P102 32,805 190,208 SH   SOLE   190,208 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 86,306 512,996 SH   SOLE   512,996 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,401 63,500 SH Put SOLE   63,500 0 0
STARBUCKS CORP COM 855244109 4,822 98,706 SH   SOLE   98,706 0 0
TARGET CORP COM 87612E106 8,278 108,751 SH   SOLE   108,751 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 26,184 1,553,001 SH   SOLE   1,553,001 0 0
TRANSDIGM GROUP INC COM 893641100 71,941 208,441 SH   SOLE   208,441 0 0
TWITTER INC COM 90184L102 72,577 1,661,941 SH   SOLE   1,661,941 0 0
ULTA BEAUTY INC COM 90384S303 6,239 26,724 SH   SOLE   26,724 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 29,480 264,541 SH   SOLE   264,541 0 0
VIACOM INC NEW CL B 92553P201 22,807 756,197 SH   SOLE   756,197 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 32,063 724,258 SH   SOLE   724,258 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 48,245 820,082 SH   SOLE   820,082 0 0
YUM CHINA HLDGS INC COM 98850P109 5,146 133,814 SH   SOLE   133,814 0 0