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
BLACKROCK INC COM 09247X101 3,883 8,239 SH   SOLE   8,239 0 0
ACUITY BRANDS INC COM 00508Y102 1,336 8,500 SH   SOLE   8,500 0 0
MOHAWK INDS INC COM 608190104 2,236 12,750 SH   SOLE   12,750 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 1,148 15,000 SH   SOLE   15,000 0 0
LPL FINL HLDGS INC COM 50212V100 1,047 16,227 SH   SOLE   16,227 0 0
ALPHABET INC CAP STK CL C 02079K107 26,853 22,500 SH   SOLE   22,500 0 0
GENUINE PARTS CO COM 372460105 2,664 26,800 SH   SOLE   26,800 0 0
CANADIAN PAC RY LTD COM 13645T100 7,312 34,500 SH   SOLE   34,500 0 0
RH COM 74967X103 4,855 37,057 SH   SOLE   37,057 0 0
ISHARES TR U.S. REAL ES ETF 464287739 3,201 40,000 SH   SOLE   40,000 0 0
AMERIS BANCORP COM 03076K108 1,933 42,298 SH   SOLE   42,298 0 0
DOVER CORP COM 260003108 3,984 45,000 SH   SOLE   45,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 8,417 50,000 SH   SOLE   50,000 0 0
HUBBELL INC COM 443510607 7,227 54,108 SH   SOLE   54,108 0 0
MOELIS & CO CL A 60786M105 3,151 57,500 SH   SOLE   57,500 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,263 57,500 SH   SOLE   57,500 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 7,038 63,420 SH   SOLE   63,420 0 0
INVESTORS BANCORP INC NEW COM 46146L101 798 65,000 SH   SOLE   65,000 0 0
CUMMINS INC COM 231021106 11,174 76,500 SH   SOLE   76,500 0 0
UNITED RENTALS INC COM 911363109 12,604 77,039 SH   SOLE   77,039 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 11,951 82,672 SH   SOLE   82,672 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,343 86,250 SH   SOLE   86,250 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,791 100,000 SH   SOLE   100,000 0 0
RYDER SYS INC COM 783549108 7,336 100,397 SH   SOLE   100,397 0 0
LAUDER ESTEE COS INC CL A 518439104 15,433 106,200 SH   SOLE   106,200 0 0
FIRST HAWAIIAN INC COM 32051X108 3,183 117,195 SH   SOLE   117,195 0 0
STARBUCKS CORP COM 855244109 6,821 120,000 SH   SOLE   120,000 0 0
SYNCHRONY FINL COM 87165B103 3,845 123,728 SH   SOLE   123,728 0 0
NIKE INC CL B 654106103 11,178 131,940 SH   SOLE   131,940 0 0
PRUDENTIAL FINL INC COM 744320102 14,119 139,350 SH   SOLE   139,350 0 0
ONEMAIN HLDGS INC COM 68268W103 5,950 177,033 SH   SOLE   177,033 0 0
COLFAX CORP COM 194014106 6,428 178,250 SH   SOLE   178,250 0 0
KRAFT HEINZ CO COM 500754106 9,940 180,363 SH   SOLE   180,363 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 5,428 190,000 SH   SOLE   190,000 0 0
TJX COS INC NEW COM 872540109 22,437 200,299 SH   SOLE   200,299 0 0
FULTON FINL CORP PA COM 360271100 3,627 217,843 SH   SOLE   217,843 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 4,989 246,602 SH   SOLE   246,602 0 0
ACTIVISION BLIZZARD INC COM 00507V109 20,837 250,475 SH   SOLE   250,475 0 0
SOUTHWEST AIRLS CO COM 844741108 18,672 298,986 SH   SOLE   298,986 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 16,365 300,000 SH   SOLE   300,000 0 0
DANA INCORPORATED COM 235825205 6,128 328,215 SH   SOLE   328,215 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 24,295 380,976 SH   SOLE   380,976 0 0
CITIGROUP INC COM NEW 172967424 28,394 395,789 SH   SOLE   395,789 0 0
TAPESTRY INC COM 876030107 20,476 407,329 SH   SOLE   407,329 0 0
WYNN RESORTS LTD COM 983134107 52,095 410,000 SH   SOLE   410,000 0 0
BRINKER INTL INC COM 109641100 24,731 529,241 SH   SOLE   529,241 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 20,480 615,000 SH   SOLE   615,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 35,131 850,000 SH   SOLE   850,000 0 0
BOEING CO COM 097023105 5,579 15,000 SH Call SOLE   15,000 0 0
BB&T CORP COM 054937107 2,427 50,000 SH Call SOLE   50,000 0 0
CITIGROUP INC COM NEW 172967424 7,174 100,000 SH Call SOLE   100,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 15,943 250,000 SH Call SOLE   250,000 0 0
KRAFT HEINZ CO COM 500754106 23,422 425,000 SH Call SOLE   425,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 34,888 1,250,000 SH Call SOLE   1,250,000 0 0
RH COM 74967X103 8,188 62,500 SH Call SOLE   62,500 0 0
SCIENTIFIC GAMES CORP COM 80874P109 1,961 77,200 SH Call SOLE   77,200 0 0
UNITED PARCEL SERVICE INC CL B 911312106 32,690 280,000 SH Call SOLE   280,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 9,787 70,000 SH Call SOLE   70,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 2,667 100,000 SH Call SOLE   100,000 0 0
WYNN RESORTS LTD COM 983134107 12,706 100,000 SH Call SOLE   100,000 0 0
CITIGROUP INC COM NEW 172967424 9,326 130,000 SH Put SOLE   130,000 0 0
CROCS INC COM 227046109 10,645 500,000 SH Put SOLE   500,000 0 0
DOLLAR TREE INC COM 256746108 16,310 200,000 SH Put SOLE   200,000 0 0
EMERSON ELEC CO COM 291011104 15,316 200,000 SH Put SOLE   200,000 0 0
FASTENAL CO COM 311900104 14,505 250,000 SH Put SOLE   250,000 0 0
HOME DEPOT INC COM 437076102 87,003 420,000 SH Put SOLE   420,000 0 0
HARLEY DAVIDSON INC COM 412822108 18,120 400,000 SH Put SOLE   400,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 3,568 30,000 SH Put SOLE   30,000 0 0
NORDSTROM INC COM 655664100 14,953 250,000 SH Put SOLE   250,000 0 0
NASDAQ INC COM 631103108 2,145 25,000 SH Put SOLE   25,000 0 0
POLARIS INDS INC COM 731068102 10,095 100,000 SH Put SOLE   100,000 0 0
TRACTOR SUPPLY CO COM 892356106 13,632 150,000 SH Put SOLE   150,000 0 0
WILLIAMS SONOMA INC COM 969904101 13,144 200,000 SH Put SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2,758 100,000 SH Put SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 92,895 500,000 SH Put SOLE   500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 127,917 440,000 SH Put SOLE   440,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 57,666 350,000 SH Call SOLE   350,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 28,864 390,000 SH Call SOLE   390,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 11,853 600,161 SH   SOLE   600,161 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 26,398 1,336,600 SH Call SOLE   1,336,600 0 0
YANDEX N V SHS CLASS A N97284108 1,692 51,445 SH   SOLE   51,445 0 0
LAZARD LTD SHS A G54050102 7,474 155,292 SH   SOLE   155,292 0 0
INGERSOLL-RAND PLC SHS G47791101 14,478 141,526 SH   SOLE   141,526 0 0
EATON CORP PLC SHS G29183103 16,164 186,366 SH   SOLE   186,366 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 11,488 200,043 SH   SOLE   200,043 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 2,810 226,594 SH   SOLE   226,594 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 61,521 365,000 SH Put SOLE   365,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,807 34,500 SH   SOLE   34,500 0 0
MORGAN STANLEY COM NEW 617446448 3,382 72,618 SH   SOLE   72,618 0 0
SYNOVUS FINL CORP COM NEW 87161C501 3,549 77,509 SH   SOLE   77,509 0 0
BOK FINL CORP COM NEW 05561Q201 7,943 81,655 SH   SOLE   81,655 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 10,526 197,714 SH   SOLE   197,714 0 0
CIT GROUP INC COM NEW 125581801 6,193 120,000 SH Call SOLE   120,000 0 0
CIT GROUP INC COM NEW 125581801 1,032 20,000 SH Put SOLE   20,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 692 25,000 SH   SOLE   25,000 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 2,359 247,229 SH   SOLE   247,229 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,012 14,239 SH   SOLE   14,239 0 0
WESTERN ALLIANCE BANCORP COM 957638109 981 17,239 SH   SOLE   17,239 0 0
CHUBB LIMITED COM H1467J104 2,390 17,883 SH   SOLE   17,883 0 0
AMAZON COM INC COM 023135106 46,069 23,000 SH   SOLE   23,000 0 0
VOYA FINL INC COM 929089100 1,142 23,000 SH   SOLE   23,000 0 0
PARKER HANNIFIN CORP COM 701094104 4,598 25,000 SH   SOLE   25,000 0 0
AMERIPRISE FINL INC COM 03076C106 4,105 27,798 SH   SOLE   27,798 0 0
PACWEST BANCORP DEL COM 695263103 1,327 27,844 SH   SOLE   27,844 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 1,767 30,152 SH   SOLE   30,152 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,295 30,825 SH   SOLE   30,825 0 0
AFFILIATED MANAGERS GROUP COM 008252108 4,652 34,026 SH   SOLE   34,026 0 0
NETFLIX INC COM 64110L106 18,707 50,000 SH   SOLE   50,000 0 0
NORTHERN TR CORP COM 665859104 5,253 51,439 SH   SOLE   51,439 0 0
BRIGHTHOUSE FINL INC COM 10922N103 2,307 52,144 SH   SOLE   52,144 0 0
DEERE & CO COM 244199105 8,064 53,643 SH   SOLE   53,643 0 0
PVH CORP COM 693656100 7,942 55,000 SH   SOLE   55,000 0 0
XPO LOGISTICS INC COM 983793100 6,553 57,393 SH   SOLE   57,393 0 0
LEGG MASON INC COM 524901105 1,840 58,902 SH   SOLE   58,902 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,551 69,647 SH   SOLE   69,647 0 0
FRANKLIN RES INC COM 354613101 2,404 79,061 SH   SOLE   79,061 0 0
ADOBE SYS INC COM 00724F101 21,596 80,000 SH   SOLE   80,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 8,364 90,862 SH   SOLE   90,862 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 2,065 95,353 SH   SOLE   95,353 0 0
TIMKEN CO COM 887389104 5,717 114,679 SH   SOLE   114,679 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,941 119,384 SH   SOLE   119,384 0 0
IBERIABANK CORP COM 450828108 10,172 125,036 SH   SOLE   125,036 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 6,059 127,414 SH   SOLE   127,414 0 0
EVERTEC INC COM 30040P103 3,156 130,973 SH   SOLE   130,973 0 0
CHERRY HILL MTG INVT CORP COM 164651101 2,393 132,193 SH   SOLE   132,193 0 0
AMETEK INC NEW COM 031100100 10,591 133,857 SH   SOLE   133,857 0 0
ALLSTATE CORP COM 020002101 13,489 136,671 SH   SOLE   136,671 0 0
LINCOLN NATL CORP IND COM 534187109 9,406 139,022 SH   SOLE   139,022 0 0
TRINITY INDS INC COM 896522109 5,240 143,000 SH   SOLE   143,000 0 0
SALESFORCE COM INC COM 79466L302 23,535 147,994 SH   SOLE   147,994 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 17,287 150,530 SH   SOLE   150,530 0 0
HONEYWELL INTL INC COM 438516106 25,476 153,101 SH   SOLE   153,101 0 0
M & T BK CORP COM 55261F104 25,897 157,388 SH   SOLE   157,388 0 0
CAPITAL ONE FINL CORP COM 14040H105 17,250 181,715 SH   SOLE   181,715 0 0
RADIAN GROUP INC COM 750236101 4,041 195,517 SH   SOLE   195,517 0 0
CATHAY GEN BANCORP COM 149150104 8,556 206,472 SH   SOLE   206,472 0 0
CSX CORP COM 126408103 17,022 229,874 SH   SOLE   229,874 0 0
FIRST HORIZON NATL CORP COM 320517105 4,087 236,793 SH   SOLE   236,793 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 14,194 239,433 SH   SOLE   239,433 0 0
OLD REP INTL CORP COM 680223104 5,501 245,810 SH   SOLE   245,810 0 0
UNITED CONTL HLDGS INC COM 910047109 22,186 249,111 SH   SOLE   249,111 0 0
ESSENT GROUP LTD COM G3198U102 11,481 259,464 SH   SOLE   259,464 0 0
ARAMARK COM 03852U106 11,537 268,185 SH   SOLE   268,185 0 0
MASTEC INC COM 576323109 12,326 276,048 SH   SOLE   276,048 0 0
HD SUPPLY HLDGS INC COM 40416M105 13,163 307,628 SH   SOLE   307,628 0 0
STANLEY BLACK & DECKER INC COM 854502101 45,917 313,557 SH   SOLE   313,557 0 0
JELD-WEN HLDG INC COM 47580P103 7,813 316,849 SH   SOLE   316,849 0 0
AMERICAN EXPRESS CO COM 025816109 34,983 328,514 SH   SOLE   328,514 0 0
MICROSOFT CORP COM 594918104 40,682 355,701 SH   SOLE   355,701 0 0
VALLEY NATL BANCORP COM 919794107 4,461 396,569 SH   SOLE   396,569 0 0
WELLS FARGO CO NEW COM 949746101 21,742 413,664 SH   SOLE   413,664 0 0
STERLING BANCORP DEL COM 85917A100 10,041 456,415 SH   SOLE   456,415 0 0
NAVIENT CORPORATION COM 63938C108 7,105 527,055 SH   SOLE   527,055 0 0
CITIZENS FINL GROUP INC COM 174610105 20,506 531,652 SH   SOLE   531,652 0 0
VULCAN MATLS CO COM 929160109 66,179 595,134 SH   SOLE   595,134 0 0
SLM CORP COM 78442P106 8,552 766,965 SH   SOLE   766,965 0 0
FIFTH THIRD BANCORP COM 316773100 37,339 1,337,343 SH   SOLE   1,337,343 0 0
COTT CORP QUE COM 22163N106 36,550 2,263,139 SH   SOLE   2,263,139 0 0
AMAZON COM INC COM 023135106 20,030 10,000 SH Call SOLE   10,000 0 0
ARAMARK COM 03852U106 12,906 300,000 SH Call SOLE   300,000 0 0
CATERPILLAR INC DEL COM 149123101 15,249 100,000 SH Call SOLE   100,000 0 0
COMERICA INC COM 200340107 8,118 90,000 SH Call SOLE   90,000 0 0
GENERAL ELECTRIC CO COM 369604103 549 48,600 SH Call SOLE   48,600 0 0
JELD-WEN HLDG INC COM 47580P103 7,151 290,000 SH Call SOLE   290,000 0 0
PVH CORP COM 693656100 10,830 75,000 SH Call SOLE   75,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 62,237 425,000 SH Call SOLE   425,000 0 0
VULCAN MATLS CO COM 929160109 22,240 200,000 SH Call SOLE   200,000 0 0
BURLINGTON STORES INC COM 122017106 12,219 75,000 SH Put SOLE   75,000 0 0
DEERE & CO COM 244199105 6,013 40,000 SH Put SOLE   40,000 0 0
KROGER CO COM 501044101 4,492 154,300 SH Put SOLE   154,300 0 0
MCDONALDS CORP COM 580135101 16,729 100,000 SH Put SOLE   100,000 0 0
PARKER HANNIFIN CORP COM 701094104 2,759 15,000 SH Put SOLE   15,000 0 0
UNION PAC CORP COM 907818108 3,257 20,000 SH Put SOLE   20,000 0 0
EZCORP INC CL A NON VTG 302301106 3,500 327,107 SH   SOLE   327,107 0 0
AIR LEASE CORP CL A 00912X302 4,019 87,592 SH   SOLE   87,592 0 0
ATHENE HLDG LTD CL A G0684D107 12,551 242,961 SH   SOLE   242,961 0 0
SOCIAL CAP HEDOSOPHIA HLDGS CL A G8250R103 3,677 371,007 SH   SOLE   371,007 0 0
BGC PARTNERS INC CL A 05541T101 5,668 479,525 SH   SOLE   479,525 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 776 524,119 SH   SOLE   524,119 0 0