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
AKORN INC COM 009728106 331 25,500 SH Call SOLE   25,500 0 0
AMAZON COM INC COM 023135106 111,795 55,814 SH   SOLE   55,814 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,445 27,924 SH   SOLE   27,924 0 0
APPLE INC COM 037833100 6,434 28,500 SH Put SOLE   28,500 0 0
CBS CORP NEW CL B 124857202 13,802 240,245 SH   OTR 1 240,245 0 0
CBS CORP NEW CL B 124857202 155,567 2,707,866 SH   SOLE   2,707,866 0 0
CIGNA CORPORATION COM 125509109 44,406 213,236 SH   SOLE   213,236 0 0
FIVE9 INC COM 338307101 32,695 748,338 SH   SOLE   748,338 0 0
GRUBHUB INC COM 400110102 1,359 9,805 SH   SOLE   9,805 0 0
HORTONWORKS INC COM 440894103 53,094 2,327,665 SH   SOLE   2,327,665 0 0
JD COM INC SPON ADR CL A 47215P106 17,817 682,900 SH Call SOLE   682,900 0 0
JD COM INC SPON ADR CL A 47215P106 316 12,118 SH   SOLE   12,118 0 0
KINDER MORGAN INC DEL COM 49456B101 21,104 1,190,315 SH   SOLE   1,190,315 0 0
KROGER CO COM 501044101 1,408 48,366 SH   SOLE   48,366 0 0
LINE CORP SPONSORED ADR 53567X101 70,694 1,678,005 SH   SOLE   1,678,005 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 50,183 2,372,724 SH   SOLE   2,372,724 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 6,345 300,000 SH Call SOLE   300,000 0 0
MONDELEZ INTL INC CL A 609207105 59,192 1,377,829 SH   SOLE   1,377,829 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 36,533 1,320,312 SH   SOLE   1,320,312 0 0
PALO ALTO NETWORKS INC COM 697435105 81,174 360,356 SH   SOLE   360,356 0 0
PAYPAL HLDGS INC COM 70450Y103 82,911 943,889 SH   SOLE   943,889 0 0
PFIZER INC COM 717081103 46,370 1,052,193 SH   SOLE   1,052,193 0 0
PROCTER AND GAMBLE CO COM 742718109 60,157 722,779 SH   SOLE   722,779 0 0
PROCTER AND GAMBLE CO COM 742718109 33,675 404,600 SH Call SOLE   404,600 0 0
PROGRESSIVE CORP OHIO COM 743315103 62,976 886,482 SH   SOLE   886,482 0 0
PROOFPOINT INC COM 743424103 36,210 340,548 SH   SOLE   340,548 0 0
REALOGY HLDGS CORP COM 75605Y106 12,609 610,924 SH   OTR 1 610,924 0 0
REALOGY HLDGS CORP COM 75605Y106 123,935 6,004,611 SH   SOLE   6,004,611 0 0
REALOGY HLDGS CORP COM 75605Y106 48,017 2,326,400 SH Call SOLE   2,326,400 0 0
RED HAT INC COM 756577102 47,987 352,122 SH   SOLE   352,122 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 32,631 550,463 SH   SOLE   550,463 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 9,518 81,200 SH Put SOLE   81,200 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 6,376 231,200 SH Put SOLE   231,200 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9,876 131,100 SH Put SOLE   131,100 0 0
SKECHERS U S A INC CL A 830566105 22,560 807,744 SH   SOLE   807,744 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,617 26,200 SH Put SOLE   26,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,761 76,098 SH   OTR 1 76,098 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 108,072 597,642 SH   SOLE   597,642 0 0
STARBUCKS CORP COM 855244109 12,748 224,273 SH   SOLE   224,273 0 0
TARGET CORP COM 87612E106 21,181 240,121 SH   SOLE   240,121 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 905 42,000 SH Call SOLE   42,000 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 3,108 214,467 SH   SOLE   214,467 0 0
TRANSDIGM GROUP INC COM 893641100 84,943 228,157 SH   SOLE   228,157 0 0
TRIBUNE MEDIA CO CL A 896047503 44,797 1,165,669 SH   SOLE   1,165,669 0 0
TWITTER INC COM 90184L102 76,282 2,680,327 SH   SOLE   2,680,327 0 0
ULTA BEAUTY INC COM 90384S303 3,027 10,731 SH   SOLE   10,731 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 34,910 273,073 SH   SOLE   273,073 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 41,220 950,654 SH   SOLE   950,654 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 49,035 882,400 SH   SOLE   882,400 0 0
YUM CHINA HLDGS INC COM 98850P109 1,355 38,584 SH   SOLE   38,584 0 0