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
EVEREST RE GROUP LTD COM G3223R108 2,911 10,939 SH   SOLE   10,939 0 0
ASSURANT INC COM 04621X108 1,443 11,467 SH   SOLE   11,467 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,212 37,921 SH   SOLE   37,921 0 0
NETFLIX INC COM 64110L106 10,697 39,972 SH   SOLE   39,972 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,876 42,832 SH   SOLE   42,832 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 1,612 48,636 SH   SOLE   48,636 0 0
BROWN & BROWN INC COM 115236101 2,053 56,923 SH   SOLE   56,923 0 0
CARLISLE COS INC COM 142339100 10,098 69,381 SH   SOLE   69,381 0 0
DECKERS OUTDOOR CORP COM 243537107 10,288 69,816 SH   SOLE   69,816 0 0
SPX CORP COM 784635104 3,272 81,784 SH   SOLE   81,784 0 0
EAGLE MATERIALS INC COM 26969P108 7,843 87,138 SH   SOLE   87,138 0 0
WESTERN ALLIANCE BANCORP COM 957638109 4,034 87,546 SH   SOLE   87,546 0 0
LEGG MASON INC COM 524901105 3,839 100,514 SH   SOLE   100,514 0 0
AMERICAN EXPRESS CO COM 025816109 12,442 105,188 SH   SOLE   105,188 0 0
EVERTEC INC COM 30040P103 3,319 106,314 SH   SOLE   106,314 0 0
ITT INC COM 45073V108 7,741 126,500 SH   SOLE   126,500 0 0
ALLSTATE CORP COM 020002101 14,007 128,883 SH   SOLE   128,883 0 0
LAS VEGAS SANDS CORP COM 517834107 7,676 132,888 SH   SOLE   132,888 0 0
COMERICA INC COM 200340107 9,130 138,350 SH   SOLE   138,350 0 0
AMERIS BANCORP COM 03076K108 5,726 142,291 SH   SOLE   142,291 0 0
MASTEC INC COM 576323109 9,536 146,860 SH   SOLE   146,860 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 13,382 162,281 SH   SOLE   162,281 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 27,419 165,775 SH   SOLE   165,775 0 0
JACK IN THE BOX INC COM 466367109 19,040 208,959 SH   SOLE   208,959 0 0
FLOWSERVE CORP COM 34354P105 10,024 214,603 SH   SOLE   214,603 0 0
RADIAN GROUP INC COM 750236101 5,826 255,083 SH   SOLE   255,083 0 0
MICROSOFT CORP COM 594918104 45,984 330,750 SH   SOLE   330,750 0 0
ELDORADO RESORTS INC COM 28470R102 13,899 348,620 SH   SOLE   348,620 0 0
MASCO CORP COM 574599106 15,213 365,000 SH   SOLE   365,000 0 0
EAST WEST BANCORP INC COM 27579R104 16,203 365,847 SH   SOLE   365,847 0 0
DOLLAR TREE INC COM 256746108 56,525 495,135 SH   SOLE   495,135 0 0
SLM CORP COM 78442P106 4,850 549,527 SH   SOLE   549,527 0 0
ANAPLAN INC COM 03272L108 27,414 583,287 SH   SOLE   583,287 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 28,339 615,935 SH   SOLE   615,935 0 0
GENERAL ELECTRIC CO COM 369604103 7,148 799,535 SH   SOLE   799,535 0 0
FIFTH THIRD BANCORP COM 316773100 30,738 1,122,661 SH   SOLE   1,122,661 0 0
ELDORADO RESORTS INC COM 28470R102 7,013 175,900 SH Call SOLE   175,900 0 0
FASTENAL CO COM 311900104 7,351 225,000 SH Call SOLE   225,000 0 0
GENERAL ELECTRIC CO COM 369604103 1,886 211,000 SH Call SOLE   211,000 0 0
MICROSOFT CORP COM 594918104 27,806 200,000 SH Call SOLE   200,000 0 0
ANAPLAN INC COM 03272L108 7,050 150,000 SH Call SOLE   150,000 0 0
PVH CORP COM 693656100 3,529 40,000 SH Call SOLE   40,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 13,184 80,000 SH Call SOLE   80,000 0 0
AMERICAN EXPRESS CO COM 025816109 7,097 60,000 SH Put SOLE   60,000 0 0
COMERICA INC COM 200340107 3,300 50,000 SH Put SOLE   50,000 0 0
FASTENAL CO COM 311900104 8,168 250,000 SH Put SOLE   250,000 0 0
GENERAL ELECTRIC CO COM 369604103 1,886 211,000 SH Put SOLE   211,000 0 0
PARKER HANNIFIN CORP COM 701094104 5,418 30,000 SH Put SOLE   30,000 0 0
MORGAN STANLEY COM NEW 617446448 2,441 57,206 SH   SOLE   57,206 0 0
CITIGROUP INC COM NEW 172967424 10,046 145,428 SH   SOLE   145,428 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 9,259 211,928 SH   SOLE   211,928 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 67,658 508,665 SH   SOLE   508,665 0 0
CIT GROUP INC COM NEW 125581801 11,328 250,000 SH Call SOLE   250,000 0 0
CITIGROUP INC COM NEW 172967424 3,454 50,000 SH Put SOLE   50,000 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 4,104 61,510 SH   SOLE   61,510 0 0
EATON CORP PLC SHS G29183103 23,282 280,000 SH Put SOLE   280,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 4,837 110,000 SH   SOLE   110,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 12,351 602,490 SH   SOLE   602,490 0 0
WATSCO INC COM 942622200 1,352 7,993 SH   SOLE   7,993 0 0
AMAZON COM INC COM 023135106 17,359 10,000 SH   SOLE   10,000 0 0
CME GROUP INC COM 12572Q105 2,219 10,500 SH   SOLE   10,500 0 0
HORACE MANN EDUCATORS CORP N COM 440327104 564 12,167 SH   SOLE   12,167 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,275 16,230 SH   SOLE   16,230 0 0
BOEING CO COM 097023105 6,576 17,284 SH   SOLE   17,284 0 0
COSTAR GROUP INC COM 22160N109 11,864 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 9,112 20,447 SH   SOLE   20,447 0 0
SUNTRUST BKS INC COM 867914103 1,757 25,537 SH   SOLE   25,537 0 0
VOYA FINL INC COM 929089100 1,778 32,652 SH   SOLE   32,652 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 5,697 35,631 SH   SOLE   35,631 0 0
WELLS FARGO CO NEW COM 949746101 2,018 40,000 SH   SOLE   40,000 0 0
KEMPER CORP DEL COM 488401100 3,173 40,700 SH   SOLE   40,700 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,148 42,900 SH   SOLE   42,900 0 0
CADENCE BANCORPORATION CL A 12739A100 760 43,308 SH   SOLE   43,308 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,392 45,000 SH   SOLE   45,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 3,760 45,111 SH   SOLE   45,111 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 1,296 47,500 SH   SOLE   47,500 0 0
EVERCORE INC CLASS A 29977A105 3,849 48,048 SH   SOLE   48,048 0 0
PJT PARTNERS INC COM CL A 69343T107 2,029 49,847 SH   SOLE   49,847 0 0
SHERWIN WILLIAMS CO COM 824348106 27,494 50,000 SH   SOLE   50,000 0 0
ATLASSIAN CORP PLC CL A G06242104 6,272 50,000 SH   SOLE   50,000 0 0
ALTERYX INC COM CL A 02156B103 5,372 50,000 SH   SOLE   50,000 0 0
MASTERCARD INC CL A 57636Q104 14,827 54,596 SH   SOLE   54,596 0 0
SCULPTOR CAP MGMT COM CL A 811246107 1,092 56,048 SH   SOLE   56,048 0 0
LYFT INC CL A COM 55087P104 2,289 56,053 SH   SOLE   56,053 0 0
LINCOLN ELEC HLDGS INC COM 533900106 5,029 57,962 SH   SOLE   57,962 0 0
UNITED RENTALS INC COM 911363109 7,632 61,234 SH   SOLE   61,234 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,827 64,745 SH   SOLE   64,745 0 0
KIRBY CORP COM 497266106 5,354 65,171 SH   SOLE   65,171 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 5,870 67,200 SH   SOLE   67,200 0 0
BRIGHTHOUSE FINL INC COM 10922N103 2,743 67,789 SH   SOLE   67,789 0 0
PROSPERITY BANCSHARES INC COM 743606105 4,820 68,245 SH   SOLE   68,245 0 0
OWENS CORNING NEW COM 690742101 4,424 70,000 SH   SOLE   70,000 0 0
US BANCORP DEL COM NEW 902973304 4,151 75,000 SH   SOLE   75,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 9,296 77,970 SH   SOLE   77,970 0 0
LULULEMON ATHLETICA INC COM 550021109 15,402 80,000 SH   SOLE   80,000 0 0
FORTIVE CORP COM 34959J108 5,828 85,000 SH   SOLE   85,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 11,991 87,830 SH   SOLE   87,830 0 0
STEWART INFORMATION SVCS COR COM 860372101 3,631 93,600 SH   SOLE   93,600 0 0
CARTERS INC COM 146229109 9,764 107,051 SH   SOLE   107,051 0 0
BOOT BARN HLDGS INC COM 099406100 4,165 119,345 SH   SOLE   119,345 0 0
HUNT J B TRANS SVCS INC COM 445658107 15,283 138,118 SH   SOLE   138,118 0 0
CURO GROUP HLDGS CORP COM 23131L107 1,858 139,879 SH   SOLE   139,879 0 0
LAZARD LTD SHS A G54050102 5,027 143,629 SH   SOLE   143,629 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 6,529 149,996 SH   SOLE   149,996 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 3,765 150,000 SH   SOLE   150,000 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 2,432 158,159 SH   SOLE   158,159 0 0
CITIZENS FINL GROUP INC COM 174610105 6,019 170,178 SH   SOLE   170,178 0 0
REXNORD CORP NEW COM 76169B102 4,757 175,849 SH   SOLE   175,849 0 0
FIRST HORIZON NATL CORP COM 320517105 2,888 178,294 SH   SOLE   178,294 0 0
CAPITAL ONE FINL CORP COM 14040H105 16,295 179,106 SH   SOLE   179,106 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 5,352 180,733 SH   SOLE   180,733 0 0
AECOM COM 00766T100 6,857 182,551 SH   SOLE   182,551 0 0
PRUDENTIAL FINL INC COM 744320102 16,486 183,279 SH   SOLE   183,279 0 0
AGNC INVT CORP COM 00123Q104 2,974 184,812 SH   SOLE   184,812 0 0
EZCORP INC CL A NON VTG 302301106 1,218 188,632 SH   SOLE   188,632 0 0
INVESCO MORTGAGE CAPITAL INC COM 46131B100 2,913 190,247 SH   SOLE   190,247 0 0
ONEMAIN HLDGS INC COM 68268W103 7,077 192,932 SH   SOLE   192,932 0 0
BB&T CORP COM 054937107 10,607 198,750 SH   SOLE   198,750 0 0
TWITTER INC COM 90184L102 8,240 200,000 SH   SOLE   200,000 0 0
HONEYWELL INTL INC COM 438516106 33,840 200,000 SH   SOLE   200,000 0 0
DISCOVER FINL SVCS COM 254709108 16,778 206,904 SH   SOLE   206,904 0 0
DOVER CORP COM 260003108 20,769 208,607 SH   SOLE   208,607 0 0
AMETEK INC NEW COM 031100100 19,498 212,347 SH   SOLE   212,347 0 0
TEXTRON INC COM 883203101 10,848 221,570 SH   SOLE   221,570 0 0
COWEN INC CL A NEW 223622606 3,713 241,249 SH   SOLE   241,249 0 0
ASSOCIATED BANC CORP COM 045487105 4,925 243,222 SH   SOLE   243,222 0 0
ALLY FINL INC COM 02005N100 8,289 249,962 SH   SOLE   249,962 0 0
LOWES COS INC COM 548661107 28,877 262,615 SH   SOLE   262,615 0 0
STATE STR CORP COM 857477103 15,764 266,335 SH   SOLE   266,335 0 0
BRINKER INTL INC COM 109641100 11,701 274,211 SH   SOLE   274,211 0 0
REDWOOD TR INC COM 758075402 4,646 283,118 SH   SOLE   283,118 0 0
ATHENE HLDG LTD CL A G0684D107 11,976 284,726 SH   SOLE   284,726 0 0
ISHARES TR US HOME CONS ETF 464288752 12,457 287,625 SH   SOLE   287,625 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 11,313 297,156 SH   SOLE   297,156 0 0
FOOT LOCKER INC COM 344849104 13,036 302,032 SH   SOLE   302,032 0 0
CONNS INC COM 208242107 7,887 317,254 SH   SOLE   317,254 0 0
TEMPUR SEALY INTL INC COM 88023U101 26,545 343,848 SH   SOLE   343,848 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 13,026 358,837 SH   SOLE   358,837 0 0
OLD REP INTL CORP COM 680223104 8,832 374,706 SH   SOLE   374,706 0 0
CSX CORP COM 126408103 27,465 396,497 SH   SOLE   396,497 0 0
STERLING BANCORP DEL COM 85917A100 8,126 405,109 SH   SOLE   405,109 0 0
POLARIS INC COM 731068102 35,750 406,208 SH   SOLE   406,208 0 0
VULCAN MATLS CO COM 929160109 71,475 472,590 SH   SOLE   472,590 0 0
MGIC INVT CORP WIS COM 552848103 6,195 492,464 SH   SOLE   492,464 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 13,711 530,000 SH   SOLE   530,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,262 565,900 SH   SOLE   565,900 0 0
NAVIENT CORPORATION COM 63938C108 7,742 604,809 SH   SOLE   604,809 0 0
SYNOVUS FINL CORP COM NEW 87161C501 24,170 675,904 SH   SOLE   675,904 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 63,565 682,685 SH   SOLE   682,685 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 13,787 725,643 SH   SOLE   725,643 0 0
INVESTORS BANCORP INC NEW COM 46146L101 8,327 733,027 SH   SOLE   733,027 0 0
EMERSON ELEC CO COM 291011104 56,940 851,624 SH   SOLE   851,624 0 0
SUMMIT MATLS INC CL A 86614U100 31,281 1,409,066 SH   SOLE   1,409,066 0 0
BGC PARTNERS INC CL A 05541T101 7,865 1,429,927 SH   SOLE   1,429,927 0 0
REGIONS FINL CORP NEW COM 7591EP100 27,006 1,707,070 SH   SOLE   1,707,070 0 0
KEYCORP NEW COM 493267108 30,855 1,729,529 SH   SOLE   1,729,529 0 0
COTT CORP QUE COM 22163N106 42,764 3,429,386 SH   SOLE   3,429,386 0 0
AMAZON COM INC COM 023135106 47,738 27,500 SH Call SOLE   27,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 50,169 300,000 SH Call SOLE   300,000 0 0
BORGWARNER INC COM 099724106 9,170 250,000 SH Call SOLE   250,000 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 4,884 100,000 SH Call SOLE   100,000 0 0
CUMMINS INC COM 231021106 4,880 30,000 SH Call SOLE   30,000 0 0
COTT CORP QUE COM 22163N106 3,847 308,500 SH Call SOLE   308,500 0 0
CARTERS INC COM 146229109 22,803 250,000 SH Call SOLE   250,000 0 0
FACEBOOK INC CL A 30303M102 13,356 75,000 SH Call SOLE   75,000 0 0
FACTSET RESH SYS INC COM 303075105 1,215 5,000 SH Call SOLE   5,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,334 55,000 SH Call SOLE   55,000 0 0
L BRANDS INC COM 501797104 1,996 101,900 SH Call SOLE   101,900 0 0
LYFT INC CL A COM 55087P104 20,420 500,000 SH Call SOLE   500,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,086 140,000 SH Call SOLE   140,000 0 0
OVERSTOCK COM INC DEL COM 690370101 3,678 347,300 SH Call SOLE   347,300 0 0
POLARIS INC COM 731068102 40,185 456,600 SH Call SOLE   456,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 54,165 500,000 SH Call SOLE   500,000 0 0
STATE STR CORP COM 857477103 651 11,000 SH Call SOLE   11,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 7,221 50,000 SH Call SOLE   50,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,094 200,000 SH Call SOLE   200,000 0 0
VOYA FINL INC COM 929089100 3,266 60,000 SH Call SOLE   60,000 0 0
CATERPILLAR INC DEL COM 149123101 10,105 80,000 SH Put SOLE   80,000 0 0
CUMMINS INC COM 231021106 32,534 200,000 SH Put SOLE   200,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 11,737 75,000 SH Put SOLE   75,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 63,563 420,000 SH Put SOLE   420,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 1,974 200,000 SH Put SOLE   200,000 0 0
LAMB WESTON HLDGS INC COM 513272104 3,723 51,200 SH Put SOLE   51,200 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,638 5,000 SH Put SOLE   5,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,102 50,000 SH Put SOLE   50,000 0 0
PRUDENTIAL FINL INC COM 744320102 5,397 60,000 SH Put SOLE   60,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 58,531 310,000 SH Put SOLE   310,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 151,353 510,000 SH Put SOLE   510,000 0 0
SQUARE INC CL A 852234103 15,488 250,000 SH Put SOLE   250,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,888 20,000 SH Put SOLE   20,000 0 0
TJX COS INC NEW COM 872540109 5,713 102,500 SH Put SOLE   102,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,856 225,000 SH Put SOLE   225,000 0 0
BERKLEY W R CORP COM 084423102 722 10,000 SH Put SOLE   10,000 0 0
WW INTL INC COM 98262P101 8,559 226,310 SH   SOLE   226,310 0 0