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
AIR PRODS & CHEMS INC COM 009158106 52,840 405,902 SH   SOLE   405,902 0 0
AMAZON COM INC COM 023135106 109,972 341,062 SH   SOLE   341,062 0 0
AMAZON COM INC COM 023135106 29,729 92,200 SH Call SOLE   92,200 0 0
AON PLC SHS CL A G0408V102 52,282 596,345 SH   SOLE   596,345 0 0
APPLE INC COM 037833100 80,590 799,900 SH Put SOLE   799,900 0 0
CARNIVAL CORP PAIRED CTF 143658300 50,277 1,251,600 SH Put SOLE   1,251,600 0 0
CBS CORP NEW CL B 124857202 92,476 1,728,524 SH   SOLE   1,728,524 0 0
CBS CORP NEW CL B 124857202 112,425 2,101,400 SH Call SOLE   2,101,400 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 72,701 480,287 SH   SOLE   480,287 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 21,131 139,600 SH Call SOLE   139,600 0 0
COMMSCOPE HLDG CO INC COM 20337X109 36,496 1,526,389 SH   SOLE   1,526,389 0 0
CYRUSONE INC COM 23283R100 38,094 1,584,607 SH   SOLE   1,584,607 0 0
DUNKIN BRANDS GROUP INC COM 265504100 123,031 2,744,994 SH   SOLE   2,744,994 0 0
DUNKIN BRANDS GROUP INC COM 265504100 70,636 1,576,000 SH Call SOLE   1,576,000 0 0
ELLIE MAE INC COM 28849P100 69,457 2,130,590 SH   SOLE   2,130,590 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 63,413 897,823 SH   SOLE   897,823 0 0
FACEBOOK INC CL A 30303M102 45,393 574,307 SH   SOLE   574,307 0 0
FACEBOOK INC CL A 30303M102 146,627 1,855,100 SH Call SOLE   1,855,100 0 0
FORTINET INC COM 34959E109 53,354 2,111,777 SH   SOLE   2,111,777 0 0
GENERAL MTRS CO COM 37045V100 44,832 1,403,631 SH   SOLE   1,403,631 0 0
GENERAL MTRS CO COM 37045V100 53,608 1,678,400 SH Call SOLE   1,678,400 0 0
HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 54,431 1,877,587 SH   SOLE   1,877,587 0 0
IMAX CORP COM 45245E109 53,821 1,959,980 SH   SOLE   1,959,980 0 0
IMAX CORP COM 45245E109 60,928 2,218,800 SH Call SOLE   2,218,800 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 1,145 314,597 SH   SOLE   314,597 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 42,517 1,289,570 SH   SOLE   1,289,570 0 0
MELCO CROWN ENTMT LTD ADR 585464100 36,077 1,372,265 SH   SOLE   1,372,265 0 0
MELCO CROWN ENTMT LTD ADR 585464100 42,627 1,621,400 SH Call SOLE   1,621,400 0 0
NOODLES & CO CL A 65540B105 45,199 2,355,365 SH   SOLE   2,355,365 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 70,240 1,950,032 SH   SOLE   1,950,032 0 0
OSI SYSTEMS INC COM 671044105 44,675 703,764 SH   SOLE   703,764 0 0
OSI SYSTEMS INC COM 671044105 28,610 450,700 SH Call SOLE   450,700 0 0
PROCTER & GAMBLE CO COM 742718109 51,056 609,699 SH   SOLE   609,699 0 0
PROCTER & GAMBLE CO COM 742718109 235,209 2,808,800 SH Call SOLE   2,808,800 0 0
RADIOSHACK CORP COM 750438103 3,525 3,560,700 SH Call SOLE   3,560,700 0 0
RE MAX HLDGS INC CL A 75524W108 4,295 144,471 SH   SOLE   144,471 0 0
REALOGY HLDGS CORP COM 75605Y106 37,015 995,022 SH   SOLE   995,022 0 0
RED HAT INC COM 756577102 45,936 818,103 SH   SOLE   818,103 0 0
RED HAT INC COM 756577102 43,415 773,200 SH Call SOLE   773,200 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 118,951 1,767,743 SH   SOLE   1,767,743 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 14,736 499,700 SH Call SOLE   499,700 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 18,045 1,112,494 SH   SOLE   1,112,494 0 0
TILE SHOP HLDGS INC COM 88677Q109 44,835 4,847,077 SH   SOLE   4,847,077 0 0
TILE SHOP HLDGS INC COM 88677Q109 821 88,800 SH Call SOLE   88,800 0 0
TOWERS WATSON & CO CL A 891894107 17,058 171,437 SH   SOLE   171,437 0 0
TRANSDIGM GROUP INC COM 893641100 61,286 332,481 SH   SOLE   332,481 0 0
UNION PAC CORP COM 907818108 43,451 400,763 SH   SOLE   400,763 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 43,253 1,257,000 SH Call SOLE   1,257,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 59,470 731,843 SH   SOLE   731,843 0 0
YAHOO INC COM 984332106 66,573 1,633,690 SH   SOLE   1,633,690 0 0