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
ALPHABET INC PUT 02079K305 837 900 SH Put SOLE N/A 900 0 0
ALPHABET INC CAP 02079K305 38,156 41,043 SH   SOLE N/A 41,043 0 0
MASTERCARD INCORPORATED CL A 57636Q104 36,876 303,622 SH   SOLE N/A 303,622 0 0
POWERSHARES QQQ TRUST PUT 73935A104 33,286 241,800 SH Put SOLE N/A 241,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 29,292 247,747 SH   SOLE N/A 247,747 0 0
MERCK AND CO INC COM 58933Y105 29,087 453,850 SH   SOLE N/A 453,850 0 0
AMAZON COM INC COM 023135106 28,035 28,960 SH   SOLE N/A 28,960 0 0
APPLE INC COM 037833100 27,724 192,500 SH   SOLE N/A 192,500 0 0
MICROSOFT CORP COM 594918104 27,043 392,325 SH   SOLE N/A 392,325 0 0
COMCAST CORP NEW CL A 20030N101 26,198 673,116 SH   SOLE N/A 673,116 0 0
UNITEDHEALTH GROUP INC COM 91324P102 25,829 139,300 SH   SOLE N/A 139,300 0 0
ARCH CAP GROUP LTD ORD G0450A105 24,393 261,500 SH   SOLE N/A 261,500 0 0
ZOETIS INC CL A 98978V103 22,742 364,550 SH   SOLE N/A 364,550 0 0
MORGAN STANLEY COM 617446448 21,680 486,512 SH   SOLE N/A 486,512 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 21,566 1,238,800 SH   SOLE N/A 1,238,800 0 0
INTUITIVE SURGICAL INC COM 46120E602 21,297 22,769 SH   SOLE N/A 22,769 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 16,080 128,575 SH   SOLE N/A 128,575 0 0
SPECTRUM BRANDS HLDGS INC CALL 84763R101 5,002 40,000 SH Call SOLE N/A 40,000 0 0
KEYCORP NEW COM 493267108 19,762 1,054,525 SH   SOLE N/A 1,054,525 0 0
NEXTERA ENERGY INC COM 65339F101 19,527 139,350 SH   SOLE N/A 139,350 0 0
COMERICA INC COM 200340107 19,235 262,600 SH   SOLE N/A 262,600 0 0
STERLING BANCORP DEL COM 85917A100 17,751 763,525 SH   SOLE N/A 763,525 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 17,669 176,525 SH   SOLE N/A 176,525 0 0
ALBEMARLE CORP COM 012653101 17,282 163,750 SH   SOLE N/A 163,750 0 0
JPMORGAN CHASE AND CO COM 46625H100 17,000 186,000 SH   SOLE N/A 186,000 0 0
PARSLEY ENERGY INC CL A 701877102 16,367 589,837 SH   SOLE N/A 589,837 0 0
SPDR SERIES TRUST ETF 78464A730 354 11,100 SH   SOLE N/A 11,100 0 0
SPDR SERIES TRUST CALL 78464A730 15,960 500,000 SH Call SOLE N/A 500,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 15,912 130,750 SH   SOLE N/A 130,750 0 0
ALTRIA GROUP INC COM 02209S103 12,976 174,250 SH   SOLE N/A 174,250 0 0
ALTRIA GROUP INC CALL 02209S103 2,234 30,000 SH Call SOLE N/A 30,000 0 0
ALLEGION PUB LTD CO ORD G0176J109 15,196 187,300 SH   SOLE N/A 187,300 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 15,192 207,010 SH   SOLE N/A 207,010 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 14,953 252,100 SH   SOLE N/A 252,100 0 0
MGM RESORTS INTERNATIONAL COM 552953101 14,922 476,900 SH   SOLE N/A 476,900 0 0
BANK AMER CORP COM 060505104 14,645 603,700 SH   SOLE N/A 603,700 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 14,248 143,375 SH   SOLE N/A 143,375 0 0
ELECTRONIC ARTS INC COM 285512109 14,219 134,500 SH   SOLE N/A 134,500 0 0
HEALTHEQUITY INC COM 42226A107 14,212 285,200 SH   SOLE N/A 285,200 0 0
HOME DEPOT INC COM 437076102 14,090 91,850 SH   SOLE N/A 91,850 0 0
FACEBOOK INC CL A 30303M102 13,648 90,400 SH   SOLE N/A 90,400 0 0
FACEBOOK INC PUT 30303M102 361 2,400 SH Put SOLE N/A 2,400 0 0
T MOBILE US INC COM 872590104 13,934 229,800 SH   SOLE N/A 229,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 12,875 50,150 SH   SOLE N/A 50,150 0 0
FORTINET INC COM 34959E109 12,474 333,100 SH   SOLE N/A 333,100 0 0
VARONIS SYS INC COM 922280102 12,451 334,700 SH   SOLE N/A 334,700 0 0
SUMMIT MATLS INC CL A 86614U100 12,394 429,308 SH   SOLE N/A 429,308 0 0
QUEST DIAGNOSTICS INC COM 74834L100 11,962 107,600 SH   SOLE N/A 107,600 0 0
STANLEY BLACK AND DECKER INC COM 854502101 11,689 83,050 SH   SOLE N/A 83,050 0 0
ALLSTATE CORP COM 020002101 11,643 131,650 SH   SOLE N/A 131,650 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 11,545 85,600 SH   SOLE N/A 85,600 0 0
KRAFT HEINZ CO COM 500754106 10,847 126,650 SH   SOLE N/A 126,650 0 0
MICRON TECHNOLOGY INC COM 595112103 10,807 361,900 SH   SOLE N/A 361,900 0 0
INGERSOLL-RAND PLC SHS G47791101 10,563 115,575 SH   SOLE N/A 115,575 0 0
LOGMEIN INC COM 54142L109 10,556 101,000 SH   SOLE N/A 101,000 0 0
MATADOR RES CO COM 576485205 10,232 478,770 SH   SOLE N/A 478,770 0 0
CARLISLE COS INC COM 142339100 10,169 106,600 SH   SOLE N/A 106,600 0 0
E TRADE FINANCIAL CORP COM 269246401 9,947 261,600 SH   SOLE N/A 261,600 0 0
NVR INC COM 62944T105 9,856 4,089 SH   SOLE N/A 4,089 0 0
ROSS STORES INC COM 778296103 9,842 170,450 SH   SOLE N/A 170,450 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 9,737 359,500 SH   SOLE N/A 359,500 0 0
DELTA AIR LINES INC DEL COM 247361702 9,715 180,775 SH   SOLE N/A 180,775 0 0
JOHNSON CTLS INTL PLC SHS G51502105 9,578 220,894 SH   SOLE N/A 220,894 0 0
CHEVRON CORP NEW COM 166764100 9,379 89,900 SH   SOLE N/A 89,900 0 0
MOHAWK INDS INC COM 608190104 9,316 38,550 SH   SOLE N/A 38,550 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 9,244 147,800 SH   SOLE N/A 147,800 0 0
CELGENE CORP COM 151020104 9,084 69,950 SH   SOLE N/A 69,950 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,805 70,500 SH   SOLE N/A 70,500 0 0
MID AMER APT CMNTYS INC COM 59522J103 8,338 79,100 SH   SOLE N/A 79,100 0 0
ORACLE CORP COM 68389X105 8,313 165,800 SH   SOLE N/A 165,800 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 8,311 38,000 SH   SOLE N/A 38,000 0 0
DOLLAR TREE INC COM 256746108 8,132 116,300 SH   SOLE N/A 116,300 0 0
COCA COLA CO COM 191216100 8,047 179,400 SH   SOLE N/A 179,400 0 0
HUBBELL INC COM 443510607 8,011 70,800 SH   SOLE N/A 70,800 0 0
COSTAR GROUP INC COM 22160N109 7,927 30,075 SH   SOLE N/A 30,075 0 0
PROGRESSIVE CORP OHIO COM 743315103 7,747 175,700 SH   SOLE N/A 175,700 0 0
SAGE THERAPEUTICS INC COM 78667J108 7,629 95,755 SH   SOLE N/A 95,755 0 0
LIBERTY INTERACTIVE CORP QVC 53071M104 7,501 305,700 SH   SOLE N/A 305,700 0 0
HONEYWELL INTL INC COM 438516106 7,434 55,775 SH   SOLE N/A 55,775 0 0
E L F BEAUTY INC COM 26856L103 7,202 264,800 SH   SOLE N/A 264,800 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 7,121 315,500 SH   SOLE N/A 315,500 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 7,068 1,400,000 SH   SOLE N/A 1,400,000 0 0
TERADYNE INC COM 880770102 7,038 234,400 SH   SOLE N/A 234,400 0 0
CITIGROUP INC COM 172967424 7,014 104,900 SH   SOLE N/A 104,900 0 0
FRANKLIN RES INC COM 354613101 6,951 155,200 SH   SOLE N/A 155,200 0 0
KROGER CO COM 501044101 6,948 297,900 SH   SOLE N/A 297,900 0 0
ELLIE MAE INC COM 28849P100 6,828 62,095 SH   SOLE N/A 62,095 0 0
NVIDIA CORP COM 67066G104 6,787 46,943 SH   SOLE N/A 46,943 0 0
INGREDION INC COM 457187102 6,772 56,800 SH   SOLE N/A 56,800 0 0
WILLIAMS COS INC DEL COM 969457100 6,767 223,500 SH   SOLE N/A 223,500 0 0
WASTE CONNECTIONS INC COM 94106B101 6,622 102,800 SH   SOLE N/A 102,800 0 0
CENTERPOINT ENERGY INC COM 15189T107 6,363 232,400 SH   SOLE N/A 232,400 0 0
L3 TECHNOLOGIES INC COM 502413107 6,274 37,548 SH   SOLE N/A 37,548 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 72 5,625 SH   SOLE N/A 5,625 0 0
SANTANDER CONSUMER USA HDG I CALL 80283M101 6,082 476,800 SH Call SOLE N/A 476,800 0 0
PRICELINE GRP INC COM 741503403 5,819 3,112 SH   SOLE N/A 3,112 0 0
BWX TECHNOLOGIES INC COM 05605H100 5,590 114,650 SH   SOLE N/A 114,650 0 0
SNAP INC PUT 83304A106 5,330 300,000 SH Put SOLE N/A 300,000 0 0
RANGE RES CORP COM 75281A109 5,180 223,500 SH   SOLE N/A 223,500 0 0
BLACKROCK INC COM 09247X101 5,111 12,100 SH   SOLE N/A 12,100 0 0
ISHARES TR ETF 464287408 808 7,700 SH   SOLE N/A 7,700 0 0
ISHARES TR 7-10 464287440 2,047 19,200 SH   SOLE N/A 19,200 0 0
ISHARES TR 20 Y 464287432 2,090 16,700 SH   SOLE N/A 16,700 0 0
BLACKSTONE GROUP L P COM 09253U108 4,832 144,900 SH   SOLE N/A 144,900 0 0
SALESFORCE COM INC COM 79466L302 4,432 51,180 SH   SOLE N/A 51,180 0 0
RSP PERMIAN INC COM 74978Q105 3,699 114,600 SH   SOLE N/A 114,600 0 0
AZUL S A ADR 05501U106 3,541 167,900 SH   SOLE N/A 167,900 0 0
BAXTER INTL INC COM 071813109 3,511 58,000 SH   SOLE N/A 58,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 3,437 153,100 SH   SOLE N/A 153,100 0 0
ARAMARK COM 03852U106 3,279 80,000 SH   SOLE N/A 80,000 0 0
VAIL RESORTS INC COM 91879Q109 3,124 15,400 SH   SOLE N/A 15,400 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 3,110 154,790 SH   SOLE N/A 154,790 0 0
REINSURANCE GROUP AMER INC COM 759351604 2,838 22,100 SH   SOLE N/A 22,100 0 0
DCT INDUSTRIAL TRUST INC COM 233153204 2,790 52,200 SH   SOLE N/A 52,200 0 0
CHOICE HOTELS INTL INC COM 169905106 2,602 40,500 SH   SOLE N/A 40,500 0 0
BUNGE LIMITED COM G16962105 2,602 34,900 SH   SOLE N/A 34,900 0 0
HOLOGIC INC COM 436440101 2,593 57,150 SH   SOLE N/A 57,150 0 0
GGP INC COM 36174X101 2,553 108,400 SH   SOLE N/A 108,400 0 0
SUNOPTA INC COM 8676EP108 2,496 244,750 SH   SOLE N/A 244,750 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,494 50,200 SH   SOLE N/A 50,200 0 0
SOUTHWEST AIRLS CO COM 844741108 2,449 39,400 SH   SOLE N/A 39,400 0 0
TRANSDIGM GROUP INC COM 893641100 2,401 8,930 SH   SOLE N/A 8,930 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,373 31,400 SH   SOLE N/A 31,400 0 0
ZAYO GROUP HLDGS INC COM 98919V105 2,360 76,400 SH   SOLE N/A 76,400 0 0
HILL ROM HLDGS INC COM 431475102 2,340 29,400 SH   SOLE N/A 29,400 0 0
EAST WEST BANCORP INC COM 27579R104 2,297 39,200 SH   SOLE N/A 39,200 0 0
SNAP ON INC COM 833034101 2,244 14,200 SH   SOLE N/A 14,200 0 0
ASML HOLDING N V N Y N07059210 2,242 17,200 SH   SOLE N/A 17,200 0 0
AMDOCS LTD SHS G02602103 2,231 34,600 SH   SOLE N/A 34,600 0 0
CORESITE RLTY CORP COM 21870Q105 2,082 20,100 SH   SOLE N/A 20,100 0 0
COMMSCOPE HLDG CO INC COM 20337X109 2,035 53,500 SH   SOLE N/A 53,500 0 0
ANGLOGOLD ASHANTI LTD ADR 035128206 1,859 191,300 SH   SOLE N/A 191,300 0 0
JAMES RIV GROUP LTD COM G5005R107 1,792 45,100 SH   SOLE N/A 45,100 0 0
SYNOVUS FINL CORP COM 87161C501 1,730 39,100 SH   SOLE N/A 39,100 0 0
GLAUKOS CORP COM 377322102 1,717 41,400 SH   SOLE N/A 41,400 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,687 55,100 SH   SOLE N/A 55,100 0 0
TWITTER INC COM 90184L102 1,671 93,600 SH   SOLE N/A 93,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,646 8,500 SH   SOLE N/A 8,500 0 0
DUKE REALTY CORP COM 264411505 1,618 57,900 SH   SOLE N/A 57,900 0 0
HEICO CORP NEW CL A 422806208 1,604 25,843 SH   SOLE N/A 25,843 0 0
DOLBY LABORATORIES INC COM 25659T107 1,601 32,700 SH   SOLE N/A 32,700 0 0
FARMER BROS CO COM 307675108 1,560 51,600 SH   SOLE N/A 51,600 0 0
COGENT COMMUNICATIONS HLDGS COM 19239V302 1,520 37,900 SH   SOLE N/A 37,900 0 0
BROADSOFT INC COM 11133B409 1,509 35,050 SH   SOLE N/A 35,050 0 0
ATHENAHEALTH INC PUT 04685W103 1,406 10,000 SH Put SOLE N/A 10,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,397 18,100 SH   SOLE N/A 18,100 0 0
GENERAL MTRS CO COM 37045V100 768 22,000 SH   SOLE N/A 22,000 0 0
GENERAL MTRS CO CALL 37045V100 594 17,000 SH Call SOLE N/A 17,000 0 0
ICU MED INC COM 44930G107 1,347 7,800 SH   SOLE N/A 7,800 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,284 6,900 SH   SOLE N/A 6,900 0 0
BURLINGTON STORES INC COM 122017106 1,279 13,900 SH   SOLE N/A 13,900 0 0
VANECK VECTORS ETF TR JR G 92189F791 1,270 38,050 SH   SOLE N/A 38,050 0 0
FLIR SYS INC COM 302445101 1,195 34,500 SH   SOLE N/A 34,500 0 0
TEMPUR SEALY INTL INC PUT 88023U101 1,190 22,300 SH Put SOLE N/A 22,300 0 0
VONAGE HLDGS CORP COM 92886T201 312 47,650 SH   SOLE N/A 47,650 0 0
VONAGE HLDGS CORP CALL 92886T201 850 130,000 SH Call SOLE N/A 130,000 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 972 92,600 SH   SOLE N/A 92,600 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 173 77,000 SH   SOLE N/A 77,000 0 0
COHERENT INC COM 192479103 1,124 5,000 SH   SOLE N/A 5,000 0 0
APOLLO GLOBAL MGMT LLC CL A 037612306 1,109 41,900 SH   SOLE N/A 41,900 0 0
LHC GROUP INC COM 50187A107 1,093 16,100 SH   SOLE N/A 16,100 0 0
BROOKFIELD INFRAST PARTNERS LP I G16252101 1,047 25,600 SH   SOLE N/A 25,600 0 0
HRG GROUP INC COM 40434J100 1,040 58,700 SH   SOLE N/A 58,700 0 0
ADVANCE AUTO PARTS INC CALL 00751Y106 874 7,500 SH Call SOLE N/A 7,500 0 0
SPIRIT AIRLS INC COM 848577102 713 13,800 SH   SOLE N/A 13,800 0 0
BROADCOM LTD SHS Y09827109 700 3,000 SH   SOLE N/A 3,000 0 0
U S SILICA HLDGS INC COM 90346E103 649 18,300 SH   SOLE N/A 18,300 0 0
NEVRO CORP COM 64157F103 633 8,500 SH   SOLE N/A 8,500 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 387 1,600 SH   SOLE N/A 1,600 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 240 1,000 SH Put SOLE N/A 1,000 0 0
FIVE9 INC COM 338307101 617 28,700 SH   SOLE N/A 28,700 0 0
KAR AUCTION SVCS INC CALL 48238T109 600 14,300 SH Call SOLE N/A 14,300 0 0
STORE CAP CORP COM 862121100 550 24,500 SH   SOLE N/A 24,500 0 0
GREAT PLAINS ENERGY INC COM 391164100 483 16,500 SH   SOLE N/A 16,500 0 0
HYATT HOTELS CORP COM 448579102 421 7,500 SH   SOLE N/A 7,500 0 0
EXCHANGE TRADED CONCEPTS TR ROBO 301505707 401 11,700 SH   SOLE N/A 11,700 0 0
BEST BUY INC COM 086516101 396 6,900 SH   SOLE N/A 6,900 0 0
ENSIGN GROUP INC COM 29358P101 375 17,200 SH   SOLE N/A 17,200 0 0
ISHARES MSCI 464286772 248 3,650 SH   SOLE N/A 3,650 0 0
NMI HLDGS INC CL A 629209305 213 18,600 SH   SOLE N/A 18,600 0 0
SK TELECOM LTD ADR 78440P108 194 7,500 SH   SOLE N/A 7,500 0 0
SELECT SECTOR SPDR TR SBI 81369Y886 189 3,625 SH   SOLE N/A 3,625 0 0
HALLIBURTON CO COM 406216101 184 4,300 SH   SOLE N/A 4,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 165 1,500 SH   SOLE N/A 1,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 156 465 SH   SOLE N/A 465 0 0
INVITATION HOMES INC COM 46187W107 151 6,950 SH   SOLE N/A 6,950 0 0
AFFILIATED MANAGERS GROUP COM 008252108 141 850 SH   SOLE N/A 850 0 0
TIM PARTICIPACOES S A ADR 88706P205 120 8,100 SH   SOLE N/A 8,100 0 0
SLM CORP COM 78442P106 107 9,275 SH   SOLE N/A 9,275 0 0
WOORI BK ADR 98105T104 90 1,850 SH   SOLE N/A 1,850 0 0
PHI INC COM 69336T205 19 1,962 SH   SOLE N/A 1,962 0 0
US BANCORP DEL COM 902973304 5 100 SH   SOLE N/A 100 0 0