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
ADOBE SYS INC COM 00724F101 51,709 239,305 SH   SOLE   239,305 0 0
ADT INC COM 00090Q103 2,577 325,000 SH   SOLE   325,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 68,405 1,022,489 SH   SOLE   1,022,489 0 0
ALLERGAN PLC SHS G0177J108 2,019 12,000 SH   SOLE   12,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,522 100,000 SH Call SOLE   0 0 0
ANTHEM INC COM 036752103 134,147 610,593 SH   SOLE   610,593 0 0
APPLE INC COM 037833100 45,443 270,847 SH   SOLE   270,847 0 0
AUTODESK INC COM 052769106 158,869 1,265,082 SH   SOLE   1,265,082 0 0
BLOOMIN BRANDS INC COM 094235108 173,762 7,156,593 SH   SOLE   7,156,593 0 0
BOSTON SCIENTIFIC CORP COM 101137107 129,067 4,724,275 SH   SOLE   4,724,275 0 0
CAESARS ENTMT CORP COM 127686103 2,531 225,000 SH   SOLE   225,000 0 0
CIGNA CORPORATION COM 125509109 50,436 300,678 SH   SOLE   300,678 0 0
CONAGRA BRANDS INC COM 205887102 122,345 3,317,378 SH   SOLE   3,317,378 0 0
D R HORTON INC COM 23331A109 2,060 47,000 SH   SOLE   47,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 19,520 1,000,000 SH   SOLE   1,000,000 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 69,883 590,329 SH   SOLE   590,329 0 0
DROPBOX INC CL A 26210C104 6,328 202,500 SH   SOLE   202,500 0 0
ELECTRONIC ARTS INC COM 285512109 68,983 568,982 SH   SOLE   568,982 0 0
FIRST DATA CORP NEW COM CL A 32008D106 84,948 5,309,224 SH   SOLE   5,309,224 0 0
FIRST DATA CORP NEW COM CL A 32008D106 20,800 1,300,000 SH Call SOLE   0 0 0
GENERAL MTRS CO COM 37045V100 47,551 1,308,494 SH   SOLE   1,308,494 0 0
HD SUPPLY HLDGS INC COM 40416M105 345,064 9,094,994 SH   SOLE   9,094,994 0 0
ILG INC COM 44967H101 12,444 400,000 SH   SOLE   400,000 0 0
ILG INC COM 44967H101 9,333 300,000 SH Put SOLE   300,000 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 6,956 342,000 SH   SOLE   342,000 0 0
IQIYI INC SPONSORED ADS 46267X108 15,550 1,000,000 SH   SOLE   1,000,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 3,077 25,240 SH   SOLE   25,240 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,037 20,000 SH   SOLE   20,000 0 0
JACK IN THE BOX INC COM 466367109 183,625 2,151,938 SH   SOLE   2,151,938 0 0
LAM RESEARCH CORP COM 512807108 70,611 347,565 SH   SOLE   347,565 0 0
NORTHROP GRUMMAN CORP COM 666807102 113,662 325,567 SH   SOLE   325,567 0 0
OSPREY ENERGY ACQUISITION CO UNIT 07/21/2022 688397207 25,250 2,500,000 SH   SOLE   2,500,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 289,936 5,359,260 SH   SOLE   5,359,260 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 24,020 150,000 SH Put SOLE   150,000 0 0
PTC INC COM 69370C100 46,946 601,790 SH   SOLE   601,790 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 3,371 50,000 SH   SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 57,364 217,988 SH   SOLE   217,988 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 59,411 3,476,348 SH   SOLE   3,476,348 0 0
TIFFANY & CO NEW COM 886547108 347,514 3,558,402 SH   SOLE   3,558,402 0 0
TIFFANY & CO NEW COM 886547108 7,188 73,600 SH Call SOLE   0 0 0
WESTROCK CO COM 96145D105 53,207 829,158 SH   SOLE   829,158 0 0
ZAYO GROUP HLDGS INC COM 98919V105 77,177 2,259,271 SH   SOLE   2,259,271 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 339,187 3,110,670 SH   SOLE   3,110,670 0 0