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
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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
ABBOTT LABS COM 002824100 6,760 176,000 SH   SOLE   176,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,635 132,500 SH Put SOLE   132,500 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,229 85,600 SH Put SOLE   85,600 0 0
ALPHABET INC CAP STK CL A 02079K305 13,996 17,661 SH   SOLE   17,661 0 0
AMAZON COM INC COM 023135106 7,349 9,800 SH Put SOLE   9,800 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 8,929 191,224 SH   SOLE   191,224 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 9,084 86,149 SH   SOLE   86,149 0 0
ARAMARK COM 03852U106 15,489 433,616 SH   SOLE   433,616 0 0
ARCH COAL INC CL A 039380407 10,929 140,010 SH   SOLE   140,010 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 12,045 110,205 SH   SOLE   110,205 0 0
AVANGRID INC COM 05351W103 4,469 118,000 SH   SOLE   118,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 6,548 138,200 SH   SOLE   138,200 0 0
BANK OF THE OZARKS INC COM 063904106 9,550 181,600 SH Put SOLE   181,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,810 121,544 SH   SOLE   121,544 0 0
BEST BUY INC COM 086516101 7,156 167,700 SH Put SOLE   167,700 0 0
BLACKROCK INC COM 09247X101 39,272 103,200 SH Put SOLE   103,200 0 0
BROADCOM LTD SHS Y09827109 5,957 33,700 SH Put SOLE   33,700 0 0
CALAVO GROWERS INC COM 128246105 16,314 265,698 SH   SOLE   265,698 0 0
CARTER INC COM 146229109 4,241 49,077 SH   SOLE   49,077 0 0
CATERPILLAR INC DEL COM 149123101 7,058 76,100 SH Put SOLE   76,100 0 0
CHEESECAKE FACTORY INC COM 163072101 8,683 145,000 SH Put SOLE   145,000 0 0
CITIGROUP INC COM 172967424 8,724 146,782 SH   SOLE   146,782 0 0
COLGATE PALMOLIVE CO COM 194162103 11,080 169,300 SH Put SOLE   169,300 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 19,773 351,200 SH Put SOLE   351,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,224 85,892 SH   SOLE   85,892 0 0
DICKS SPORTING GOODS INC COM 253393102 6,223 117,200 SH Put SOLE   117,200 0 0
DREW INDS INC COM NEW 26168L205 8,954 83,100 SH Put SOLE   83,100 0 0
DUNKIN BRANDS GROUP INC COM 265504100 7,939 151,400 SH Put SOLE   151,400 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 11,014 317,870 SH   SOLE   317,870 0 0
EATON VANCE CORP COM NON VTG 278265103 12,786 305,300 SH Put SOLE   305,300 0 0
ELLIE MAE INC COM 28849P100 14,226 170,000 SH Put SOLE   170,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 8,435 23,600 SH Put SOLE   23,600 0 0
FACEBOOK INC CL A 30303M102 31,281 271,900 SH Put SOLE   271,900 0 0
FLUOR CORP NEW COM 343412102 4,202 80,004 SH   SOLE   80,004 0 0
HALLIBURTON CO COM 406216101 7,021 129,800 SH Put SOLE   129,800 0 0
ISHARES TR U.S. PFD STK ETF 464288687 19,543 525,200 SH Put SOLE   525,200 0 0
KILROY RLTY CORP COM 49427F108 10,236 139,800 SH Put SOLE   139,800 0 0
KIRBY CORP COM 497266106 10,761 161,815 SH   SOLE   161,815 0 0
KLX INC COM 482539103 13,153 291,570 SH   SOLE   291,570 0 0
MCCORMICK & CO INC COM NON VTG 579780206 19,376 207,600 SH Put SOLE   207,600 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 4,327 87,100 SH Put SOLE   87,100 0 0
MGIC INVT CORP WIS COM 552848103 11,700 1,148,204 SH   SOLE   1,148,204 0 0
MICROSOFT CORP COM 594918104 11,378 183,115 SH   SOLE   183,115 0 0
MONDELEZ INTL INC CL A 609207105 9,080 204,826 SH   SOLE   204,826 0 0
MOODYS CORP COM 615369105 8,804 93,400 SH Put SOLE   93,400 0 0
MSC INDL DIRECT INC CL A 553530106 15,420 166,900 SH Put SOLE   166,900 0 0
NEWELL BRANDS INC COM 651229106 7,010 157,000 SH Put SOLE   157,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 4,440 62,328 SH   SOLE   62,328 0 0
OLD REP INTL CORP COM 680223104 6,941 365,358 SH   SOLE   365,358 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 5,582 196,200 SH Put SOLE   196,200 0 0
PAPA JOHNS INTL INC COM 698813102 7,976 93,200 SH Put SOLE   93,200 0 0
PAYPAL HLDGS INC COM 70450Y103 18,475 468,105 SH   SOLE   468,105 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 2,046 107,900 SH Put SOLE   107,900 0 0
PENTAIR PLC SHS G7S00T104 12,841 229,030 SH   SOLE   229,030 0 0
POST HLDGS INC COM 737446104 10,257 127,600 SH Put SOLE   127,600 0 0
POTLATCH CORP NEW COM 737630103 13,321 319,843 SH   SOLE   319,843 0 0
PRICE T ROWE GROUP INC COM 74144T108 10,852 144,200 SH Put SOLE   144,200 0 0
PRICELINE GRP INC COM NEW 741503403 24,483 16,700 SH Put SOLE   16,700 0 0
REALTY INCOME CORP COM 756109104 9,420 163,900 SH Put SOLE   163,900 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 8,240 103,600 SH Put SOLE   103,600 0 0
S&P GLOBAL INC COM 78409V104 5,947 55,300 SH Put SOLE   55,300 0 0
SALESFORCE COM INC COM 79466L302 7,394 108,000 SH Put SOLE   108,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 11,243 284,855 SH   SOLE   284,855 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 15,609 707,580 SH   SOLE   707,580 0 0
SL GREEN RLTY CORP COM 78440X101 8,549 79,500 SH Put SOLE   79,500 0 0
SNYDERS-LANCE INC COM 833551104 17,068 445,184 SH   SOLE   445,184 0 0
SPLUNK INC COM 848637104 7,028 137,400 SH Put SOLE   137,400 0 0
STATE BK FINL CORP COM 856190103 2,403 89,485 SH   SOLE   89,485 0 0
STIFEL FINL CORP COM 860630102 5,395 108,000 SH Put SOLE   108,000 0 0
TENNECO INC COM 880349105 8,072 129,200 SH Put SOLE   129,200 0 0
TESLA MTRS INC COM 88160R101 14,254 66,700 SH Put SOLE   66,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,928 63,279 SH   SOLE   63,279 0 0
THOR INDS INC COM 885160101 7,363 73,600 SH Put SOLE   73,600 0 0
TILE SHOP HLDGS INC COM 88677Q109 5,028 257,200 SH Put SOLE   257,200 0 0
TREX CO INC COM 89531P105 4,984 77,400 SH Put SOLE   77,400 0 0
UNDER ARMOUR INC CL C 904311206 4,052 160,989 SH   SOLE   160,989 0 0
URBAN OUTFITTERS INC COM 917047102 4,204 147,600 SH Put SOLE   147,600 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 17,242 208,335 SH   SOLE   208,335 0 0
WESTERN UN CO COM 959802109 11,080 510,100 SH Put SOLE   510,100 0 0
WEYERHAEUSER CO COM 962166104 14,856 493,717 SH   SOLE   493,717 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 8,801 71,979 SH   SOLE   71,979 0 0
XPO LOGISTICS INC COM 983793100 5,507 127,600 SH Put SOLE   127,600 0 0