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
AFFILIATED MANAGERS GROUP COM 008252108 3,738 17,403 SH   SOLE   17,403 0 0
AFLAC INC COM 001055102 6,156 96,165 SH   SOLE   96,165 0 0
AFLAC INC COM 001055102 2,560 40,000 SH Call SOLE   40,000 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 681 22,070 SH   SOLE   22,070 0 0
ALLY FINL INC COM 02005N100 1,477 70,413 SH   SOLE   70,413 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,583 100,000 SH Put SOLE   100,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 9,025 528,400 SH   SOLE   528,400 0 0
AMERICAN EXPRESS CO COM 025816109 1,475 18,882 SH   SOLE   18,882 0 0
AMERICAN EXPRESS CO COM 025816109 1,976 25,300 SH Call SOLE   25,300 0 0
AMETEK INC NEW COM 031100100 1,576 30,000 SH   SOLE   30,000 0 0
ASHLAND INC NEW COM 044209104 700 5,500 SH   SOLE   5,500 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 799 15,495 SH   SOLE   15,495 0 0
BLACKROCK INC COM 09247X101 732 2,000 SH Call SOLE   2,000 0 0
BOOT BARN HLDGS INC COM 099406100 871 36,394 SH   SOLE   36,394 0 0
CARMAX INC COM 143130102 7,936 115,000 SH   SOLE   115,000 0 0
CHEESECAKE FACTORY INC COM 163072101 9,033 183,112 SH   SOLE   183,112 0 0
CHEMICAL FINL CORP COM 163731102 945 30,138 SH   SOLE   30,138 0 0
CHICOS FAS INC COM 168615102 16,807 950,059 SH   SOLE   950,059 0 0
CITIGROUP INC COM NEW 172967424 822 15,950 SH   SOLE   15,950 0 0
CITIGROUP INC COM NEW 172967424 2,906 56,400 SH Call SOLE   56,400 0 0
COACH INC COM 189754104 10,115 244,151 SH   SOLE   244,151 0 0
COACH INC COM 189754104 4,309 104,000 SH Call SOLE   104,000 0 0
COCA COLA CO COM 191216100 10,380 255,974 SH   SOLE   255,974 0 0
COCA COLA CO COM 191216100 14,193 350,000 SH Call SOLE   350,000 0 0
COLONY FINL INC COM 19624R106 1,023 39,455 SH   SOLE   39,455 0 0
COMERICA INC COM 200340107 2,971 65,823 SH   SOLE   65,823 0 0
COMERICA INC COM 200340107 4,021 89,100 SH Call SOLE   89,100 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 355 18,251 SH   SOLE   18,251 0 0
CST BRANDS INC COM 12646R105 3,945 90,004 SH   SOLE   90,004 0 0
DANAHER CORP DEL COM 235851102 1,665 19,616 SH   SOLE   19,616 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 10,047 329,856 SH   SOLE   329,856 0 0
DOLLAR GEN CORP NEW COM 256677105 22,614 300,000 SH   SOLE   300,000 0 0
DOLLAR TREE INC COM 256746108 2,029 25,000 SH   SOLE   25,000 0 0
DYCOM INDS INC COM 267475101 900 18,424 SH   SOLE   18,424 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,856 65,000 SH Call SOLE   65,000 0 0
EAGLE MATERIALS INC COM 26969P108 12,033 144,000 SH   SOLE   144,000 0 0
EASTMAN CHEM CO COM 277432100 1,206 17,418 SH   SOLE   17,418 0 0
EASTMAN CHEM CO COM 277432100 693 10,000 SH Call SOLE   10,000 0 0
EATON CORP PLC SHS G29183103 10,554 155,344 SH   SOLE   155,344 0 0
FIFTH THIRD BANCORP COM 316773100 4,160 220,692 SH   SOLE   220,692 0 0
FIFTH THIRD BANCORP COM 316773100 582 30,900 SH Call SOLE   30,900 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 716 41,237 SH   SOLE   41,237 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 739 50,909 SH   SOLE   50,909 0 0
FORWARD AIR CORP COM 349853101 1,629 30,000 SH   SOLE   30,000 0 0
GENERAL MTRS CO COM 37045V100 29,683 791,549 SH   SOLE   791,549 0 0
GENERAL MTRS CO COM 37045V100 1,875 50,000 SH Call SOLE   50,000 0 0
GREENHILL & CO INC COM 395259104 2,101 52,981 SH   SOLE   52,981 0 0
HANESBRANDS INC COM 410345102 7,231 215,796 SH   SOLE   215,796 0 0
HEADWATERS INC COM 42210P102 467 25,455 SH   SOLE   25,455 0 0
HIBBETT SPORTS INC COM 428567101 4,096 83,485 SH   SOLE   83,485 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 4,581 154,659 SH   SOLE   154,659 0 0
HONEYWELL INTL INC COM 438516106 1,319 12,643 SH   SOLE   12,643 0 0
HUBBELL INC CL B 443510201 548 5,000 SH   SOLE   5,000 0 0
INGERSOLL-RAND PLC SHS G47791101 1,517 22,278 SH   SOLE   22,278 0 0
INTERCONTINENTAL HOTELS GROU SPON ADR NEW2014 45857P509 7,540 192,555 SH   SOLE   192,555 0 0
INVESCO LTD SHS G491BT108 3,534 89,049 SH   SOLE   89,049 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 2,576 85,000 SH   SOLE   85,000 0 0
ISHARES US HOME CONS ETF 464288752 1,346 52,000 SH Call SOLE   52,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 4,911 125,000 SH Call SOLE   125,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 62,807 505,000 SH Put SOLE   505,000 0 0
ITT CORP NEW COM NEW 450911201 1,735 43,473 SH   SOLE   43,473 0 0
JPMORGAN CHASE & CO COM 46625H100 606 10,000 SH   SOLE   10,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,212 20,000 SH Call SOLE   20,000 0 0
KCG HLDGS INC CL A 48244B100 4,920 401,302 SH   SOLE   401,302 0 0
KNIGHT TRANSN INC COM 499064103 603 18,700 SH   SOLE   18,700 0 0
KOHLS CORP COM 500255104 3,662 60,000 SH Put SOLE   60,000 0 0
LAZARD LTD SHS A G54050102 2,186 41,573 SH   SOLE   41,573 0 0
LEGG MASON INC COM 524901105 1,104 20,000 SH Call SOLE   20,000 0 0
LENNOX INTL INC COM 526107107 447 4,000 SH   SOLE   4,000 0 0
LINCOLN NATL CORP IND COM 534187109 1,839 32,000 SH   SOLE   32,000 0 0
LOWES COS INC COM 548661107 22,407 301,211 SH   SOLE   301,211 0 0
LPL FINL HLDGS INC COM 50212V100 789 18,000 SH   SOLE   18,000 0 0
LULULEMON ATHLETICA INC COM 550021109 16,059 250,846 SH   SOLE   250,846 0 0
M & T BK CORP COM 55261F104 1,778 14,000 SH   SOLE   14,000 0 0
M & T BK CORP COM 55261F104 1,270 10,000 SH Call SOLE   10,000 0 0
MAGNA INTL INC COM 559222401 11,495 214,228 SH   SOLE   214,228 0 0
MASCO CORP COM 574599106 2,670 100,000 SH Put SOLE   100,000 0 0
MASTERCARD INC CL A 57636Q104 432 5,000 SH   SOLE   5,000 0 0
MASTERCARD INC CL A 57636Q104 881 10,200 SH Put SOLE   10,200 0 0
MCDONALDS CORP COM 580135101 12,690 130,231 SH   SOLE   130,231 0 0
MCDONALDS CORP COM 580135101 34,884 358,000 SH Call SOLE   358,000 0 0
MENS WEARHOUSE INC COM 587118100 3,915 75,000 SH   SOLE   75,000 0 0
METLIFE INC COM 59156R108 1,776 35,127 SH   SOLE   35,127 0 0
MGM RESORTS INTERNATIONAL COM 552953101 8,418 400,291 SH   SOLE   400,291 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,110 243,000 SH Call SOLE   243,000 0 0
MOELIS & CO CL A 60786M105 993 32,955 SH   SOLE   32,955 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 1,422 85,000 SH   SOLE   85,000 0 0
NIKE INC CL B 654106103 20,321 202,539 SH   SOLE   202,539 0 0
NORDSTROM INC COM 655664100 8,032 100,000 SH Put SOLE   100,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 1,029 10,000 SH Call SOLE   10,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 9,548 176,781 SH   SOLE   176,781 0 0
OFFICE DEPOT INC COM 676220106 5,745 624,477 SH   SOLE   624,477 0 0
OLIN CORP COM PAR $1 680665205 490 15,300 SH   SOLE   15,300 0 0
PARTNERRE LTD COM G6852T105 1,152 10,073 SH   SOLE   10,073 0 0
PPG INDS INC COM 693506107 421 1,865 SH   SOLE   1,865 0 0
PRUDENTIAL FINL INC COM 744320102 940 11,705 SH   SOLE   11,705 0 0
PVH CORP COM 693656100 15,984 150,000 SH   SOLE   150,000 0 0
REGAL BELOIT CORP COM 758750103 1,912 23,919 SH   SOLE   23,919 0 0
RITE AID CORP COM 767754104 4,780 550,000 SH   SOLE   550,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,740 15,000 SH Call SOLE   15,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,560 80,149 SH   SOLE   80,149 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 4,361 188,451 SH   SOLE   188,451 0 0
SEI INVESTMENTS CO COM 784117103 4,873 110,533 SH   SOLE   110,533 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 690 20,919 SH   SOLE   20,919 0 0
SONIC CORP COM 835451105 2,536 80,007 SH   SOLE   80,007 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,709 32,500 SH Put SOLE   32,500 0 0
SPROUTS FMRS MKT INC COM 85208M102 7,778 220,791 SH   SOLE   220,791 0 0
STAPLES INC COM 855030102 5,704 350,236 SH   SOLE   350,236 0 0
STAPLES INC COM 855030102 2,768 170,000 SH Call SOLE   170,000 0 0
STARBUCKS CORP COM 855244109 7,103 75,000 SH Put SOLE   75,000 0 0
STATE STR CORP COM 857477103 4,156 56,526 SH   SOLE   56,526 0 0
SUMMIT MATLS INC CL A 86614U100 1,506 68,000 SH   SOLE   68,000 0 0
SUNTRUST BKS INC COM 867914103 1,726 42,000 SH   SOLE   42,000 0 0
SVB FINL GROUP COM 78486Q101 1,424 11,212 SH   SOLE   11,212 0 0
TARGET CORP COM 87612E106 3,796 50,000 SH Put SOLE   50,000 0 0
TCF FINL CORP COM 872275102 973 61,886 SH   SOLE   61,886 0 0
TENNECO INC COM 880349105 757 13,182 SH   SOLE   13,182 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 629 12,920 SH   SOLE   12,920 0 0
TEXTRON INC COM 883203101 1,478 33,333 SH   SOLE   33,333 0 0
TIFFANY & CO NEW COM 886547108 4,274 40,000 SH Call SOLE   40,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 21,648 143,506 SH   SOLE   143,506 0 0
UNDER ARMOUR INC CL A 904311107 8,398 104,000 SH Put SOLE   104,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 4,847 50,000 SH   SOLE   50,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 4,911 241,200 SH Call SOLE   241,200 0 0
UNITED STATES STL CORP NEW COM 912909108 2,674 100,000 SH Call SOLE   100,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,978 25,411 SH   SOLE   25,411 0 0
VULCAN MATLS CO COM 929160109 379 4,501 SH   SOLE   4,501 0 0
WAL-MART STORES INC COM 931142103 20,563 250,000 SH   SOLE   250,000 0 0
WAL-MART STORES INC COM 931142103 3,290 40,000 SH Call SOLE   40,000 0 0
WERNER ENTERPRISES INC COM 950755108 9,439 300,500 SH   SOLE   300,500 0 0
WESCO INTL INC COM 95082P105 9,359 133,913 SH   SOLE   133,913 0 0
WESTERN ALLIANCE BANCORP COM 957638109 1,776 59,920 SH   SOLE   59,920 0 0
WHOLE FOODS MKT INC COM 966837106 23,208 445,622 SH   SOLE   445,622 0 0
WHOLE FOODS MKT INC COM 966837106 6,770 130,000 SH Call SOLE   130,000 0 0
XL GROUP PLC SHS G98290102 2,619 71,182 SH   SOLE   71,182 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 359 20,000 SH   SOLE   20,000 0 0
YUM BRANDS INC COM 988498101 23,616 300,000 SH   SOLE   300,000 0 0
YUM BRANDS INC COM 988498101 30,693 389,900 SH Call SOLE   389,900 0 0
ZIONS BANCORPORATION COM 989701107 1,235 45,752 SH   SOLE   45,752 0 0