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
ARRIS INTL INC SHS G0551A103 13,131 463,501 SH   SOLE   463,501 0 0
CAPELLA EDUCATION COMPANY COM 139594105 3,296 56,789 SH   SOLE   56,789 0 0
CREE INC COM 225447101 5,874 228,398 SH   SOLE   228,398 0 0
DEVRY ED GROUP INC COM 251893103 3,107 134,730 SH   SOLE   134,730 0 0
DYNEGY INC NEW DEL COM 26817R108 5,012 404,500 SH   SOLE   404,500 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 4,839 131,095 SH   SOLE   131,095 0 0
FIRST SOLAR INC COM 336433107 5,312 134,516 SH   SOLE   134,516 0 0
GAMESTOP CORP NEW CL A 36467W109 3,204 116,115 SH   SOLE   116,115 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 7,836 590,488 SH   SOLE   590,488 0 0
NETSCOUT SYS INC COM 64115T104 4,366 149,258 SH   SOLE   149,258 0 0
OFFICE DEPOT INC COM 676220106 4,219 1,181,747 SH   SOLE   1,181,747 0 0
RUBY TUESDAY INC COM 781182100 34 13,704 SH   SOLE   13,704 0 0
STRAYER ED INC COM 863236105 1,493 31,977 SH   SOLE   31,977 0 0
VONAGE HLDGS CORP COM 92886T201 10,694 1,617,822 SH   SOLE   1,617,822 0 0
VOYA FINL INC COM 929089100 4,330 150,253 SH   SOLE   150,253 0 0
WESTERN DIGITAL CORP COM 958102105 6,342 108,472 SH   SOLE   108,472 0 0
APPLE INC COM 037833100 15,827 140,000 SH Put SOLE   140,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 8,895 230,800 SH Put SOLE   230,800 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,506 13,000 SH Put SOLE   13,000 0 0
DISNEY WALT CO COM DISNEY 254687106 14,533 156,500 SH Put SOLE   156,500 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 18,874 267,600 SH Put SOLE   267,600 0 0
FLOWERS FOODS INC COM 343498101 7,064 467,200 SH Put SOLE   467,200 0 0
HANESBRANDS INC COM 410345102 2,288 90,600 SH Put SOLE   90,600 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 23,066 185,700 SH Put SOLE   185,700 0 0
POLARIS INDS INC COM 731068102 11,755 151,800 SH Put SOLE   151,800 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 14,253 423,200 SH Put SOLE   423,200 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 21,588 469,200 SH Put SOLE   469,200 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 3,437 140,000 SH Put SOLE   140,000 0 0
VALE S A ADR 91912E105 5,577 1,014,000 SH Put SOLE   1,014,000 0 0
ZILLOW GROUP INC CL A 98954M101 8,503 245,400 SH Put SOLE   245,400 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 2,111 56,000 SH Put SOLE   56,000 0 0
MYLAN N V SHS EURO N59465109 7,472 196,000 SH Put SOLE   196,000 0 0