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
AMAZON COM INC COM 023135106 11,248 9,618 SH   SOLE   9,618 0 0
AON PLC SHS CL A G0408V102 6,124 45,701 SH   SOLE   45,701 0 0
APPLE INC COM 037833100 23,695 140,016 SH   SOLE   140,016 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,922 44,417 SH   SOLE   44,417 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,846 27,146 SH   SOLE   27,146 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 24,596 85,100 SH Call SOLE   85,100 0 0
CITIGROUP INC COM NEW 172967424 7,518 101,031 SH   SOLE   101,031 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 3,594 314,959 SH   SOLE   314,959 0 0
COMCAST CORP NEW CL A 20030N101 19,337 482,814 SH   SOLE   482,814 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,878 34,465 SH   SOLE   34,465 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 19,583 176,406 SH   SOLE   176,406 0 0
FLEX LTD ORD Y2573F102 15,899 883,779 SH   SOLE   883,779 0 0
HUMANA INC COM 444859102 13,197 53,200 SH Call SOLE   53,200 0 0
HUMANA INC COM 444859102 15,810 63,730 SH   SOLE   63,730 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 282,722 1,854,400 SH Call SOLE   1,854,400 0 0
LAMB WESTON HLDGS INC COM 513272104 8,716 154,396 SH   SOLE   154,396 0 0
LINCOLN ELEC HLDGS INC COM 533900106 3,761 41,071 SH   SOLE   41,071 0 0
MCDONALDS CORP COM 580135101 10,190 59,200 SH Put SOLE   59,200 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 107,506 690,200 SH Put SOLE   690,200 0 0
QUALCOMM INC COM 747525103 18,346 286,568 SH   SOLE   286,568 0 0
RANGE RES CORP COM 75281A109 15,953 935,100 SH Call SOLE   935,100 0 0
RAYTHEON CO COM NEW 755111507 3,696 19,675 SH   SOLE   19,675 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 20,218 123,766 SH   SOLE   123,766 0 0
SCHLUMBERGER LTD COM 806857108 7,913 117,423 SH   SOLE   117,423 0 0
SHERWIN WILLIAMS CO COM 824348106 5,295 12,913 SH   SOLE   12,913 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 11,586 196,876 SH   SOLE   196,876 0 0
TESLA INC COM 88160R101 14,135 45,400 SH Put SOLE   45,400 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 29,886 1,438,200 SH Put SOLE   1,438,200 0 0
WABCO HLDGS INC COM 92927K102 6,425 44,775 SH   SOLE   44,775 0 0
YUM CHINA HLDGS INC COM 98850P109 7,865 196,523 SH   SOLE   196,523 0 0