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
ADOBE INC COM 00724F101 13,325 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 12,465 7,000 SH   SOLE   7,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,178 152,526 SH   SOLE   152,526 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 12,890 156,000 SH   SOLE   125,000 0 31,000
ANNALY CAP MGMT INC COM 035710409 9,491 950,000 SH   SOLE   950,000 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 3,482 150,000 SH   SOLE   150,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 9,998 247,287 SH   SOLE   247,287 0 0
AVALARA INC COM 05338G106 5,579 100,000 SH   SOLE   100,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 1,386 50,000 SH   SOLE   50,000 0 0
BANK AMER CORP COM 060505104 5,935 215,100 SH   SOLE   215,100 0 0
BERRY GLOBAL GROUP INC COM 08579W103 7,003 130,000 SH   SOLE   130,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 3,425 125,000 SH   SOLE   125,000 0 0
BOEING CO COM 097023105 47,768 125,238 SH   SOLE   115,000 0 10,238
BROADCOM INC COM 11135F101 6,014 20,000 SH   SOLE   20,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 4,575 100,000 SH   SOLE   100,000 0 0
CARBON BLACK INC COM 14081R103 2,790 200,000 SH   SOLE   200,000 0 0
CARS COM INC COM 14575E105 6,840 300,000 SH Call SOLE   300,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108 5,728 111,658 SH   SOLE   111,658 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 8,673 25,000 SH   SOLE   25,000 0 0
CORESITE RLTY CORP COM 21870Q105 6,421 60,000 SH   SOLE   60,000 0 0
COTY INC COM CL A 222070203 3,450 300,000 SH Put SOLE   300,000 0 0
COTY INC COM CL A 222070203 989 86,000 SH   SOLE   86,000 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 7,223 375,000 SH   SOLE   375,000 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 6,741 350,000 SH Call SOLE   350,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,077 50,000 SH   SOLE   50,000 0 0
DOWDUPONT INC COM 26078J100 5,331 100,000 SH   SOLE   100,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 6,060 600,000 SH   SOLE   600,000 0 0
FACEBOOK INC CL A 30303M102 10,835 65,000 SH   SOLE   65,000 0 0
FAIR ISAAC CORP COM 303250104 5,433 20,000 SH   SOLE   20,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,535 57,030 SH   SOLE   57,030 0 0
GARDNER DENVER HLDGS INC COM 36555P107 2,781 100,000 SH   SOLE   100,000 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 4,440 150,000 SH   SOLE   150,000 0 0
GRAFTECH INTL LTD COM 384313508 5,283 413,066 SH   SOLE   413,066 0 0
HCP INC COM 40414L109 3,913 125,000 SH   SOLE   125,000 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 510 97,239 SH   SOLE   93,188 0 4,051
INSMED INC COM PAR $.01 457669307 10,175 350,000 SH Call SOLE   350,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 2,138 225,000 SH   SOLE   225,000 0 0
INTERNATIONAL SPEEDWAY CORP CL A 460335201 7,199 165,000 SH   SOLE   165,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 35,932 200,000 SH Put SOLE   200,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 15,309 100,000 SH Put SOLE   100,000 0 0
ISHARES TR US HOME CONS ETF 464288752 19,382 550,000 SH   SOLE   550,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 12,876 300,000 SH Put SOLE   300,000 0 0
JD COM INC SPON ADR CL A 47215P106 11,306 375,000 SH   SOLE   375,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 8,243 175,000 SH   SOLE   175,000 0 0
LAMB WESTON HLDGS INC COM 513272104 3,747 50,000 SH   SOLE   50,000 0 0
LULULEMON ATHLETICA INC COM 550021109 8,964 54,700 SH   SOLE   54,700 0 0
LYFT INC CL A COM 55087P104 3,915 50,000 SH   SOLE   50,000 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 8,717 1,950,000 SH   SOLE   1,950,000 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 5,918 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 5,897 50,000 SH   SOLE   50,000 0 0
MIDDLEBY CORP COM 596278101 20,805 160,000 SH   SOLE   160,000 0 0
NETFLIX INC COM 64110L106 12,480 35,000 SH   SOLE   35,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 1,880 79,442 SH   SOLE   79,442 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 3,551 150,000 SH Call SOLE   150,000 0 0
NIO INC SPON ADS 62914V106 4,080 800,000 SH   SOLE   800,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 16,360 800,000 SH   SOLE   800,000 0 0
NORDSTROM INC COM 655664100 1,110 25,000 SH   SOLE   25,000 0 0
NOVARTIS A G SPONSORED ADR 66987V109 12,018 125,000 SH   SOLE   125,000 0 0
PLAYAGS INC COM 72814N104 3,831 160,078 SH   SOLE   160,078 0 0
PRESIDIO INC COM 74102M103 2,440 164,898 SH   SOLE   164,898 0 0
QUALCOMM INC COM 747525103 14,258 250,000 SH   SOLE   250,000 0 0
RH COM 74967X103 5,148 50,000 SH   SOLE   50,000 0 0
SERVICE CORP INTL COM 817565104 5,019 125,000 SH   SOLE   125,000 0 0
SERVICENOW INC COM 81762P102 4,314 17,500 SH   SOLE   17,500 0 0
SMARTSHEET INC COM CL A 83200N103 4,993 122,407 SH   SOLE   122,407 0 0
SNAP INC CL A 83304A106 3,857 350,000 SH   SOLE   350,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 70,620 250,000 SH Put SOLE   250,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 56,496 200,000 SH Put SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,470 25,000 SH   SOLE   25,000 0 0
SYNEOS HEALTH INC CL A 87166B102 3,882 75,000 SH   SOLE   75,000 0 0
TESLA INC COM 88160R101 13,993 50,000 SH   SOLE   50,000 0 0
TESLA INC COM 88160R101 6,997 25,000 SH Call SOLE   25,000 0 0
THIRD PT REINS LTD COM G8827U100 9,793 943,485 SH   SOLE   943,485 0 0
TRANSDIGM GROUP INC COM 893641100 35,184 77,500 SH   SOLE   77,500 0 0
TRITON INTL LTD CL A G9078F107 7,775 250,000 SH   SOLE   250,000 0 0
UNION PACIFIC CORP COM 907818108 20,900 125,000 SH   SOLE   125,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,860 60,982 SH   SOLE   60,982 0 0
VERSUM MATLS INC COM 92532W103 5,031 100,000 SH   SOLE   100,000 0 0
VISTRA ENERGY CORP COM 92840M102 2,603 100,000 SH   SOLE   100,000 0 0
WABTEC CORP COM 929740108 1,843 25,000 SH   SOLE   25,000 0 0
WELLS FARGO CO NEW COM 949746101 29,234 605,000 SH   SOLE   605,000 0 0
WESTERN DIGITAL CORP COM 958102105 2,403 50,000 SH   SOLE   50,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 39,919 460,000 SH   SOLE   410,000 0 50,000
WYNN RESORTS LTD COM 983134107 11,932 100,000 SH Call SOLE   100,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 9,947 350,000 SH   SOLE   350,000 0 0
ZENDESK INC COM 98936J101 4,250 50,000 SH   SOLE   50,000 0 0