The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 909 | 1,000 | SH | Call | SOLE | 1,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,358 | 3,695 | SH | SOLE | 3,695 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,812 | 4,100 | SH | SOLE | 4,100 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,680 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 1,170 | 20,400 | SH | SOLE | 20,400 | 0 | 0 | ||
| BOJANGLES INC | COM | 097488100 | 4,193 | 258,000 | SH | SOLE | 258,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 7,114 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 5,767 | 292,000 | SH | SOLE | 292,000 | 0 | 0 | ||
| CASEYS GEN STORES INC | COM | 147528103 | 5,356 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CBL & ASSOC PPTYS INC | COM | 124830100 | 506 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 8,557 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 6,449 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 1,235 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 2,308 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| DOLBY LABORATORIES INC | COM | 25659T107 | 8,911 | 182,000 | SH | SOLE | 182,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 5,664 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 2,464 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| GGP INC | COM | 36174X101 | 8,649 | 367,100 | SH | Put | SOLE | 367,100 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 654 | 15,000 | SH | Put | SOLE | 15,000 | 0 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 7,484 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ISHARES TR | U.S. REAL ES ETF | 464287739 | 15,579 | 195,300 | SH | SOLE | 195,300 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 4,103 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 3,499 | 59,300 | SH | SOLE | 59,300 | 0 | 0 | ||
| OOMA INC | COM | 683416101 | 9,539 | 1,192,424 | SH | SOLE | 1,192,424 | 0 | 0 | ||
| PENNEY J C INC | COM | 708160106 | 1,669 | 358,900 | SH | Put | SOLE | 358,900 | 0 | 0 | |
| RYANAIR HLDGS PLC | SPONSORED ADR NE | 783513203 | 2,979 | 27,680 | SH | SOLE | 27,680 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 19,411 | 120,000 | SH | Put | SOLE | 120,000 | 0 | 0 | |
| SIMPSON MANUFACTURING CO INC | COM | 829073105 | 8,086 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 5,109 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 6,472 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 3,949 | 221,000 | SH | SOLE | 221,000 | 0 | 0 | ||