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 26,867 39,750 SH   SOLE   39,750 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 24,025 1,550,000 SH   SOLE   1,550,000 0 0
AUTOZONE INC COM 053332102 15,157 20,430 SH   SOLE   20,430 0 0
BANK AMER CORP COM 060505104 6,732 400,000 SH   SOLE   400,000 0 0
BEST BUY INC COM 086516101 3,045 100,000 SH   SOLE   100,000 0 0
BRUNSWICK CORP COM 117043109 12,628 250,000 SH   SOLE   250,000 0 0
BURLINGTON STORES INC COM 122017106 15,356 357,954 SH   SOLE   357,954 0 0
CITIGROUP INC COM NEW 172967424 77,495 1,497,491 SH   SOLE   1,497,491 0 0
CITIZENS FINL GROUP INC COM 174610105 23,412 893,910 SH   SOLE   893,910 0 0
CLUBCORP HLDGS INC COM 18948M108 1,576 86,252 SH   SOLE   86,252 0 0
COACH INC COM 189754104 26,184 800,000 SH   SOLE   800,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,002 100,000 SH   SOLE   100,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 8,075 50,000 SH   SOLE   50,000 0 0
CPI CARD GROUP INC COM 12634H101 8,986 842,920 SH   SOLE   842,920 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 27,582 660,800 SH   SOLE   660,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 29,385 579,708 SH   SOLE   579,708 0 0
DIAMOND RESORTS INTL INC COM 25272T104 1,994 78,160 SH   SOLE   78,160 0 0
DISNEY WALT CO COM DISNEY 254687106 12,610 120,000 SH   SOLE   120,000 0 0
DOLLAR TREE INC COM 256746108 11,583 150,000 SH   SOLE   150,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 31,075 250,000 SH   SOLE   250,000 0 0
EXPRESS INC COM 30219E103 6,566 380,000 SH   SOLE   380,000 0 0
FACEBOOK INC CL A 30303M102 83,622 798,984 SH   SOLE   798,984 0 0
FEDEX CORP COM 31428X106 10,593 71,100 SH   SOLE   71,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 9,041 422,458 SH   SOLE   422,458 0 0
HOME DEPOT INC COM 437076102 23,144 175,000 SH   SOLE   175,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 12,992 177,100 SH   SOLE   177,100 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 3,029 387,365 SH   SOLE   387,365 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 3,326 238,793 SH   SOLE   238,793 0 0
JACK IN THE BOX INC COM 466367109 10,887 141,919 SH   SOLE   141,919 0 0
JD COM INC SPON ADR CL A 47215P106 11,030 341,844 SH   SOLE   341,844 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 12,893 172,670 SH   SOLE   172,670 0 0
KATE SPADE & CO COM 485865109 3,554 200,000 SH   SOLE   200,000 0 0
KNIGHT TRANSN INC COM 499064103 8,058 332,566 SH   SOLE   332,566 0 0
KROGER CO COM 501044101 4,183 100,000 SH   SOLE   100,000 0 0
LINKEDIN CORP COM CL A 53578A108 13,117 58,278 SH   SOLE   58,278 0 0
LITTELFUSE INC COM 537008104 2,564 23,961 SH   SOLE   23,961 0 0
MCBC HLDGS INC COM 55276F107 1,302 95,000 SH   SOLE   95,000 0 0
MCDONALDS CORP COM 580135101 41,349 350,000 SH   SOLE   350,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 33,728 1,484,500 SH   SOLE   1,484,500 0 0
MINDBODY INC COM CL A 60255W105 1,959 129,475 SH   SOLE   129,475 0 0
NETFLIX INC COM 64110L106 9,722 85,000 SH   SOLE   85,000 0 0
NORD ANGLIA EDUCATION INC SHS G6583A102 6,522 321,597 SH   SOLE   321,597 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 2,006 34,238 SH   SOLE   34,238 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 11,934 600,000 SH   SOLE   600,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 30,482 516,035 SH   SOLE   516,035 0 0
PEAK RESORTS INC COM 70469L100 2,809 467,467 SH   SOLE   467,467 0 0
PENNEY J C INC COM 708160106 15,152 2,275,000 SH   SOLE   2,275,000 0 0
PRICELINE GRP INC COM NEW 741503403 52,910 41,500 SH   SOLE   41,500 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 2,383 45,187 SH   SOLE   45,187 0 0
REGIONS FINL CORP NEW COM 7591EP100 7,680 800,000 SH   SOLE   800,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 7,945 100,000 SH   SOLE   100,000 0 0
ROSS STORES INC COM 778296103 5,381 100,000 SH   SOLE   100,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 30,484 301,193 SH   SOLE   301,193 0 0
RPM INTL INC COM 749685103 6,586 149,480 SH   SOLE   149,480 0 0
SALESFORCE COM INC COM 79466L302 15,927 203,156 SH   SOLE   203,156 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 10,978 393,611 SH   SOLE   393,611 0 0
SANDISK CORP COM 80004C101 28,496 375,000 SH   SOLE   375,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 29,067 235,000 SH   SOLE   235,000 0 0
SPIRIT AIRLS INC COM 848577102 7,409 185,926 SH   SOLE   185,926 0 0
STARBUCKS CORP COM 855244109 23,493 391,354 SH   SOLE   391,354 0 0
TEMPUR SEALY INTL INC COM 88023U101 15,149 215,000 SH   SOLE   215,000 0 0
THOR INDS INC COM 885160101 22,037 392,466 SH   SOLE   392,466 0 0
TJX COS INC NEW COM 872540109 34,093 480,797 SH   SOLE   480,797 0 0
TRIPADVISOR INC COM 896945201 19,381 227,341 SH   SOLE   227,341 0 0
TYCO INTL PLC SHS G91442106 6,378 200,000 SH   SOLE   200,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 48,100 260,000 SH   SOLE   260,000 0 0
UNION PAC CORP COM 907818108 6,256 80,000 SH   SOLE   80,000 0 0
UNITED CONTL HLDGS INC COM 910047109 24,048 419,688 SH   SOLE   419,688 0 0
VAIL RESORTS INC COM 91879Q109 26,328 205,703 SH   SOLE   205,703 0 0
VIACOM INC NEW CL B 92553P201 6,174 150,000 SH   SOLE   150,000 0 0
WAL-MART STORES INC COM 931142103 33,715 550,000 SH   SOLE   550,000 0 0
WESCO INTL INC COM 95082P105 2,546 58,281 SH   SOLE   58,281 0 0
WHIRLPOOL CORP COM 963320106 19,827 135,000 SH   SOLE   135,000 0 0
WYNN RESORTS LTD COM 983134107 5,535 80,000 SH   SOLE   80,000 0 0