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
ABERCROMBIE & FITCH CO CL A 002896207 5,520 175,000 SH   SOLE   175,000 0 0
ADOBE SYS INC COM 00724F101 8,791 93,721 SH   SOLE   93,721 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 6,341 99,522 SH   SOLE   99,522 0 0
ALPHABET INC CAP STK CL A 02079K305 7,629 10,000 SH   SOLE   10,000 0 0
AMAZON COM INC COM 023135106 5,936 10,000 SH   SOLE   10,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,741 140,000 SH   SOLE   140,000 0 0
AMPLIFY SNACK BRANDS COM 03211L102 3,580 250,000 SH   SOLE   250,000 0 0
AUTOZONE INC COM 053332102 19,925 25,010 SH   SOLE   25,010 0 0
BERRY PLASTICS GROUP INC COM 08579W103 16,778 464,114 SH   SOLE   464,114 0 0
BOISE CASCADE CO DEL COM 09739D100 2,505 120,895 SH   SOLE   120,895 0 0
BURLINGTON STORES INC COM 122017106 18,278 325,000 SH   SOLE   325,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 13,862 200,000 SH   SOLE   200,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 13,193 250,000 SH   SOLE   250,000 0 0
CARTER INC COM 146229109 6,323 60,000 SH   SOLE   60,000 0 0
CHEESECAKE FACTORY INC COM 163072101 8,060 151,820 SH   SOLE   151,820 0 0
CHILDRENS PL INC COM 168905107 12,596 150,909 SH   SOLE   150,909 0 0
CIENA CORP COM NEW 171779309 14,989 788,063 SH   SOLE   788,063 0 0
CLUBCORP HLDGS INC COM 18948M108 6,574 468,233 SH   SOLE   468,233 0 0
COACH INC COM 189754104 36,081 900,000 SH   SOLE   900,000 0 0
COHERENT INC COM 192479103 2,588 28,157 SH   SOLE   28,157 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 1,690 28,123 SH   SOLE   28,123 0 0
COOPER COS INC COM NEW 216648402 6,205 40,300 SH   SOLE   40,300 0 0
COOPER TIRE & RUBR CO COM 216831107 16,399 442,990 SH   SOLE   442,990 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 7,756 200,000 SH   SOLE   200,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 3,751 50,000 SH   SOLE   50,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 1,899 78,160 SH   SOLE   78,160 0 0
EXPEDIA INC DEL COM NEW 30212P303 15,127 140,300 SH   SOLE   140,300 0 0
EXPRESS INC COM 30219E103 13,917 650,000 SH   SOLE   650,000 0 0
FACEBOOK INC CL A 30303M102 40,960 358,984 SH   SOLE   358,984 0 0
FINISAR CORP COM NEW 31787A507 912 50,000 SH   SOLE   50,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 12,960 231,270 SH   SOLE   231,270 0 0
FRANCESCAS HLDGS CORP COM 351793104 1,054 55,000 SH   SOLE   55,000 0 0
GIGAMON INC COM 37518B102 9,277 299,072 SH   SOLE   299,072 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 5,563 168,693 SH   SOLE   168,693 0 0
HOME DEPOT INC COM 437076102 40,029 300,000 SH   SOLE   300,000 0 0
INPHI CORP COM 45772F107 1,554 46,619 SH   SOLE   46,619 0 0
INTERFACE INC COM 458665304 3,932 212,094 SH   SOLE   212,094 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 1,613 188,652 SH   SOLE   188,652 0 0
JD COM INC SPON ADR CL A 47215P106 17,265 651,504 SH   SOLE   651,504 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 10,482 122,670 SH   SOLE   122,670 0 0
KATE SPADE & CO COM 485865109 11,101 435,000 SH   SOLE   435,000 0 0
LOWES COS INC COM 548661107 14,572 192,372 SH   SOLE   192,372 0 0
LULULEMON ATHLETICA INC COM 550021109 7,639 112,812 SH   SOLE   112,812 0 0
MAGNA INTL INC COM 559222401 15,508 360,992 SH   SOLE   360,992 0 0
MCBC HLDGS INC COM 55276F107 3,238 230,000 SH   SOLE   230,000 0 0
MCDONALDS CORP COM 580135101 31,433 250,100 SH   SOLE   250,100 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,634 169,500 SH   SOLE   169,500 0 0
MICHAELS COS INC COM 59408Q106 4,196 150,000 SH   SOLE   150,000 0 0
MOHAWK INDS INC COM 608190104 6,323 33,120 SH   SOLE   33,120 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 13,021 235,507 SH   SOLE   235,507 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 10,235 37,400 SH   SOLE   37,400 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,992 85,000 SH   SOLE   85,000 0 0
PANERA BREAD CO CL A 69840W108 15,930 77,773 SH   SOLE   77,773 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,268 35,622 SH   SOLE   35,622 0 0
PENN NATL GAMING INC COM 707569109 5,115 306,460 SH   SOLE   306,460 0 0
PENNEY J C INC COM 708160106 9,954 900,000 SH   SOLE   900,000 0 0
POLARIS INDS INC COM 731068102 7,714 78,333 SH   SOLE   78,333 0 0
PPG INDS INC COM 693506107 13,936 125,000 SH   SOLE   125,000 0 0
PRICELINE GRP INC COM NEW 741503403 20,623 16,000 SH   SOLE   16,000 0 0
PVH CORP COM 693656100 32,635 329,450 SH   SOLE   329,450 0 0
QORVO INC COM 74736K101 6,574 130,420 SH   SOLE   130,420 0 0
RAYTHEON CO COM NEW 755111507 6,132 50,000 SH   SOLE   50,000 0 0
ROSS STORES INC COM 778296103 13,028 225,000 SH   SOLE   225,000 0 0
SALESFORCE COM INC COM 79466L302 22,147 299,977 SH   SOLE   299,977 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 20,238 625,000 SH   SOLE   625,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,257 85,986 SH   SOLE   85,986 0 0
SEMTECH CORP COM 816850101 1,770 80,500 SH   SOLE   80,500 0 0
SIGNET JEWELERS LIMITED SHS G81276100 25,426 205,000 SH   SOLE   205,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,696 21,775 SH   SOLE   21,775 0 0
STARBUCKS CORP COM 855244109 8,955 150,000 SH   SOLE   150,000 0 0
THOR INDS INC COM 885160101 6,534 102,466 SH   SOLE   102,466 0 0
TJX COS INC NEW COM 872540109 31,340 400,000 SH   SOLE   400,000 0 0
TOLL BROTHERS INC COM 889478103 7,047 238,808 SH   SOLE   238,808 0 0
TRINSEO S A SHS L9340P101 7,229 196,395 SH   SOLE   196,395 0 0
TRIPADVISOR INC COM 896945201 5,320 80,000 SH   SOLE   80,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 64,903 335,000 SH   SOLE   335,000 0 0
VAIL RESORTS INC COM 91879Q109 28,918 216,289 SH   SOLE   216,289 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 4,895 380,019 SH   SOLE   380,019 0 0
WAYFAIR INC CL A 94419L101 1,513 35,000 SH   SOLE   35,000 0 0
WINGSTOP INC COM 974155103 1,134 50,000 SH   SOLE   50,000 0 0
ZOES KITCHEN INC COM 98979J109 3,275 84,008 SH   SOLE   84,008 0 0