The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ABBOTT LABS | COM | 002824100 | 29,451 | 732,250 | SH | SOLE | 732,250 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 25,595 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 24,227 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
AMPLIFY SNACK BRANDS | COM | 03211L102 | 1,639 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
ANIXTER INTL INC | COM | 035290105 | 15,540 | 268,951 | SH | SOLE | 268,951 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 14,477 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 5,568 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
BLUE BUFFALO PET PRODS INC | COM | 09531U102 | 2,239 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 2,488 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 22,787 | 446,445 | SH | SOLE | 446,445 | 0 | 0 | ||
CARNIVAL CORP | PAIRED CTF | 143658300 | 11,283 | 227,018 | SH | SOLE | 227,018 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 9,975 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CHEESECAKE FACTORY INC | COM | 163072101 | 16,188 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 69,603 | 1,403,002 | SH | SOLE | 1,403,002 | 0 | 0 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 2,431 | 101,900 | SH | SOLE | 101,900 | 0 | 0 | ||
CLUBCORP HLDGS INC | COM | 18948M108 | 6,480 | 301,957 | SH | SOLE | 301,957 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 14,087 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 17,064 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 12,403 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 12,769 | 202,100 | SH | SOLE | 202,100 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 6,854 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 20,807 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 13,448 | 299,708 | SH | SOLE | 299,708 | 0 | 0 | ||
DIAMOND RESORTS INTL INC | COM | 25272T104 | 3,120 | 133,371 | SH | SOLE | 133,371 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 7,665 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 10,003 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
EXPRESS INC | COM | 30219E103 | 7,804 | 436,720 | SH | SOLE | 436,720 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 48,996 | 545,000 | SH | SOLE | 545,000 | 0 | 0 | ||
FRESHPET INC | COM | 358039105 | 2,888 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 4,008 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 12,767 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
HABIT RESTAURANTS INC | COM CL A | 40449J103 | 1,178 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 35,733 | 1,557,681 | SH | SOLE | 1,557,681 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 23,098 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 4,998 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
INTRAWEST RESORTS HLDGS INC | COM | 46090K109 | 3,355 | 387,365 | SH | SOLE | 387,365 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 9,560 | 366,844 | SH | SOLE | 366,844 | 0 | 0 | ||
KORN FERRY INTL | COM NEW | 500643200 | 5,084 | 153,722 | SH | SOLE | 153,722 | 0 | 0 | ||
LA QUINTA HLDGS INC | COM | 50420D108 | 18,298 | 1,159,570 | SH | SOLE | 1,159,570 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 3,038 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 36,215 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 6,820 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MCBC HLDGS INC | COM | 55276F107 | 1,231 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 36,817 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 35,692 | 1,934,500 | SH | SOLE | 1,934,500 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 1,745 | 16,900 | SH | SOLE | 16,900 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 12,297 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NORD ANGLIA EDUCATION INC | SHS | G6583A102 | 11,507 | 566,003 | SH | SOLE | 566,003 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 13,708 | 239,238 | SH | SOLE | 239,238 | 0 | 0 | ||
PEAK RESORTS INC | COM | 70469L100 | 3,602 | 522,837 | SH | SOLE | 522,837 | 0 | 0 | ||
PENNEY J C INC | COM | 708160106 | 7,432 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
PIPER JAFFRAY COS | COM | 724078100 | 2,587 | 71,512 | SH | SOLE | 71,512 | 0 | 0 | ||
POLARIS INDS INC | COM | 731068102 | 48,341 | 403,281 | SH | SOLE | 403,281 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 56,896 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 17,840 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 7,528 | 250,337 | SH | SOLE | 250,337 | 0 | 0 | ||
RUCKUS WIRELESS INC | COM | 781220108 | 3,920 | 329,990 | SH | SOLE | 329,990 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 31,310 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 4,886 | 106,728 | SH | SOLE | 106,728 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 6,034 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
SONUS NETWORKS INC | COM NEW | 835916503 | 4,929 | 861,799 | SH | SOLE | 861,799 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 3,804 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 10,231 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
SWIFT TRANSN CO | CL A | 87074U101 | 4,444 | 295,844 | SH | SOLE | 295,844 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 19,643 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 16,070 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 71,874 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 37,516 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 21,533 | 205,703 | SH | SOLE | 205,703 | 0 | 0 | ||
VIRGIN AMER INC | COM VTG | 92765X208 | 11,134 | 325,271 | SH | SOLE | 325,271 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 2,390 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 7,995 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |