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
ALASKA AIR GROUP INC COM 011659109 17,824 276,638 SH   SOLE   276,638 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,936 60,000 SH   SOLE   60,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 10,570 350,000 SH   SOLE   350,000 0 0
AMAZON COM INC COM 023135106 28,216 65,000 SH   SOLE   65,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 25,830 1,500,000 SH   SOLE   1,500,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 3,888 400,000 SH   SOLE   400,000 0 0
AUTOLIV INC COM 052800109 8,922 76,417 SH   SOLE   76,417 0 0
AUTONATION INC COM 05329W102 28,341 450,000 SH   SOLE   450,000 0 0
AUTOZONE INC COM 053332102 10,004 15,000 SH   SOLE   15,000 0 0
BANKUNITED INC COM 06652K103 12,395 344,982 SH   SOLE   344,982 0 0
BOOT BARN HLDGS INC COM 099406100 9,603 300,089 SH   SOLE   300,089 0 0
BROADCOM CORP CL A 111320107 31,341 608,676 SH   SOLE   608,676 0 0
BURLINGTON STORES INC COM 122017106 25,600 500,000 SH   SOLE   500,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 26,185 500,000 SH   SOLE   500,000 0 0
CANADIAN PAC RY LTD COM 13645T100 21,370 133,370 SH   SOLE   133,370 0 0
CARMAX INC COM 143130102 19,532 295,000 SH   SOLE   295,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 14,150 286,500 SH   SOLE   286,500 0 0
CHEESECAKE FACTORY INC COM 163072101 17,863 327,550 SH   SOLE   327,550 0 0
CHESAPEAKE ENERGY CORP COM 165167107 16,755 1,500,000 SH   SOLE   1,500,000 0 0
CLUBCORP HLDGS INC COM 18948M108 12,428 520,450 SH   SOLE   520,450 0 0
CORE LABORATORIES N V COM N22717107 8,140 71,376 SH   SOLE   71,376 0 0
CROCS INC COM 227046109 2,207 150,000 SH   SOLE   150,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 45,899 632,042 SH   SOLE   632,042 0 0
DARDEN RESTAURANTS INC COM 237194105 3,071 43,210 SH   SOLE   43,210 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 21,654 600,000 SH   SOLE   600,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 7,139 226,271 SH   SOLE   226,271 0 0
DOLLAR GEN CORP NEW COM 256677105 11,661 150,000 SH   SOLE   150,000 0 0
ENSCO PLC SHS CLASS A G3157S106 17,816 800,000 SH   SOLE   800,000 0 0
EXPRESS INC COM 30219E103 14,035 775,000 SH   SOLE   775,000 0 0
FIVE BELOW INC COM 33829M101 3,953 100,000 SH   SOLE   100,000 0 0
FRESHPET INC COM 358039105 3,255 175,000 SH   SOLE   175,000 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 5,632 180,000 SH   SOLE   180,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 32,170 1,167,681 SH   SOLE   1,167,681 0 0
HOME DEPOT INC COM 437076102 25,560 230,000 SH   SOLE   230,000 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 4,490 386,365 SH   SOLE   386,365 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 3,176 175,000 SH   SOLE   175,000 0 0
JACK IN THE BOX INC COM 466367109 11,020 125,000 SH   SOLE   125,000 0 0
JD COM INC SPON ADR CL A 47215P106 38,241 1,121,450 SH   SOLE   1,121,450 0 0
JETBLUE AIRWAYS CORP COM 477143101 13,108 631,404 SH   SOLE   631,404 0 0
JOHNSON CTLS INC COM 478366107 13,849 279,600 SH   SOLE   279,600 0 0
KB HOME COM 48666K109 8,335 502,114 SH   SOLE   502,114 0 0
KINDRED HEALTHCARE INC COM 494580103 18,741 923,650 SH   SOLE   923,650 0 0
LA QUINTA HLDGS INC COM 50420D108 19,639 859,470 SH   SOLE   859,470 0 0
LINKEDIN CORP COM CL A 53578A108 14,464 70,000 SH   SOLE   70,000 0 0
LULULEMON ATHLETICA INC COM 550021109 35,915 550,000 SH   SOLE   550,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 41,875 404,515 SH   SOLE   404,515 0 0
MADDEN STEVEN LTD COM 556269108 3,209 75,000 SH   SOLE   75,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 8,927 120,000 SH   SOLE   120,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 20,075 1,100,000 SH   SOLE   1,100,000 0 0
MINDBODY INC COM CL A 60255W105 1,867 135,000 SH   SOLE   135,000 0 0
NETFLIX INC COM 64110L106 28,905 44,000 SH   SOLE   44,000 0 0
NIKE INC CL B 654106103 15,123 140,000 SH   SOLE   140,000 0 0
NOBLE ENERGY INC COM 655044105 25,608 600,000 SH   SOLE   600,000 0 0
NORD ANGLIA EDUCATION INC SHS G6583A102 14,099 575,000 SH   SOLE   575,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 26,585 474,401 SH   SOLE   474,401 0 0
OASIS PETE INC NEW COM 674215108 15,902 1,003,300 SH   SOLE   1,003,300 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,920 249,766 SH   SOLE   249,766 0 0
OWENS CORNING NEW COM 690742101 8,619 208,953 SH   SOLE   208,953 0 0
PACKAGING CORP AMER COM 695156109 26,246 420,000 SH   SOLE   420,000 0 0
PEAK RESORTS INC COM 70469L100 3,760 525,137 SH   SOLE   525,137 0 0
PENNEY J C INC COM 708160106 12,282 1,450,000 SH   SOLE   1,450,000 0 0
POLARIS INDS INC COM 731068102 25,549 172,500 SH   SOLE   172,500 0 0
PRA GROUP INC COM 69354N106 5,328 85,500 SH   SOLE   85,500 0 0
PRICELINE GRP INC COM NEW 741503403 20,411 17,728 SH   SOLE   17,728 0 0
PVH CORP COM 693656100 23,040 200,000 SH   SOLE   200,000 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 9,656 225,337 SH   SOLE   225,337 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 5,614 345,249 SH   SOLE   345,249 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 8,153 95,000 SH   SOLE   95,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 6,346 65,000 SH   SOLE   65,000 0 0
ROSS STORES INC COM 778296103 9,722 200,000 SH   SOLE   200,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,717 85,354 SH   SOLE   85,354 0 0
RYDER SYS INC COM 783549108 44,277 506,778 SH   SOLE   506,778 0 0
SALESFORCE COM INC COM 79466L302 24,284 348,759 SH   SOLE   348,759 0 0
SCHLUMBERGER LTD COM 806857108 19,393 225,000 SH   SOLE   225,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 7,053 55,000 SH   SOLE   55,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 24,671 550,077 SH   SOLE   550,077 0 0
SKECHERS U S A INC CL A 830566105 2,745 25,000 SH   SOLE   25,000 0 0
SONIC CORP COM 835451105 11,520 400,000 SH   SOLE   400,000 0 0
TECH DATA CORP COM 878237106 8,236 143,093 SH   SOLE   143,093 0 0
TOLL BROTHERS INC COM 889478103 19,123 500,738 SH   SOLE   500,738 0 0
TRUECAR INC COM 89785L107 2,170 180,956 SH   SOLE   180,956 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 64,869 420,000 SH   SOLE   420,000 0 0
V F CORP COM 918204108 27,896 400,000 SH   SOLE   400,000 0 0
VAIL RESORTS INC COM 91879Q109 18,746 171,669 SH   SOLE   171,669 0 0
VEECO INSTRS INC DEL COM 922417100 1,655 57,575 SH   SOLE   57,575 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 10,449 469,638 SH   SOLE   469,638 0 0
WINGSTOP INC COM 974155103 3,408 120,000 SH   SOLE   120,000 0 0
WYNN RESORTS LTD COM 983134107 9,867 100,000 SH   SOLE   100,000 0 0
YUM BRANDS INC COM 988498101 18,016 200,000 SH   SOLE   200,000 0 0
ZOES KITCHEN INC COM 98979J109 13,920 340,000 SH   SOLE   340,000 0 0