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
ADVANCE AUTO PARTS INC COM 00751Y106 14,969 100,000 SH   SOLE   100,000 0 0
AMAZON COM INC COM 023135106 27,908 75,000 SH   SOLE   75,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,163 185,200 SH   SOLE   185,200 0 0
AUTONATION INC COM 05329W102 8,363 130,000 SH   SOLE   130,000 0 0
BANKUNITED INC COM 06652K103 5,290 161,582 SH   SOLE   161,582 0 0
BEST BUY INC COM 086516101 11,526 305,000 SH   SOLE   305,000 0 0
BOOT BARN HLDGS INC COM 099406100 9,568 400,000 SH   SOLE   400,000 0 0
BRINKER INTL INC COM 109641100 6,772 110,000 SH   SOLE   110,000 0 0
BROADCOM CORP CL A 111320107 12,246 282,860 SH   SOLE   282,860 0 0
BURLINGTON STORES INC COM 122017106 36,543 615,000 SH   SOLE   615,000 0 0
CANADIAN PAC RY LTD COM 13645T100 23,380 127,970 SH   SOLE   127,970 0 0
CARMAX INC COM 143130102 10,006 145,000 SH   SOLE   145,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 24,877 520,000 SH   SOLE   520,000 0 0
CBS CORP NEW CL B 124857202 6,397 105,510 SH   SOLE   105,510 0 0
CHENIERE ENERGY INC COM NEW 16411R208 21,006 271,389 SH   SOLE   271,389 0 0
CHICOS FAS INC COM 168615102 3,538 200,000 SH   SOLE   200,000 0 0
CITIGROUP INC COM NEW 172967424 36,064 700,000 SH   SOLE   700,000 0 0
CLUBCORP HLDGS INC COM 18948M108 8,527 440,450 SH   SOLE   440,450 0 0
COACH INC COM 189754104 20,715 500,000 SH   SOLE   500,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12,486 200,125 SH   SOLE   200,125 0 0
D R HORTON INC COM 23331A109 28,480 1,000,000 SH   SOLE   1,000,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 14,469 475,000 SH   SOLE   475,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 17,941 536,660 SH   SOLE   536,660 0 0
DICKS SPORTING GOODS INC COM 253393102 17,097 300,000 SH   SOLE   300,000 0 0
DOLLAR GEN CORP NEW COM 256677105 26,383 350,000 SH   SOLE   350,000 0 0
DOLLAR TREE INC COM 256746108 16,229 200,000 SH   SOLE   200,000 0 0
DSW INC CL A 23334L102 11,986 325,000 SH   SOLE   325,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 10,766 114,378 SH   SOLE   114,378 0 0
GENERAL MTRS CO COM 37045V100 11,250 300,000 SH   SOLE   300,000 0 0
GOOGLE INC CL A 38259P508 12,045 21,715 SH   SOLE   21,715 0 0
GOPRO INC CL A 38268T103 11,472 264,266 SH   SOLE   264,266 0 0
HARMAN INTL INDS INC COM 413086109 18,326 137,139 SH   SOLE   137,139 0 0
HEARTLAND EXPRESS INC COM 422347104 3,445 145,000 SH   SOLE   145,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 35,811 1,209,007 SH   SOLE   1,209,007 0 0
INTERFACE INC COM 458665304 10,537 507,094 SH   SOLE   507,094 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 3,369 386,365 SH   SOLE   386,365 0 0
JACK IN THE BOX INC COM 466367109 18,225 190,000 SH   SOLE   190,000 0 0
JD COM INC SPON ADR CL A 47215P106 24,885 847,000 SH   SOLE   847,000 0 0
JOHNSON CTLS INC COM 478366107 26,481 525,000 SH   SOLE   525,000 0 0
JONES LANG LASALLE INC COM 48020Q107 4,818 28,273 SH   SOLE   28,273 0 0
KB HOME COM 48666K109 10,374 664,155 SH   SOLE   664,155 0 0
KINDRED HEALTHCARE INC COM 494580103 21,974 923,650 SH   SOLE   923,650 0 0
LA QUINTA HLDGS INC COM 50420D108 33,261 1,404,585 SH   SOLE   1,404,585 0 0
LINKEDIN CORP COM CL A 53578A108 16,649 66,635 SH   SOLE   66,635 0 0
LOWES COS INC COM 548661107 44,634 600,000 SH   SOLE   600,000 0 0
LULULEMON ATHLETICA INC COM 550021109 28,809 450,000 SH   SOLE   450,000 0 0
MAGNA INTL INC COM 559222401 27,002 503,210 SH   SOLE   503,210 0 0
MARRIOTT INTL INC NEW CL A 571903202 17,498 217,859 SH   SOLE   217,859 0 0
MARTIN MARIETTA MATLS INC COM 573284106 8,856 63,350 SH   SOLE   63,350 0 0
MASCO CORP COM 574599106 2,981 111,651 SH   SOLE   111,651 0 0
MCDONALDS CORP COM 580135101 13,154 135,000 SH   SOLE   135,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 24,185 1,150,000 SH   SOLE   1,150,000 0 0
MICHAELS COS INC COM 59408Q106 6,516 240,800 SH   SOLE   240,800 0 0
MIDDLEBY CORP COM 596278101 6,145 59,863 SH   SOLE   59,863 0 0
MONSANTO CO NEW COM 61166W101 15,125 134,400 SH   SOLE   134,400 0 0
NEWMARKET CORP COM 651587107 13,156 27,535 SH   SOLE   27,535 0 0
NIKE INC CL B 654106103 14,046 140,000 SH   SOLE   140,000 0 0
PEAK RESORTS INC COM 70469L100 3,449 559,937 SH   SOLE   559,937 0 0
PRICELINE GRP INC COM NEW 741503403 54,778 47,054 SH   SOLE   47,054 0 0
PVH CORP COM 693656100 12,521 117,500 SH   SOLE   117,500 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 6,380 154,663 SH   SOLE   154,663 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 13,050 150,000 SH   SOLE   150,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 12,702 155,182 SH   SOLE   155,182 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 8,044 120,466 SH   SOLE   120,466 0 0
RYDER SYS INC COM 783549108 4,887 51,502 SH   SOLE   51,502 0 0
SHAKE SHACK INC CL A 819047101 2,252 45,000 SH   SOLE   45,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 20,607 425,667 SH   SOLE   425,667 0 0
SKECHERS U S A INC CL A 830566105 3,596 50,000 SH   SOLE   50,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,193 100,000 SH   SOLE   100,000 0 0
SONIC CORP COM 835451105 3,963 125,000 SH   SOLE   125,000 0 0
STAPLES INC COM 855030102 4,071 250,000 SH   SOLE   250,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 9,233 110,580 SH   SOLE   110,580 0 0
TOLL BROTHERS INC COM 889478103 20,569 522,843 SH   SOLE   522,843 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 2,546 149,950 SH   SOLE   149,950 0 0
TRUECAR INC COM 89785L107 17,384 973,908 SH   SOLE   973,908 0 0
TUESDAY MORNING CORP COM NEW 899035505 6,843 425,000 SH   SOLE   425,000 0 0
TWITTER INC COM 90184L102 23,788 475,000 SH   SOLE   475,000 0 0
TYSON FOODS INC CL A 902494103 4,025 105,104 SH   SOLE   105,104 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 67,883 450,000 SH   SOLE   450,000 0 0
UNION PAC CORP COM 907818108 31,142 287,530 SH   SOLE   287,530 0 0
URBAN OUTFITTERS INC COM 917047102 14,836 325,000 SH   SOLE   325,000 0 0
V F CORP COM 918204108 9,414 125,000 SH   SOLE   125,000 0 0
VAIL RESORTS INC COM 91879Q109 14,518 140,376 SH   SOLE   140,376 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 35,170 1,194,638 SH   SOLE   1,194,638 0 0
VISA INC COM CL A 92826C839 12,899 197,204 SH   SOLE   197,204 0 0
WHOLE FOODS MKT INC COM 966837106 20,832 400,000 SH   SOLE   400,000 0 0
ZOES KITCHEN INC COM 98979J109 10,153 305,000 SH   SOLE   305,000 0 0