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
ADOBE SYS INC COM 00724F101 1,818 25,000 SH   SOLE   25,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 15,928 100,000 SH   SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,552 140,000 SH   SOLE   140,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 8,313 155,000 SH   SOLE   155,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,460 393,400 SH   SOLE   393,400 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 7,097 143,949 SH   SOLE   143,949 0 0
BAIDU INC SPON ADR REP A 056752108 8,435 37,000 SH   SOLE   37,000 0 0
BELDEN INC COM 077454106 16,205 205,624 SH   SOLE   205,624 0 0
BEST BUY INC COM 086516101 31,637 811,622 SH   SOLE   811,622 0 0
BOOT BARN HLDGS INC COM 099406100 1,256 69,000 SH   SOLE   69,000 0 0
BRINKER INTL INC COM 109641100 14,673 250,000 SH   SOLE   250,000 0 0
BUFFALO WILD WINGS INC COM 119848109 4,510 25,000 SH   SOLE   25,000 0 0
BURLINGTON STORES INC COM 122017106 28,356 600,000 SH   SOLE   600,000 0 0
CANADIAN PAC RY LTD COM 13645T100 11,864 61,570 SH   SOLE   61,570 0 0
CATAMARAN CORP COM 148887102 17,471 337,600 SH   SOLE   337,600 0 0
CHICOS FAS INC COM 168615102 3,535 218,100 SH   SOLE   218,100 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 12,321 18,000 SH   SOLE   18,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,357 215,661 SH   SOLE   215,661 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 11,777 218,409 SH   SOLE   218,409 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 3,214 181,256 SH   SOLE   181,256 0 0
CORNING INC COM 219350105 7,003 305,400 SH   SOLE   305,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 14,175 100,000 SH   SOLE   100,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 19,184 390,000 SH   SOLE   390,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 6,703 240,260 SH   SOLE   240,260 0 0
DOLLAR TREE INC COM 256746108 38,709 550,000 SH   SOLE   550,000 0 0
DSW INC CL A 23334L102 12,633 338,691 SH   SOLE   338,691 0 0
EL POLLO LOCO HLDGS INC COM 268603107 3,994 200,000 SH   SOLE   200,000 0 0
ESSENT GROUP LTD COM G3198U102 4,628 180,000 SH   SOLE   180,000 0 0
FACEBOOK INC CL A 30303M102 25,357 325,000 SH   SOLE   325,000 0 0
FEDEX CORP COM 31428X106 8,683 50,000 SH   SOLE   50,000 0 0
FOOT LOCKER INC COM 344849104 12,921 230,000 SH   SOLE   230,000 0 0
GOOGLE INC CL A 38259P508 18,573 35,000 SH   SOLE   35,000 0 0
HARLEY DAVIDSON INC COM 412822108 4,105 62,281 SH   SOLE   62,281 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 27,332 1,047,597 SH   SOLE   1,047,597 0 0
INTL PAPER CO COM 460146103 12,056 225,000 SH   SOLE   225,000 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 4,613 386,365 SH   SOLE   386,365 0 0
JACK IN THE BOX INC COM 466367109 5,997 75,000 SH   SOLE   75,000 0 0
JD COM INC SPON ADR CL A 47215P106 13,236 572,000 SH   SOLE   572,000 0 0
JOHNSON CTLS INC COM 478366107 12,085 250,000 SH   SOLE   250,000 0 0
LA QUINTA HLDGS INC COM 50420D108 5,515 250,000 SH   SOLE   250,000 0 0
LINKEDIN CORP COM CL A 53578A108 22,971 100,000 SH   SOLE   100,000 0 0
LOWES COS INC COM 548661107 27,520 400,000 SH   SOLE   400,000 0 0
MALIBU BOATS INC COM CL A 56117J100 1,912 99,200 SH   SOLE   99,200 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,462 70,000 SH   SOLE   70,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,413 40,000 SH   SOLE   40,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 25,228 1,180,000 SH   SOLE   1,180,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 6,384 85,000 SH   SOLE   85,000 0 0
MOELIS & CO CL A 60786M105 6,986 200,000 SH   SOLE   200,000 0 0
NEFF CORP COM CL A 640094207 4,962 440,300 SH   SOLE   440,300 0 0
OWENS CORNING NEW COM 690742101 2,624 73,279 SH   SOLE   73,279 0 0
PAPA JOHNS INTL INC COM 698813102 3,348 60,000 SH   SOLE   60,000 0 0
PEAK RESORTS INC COM 70469L100 5,290 661,200 SH   SOLE   661,200 0 0
PIER 1 IMPORTS INC COM 720279108 2,310 150,000 SH   SOLE   150,000 0 0
PLY GEM HLDGS INC COM 72941W100 1,521 108,790 SH   SOLE   108,790 0 0
POTASH CORP SASK INC COM 73755L107 5,298 150,000 SH   SOLE   150,000 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 5,726 100,000 SH   SOLE   100,000 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 4,397 154,663 SH   SOLE   154,663 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 16,802 175,000 SH   SOLE   175,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 15,265 185,182 SH   SOLE   185,182 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 7,175 100,679 SH   SOLE   100,679 0 0
SANDERSON FARMS INC COM 800013104 4,531 53,923 SH   SOLE   53,923 0 0
SIGNET JEWELERS LIMITED SHS G81276100 13,157 100,000 SH   SOLE   100,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 4,801 111,267 SH   SOLE   111,267 0 0
SKECHERS U S A INC CL A 830566105 3,591 65,000 SH   SOLE   65,000 0 0
SONIC CORP COM 835451105 3,781 138,865 SH   SOLE   138,865 0 0
SPIRIT AIRLS INC COM 848577102 3,774 49,934 SH   SOLE   49,934 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 20,315 250,580 SH   SOLE   250,580 0 0
TARGET CORP COM 87612E106 11,387 150,000 SH   SOLE   150,000 0 0
TJX COS INC NEW COM 872540109 6,858 100,000 SH   SOLE   100,000 0 0
TORO CO COM 891092108 6,709 105,134 SH   SOLE   105,134 0 0
TRACTOR SUPPLY CO COM 892356106 5,123 65,000 SH   SOLE   65,000 0 0
TREX CO INC COM 89531P105 2,129 50,000 SH   SOLE   50,000 0 0
TUESDAY MORNING CORP COM NEW 899035505 7,595 350,000 SH   SOLE   350,000 0 0
TYSON FOODS INC CL A 902494103 17,981 448,504 SH   SOLE   448,504 0 0
U S CONCRETE INC COM NEW 90333L201 1,389 48,809 SH   SOLE   48,809 0 0
U S G CORP COM NEW 903293405 1,400 50,000 SH   SOLE   50,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 42,826 335,000 SH   SOLE   335,000 0 0
UNION PAC CORP COM 907818108 13,700 115,000 SH   SOLE   115,000 0 0
V F CORP COM 918204108 7,490 100,000 SH   SOLE   100,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 10,781 551,754 SH   SOLE   551,754 0 0
WHOLE FOODS MKT INC COM 966837106 10,588 210,000 SH   SOLE   210,000 0 0
WINNEBAGO INDS INC COM 974637100 9,060 416,352 SH   SOLE   416,352 0 0
WYNN RESORTS LTD COM 983134107 9,669 65,000 SH   SOLE   65,000 0 0