The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,073 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,695 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 14,473 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 33,492 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 13,729 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 12,060 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 9,793 | 200,750 | SH | SOLE | 200,750 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 47,948 | 591,800 | SH | SOLE | 591,800 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 2,322 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 19,054 | 124,782 | SH | SOLE | 124,782 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 6,463 | 63,014 | SH | SOLE | 63,014 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 6,738 | 77,705 | SH | SOLE | 77,705 | 0 | 0 | ||
| CAVIUM INC | COM | 14964U108 | 53,015 | 910,906 | SH | SOLE | 910,906 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 5,474 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 19,202 | 240,412 | SH | SOLE | 240,412 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 12,386 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| COACH INC | COM | 189754104 | 24,312 | 665,000 | SH | SOLE | 665,000 | 0 | 0 | ||
| COHERENT INC | COM | 192479103 | 9,416 | 85,182 | SH | SOLE | 85,182 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 18,106 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 5,672 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 9,866 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DREW INDS INC | COM NEW | 26168L205 | 23,742 | 242,216 | SH | SOLE | 242,216 | 0 | 0 | ||
| E L F BEAUTY INC | COM | 26856L103 | 2,812 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 13,818 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 5,053 | 219,125 | SH | SOLE | 219,125 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 6,024 | 428,427 | SH | SOLE | 428,427 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 6,176 | 432,466 | SH | SOLE | 432,466 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 37,198 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 19,359 | 110,826 | SH | SOLE | 110,826 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 6,772 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 14,069 | 327,257 | SH | SOLE | 327,257 | 0 | 0 | ||
| HABIT RESTAURANTS INC | COM CL A | 40449J103 | 2,276 | 162,600 | SH | SOLE | 162,600 | 0 | 0 | ||
| HILL ROM HLDGS INC | COM | 431475102 | 341 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 35,387 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 36,884 | 316,354 | SH | SOLE | 316,354 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 22,182 | 509,808 | SH | SOLE | 509,808 | 0 | 0 | ||
| INTERFACE INC | COM | 458665304 | 8,838 | 529,558 | SH | SOLE | 529,558 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 4,797 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| JETBLUE AIRWAYS CORP | COM | 477143101 | 12,847 | 745,186 | SH | SOLE | 745,186 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 7,768 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 8,232 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 16,566 | 447,117 | SH | SOLE | 447,117 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 23,824 | 234,100 | SH | SOLE | 234,100 | 0 | 0 | ||
| MCBC HLDGS INC | COM | 55276F107 | 6,620 | 580,741 | SH | SOLE | 580,741 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 9,003 | 259,443 | SH | SOLE | 259,443 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 38,264 | 1,470,000 | SH | SOLE | 1,470,000 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 17,539 | 282,248 | SH | SOLE | 282,248 | 0 | 0 | ||
| MICROSEMI CORP | COM | 595137100 | 824 | 19,639 | SH | SOLE | 19,639 | 0 | 0 | ||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 10,484 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ORBOTECH LTD | ORD | M75253100 | 3,604 | 121,699 | SH | SOLE | 121,699 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 2,791 | 35,400 | SH | SOLE | 35,400 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 5,516 | 406,460 | SH | SOLE | 406,460 | 0 | 0 | ||
| PENNEY J C INC | COM | 708160106 | 6,454 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PINNACLE ENTMT INC NEW | COM | 72348Y105 | 12,658 | 1,025,790 | SH | SOLE | 1,025,790 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 8,829 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 59,339 | 537,000 | SH | SOLE | 537,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 10,061 | 426,476 | SH | SOLE | 426,476 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 5,187 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 10,610 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 1,328 | 24,776 | SH | SOLE | 24,776 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 11,667 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 21,669 | 509,497 | SH | SOLE | 509,497 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 8,686 | 70,632 | SH | SOLE | 70,632 | 0 | 0 | ||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 1,169 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SYNCHRONOSS TECHNOLOGIES INC | COM | 87157B103 | 10,863 | 263,783 | SH | SOLE | 263,783 | 0 | 0 | ||
| TECH DATA CORP | COM | 878237106 | 4,236 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 6,006 | 333,100 | SH | SOLE | 333,100 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 27,104 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 32,903 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 5,648 | 89,400 | SH | SOLE | 89,400 | 0 | 0 | ||
| U S CONCRETE INC | COM NEW | 90333L201 | 2,443 | 53,033 | SH | SOLE | 53,033 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 13,089 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 13,538 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 13,118 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 48,805 | 311,100 | SH | SOLE | 311,100 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 9,594 | 654,000 | SH | SOLE | 654,000 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 27,829 | 379,400 | SH | SOLE | 379,400 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 37,863 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| WINGSTOP INC | COM | 974155103 | 6,739 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 15,906 | 163,277 | SH | SOLE | 163,277 | 0 | 0 | ||