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
ACUSHNET HOLDINGS CORP COM 005098108 3,229 163,824 SH   SOLE   163,824 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 40,320 238,410 SH   SOLE   238,410 0 0
ADVANCED ENERGY INDS COM 007973100 2,825 51,600 SH   SOLE   51,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,659 110,000 SH   SOLE   110,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,302 13,000 SH   SOLE   13,000 0 0
AMAZON COM INC COM 023135106 9,938 13,253 SH   SOLE   13,253 0 0
ARCH COAL INC CL A 039380407 4,360 55,862 SH   SOLE   55,862 0 0
BOINGO WIRELESS INC COM 09739C102 1,921 157,619 SH   SOLE   157,619 0 0
BOYD GAMING CORP COM 103304101 10,510 521,063 SH   SOLE   521,063 0 0
BRUNSWICK CORP COM 117043109 4,660 85,435 SH   SOLE   85,435 0 0
BURLINGTON STORES INC COM 122017106 40,256 475,000 SH   SOLE   475,000 0 0
CANADIAN PAC RY LTD COM 13645T100 5,323 37,282 SH   SOLE   37,282 0 0
CAVIUM INC COM 14964U108 12,797 204,954 SH   SOLE   204,954 0 0
CHILDRENS PL INC COM 168905107 13,124 130,000 SH   SOLE   130,000 0 0
CIENA CORP COM NEW 171779309 12,139 497,304 SH   SOLE   497,304 0 0
CLIFFS NAT RES INC COM 18683K101 841 100,000 SH   SOLE   100,000 0 0
COACH INC COM 189754104 12,102 345,581 SH   SOLE   345,581 0 0
COHERENT INC COM 192479103 34,056 247,889 SH   SOLE   247,889 0 0
COPA HOLDINGS SA CL A P31076105 18,808 207,068 SH   SOLE   207,068 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 17,356 433,890 SH   SOLE   433,890 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,314 230,000 SH   SOLE   230,000 0 0
DICKS SPORTING GOODS INC COM 253393102 16,992 320,000 SH   SOLE   320,000 0 0
DOLLAR TREE INC COM 256746108 46,308 600,000 SH   SOLE   600,000 0 0
E L F BEAUTY INC COM 26856L103 5,788 200,000 SH   SOLE   200,000 0 0
ELDORADO RESORTS INC COM 28470R102 7,873 464,483 SH   SOLE   464,483 0 0
EXPEDIA INC DEL COM NEW 30212P303 23,930 211,247 SH   SOLE   211,247 0 0
FACEBOOK INC CL A 30303M102 10,234 88,956 SH   SOLE   88,956 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 2,005 233,145 SH   SOLE   233,145 0 0
GENESEE & WYO INC CL A 371559105 11,453 165,000 SH   SOLE   165,000 0 0
GLOBAL PMTS INC COM 37940X102 15,629 225,167 SH   SOLE   225,167 0 0
HOME DEPOT INC COM 437076102 44,917 335,000 SH   SOLE   335,000 0 0
INTERFACE INC COM 458665304 1,294 69,758 SH   SOLE   69,758 0 0
IPG PHOTONICS CORP COM 44980X109 7,844 79,461 SH   SOLE   79,461 0 0
JD COM INC SPON ADR CL A 47215P106 9,351 367,575 SH   SOLE   367,575 0 0
LAS VEGAS SANDS CORP COM 517834107 12,671 237,244 SH   SOLE   237,244 0 0
LULULEMON ATHLETICA INC COM 550021109 26,646 410,000 SH   SOLE   410,000 0 0
LUMENTUM HLDGS INC COM 55024U109 3,472 89,841 SH   SOLE   89,841 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 3,702 80,000 SH   SOLE   80,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 20,898 202,400 SH   SOLE   202,400 0 0
MCBC HLDGS INC COM 55276F107 7,514 515,347 SH   SOLE   515,347 0 0
MGM RESORTS INTERNATIONAL COM 552953101 36,435 1,263,800 SH   SOLE   1,263,800 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,208 50,000 SH   SOLE   50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 10,557 481,631 SH   SOLE   481,631 0 0
MICROSEMI CORP COM 595137100 3,334 61,770 SH   SOLE   61,770 0 0
MKS INSTRUMENT INC COM 55306N104 14,166 238,492 SH   SOLE   238,492 0 0
NETFLIX INC COM 64110L106 14,862 120,046 SH   SOLE   120,046 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 15,424 1,035,145 SH   SOLE   1,035,145 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 2,688 94,495 SH   SOLE   94,495 0 0
ORBOTECH LTD ORD M75253100 2,260 67,641 SH   SOLE   67,641 0 0
PANERA BREAD CO CL A 69840W108 20,509 100,000 SH   SOLE   100,000 0 0
PAPA JOHNS INTL INC COM 698813102 3,030 35,400 SH   SOLE   35,400 0 0
PARKER HANNIFIN CORP COM 701094104 10,460 74,717 SH   SOLE   74,717 0 0
PENNEY J C INC COM 708160106 3,324 400,000 SH   SOLE   400,000 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 12,249 844,792 SH   SOLE   844,792 0 0
PRICELINE GRP INC COM NEW 741503403 31,227 21,300 SH   SOLE   21,300 0 0
PVH CORP COM 693656100 27,045 299,700 SH   SOLE   299,700 0 0
RED ROCK RESORTS INC CL A 75700L108 18,140 782,250 SH   SOLE   782,250 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 14,003 170,681 SH   SOLE   170,681 0 0
SPIRIT AIRLS INC COM 848577102 15,680 270,997 SH   SOLE   270,997 0 0
STARBUCKS CORP COM 855244109 13,880 250,000 SH   SOLE   250,000 0 0
STEEL DYNAMICS INC COM 858119100 14,649 411,718 SH   SOLE   411,718 0 0
STERICYCLE INC COM 858912108 7,704 100,000 SH   SOLE   100,000 0 0
TECK RESOURCES LTD CL B 878742204 5,804 289,773 SH   SOLE   289,773 0 0
THOR INDS INC COM 885160101 5,489 54,861 SH   SOLE   54,861 0 0
TJX COS INC NEW COM 872540109 31,555 420,000 SH   SOLE   420,000 0 0
TRINSEO S A SHS L9340P101 10,674 180,004 SH   SOLE   180,004 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 16,571 65,000 SH   SOLE   65,000 0 0
UNITED CONTL HLDGS INC COM 910047109 13,341 183,057 SH   SOLE   183,057 0 0
VAIL RESORTS INC COM 91879Q109 20,634 127,914 SH   SOLE   127,914 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 4,723 429,000 SH   SOLE   429,000 0 0
WEIBO CORP SPONSORED ADR 948596101 1,015 25,000 SH   SOLE   25,000 0 0
WESTERN DIGITAL CORP COM 958102105 11,891 175,000 SH   SOLE   175,000 0 0
WINGSTOP INC COM 974155103 6,806 230,000 SH   SOLE   230,000 0 0
WYNN RESORTS LTD COM 983134107 3,426 39,600 SH   SOLE   39,600 0 0