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 2,177 126,000 SH   SOLE   126,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 45,234 305,100 SH   SOLE   305,100 0 0
ALASKA AIR GROUP INC COM 011659109 12,911 140,000 SH   SOLE   140,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,182 140,800 SH   SOLE   140,800 0 0
AMAZON COM INC COM 023135106 5,100 5,753 SH   SOLE   5,753 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 21,087 498,510 SH   SOLE   498,510 0 0
ANIXTER INTL INC COM 035290105 7,973 100,544 SH   SOLE   100,544 0 0
ARDAGH GROUP S A CL A L0223L101 2,635 120,000 SH   SOLE   120,000 0 0
AVIS BUDGET GROUP COM 053774105 4,845 163,800 SH   SOLE   163,800 0 0
BAIDU INC SPON ADR REP A 056752108 10,351 60,000 SH   SOLE   60,000 0 0
BIG LOTS INC COM 089302103 4,673 96,004 SH   SOLE   96,004 0 0
BOINGO WIRELESS INC COM 09739C102 1,714 131,916 SH   SOLE   131,916 0 0
BOYD GAMING CORP COM 103304101 14,000 636,063 SH   SOLE   636,063 0 0
BURLINGTON STORES INC COM 122017106 44,744 459,900 SH   SOLE   459,900 0 0
CAESARSTONE LTD ORD SHS M20598104 247 6,808 SH   SOLE   6,808 0 0
CANADIAN PAC RY LTD COM 13645T100 10,620 72,282 SH   SOLE   72,282 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 15,906 270,000 SH   SOLE   270,000 0 0
CAVIUM INC COM 14964U108 11,087 154,711 SH   SOLE   154,711 0 0
CHILDRENS PL INC COM 168905107 14,406 120,000 SH   SOLE   120,000 0 0
CIENA CORP COM NEW 171779309 5,289 224,016 SH   SOLE   224,016 0 0
COACH INC COM 189754104 26,865 650,000 SH   SOLE   650,000 0 0
COHERENT INC COM 192479103 57,447 279,355 SH   SOLE   279,355 0 0
COPA HOLDINGS SA CL A P31076105 34,087 303,668 SH   SOLE   303,668 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 15,673 318,890 SH   SOLE   318,890 0 0
CUMMINS INC COM 231021106 10,514 69,540 SH   SOLE   69,540 0 0
DOLLAR TREE INC COM 256746108 47,861 610,000 SH   SOLE   610,000 0 0
E L F BEAUTY INC COM 26856L103 5,760 200,000 SH   SOLE   200,000 0 0
EDITAS MEDICINE INC COM 28106W103 2,555 114,461 SH   SOLE   114,461 0 0
ELDORADO RESORTS INC COM 28470R102 8,790 464,483 SH   SOLE   464,483 0 0
EXPEDIA INC DEL COM NEW 30212P303 23,234 184,147 SH   SOLE   184,147 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 18,060 119,262 SH   SOLE   119,262 0 0
FOOT LOCKER INC COM 344849104 13,855 185,200 SH   SOLE   185,200 0 0
GENESEE & WYO INC CL A 371559105 8,822 130,000 SH   SOLE   130,000 0 0
GLOBAL PMTS INC COM 37940X102 37,164 460,629 SH   SOLE   460,629 0 0
GRUBHUB INC COM 400110102 12,215 371,400 SH   SOLE   371,400 0 0
HANESBRANDS INC COM 410345102 4,152 200,000 SH   SOLE   200,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 5,766 124,142 SH   SOLE   124,142 0 0
HOME DEPOT INC COM 437076102 27,898 190,000 SH   SOLE   190,000 0 0
IPG PHOTONICS CORP COM 44980X109 12,094 100,200 SH   SOLE   100,200 0 0
J JILL INC COM 46620W102 4,935 350,000 SH   SOLE   350,000 0 0
JD COM INC SPON ADR CL A 47215P106 13,769 442,575 SH   SOLE   442,575 0 0
JELD-WEN HLDG INC COM 47580P103 1,643 50,000 SH   SOLE   50,000 0 0
LCI INDS COM 50189K103 1,746 17,495 SH   SOLE   17,495 0 0
LOWES COS INC COM 548661107 47,271 575,000 SH   SOLE   575,000 0 0
LULULEMON ATHLETICA INC COM 550021109 4,668 90,000 SH   SOLE   90,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,590 32,929 SH   SOLE   32,929 0 0
MASTEC INC COM 576323109 3,224 80,500 SH   SOLE   80,500 0 0
MCBC HLDGS INC COM 55276F107 4,576 282,990 SH   SOLE   282,990 0 0
MCDONALDS CORP COM 580135101 38,883 300,000 SH   SOLE   300,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 22,983 838,800 SH   SOLE   838,800 0 0
MICROSEMI CORP COM 595137100 7,229 140,289 SH   SOLE   140,289 0 0
NETFLIX INC COM 64110L106 16,576 112,147 SH   SOLE   112,147 0 0
NIKE INC CL B 654106103 15,326 275,000 SH   SOLE   275,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 18,058 1,043,219 SH   SOLE   1,043,219 0 0
OWENS ILL INC COM NEW 690768403 2,394 117,448 SH   SOLE   117,448 0 0
PAPA JOHNS INTL INC COM 698813102 1,601 20,000 SH   SOLE   20,000 0 0
PARKER HANNIFIN CORP COM 701094104 25,735 160,522 SH   SOLE   160,522 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 16,490 844,792 SH   SOLE   844,792 0 0
PRESIDIO INC COM 74102M103 3,097 200,000 SH   SOLE   200,000 0 0
PRICELINE GRP INC COM NEW 741503403 23,674 13,300 SH   SOLE   13,300 0 0
PVH CORP COM 693656100 38,924 376,187 SH   SOLE   376,187 0 0
RED ROCK RESORTS INC CL A 75700L108 6,636 299,180 SH   SOLE   299,180 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 15,274 155,681 SH   SOLE   155,681 0 0
SEAWORLD ENTMT INC COM 81282V100 9,063 496,050 SH   SOLE   496,050 0 0
STARBUCKS CORP COM 855244109 7,299 125,000 SH   SOLE   125,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 12,481 167,422 SH   SOLE   167,422 0 0
THOR INDS INC COM 885160101 26,501 275,680 SH   SOLE   275,680 0 0
TJX COS INC NEW COM 872540109 2,372 30,000 SH   SOLE   30,000 0 0
ULTA BEAUTY INC COM 90384S303 17,114 60,000 SH   SOLE   60,000 0 0
UNITED CONTL HLDGS INC COM 910047109 18,611 263,462 SH   SOLE   263,462 0 0
VAIL RESORTS INC COM 91879Q109 14,392 74,996 SH   SOLE   74,996 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 4,922 369,000 SH   SOLE   369,000 0 0
WINGSTOP INC COM 974155103 1,697 60,000 SH   SOLE   60,000 0 0
WYNN RESORTS LTD COM 983134107 9,857 86,001 SH   SOLE   86,001 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 30,102 329,880 SH   SOLE   329,880 0 0