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 2,500 126,000 SH   SOLE   126,000 0 0
AEHR TEST SYSTEMS COM 00760J108 750 200,000 SH   SOLE   200,000 0 0
ALASKA AIR GROUP INC COM 011659109 35,904 400,000 SH   SOLE   400,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 27,853 553,510 SH   SOLE   553,510 0 0
ARDAGH GROUP S A CL A L0223L101 742 32,800 SH   SOLE   32,800 0 0
AZUL S A SPONSR ADR PFD 05501U106 7,760 368,100 SH   SOLE   368,100 0 0
BIG LOTS INC COM 089302103 1,956 40,500 SH   SOLE   40,500 0 0
BOYD GAMING CORP COM 103304101 15,036 606,063 SH   SOLE   606,063 0 0
BURLINGTON STORES INC COM 122017106 30,357 330,000 SH   SOLE   330,000 0 0
CAESARSTONE LTD ORD SHS M20598104 7,255 207,000 SH   SOLE   207,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 12,146 615,000 SH   SOLE   615,000 0 0
CANADIAN PAC RY LTD COM 13645T100 12,830 79,782 SH   SOLE   79,782 0 0
CARMAX INC COM 143130102 13,873 220,000 SH   SOLE   220,000 0 0
CARVANA CO CL A 146869102 3,982 194,510 SH   SOLE   194,510 0 0
CBS CORP NEW CL B 124857202 20,091 315,000 SH   SOLE   315,000 0 0
CHILDRENS PL INC COM 168905107 18,123 177,500 SH   SOLE   177,500 0 0
CIENA CORP COM NEW 171779309 23,839 952,804 SH   SOLE   952,804 0 0
COACH INC COM 189754104 16,569 350,000 SH   SOLE   350,000 0 0
COHERENT INC COM 192479103 74,380 330,591 SH   SOLE   330,591 0 0
COPA HOLDINGS SA CL A P31076105 29,710 253,933 SH   SOLE   253,933 0 0
COSTAR GROUP INC COM 22160N109 2,499 9,481 SH   SOLE   9,481 0 0
CUMMINS INC COM 231021106 4,659 28,720 SH   SOLE   28,720 0 0
DATA I O CORP COM 237690102 243 30,605 SH   SOLE   30,605 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,779 275,000 SH   SOLE   275,000 0 0
DISNEY WALT CO COM DISNEY 254687106 21,250 200,000 SH   SOLE   200,000 0 0
DOLLAR GEN CORP NEW COM 256677105 5,407 75,000 SH   SOLE   75,000 0 0
DOLLAR TREE INC COM 256746108 10,488 150,000 SH   SOLE   150,000 0 0
E L F BEAUTY INC COM 26856L103 2,721 100,000 SH   SOLE   100,000 0 0
EDITAS MEDICINE INC COM 28106W103 1,457 86,833 SH   SOLE   86,833 0 0
ELDORADO RESORTS INC COM 28470R102 17,760 887,989 SH   SOLE   887,989 0 0
FACEBOOK INC CL A 30303M102 16,608 110,000 SH   SOLE   110,000 0 0
GAP INC DEL COM 364760108 24,189 1,100,000 SH   SOLE   1,100,000 0 0
GLOBAL PMTS INC COM 37940X102 27,655 306,185 SH   SOLE   306,185 0 0
GREENBRIER COS INC COM 393657101 4,755 102,800 SH   SOLE   102,800 0 0
GRUBHUB INC COM 400110102 3,867 88,700 SH   SOLE   88,700 0 0
HOME DEPOT INC COM 437076102 49,855 325,000 SH   SOLE   325,000 0 0
II VI INC COM 902104108 550 16,043 SH   SOLE   16,043 0 0
INFINERA CORPORATION COM 45667G103 2,134 200,000 SH   SOLE   200,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 8,602 333,550 SH   SOLE   333,550 0 0
J JILL INC COM 46620W102 4,302 350,000 SH   SOLE   350,000 0 0
JD COM INC SPON ADR CL A 47215P106 33,438 852,575 SH   SOLE   852,575 0 0
JELD-WEN HLDG INC COM 47580P103 9,413 290,000 SH   SOLE   290,000 0 0
KNIGHT TRANSN INC COM 499064103 10,856 293,000 SH   SOLE   293,000 0 0
L BRANDS INC COM 501797104 9,431 175,000 SH   SOLE   175,000 0 0
LAUDER ESTEE COS INC CL A 518439104 21,596 225,000 SH   SOLE   225,000 0 0
LITHIA MTRS INC CL A 536797103 4,712 50,000 SH   SOLE   50,000 0 0
LULULEMON ATHLETICA INC COM 550021109 29,835 500,000 SH   SOLE   500,000 0 0
MCBC HLDGS INC COM 55276F107 5,532 282,990 SH   SOLE   282,990 0 0
MCDONALDS CORP COM 580135101 45,948 300,000 SH   SOLE   300,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 42,242 1,350,000 SH   SOLE   1,350,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 7,718 100,000 SH   SOLE   100,000 0 0
MKS INSTRUMENT INC COM 55306N104 7,040 104,612 SH   SOLE   104,612 0 0
NEOPHOTONICS CORP COM 64051T100 3,724 482,424 SH   SOLE   482,424 0 0
NETFLIX INC COM 64110L106 26,468 177,147 SH   SOLE   177,147 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 12,167 698,839 SH   SOLE   698,839 0 0
PARKER HANNIFIN CORP COM 701094104 52,208 326,666 SH   SOLE   326,666 0 0
PENN NATL GAMING INC COM 707569109 13,332 623,000 SH   SOLE   623,000 0 0
PENNEY J C INC COM 708160106 3,488 750,000 SH   SOLE   750,000 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 15,903 804,792 SH   SOLE   804,792 0 0
PLANET FITNESS INC CL A 72703H101 8,169 350,000 SH   SOLE   350,000 0 0
PRICELINE GRP INC COM NEW 741503403 22,446 12,000 SH   SOLE   12,000 0 0
PVH CORP COM 693656100 55,533 485,000 SH   SOLE   485,000 0 0
ROGERS CORP COM 775133101 12,500 115,084 SH   SOLE   115,084 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 5,470 50,081 SH   SOLE   50,081 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 7,270 325,000 SH   SOLE   325,000 0 0
SEAWORLD ENTMT INC COM 81282V100 6,281 386,050 SH   SOLE   386,050 0 0
SELECT COMFORT CORP COM 81616X103 2,307 65,000 SH   SOLE   65,000 0 0
SHERWIN WILLIAMS CO COM 824348106 8,423 24,000 SH   SOLE   24,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 10,730 180,000 SH   SOLE   180,000 0 0
ULTA BEAUTY INC COM 90384S303 9,515 33,114 SH   SOLE   33,114 0 0
UNITED CONTL HLDGS INC COM 910047109 18,697 248,462 SH   SOLE   248,462 0 0
VAIL RESORTS INC COM 91879Q109 30,424 149,996 SH   SOLE   149,996 0 0
VIACOM INC NEW CL B 92553P201 2,014 60,000 SH   SOLE   60,000 0 0
WAL-MART STORES INC COM 931142103 15,136 200,000 SH   SOLE   200,000 0 0
WINGSTOP INC COM 974155103 1,854 60,000 SH   SOLE   60,000 0 0
WYNN RESORTS LTD COM 983134107 6,974 52,001 SH   SOLE   52,001 0 0
YUM CHINA HLDGS INC COM 98850P109 1,972 50,000 SH   SOLE   50,000 0 0
ZYNGA INC CL A 98986T108 364 100,000 SH   SOLE   100,000 0 0