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 1,820 102,500 SH   SOLE   102,500 0 0
AEHR TEST SYSTEMS COM 00760J108 818 200,000 SH   SOLE   200,000 0 0
ALASKA AIR GROUP INC. COM 011659109 32,796 430,000 SH   SOLE   430,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,499 55,000 SH   SOLE   55,000 0 0
ALPHABET INC CAP STK CL A 02079K305 8,763 9,000 SH   SOLE   9,000 0 0
AMAZON COM INC COM 023135106 17,304 18,000 SH   SOLE   18,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 20,961 441,375 SH   SOLE   441,375 0 0
AMETEK INC NEW COM 031100100 2,523 38,201 SH   SOLE   38,201 0 0
APPLIED MATLS INC COM 038222105 6,861 131,722 SH   SOLE   131,722 0 0
BEST BUY INC COM 086516101 2,848 50,000 SH   SOLE   50,000 0 0
BIG LOTS INC COM 089302103 5,357 100,000 SH   SOLE   100,000 0 0
BOYD GAMING CORP COM 103304101 7,213 276,900 SH   SOLE   276,900 0 0
BURLINGTON STORES INC COM 122017106 33,411 350,000 SH   SOLE   350,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 19,317 940,000 SH   SOLE   940,000 0 0
CARMAX INC COM 143130102 10,234 135,000 SH   SOLE   135,000 0 0
CARVANA CO CL A 146869102 2,232 152,019 SH   SOLE   152,019 0 0
CHILDRENS PL INC COM 168905107 19,495 165,000 SH   SOLE   165,000 0 0
COACH INC COM 189754104 14,098 350,000 SH   SOLE   350,000 0 0
COHERENT INC COM 192479103 40,423 171,888 SH   SOLE   171,888 0 0
COPA HOLDINGS SA CL A P31076105 4,274 34,319 SH   SOLE   34,319 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 25,024 518,951 SH   SOLE   518,951 0 0
DESPEGAR COM CORP ORD SHS G27358103 800 25,000 SH   SOLE   25,000 0 0
DOLLAR TREE INC COM 256746108 52,092 600,000 SH   SOLE   600,000 0 0
EATON CORP PLC SHS G29183103 13,066 170,148 SH   SOLE   170,148 0 0
ELDORADO RESORTS INC COM 28470R102 25,672 1,000,856 SH   SOLE   1,000,856 0 0
EXPEDIA INC DEL COM NEW 30212P303 9,758 67,791 SH   SOLE   67,791 0 0
EXPRESS INC COM 30219E103 1,690 250,000 SH   SOLE   250,000 0 0
FACEBOOK INC CL A 30303M102 22,261 130,280 SH   SOLE   130,280 0 0
FERRARI N V COM N3167Y103 5,524 50,000 SH   SOLE   50,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 5,840 150,000 SH   SOLE   150,000 0 0
GAP INC DEL COM 364760108 25,101 850,000 SH   SOLE   850,000 0 0
HOME DEPOT INC COM 437076102 36,801 225,000 SH   SOLE   225,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 2,354 88,550 SH   SOLE   88,550 0 0
J JILL INC COM 46620W102 3,812 350,000 SH   SOLE   350,000 0 0
JD COM INC SPON ADR CL A 47215P106 9,297 243,378 SH   SOLE   243,378 0 0
JELD-WEN HLDG INC COM 47580P103 10,301 290,000 SH   SOLE   290,000 0 0
KENNAMETAL INC COM 489170100 10,597 262,697 SH   SOLE   262,697 0 0
LAUDER ESTEE COS INC CL A 518439104 29,527 273,800 SH   SOLE   273,800 0 0
LITHIA MTRS INC CL A 536797103 10,226 85,000 SH   SOLE   85,000 0 0
LOWES COS INC COM 548661107 27,579 345,000 SH   SOLE   345,000 0 0
LULULEMON ATHLETICA INC COM 550021109 31,324 503,200 SH   SOLE   503,200 0 0
LUMENTUM HLDGS INC COM 55024U109 19,086 351,176 SH   SOLE   351,176 0 0
MCBC HLDGS INC COM 55276F107 5,767 282,990 SH   SOLE   282,990 0 0
MCDONALDS CORP COM 580135101 7,834 50,000 SH   SOLE   50,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 29,298 898,989 SH   SOLE   898,989 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 6,699 140,000 SH   SOLE   140,000 0 0
MICHAELS COS INC COM 59408Q106 2,147 100,000 SH   SOLE   100,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 4,615 51,400 SH   SOLE   51,400 0 0
MICRON TECHNOLOGY INC COM 595112103 23,598 600,000 SH   SOLE   600,000 0 0
NETFLIX INC COM 64110L106 32,221 177,673 SH   SOLE   177,673 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,577 85,400 SH   SOLE   85,400 0 0
PACCAR INC COM 693718108 31,292 432,573 SH   SOLE   432,573 0 0
PENN NATL GAMING INC COM 707569109 9,675 413,646 SH   SOLE   413,646 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 19,296 905,492 SH   SOLE   905,492 0 0
PLANET FITNESS INC CL A 72703H101 11,278 418,000 SH   SOLE   418,000 0 0
PRICELINE GRP INC COM NEW 741503403 15,066 8,229 SH   SOLE   8,229 0 0
PVH CORP COM 693656100 63,030 500,000 SH   SOLE   500,000 0 0
SEAWORLD ENTMT INC COM 81282V100 3,066 236,050 SH   SOLE   236,050 0 0
SHERWIN WILLIAMS CO COM 824348106 35,804 100,000 SH   SOLE   100,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 36,416 597,577 SH   SOLE   597,577 0 0
STANLEY BLACK & DECKER INC COM 854502101 7,549 50,000 SH   SOLE   50,000 0 0
SYNNEX CORP COM 87162W100 3,188 25,200 SH   SOLE   25,200 0 0
TRINSEO S A SHS L9340P101 12,380 184,500 SH   SOLE   184,500 0 0
TYSON FOODS INC CL A 902494103 7,045 100,000 SH   SOLE   100,000 0 0
ULTA BEAUTY INC COM 90384S303 4,069 18,000 SH   SOLE   18,000 0 0
UNITED RENTALS INC COM 911363109 46,454 334,828 SH   SOLE   334,828 0 0
UNITED STATES STL CORP NEW COM 912909108 5,774 225,000 SH   SOLE   225,000 0 0
VAIL RESORTS INC COM 91879Q109 7,885 34,564 SH   SOLE   34,564 0 0
WAL-MART STORES INC COM 931142103 11,721 150,000 SH   SOLE   150,000 0 0
WENDYS CO COM 95058W100 9,318 600,000 SH   SOLE   600,000 0 0
WINGSTOP INC COM 974155103 1,995 60,000 SH   SOLE   60,000 0 0
WYNN RESORTS LTD COM 983134107 12,637 84,859 SH   SOLE   84,859 0 0