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 2,161 102,500 SH   SOLE   102,500 0 0
AK STL HLDG CORP COM 001547108 6,816 1,204,300 SH   SOLE   1,204,300 0 0
ALASKA AIR GROUP INC COM 011659109 28,831 392,200 SH   SOLE   392,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33,624 195,000 SH   SOLE   195,000 0 0
ALPHABET INC CAP STK CL A 02079K305 6,847 6,500 SH   SOLE   6,500 0 0
AMAZON COM INC COM 023135106 14,034 12,000 SH   SOLE   12,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 13,648 262,308 SH   SOLE   262,308 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,640 300,000 SH   SOLE   300,000 0 0
AT HOME GROUP INC COM 04650Y100 18,264 601,000 SH   SOLE   601,000 0 0
AUTOZONE INC COM 053332102 14,227 20,000 SH   SOLE   20,000 0 0
BEST BUY INC COM 086516101 5,736 83,770 SH   SOLE   83,770 0 0
BOOT BARN HLDGS INC COM 099406100 831 50,000 SH   SOLE   50,000 0 0
BOYD GAMING CORP COM 103304101 9,705 276,900 SH   SOLE   276,900 0 0
BURLINGTON STORES INC COM 122017106 31,988 260,000 SH   SOLE   260,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 26,395 836,355 SH   SOLE   836,355 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 22,400 337,500 SH   SOLE   337,500 0 0
CARTER INC COM 146229109 4,700 40,000 SH   SOLE   40,000 0 0
CHILDRENS PL INC COM 168905107 20,640 142,000 SH   SOLE   142,000 0 0
COHERENT INC COM 192479103 26,183 92,774 SH   SOLE   92,774 0 0
COPA HOLDINGS SA CL A P31076105 5,022 37,458 SH   SOLE   37,458 0 0
COSTAR GROUP INC COM 22160N109 15,726 52,957 SH   SOLE   52,957 0 0
COTT CORP QUE COM 22163N106 11,662 700,000 SH   SOLE   700,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 20,381 363,951 SH   SOLE   363,951 0 0
DOLLAR TREE INC COM 256746108 61,199 570,300 SH   SOLE   570,300 0 0
EATON CORP PLC SHS G29183103 3,567 45,148 SH   SOLE   45,148 0 0
ELDORADO RESORTS INC COM 28470R102 37,256 1,123,856 SH   SOLE   1,123,856 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 12,407 578,938 SH   SOLE   578,938 0 0
EVERBRIDGE INC COM 29978A104 1,912 64,328 SH   SOLE   64,328 0 0
EXPEDIA INC DEL COM NEW 30212P303 13,832 115,491 SH   SOLE   115,491 0 0
FACEBOOK INC CL A 30303M102 39,784 225,458 SH   SOLE   225,458 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 14,604 300,000 SH   SOLE   300,000 0 0
HERC HLDGS INC COM 42704L104 9,840 157,158 SH   SOLE   157,158 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 2,343 121,903 SH   SOLE   121,903 0 0
J JILL INC COM 46620W102 1,326 170,000 SH   SOLE   170,000 0 0
JD COM INC SPON ADR CL A 47215P106 6,974 168,378 SH   SOLE   168,378 0 0
KENNAMETAL INC COM 489170100 15,448 319,117 SH   SOLE   319,117 0 0
KOHLS CORP COM 500255104 5,423 100,000 SH   SOLE   100,000 0 0
L BRANDS INC COM 501797104 12,484 207,300 SH   SOLE   207,300 0 0
LAUDER ESTEE COS INC CL A 518439104 17,177 135,000 SH   SOLE   135,000 0 0
LOWES COS INC COM 548661107 16,265 175,000 SH   SOLE   175,000 0 0
LULULEMON ATHLETICA INC COM 550021109 35,884 456,600 SH   SOLE   456,600 0 0
LUMENTUM HLDGS INC COM 55024U109 32,304 660,607 SH   SOLE   660,607 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 2,421 74,400 SH   SOLE   74,400 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,915 228,920 SH   SOLE   228,920 0 0
MCBC HLDGS INC COM 55276F107 3,623 163,029 SH   SOLE   163,029 0 0
MCDONALDS CORP COM 580135101 25,818 150,000 SH   SOLE   150,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 18,665 558,989 SH   SOLE   558,989 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 12,590 200,000 SH   SOLE   200,000 0 0
MICRON TECHNOLOGY INC COM 595112103 41,120 1,000,000 SH   SOLE   1,000,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 28,654 317,178 SH   SOLE   317,178 0 0
NETAPP INC COM 64110D104 36,817 665,522 SH   SOLE   665,522 0 0
NETFLIX INC COM 64110L106 36,506 190,173 SH   SOLE   190,173 0 0
NEWMARK GROUP INC CL A 65158N102 10,586 665,778 SH   SOLE   665,778 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 11,789 221,391 SH   SOLE   221,391 0 0
OWENS CORNING NEW COM 690742101 8,348 90,800 SH   SOLE   90,800 0 0
PARTY CITY HOLDCO INC COM 702149105 10,672 765,000 SH   SOLE   765,000 0 0
PENN NATL GAMING INC COM 707569109 12,960 413,646 SH   SOLE   413,646 0 0
PENNEY J C INC COM 708160106 1,264 400,000 SH   SOLE   400,000 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 24,903 760,851 SH   SOLE   760,851 0 0
PRICELINE GRP INC COM NEW 741503403 22,790 13,115 SH   SOLE   13,115 0 0
PVH CORP COM 693656100 59,686 435,000 SH   SOLE   435,000 0 0
QUIDEL CORP COM 74838J101 16,189 373,443 SH   SOLE   373,443 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,157 60,000 SH   SOLE   60,000 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 8,335 80,000 SH   SOLE   80,000 0 0
SEAWORLD ENTMT INC COM 81282V100 6,159 453,850 SH   SOLE   453,850 0 0
SHERWIN WILLIAMS CO COM 824348106 38,954 95,000 SH   SOLE   95,000 0 0
SOGOU INC ADR REPSTG A 83409V104 579 50,000 SH   SOLE   50,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 11,878 70,000 SH   SOLE   70,000 0 0
SWITCH INC CL A 87105L104 10,914 600,000 SH   SOLE   600,000 0 0
SYNNEX CORP COM 87162W100 19,088 140,401 SH   SOLE   140,401 0 0
TAILORED BRANDS INC COM 87403A107 1,965 90,000 SH   SOLE   90,000 0 0
TAPESTRY INC COM 876030107 8,846 200,000 SH   SOLE   200,000 0 0
TEREX CORP NEW COM 880779103 4,043 83,841 SH   SOLE   83,841 0 0
THE TRADE DESK INC COM CL A 88339J105 13,837 302,577 SH   SOLE   302,577 0 0
THOR INDS INC COM 885160101 3,439 22,816 SH   SOLE   22,816 0 0
TRINSEO S A SHS L9340P101 4,788 65,944 SH   SOLE   65,944 0 0
TTM TECHNOLOGIES INC COM 87305R109 7,310 466,482 SH   SOLE   466,482 0 0
UNITED RENTALS INC COM 911363109 16,303 94,835 SH   SOLE   94,835 0 0
URBAN OUTFITTERS INC COM 917047102 14,024 400,000 SH   SOLE   400,000 0 0
VAIL RESORTS INC COM 91879Q109 36,558 172,064 SH   SOLE   172,064 0 0
VISA INC COM CL A 92826C839 34,206 300,000 SH   SOLE   300,000 0 0
WYNN RESORTS LTD COM 983134107 17,678 104,859 SH   SOLE   104,859 0 0