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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11,513 75,000 SH   SOLE   75,000 0 0
ACUSHNET HOLDINGS CORP COM 005098108 2,309 100,000 SH   SOLE   100,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,410 11,892 SH   SOLE   11,892 0 0
ALASKA AIR GROUP INC COM 011659109 22,318 360,200 SH   SOLE   360,200 0 0
ALPHABET INC CAP STK CL A 02079K305 5,186 5,000 SH   SOLE   5,000 0 0
AMAZON COM INC COM 023135106 40,526 28,000 SH   SOLE   28,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 16,667 320,775 SH   SOLE   320,775 0 0
AT HOME GROUP INC COM 04650Y100 22,274 695,200 SH   SOLE   695,200 0 0
AUTOZONE INC COM 053332102 29,191 45,000 SH   SOLE   45,000 0 0
BOOKING HLDGS INC COM 09857L108 34,326 16,500 SH   SOLE   16,500 0 0
BOOT BARN HLDGS INC COM 099406100 10,638 600,000 SH   SOLE   600,000 0 0
BOYD GAMING CORP COM 103304101 17,680 554,934 SH   SOLE   554,934 0 0
BURLINGTON STORES INC COM 122017106 34,619 260,000 SH   SOLE   260,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 13,869 415,000 SH   SOLE   415,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 26,068 397,500 SH   SOLE   397,500 0 0
CATERPILLAR INC DEL COM 149123101 33,904 230,043 SH   SOLE   230,043 0 0
CELANESE CORP DEL COM SER A 150870103 8,322 83,046 SH   SOLE   83,046 0 0
CHILDRENS PL INC COM 168905107 19,611 145,000 SH   SOLE   145,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 5,740 143,615 SH   SOLE   143,615 0 0
COPA HOLDINGS SA CL A P31076105 1,767 13,735 SH   SOLE   13,735 0 0
COTT CORP QUE COM 22163N106 10,304 700,000 SH   SOLE   700,000 0 0
DANAHER CORP DEL COM 235851102 19,923 203,478 SH   SOLE   203,478 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 25,155 458,951 SH   SOLE   458,951 0 0
DOLLAR GEN CORP NEW COM 256677105 10,758 115,000 SH   SOLE   115,000 0 0
EATON CORP PLC SHS G29183103 23,973 300,000 SH   SOLE   300,000 0 0
ELDORADO RESORTS INC COM 28470R102 42,564 1,289,812 SH   SOLE   1,289,812 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,677 15,191 SH   SOLE   15,191 0 0
F M C CORP COM NEW 302491303 7,657 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 35,227 220,458 SH   SOLE   220,458 0 0
FEDEX CORP COM 31428X106 14,407 60,000 SH   SOLE   60,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 2,795 174,697 SH   SOLE   174,697 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 11,466 220,000 SH   SOLE   220,000 0 0
GLOBAL PMTS INC COM 37940X102 53,337 478,272 SH   SOLE   478,272 0 0
GOLDEN ENTMT INC COM 381013101 15,477 666,269 SH   SOLE   666,269 0 0
HOME DEPOT INC COM 437076102 21,389 120,000 SH   SOLE   120,000 0 0
HUDSON LTD COM CL A G46408103 3,182 200,000 SH   SOLE   200,000 0 0
INGERSOLL-RAND PLC SHS G47791101 11,063 129,372 SH   SOLE   129,372 0 0
JPMORGAN CHASE & CO COM 46625H100 12,159 110,567 SH   SOLE   110,567 0 0
KENNAMETAL INC COM 489170100 5,519 137,434 SH   SOLE   137,434 0 0
KOHLS CORP COM 500255104 5,241 80,000 SH   SOLE   80,000 0 0
LAUDER ESTEE COS INC CL A 518439104 7,486 50,000 SH   SOLE   50,000 0 0
LOWES COS INC COM 548661107 7,459 85,000 SH   SOLE   85,000 0 0
LULULEMON ATHLETICA INC COM 550021109 41,129 461,497 SH   SOLE   461,497 0 0
LUMENTUM HLDGS INC COM 55024U109 43,672 684,519 SH   SOLE   684,519 0 0
MARSH & MCLENNAN COS INC COM 571748102 14,437 174,800 SH   SOLE   174,800 0 0
MASTEC INC COM 576323109 13,557 288,137 SH   SOLE   288,137 0 0
MCBC HLDGS INC COM 55276F107 4,108 163,029 SH   SOLE   163,029 0 0
MGM RESORTS INTERNATIONAL COM 552953101 29,048 829,461 SH   SOLE   829,461 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 14,899 240,000 SH   SOLE   240,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,751 30,108 SH   SOLE   30,108 0 0
MICROSEMI CORP COM 595137100 17,499 270,384 SH   SOLE   270,384 0 0
MICROSOFT CORP COM 594918104 10,952 120,000 SH   SOLE   120,000 0 0
NETFLIX INC COM 64110L106 33,396 113,073 SH   SOLE   113,073 0 0
OPEN TEXT CORP COM 683715106 3,340 95,988 SH   SOLE   95,988 0 0
OSHKOSH CORP COM 688239201 9,582 124,007 SH   SOLE   124,007 0 0
PARKER HANNIFIN CORP COM 701094104 24,448 142,947 SH   SOLE   142,947 0 0
PARTY CITY HOLDCO INC COM 702149105 8,580 550,000 SH   SOLE   550,000 0 0
PAYPAL HLDGS INC COM 70450Y103 21,593 284,600 SH   SOLE   284,600 0 0
PENN NATL GAMING INC COM 707569109 20,914 796,437 SH   SOLE   796,437 0 0
PENNEY J C INC COM 708160106 1,510 500,000 SH   SOLE   500,000 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 15,261 506,183 SH   SOLE   506,183 0 0
PLAYAGS INC COM 72814N104 2,908 125,000 SH   SOLE   125,000 0 0
POLARIS INDS INC COM 731068102 5,393 47,091 SH   SOLE   47,091 0 0
PVH CORP COM 693656100 45,429 300,000 SH   SOLE   300,000 0 0
RED ROCK RESORTS INC CL A 75700L108 861 29,408 SH   SOLE   29,408 0 0
ROSS STORES INC COM 778296103 8,336 106,900 SH   SOLE   106,900 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 10,691 90,800 SH   SOLE   90,800 0 0
SEAWORLD ENTMT INC COM 81282V100 6,731 453,850 SH   SOLE   453,850 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 12,460 240,400 SH   SOLE   240,400 0 0
SKECHERS U S A INC CL A 830566105 7,389 190,000 SH   SOLE   190,000 0 0
SOUTHWEST AIRLS CO COM 844741108 5,566 97,177 SH   SOLE   97,177 0 0
STANLEY BLACK & DECKER INC COM 854502101 15,320 100,000 SH   SOLE   100,000 0 0
SWITCH INC CL A 87105L104 2,387 150,000 SH   SOLE   150,000 0 0
TAILORED BRANDS INC COM 87403A107 6,265 250,000 SH   SOLE   250,000 0 0
TAPESTRY INC COM 876030107 24,990 475,000 SH   SOLE   475,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 13,462 134,757 SH   SOLE   134,757 0 0
THOR INDS INC COM 885160101 25,512 221,516 SH   SOLE   221,516 0 0
TIFFANY & CO NEW COM 886547108 14,463 148,100 SH   SOLE   148,100 0 0
TRINSEO S A SHS L9340P101 14,693 198,420 SH   SOLE   198,420 0 0
TWITTER INC COM 90184L102 10,154 350,000 SH   SOLE   350,000 0 0
ULTA BEAUTY INC COM 90384S303 2,043 10,000 SH   SOLE   10,000 0 0
UNITED CONTL HLDGS INC COM 910047109 6,009 86,500 SH   SOLE   86,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,617 25,000 SH   SOLE   25,000 0 0
UNITED RENTALS INC COM 911363109 1,944 11,252 SH   SOLE   11,252 0 0
URBAN OUTFITTERS INC COM 917047102 9,425 255,000 SH   SOLE   255,000 0 0
VAIL RESORTS INC COM 91879Q109 35,708 161,064 SH   SOLE   161,064 0 0
VISA INC COM CL A 92826C839 5,981 50,000 SH   SOLE   50,000 0 0
WABASH NATL CORP COM 929566107 6,456 310,230 SH   SOLE   310,230 0 0
WINGSTOP INC COM 974155103 2,362 50,000 SH   SOLE   50,000 0 0
WINNEBAGO INDS INC COM 974637100 7,972 212,021 SH   SOLE   212,021 0 0
WYNN RESORTS LTD COM 983134107 21,857 119,859 SH   SOLE   119,859 0 0