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
ACTIVISION BLIZZARD INC COM 00507V109 2,804 36,736 SH   SOLE   36,736 0 0
ACUSHNET HOLDINGS CORP COM 005098108 2,086 85,280 SH   SOLE   85,280 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 20,694 152,500 SH   SOLE   152,500 0 0
ALASKA AIR GROUP INC COM 011659109 6,745 111,693 SH   SOLE   111,693 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,566 30,000 SH   SOLE   30,000 0 0
AMAZON COM INC COM 023135106 22,097 13,000 SH   SOLE   13,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 6,344 167,111 SH   SOLE   167,111 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 30,690 1,320,000 SH   SOLE   1,320,000 0 0
ANIXTER INTL INC COM 035290105 2,661 42,043 SH   SOLE   42,043 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,508 50,000 SH   SOLE   50,000 0 0
AT HOME GROUP INC COM 04650Y100 12,724 325,000 SH   SOLE   325,000 0 0
AUTOZONE INC COM 053332102 31,065 46,301 SH   SOLE   46,301 0 0
AVNET INC COM 053807103 7,172 167,216 SH   SOLE   167,216 0 0
BOOKING HLDGS INC COM 09857L108 15,811 7,800 SH   SOLE   7,800 0 0
BOOT BARN HLDGS INC COM 099406100 17,638 850,000 SH   SOLE   850,000 0 0
BOYD GAMING CORP COM 103304101 11,850 341,888 SH   SOLE   341,888 0 0
BRINKER INTL INC COM 109641100 11,900 250,000 SH   SOLE   250,000 0 0
BURLINGTON STORES INC COM 122017106 37,633 250,000 SH   SOLE   250,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 11,182 190,000 SH   SOLE   190,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 15,232 265,776 SH   SOLE   265,776 0 0
CATERPILLAR INC DEL COM 149123101 43,063 317,408 SH   SOLE   317,408 0 0
CHEESECAKE FACTORY INC COM 163072101 5,506 100,000 SH   SOLE   100,000 0 0
CHILDRENS PL INC COM 168905107 15,704 130,000 SH   SOLE   130,000 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 2,014 63,838 SH   SOLE   63,838 0 0
COPA HOLDINGS SA CL A P31076105 1,671 17,658 SH   SOLE   17,658 0 0
COTT CORP QUE COM 22163N106 11,585 700,000 SH   SOLE   700,000 0 0
CROWN HOLDINGS INC COM 228368106 2,238 50,000 SH   SOLE   50,000 0 0
DARDEN RESTAURANTS INC COM 237194105 9,635 90,000 SH   SOLE   90,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 4,760 100,000 SH   SOLE   100,000 0 0
DECKERS OUTDOOR CORP COM 243537107 2,427 21,500 SH   SOLE   21,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,255 146,451 SH   SOLE   146,451 0 0
DOLLAR GEN CORP NEW COM 256677105 9,860 100,000 SH   SOLE   100,000 0 0
DOMINOS PIZZA INC COM 25754A201 18,341 65,000 SH   SOLE   65,000 0 0
ELDORADO RESORTS INC COM 28470R102 51,878 1,326,810 SH   SOLE   1,326,810 0 0
ELECTRONIC ARTS INC COM 285512109 7,051 50,000 SH   SOLE   50,000 0 0
EVERQUOTE INC COM CL A 30041R108 362 20,000 SH   SOLE   20,000 0 0
F M C CORP COM NEW 302491303 16,622 186,328 SH   SOLE   186,328 0 0
FACEBOOK INC CL A 30303M102 9,805 50,458 SH   SOLE   50,458 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 35,246 332,415 SH   SOLE   332,415 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 2,200 44,600 SH   SOLE   44,600 0 0
FOOT LOCKER INC COM 344849104 4,475 85,000 SH   SOLE   85,000 0 0
GLOBAL PMTS INC COM 37940X102 23,962 214,929 SH   SOLE   214,929 0 0
GOLDEN ENTMT INC COM 381013101 11,793 436,945 SH   SOLE   436,945 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,560 103,124 SH   SOLE   103,124 0 0
GRUBHUB INC COM 400110102 1,238 11,805 SH   SOLE   11,805 0 0
HERC HLDGS INC COM 42704L104 9,395 166,750 SH   SOLE   166,750 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,578 108,364 SH   SOLE   108,364 0 0
HOME DEPOT INC COM 437076102 31,216 160,000 SH   SOLE   160,000 0 0
HONEYWELL INTL INC COM 438516106 12,576 87,301 SH   SOLE   87,301 0 0
HUBBELL INC COM 443510607 37,516 354,792 SH   SOLE   354,792 0 0
HUDSON LTD COM CL A G46408103 3,498 200,000 SH   SOLE   200,000 0 0
II VI INC COM 902104108 3,584 82,497 SH   SOLE   82,497 0 0
INGERSOLL-RAND PLC SHS G47791101 12,832 143,011 SH   SOLE   143,011 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 17,524 276,009 SH   SOLE   276,009 0 0
JD COM INC SPON ADR CL A 47215P106 19,748 507,000 SH   SOLE   507,000 0 0
KNOWLES CORP COM 49926D109 8,942 584,428 SH   SOLE   584,428 0 0
KOHLS CORP COM 500255104 4,447 61,000 SH   SOLE   61,000 0 0
LOWES COS INC COM 548661107 18,636 195,000 SH   SOLE   195,000 0 0
LULULEMON ATHLETICA INC COM 550021109 30,588 245,000 SH   SOLE   245,000 0 0
MACYS INC COM 55616P104 7,486 200,000 SH   SOLE   200,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 9,495 75,000 SH   SOLE   75,000 0 0
MASTEC INC COM 576323109 11,239 221,452 SH   SOLE   221,452 0 0
MCBC HLDGS INC COM 55276F107 2,694 93,071 SH   SOLE   93,071 0 0
MGM RESORTS INTERNATIONAL COM 552953101 28,970 997,924 SH   SOLE   997,924 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 33,300 500,000 SH   SOLE   500,000 0 0
NETFLIX INC COM 64110L106 15,099 38,573 SH   SOLE   38,573 0 0
PARTY CITY HOLDCO INC COM 702149105 6,266 410,900 SH   SOLE   410,900 0 0
PENN NATL GAMING INC COM 707569109 9,219 274,454 SH   SOLE   274,454 0 0
PENN VA CORP NEW COM 70788V102 13,560 159,733 SH   SOLE   159,733 0 0
PLAYAGS INC COM 72814N104 3,384 125,000 SH   SOLE   125,000 0 0
PRAXAIR INC COM 74005P104 26,301 166,301 SH   SOLE   166,301 0 0
PVH CORP COM 693656100 56,894 380,000 SH   SOLE   380,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 9,045 150,000 SH   SOLE   150,000 0 0
ROSS STORES INC COM 778296103 15,255 180,000 SH   SOLE   180,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 32,717 315,800 SH   SOLE   315,800 0 0
SEAWORLD ENTMT INC COM 81282V100 3,684 168,850 SH   SOLE   168,850 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,006 17,866 SH   SOLE   17,866 0 0
STANLEY BLACK & DECKER INC COM 854502101 13,281 100,000 SH   SOLE   100,000 0 0
SVB FINL GROUP COM 78486Q101 23,686 82,026 SH   SOLE   82,026 0 0
TAILORED BRANDS INC COM 87403A107 3,828 150,000 SH   SOLE   150,000 0 0
TAPESTRY INC COM 876030107 14,013 300,000 SH   SOLE   300,000 0 0
TARGET CORP COM 87612E106 3,806 50,000 SH   SOLE   50,000 0 0
THOR INDS INC COM 885160101 4,057 41,658 SH   SOLE   41,658 0 0
TIFFANY & CO NEW COM 886547108 23,030 175,000 SH   SOLE   175,000 0 0
TRACTOR SUPPLY CO COM 892356106 26,030 340,309 SH   SOLE   340,309 0 0
TTM TECHNOLOGIES INC COM 87305R109 2,956 167,648 SH   SOLE   167,648 0 0
ULTA BEAUTY INC COM 90384S303 26,848 115,000 SH   SOLE   115,000 0 0
UNITED CONTL HLDGS INC COM 910047109 3,940 56,500 SH   SOLE   56,500 0 0
UNITED RENTALS INC COM 911363109 43,908 297,438 SH   SOLE   297,438 0 0
URBAN OUTFITTERS INC COM 917047102 20,048 450,000 SH   SOLE   450,000 0 0
V F CORP COM 918204108 10,190 125,000 SH   SOLE   125,000 0 0
VIAVI SOLUTIONS INC COM 925550105 4,832 471,896 SH   SOLE   471,896 0 0
WESCO INTL INC COM 95082P105 8,139 142,544 SH   SOLE   142,544 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 12,082 79,697 SH   SOLE   79,697 0 0
WINGSTOP INC COM 974155103 2,606 50,000 SH   SOLE   50,000 0 0
WYNN RESORTS LTD COM 983134107 31,771 189,859 SH   SOLE   189,859 0 0