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 3,025 110,280 SH   SOLE   110,280 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 24,918 148,030 SH   SOLE   148,030 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,238 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 40,060 20,000 SH   SOLE   20,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,980 72,111 SH   SOLE   72,111 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 29,509 1,188,430 SH   SOLE   1,188,430 0 0
ARAMARK COM 03852U106 3,011 70,000 SH   SOLE   70,000 0 0
AT HOME GROUP INC COM 04650Y100 3,941 125,000 SH   SOLE   125,000 0 0
AUTOZONE INC COM 053332102 2,750 3,545 SH   SOLE   3,545 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 10,043 375,000 SH   SOLE   375,000 0 0
BOOKING HLDGS INC COM 09857L108 8,928 4,500 SH   SOLE   4,500 0 0
BOOT BARN HLDGS INC COM 099406100 24,149 850,000 SH   SOLE   850,000 0 0
BOYD GAMING CORP COM 103304101 25,950 766,620 SH   SOLE   766,620 0 0
BURLINGTON STORES INC COM 122017106 26,882 165,000 SH   SOLE   165,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 12,198 189,000 SH   SOLE   189,000 0 0
CHILDRENS PL INC COM 168905107 16,857 131,904 SH   SOLE   131,904 0 0
CLOUDERA INC COM 18914U100 4,859 275,282 SH   SOLE   275,282 0 0
COLFAX CORP COM 194014106 6,797 188,498 SH   SOLE   188,498 0 0
COPA HOLDINGS SA CL A P31076105 1,271 15,922 SH   SOLE   15,922 0 0
EATON CORP PLC SHS G29183103 22,416 258,462 SH   SOLE   258,462 0 0
ELDORADO RESORTS INC COM 28470R102 38,662 795,507 SH   SOLE   795,507 0 0
ENERSYS COM 29275Y102 1,298 14,902 SH   SOLE   14,902 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,859 105,000 SH   SOLE   105,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 41,647 381,841 SH   SOLE   381,841 0 0
GOLDEN ENTMT INC COM 381013101 7,171 298,666 SH   SOLE   298,666 0 0
HERC HLDGS INC COM 42704L104 16,583 323,881 SH   SOLE   323,881 0 0
HOME DEPOT INC COM 437076102 26,930 130,000 SH   SOLE   130,000 0 0
HUBBELL INC COM 443510607 34,984 261,913 SH   SOLE   261,913 0 0
HUDSON LTD COM CL A G46408103 6,768 300,000 SH   SOLE   300,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 17,605 230,132 SH   SOLE   230,132 0 0
JD COM INC SPON ADR CL A 47215P106 12,575 482,000 SH   SOLE   482,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,365 35,687 SH   SOLE   35,687 0 0
KNOWLES CORP COM 49926D109 2,317 139,413 SH   SOLE   139,413 0 0
KOHLS CORP COM 500255104 746 10,000 SH   SOLE   10,000 0 0
LAS VEGAS SANDS CORP COM 517834107 12,756 215,000 SH   SOLE   215,000 0 0
LOCKHEED MARTIN CORP COM 539830109 35,380 102,265 SH   SOLE   102,265 0 0
LOWES COS INC COM 548661107 10,908 95,000 SH   SOLE   95,000 0 0
LULULEMON ATHLETICA INC COM 550021109 21,936 135,000 SH   SOLE   135,000 0 0
MACYS INC COM 55616P104 15,545 447,600 SH   SOLE   447,600 0 0
MASTEC INC COM 576323109 24,623 551,465 SH   SOLE   551,465 0 0
MCBC HLDGS INC COM 55276F107 1,867 52,048 SH   SOLE   52,048 0 0
MESA AIR GROUP INC COM NEW 590479135 5,781 417,133 SH   SOLE   417,133 0 0
MGM RESORTS INTERNATIONAL COM 552953101 8,636 309,434 SH   SOLE   309,434 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 31,538 460,000 SH   SOLE   460,000 0 0
NETFLIX INC COM 64110L106 33,138 88,573 SH   SOLE   88,573 0 0
NORTHROP GRUMMAN CORP COM 666807102 20,992 66,145 SH   SOLE   66,145 0 0
PARTY CITY HOLDCO INC COM 702149105 4,065 300,000 SH   SOLE   300,000 0 0
PENN NATL GAMING INC COM 707569109 9,035 274,454 SH   SOLE   274,454 0 0
PENN VA CORP NEW COM 70788V102 15,547 193,033 SH   SOLE   193,033 0 0
PLAYAGS INC COM 72814N104 3,684 125,000 SH   SOLE   125,000 0 0
POLARIS INDS INC COM 731068102 14,784 146,453 SH   SOLE   146,453 0 0
PVH CORP COM 693656100 33,212 230,000 SH   SOLE   230,000 0 0
RH COM 74967X103 9,171 70,000 SH   SOLE   70,000 0 0
ROSS STORES INC COM 778296103 10,676 107,726 SH   SOLE   107,726 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,327 12,866 SH   SOLE   12,866 0 0
STANLEY BLACK & DECKER INC COM 854502101 21,966 150,000 SH   SOLE   150,000 0 0
SVMK INC COM 78489X103 1,282 80,000 SH   SOLE   80,000 0 0
TAPESTRY INC COM 876030107 7,541 150,000 SH   SOLE   150,000 0 0
TARGET CORP COM 87612E106 24,258 275,000 SH   SOLE   275,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 48,572 199,002 SH   SOLE   199,002 0 0
THOR INDS INC COM 885160101 6,777 80,971 SH   SOLE   80,971 0 0
TIFFANY & CO NEW COM 886547108 3,224 25,000 SH   SOLE   25,000 0 0
TJX COS INC NEW COM 872540109 11,202 100,000 SH   SOLE   100,000 0 0
TRACTOR SUPPLY CO COM 892356106 41,569 457,400 SH   SOLE   457,400 0 0
ULTA BEAUTY INC COM 90384S303 10,785 38,230 SH   SOLE   38,230 0 0
UNITED CONTL HLDGS INC COM 910047109 6,684 75,051 SH   SOLE   75,051 0 0
UNITED RENTALS INC COM 911363109 2,405 14,699 SH   SOLE   14,699 0 0
URBAN OUTFITTERS INC COM 917047102 11,824 289,100 SH   SOLE   289,100 0 0
V F CORP COM 918204108 13,083 140,000 SH   SOLE   140,000 0 0
WINGSTOP INC COM 974155103 3,414 50,000 SH   SOLE   50,000 0 0
WORLDPAY INC CL A 981558109 43,216 426,743 SH   SOLE   426,743 0 0
WYNN RESORTS LTD COM 983134107 42,097 331,319 SH   SOLE   331,319 0 0