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
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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 1,863 40,000 SH   SOLE   40,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 14,171 90,000 SH   SOLE   90,000 0 0
ALPHABET INC CAP STK CL A 02079K305 6,270 6,000 SH   SOLE   6,000 0 0
AMAZON COM INC COM 023135106 16,522 11,000 SH   SOLE   11,000 0 0
AUTOZONE INC COM 053332102 2,515 3,000 SH   SOLE   3,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 11,080 500,000 SH   SOLE   500,000 0 0
BOOKING HLDGS INC COM 09857L108 5,167 3,000 SH   SOLE   3,000 0 0
BOOT BARN HLDGS INC COM 099406100 5,961 350,000 SH   SOLE   350,000 0 0
BOYD GAMING CORP COM 103304101 13,267 638,442 SH   SOLE   638,442 0 0
BRINKER INTL INC COM 109641100 3,518 80,000 SH   SOLE   80,000 0 0
BRUNSWICK CORP COM 117043109 24,409 525,482 SH   SOLE   525,482 0 0
BURLINGTON STORES INC COM 122017106 19,032 117,000 SH   SOLE   117,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,967 45,000 SH   SOLE   45,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 1,875 22,300 SH   SOLE   22,300 0 0
DECKERS OUTDOOR CORP COM 243537107 1,919 15,000 SH   SOLE   15,000 0 0
ELDORADO RESORTS INC COM 28470R102 32,515 897,946 SH   SOLE   897,946 0 0
FACEBOOK INC CL A 30303M102 7,865 60,000 SH   SOLE   60,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,328 75,000 SH   SOLE   75,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 34,953 340,841 SH   SOLE   340,841 0 0
FOOT LOCKER INC COM 344849104 8,512 160,000 SH   SOLE   160,000 0 0
FUNKO INC COM CL A 361008105 2,080 158,205 SH   SOLE   158,205 0 0
GLOBAL PMTS INC COM 37940X102 36,197 350,986 SH   SOLE   350,986 0 0
GOLDEN ENTMT INC COM 381013101 4,543 283,575 SH   SOLE   283,575 0 0
GRUBHUB INC COM 400110102 2,059 26,800 SH   SOLE   26,800 0 0
HUDSON LTD COM CL A G46408103 1,286 75,000 SH   SOLE   75,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 23,788 315,787 SH   SOLE   315,787 0 0
JABIL INC COM 466313103 2,479 100,000 SH   SOLE   100,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 984 16,838 SH   SOLE   16,838 0 0
KBR INC COM 48242W106 14,537 957,653 SH   SOLE   957,653 0 0
LULULEMON ATHLETICA INC COM 550021109 17,633 145,000 SH   SOLE   145,000 0 0
MALIBU BOATS INC COM CL A 56117J100 2,951 84,786 SH   SOLE   84,786 0 0
MASTEC INC COM 576323109 16,212 399,696 SH   SOLE   399,696 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,417 65,820 SH   SOLE   65,820 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 5,499 294,077 SH   SOLE   294,077 0 0
MCDONALDS CORP COM 580135101 2,903 16,350 SH   SOLE   16,350 0 0
MESA AIR GROUP INC COM NEW 590479135 3,067 397,733 SH   SOLE   397,733 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,081 209,434 SH   SOLE   209,434 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 6,067 160,000 SH   SOLE   160,000 0 0
NETFLIX INC COM 64110L106 6,845 25,573 SH   SOLE   25,573 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 11,869 280,000 SH   SOLE   280,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 3,705 30,000 SH   SOLE   30,000 0 0
PENN NATL GAMING INC COM 707569109 8,327 442,202 SH   SOLE   442,202 0 0
PENN VA CORP NEW COM 70788V102 1,186 21,942 SH   SOLE   21,942 0 0
PLAYAGS INC COM 72814N104 2,875 125,000 SH   SOLE   125,000 0 0
POLARIS INDS INC COM 731068102 2,038 26,574 SH   SOLE   26,574 0 0
PVH CORP COM 693656100 9,667 103,997 SH   SOLE   103,997 0 0
QUANTA SVCS INC COM 74762E102 3,619 120,232 SH   SOLE   120,232 0 0
RED ROCK RESORTS INC CL A 75700L108 1,715 84,427 SH   SOLE   84,427 0 0
RH COM 74967X103 1,198 10,000 SH   SOLE   10,000 0 0
ROSS STORES INC COM 778296103 4,160 50,000 SH   SOLE   50,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 15,901 162,600 SH   SOLE   162,600 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,187 19,266 SH   SOLE   19,266 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,382 70,000 SH   SOLE   70,000 0 0
TAPESTRY INC COM 876030107 3,375 100,000 SH   SOLE   100,000 0 0
THE TRADE DESK INC COM CL A 88339J105 2,629 22,655 SH   SOLE   22,655 0 0
TJX COS INC NEW COM 872540109 9,395 210,000 SH   SOLE   210,000 0 0
TRACTOR SUPPLY CO COM 892356106 15,019 180,000 SH   SOLE   180,000 0 0
TWITTER INC COM 90184L102 5,748 200,000 SH   SOLE   200,000 0 0
U S CONCRETE INC COM NEW 90333L201 5,620 159,309 SH   SOLE   159,309 0 0
UNITED CONTL HLDGS INC COM 910047109 2,935 35,051 SH   SOLE   35,051 0 0
UPWORK INC COM 91688F104 217 12,000 SH   SOLE   12,000 0 0
URBAN OUTFITTERS INC COM 917047102 11,284 339,881 SH   SOLE   339,881 0 0
V F CORP COM 918204108 7,711 108,084 SH   SOLE   108,084 0 0
VAIL RESORTS INC COM 91879Q109 2,916 13,834 SH   SOLE   13,834 0 0
VISA INC COM CL A 92826C839 13,291 100,735 SH   SOLE   100,735 0 0
WYNN RESORTS LTD COM 983134107 2,275 23,000 SH   SOLE   23,000 0 0
YETI HLDGS INC COM 98585X104 1,187 80,000 SH   SOLE   80,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 11,372 497,890 SH   SOLE   497,890 0 0