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
ADVANCE AUTO PARTS INC COM 00751Y106 22,208 130,231 SH   SOLE   130,231 0 0
ALASKA AIR GROUP INC COM 011659109 5,331 95,000 SH   SOLE   95,000 0 0
AMAZON COM INC COM 023135106 10,685 6,000 SH   SOLE   6,000 0 0
AUTOZONE INC COM 053332102 18,434 18,000 SH   SOLE   18,000 0 0
BEST BUY INC COM 086516101 7,106 100,000 SH   SOLE   100,000 0 0
BIO RAD LABS INC CL A 090572207 27,871 91,177 SH   SOLE   91,177 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 15,303 558,498 SH   SOLE   558,498 0 0
BOOT BARN HLDGS INC COM 099406100 20,608 700,000 SH   SOLE   700,000 0 0
BOYD GAMING CORP COM 103304101 6,857 250,605 SH   SOLE   250,605 0 0
BRINKER INTL INC COM 109641100 3,102 69,900 SH   SOLE   69,900 0 0
BRUNSWICK CORP COM 117043109 23,436 465,640 SH   SOLE   465,640 0 0
BURLINGTON STORES INC COM 122017106 21,176 135,157 SH   SOLE   135,157 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 240 5,000 SH   SOLE   5,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,033 110,000 SH   SOLE   110,000 0 0
CARGURUS INC COM CL A 141788109 4,465 111,456 SH   SOLE   111,456 0 0
CARLISLE COS INC COM 142339100 21,602 176,170 SH   SOLE   176,170 0 0
CARTERS INC COM 146229109 3,084 30,600 SH   SOLE   30,600 0 0
CHARLES RIV LABS INTL INC COM 159864107 11,410 78,557 SH   SOLE   78,557 0 0
CHART INDS INC COM PAR $0.01 16115Q308 2,092 23,115 SH   SOLE   23,115 0 0
CHEGG INC COM 163092109 16,392 430,000 SH   SOLE   430,000 0 0
CHILDRENS PL INC COM 168905107 2,023 20,800 SH   SOLE   20,800 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,213 7,339 SH   SOLE   7,339 0 0
CHURCHILL DOWNS INC COM 171484108 12,185 135,000 SH   SOLE   135,000 0 0
CLOUDERA INC COM 18914U100 3,282 300,000 SH   SOLE   300,000 0 0
CORNING INC COM 219350105 11,703 353,556 SH   SOLE   353,556 0 0
DARDEN RESTAURANTS INC COM 237194105 11,701 96,325 SH   SOLE   96,325 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,550 30,000 SH   SOLE   30,000 0 0
DENTSPLY SIRONA INC COM 24906P109 13,715 276,567 SH   SOLE   276,567 0 0
DOLLAR TREE INC COM 256746108 9,979 95,000 SH   SOLE   95,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 5,820 77,500 SH   SOLE   77,500 0 0
ELDORADO RESORTS INC COM 28470R102 18,198 389,763 SH   SOLE   389,763 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 912 72,490 SH   SOLE   72,490 0 0
FACEBOOK INC CL A 30303M102 5,834 35,000 SH   SOLE   35,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,346 50,000 SH   SOLE   50,000 0 0
FEDEX CORP COM 31428X106 5,442 30,000 SH   SOLE   30,000 0 0
FOOT LOCKER INC COM 344849104 25,149 415,000 SH   SOLE   415,000 0 0
FUNKO INC COM CL A 361008105 5,647 260,000 SH   SOLE   260,000 0 0
GOLDEN ENTMT INC COM 381013101 3,376 238,398 SH   SOLE   238,398 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 3,679 56,867 SH   SOLE   56,867 0 0
GRUBHUB INC COM 400110102 3,687 53,076 SH   SOLE   53,076 0 0
HANESBRANDS INC COM 410345102 1,788 100,000 SH   SOLE   100,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,584 65,000 SH   SOLE   65,000 0 0
INGERSOLL-RAND PLC SHS G47791101 2,639 24,445 SH   SOLE   24,445 0 0
IQVIA HLDGS INC COM 46266C105 17,570 122,140 SH   SOLE   122,140 0 0
KBR INC COM 48242W106 17,327 907,653 SH   SOLE   907,653 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 7,843 240,000 SH   SOLE   240,000 0 0
LEIDOS HLDGS INC COM 525327102 5,474 85,405 SH   SOLE   85,405 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 1,178 50,000 SH   SOLE   50,000 0 0
LOWES COS INC COM 548661107 6,459 59,000 SH   SOLE   59,000 0 0
LULULEMON ATHLETICA INC COM 550021109 24,581 150,000 SH   SOLE   150,000 0 0
LYFT INC CL A COM 55087P104 3,993 51,000 SH   SOLE   51,000 0 0
MALIBU BOATS INC COM CL A 56117J100 3,630 91,711 SH   SOLE   91,711 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,962 350,000 SH   SOLE   350,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 2,191 97,088 SH   SOLE   97,088 0 0
MESA AIR GROUP INC COM NEW 590479135 2,796 335,271 SH   SOLE   335,271 0 0
MGM RESORTS INTERNATIONAL COM 552953101 10,378 404,434 SH   SOLE   404,434 0 0
NETAPP INC COM 64110D104 13,891 200,325 SH   SOLE   200,325 0 0
NIKE INC CL B 654106103 5,474 65,000 SH   SOLE   65,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 5,560 101,167 SH   SOLE   101,167 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 19,415 50,000 SH   SOLE   50,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 8,663 60,000 SH   SOLE   60,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 15,359 180,000 SH   SOLE   180,000 0 0
PENN NATL GAMING INC COM 707569109 5,620 279,621 SH   SOLE   279,621 0 0
PLAYAGS INC COM 72814N104 2,991 125,000 SH   SOLE   125,000 0 0
PVH CORP COM 693656100 6,359 52,144 SH   SOLE   52,144 0 0
RALPH LAUREN CORP CL A 751212101 21,397 165,000 SH   SOLE   165,000 0 0
RED ROCK RESORTS INC CL A 75700L108 5,310 205,427 SH   SOLE   205,427 0 0
RH COM 74967X103 1,544 15,000 SH   SOLE   15,000 0 0
ROGERS CORP COM 775133101 20,932 131,750 SH   SOLE   131,750 0 0
ROSS STORES INC COM 778296103 3,724 40,000 SH   SOLE   40,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,307 142,272 SH   SOLE   142,272 0 0
SANMINA CORPORATION COM 801056102 3,284 113,814 SH   SOLE   113,814 0 0
SKECHERS U S A INC CL A 830566105 840 25,000 SH   SOLE   25,000 0 0
SLM CORP COM 78442P106 10,053 1,014,402 SH   SOLE   1,014,402 0 0
SOUTHWEST AIRLS CO COM 844741108 2,336 45,000 SH   SOLE   45,000 0 0
STRYKER CORP COM 863667101 10,761 54,481 SH   SOLE   54,481 0 0
SYNNEX CORP COM 87162W100 13,011 136,400 SH   SOLE   136,400 0 0
TAPESTRY INC COM 876030107 1,300 40,000 SH   SOLE   40,000 0 0
TARGET CORP COM 87612E106 803 10,000 SH   SOLE   10,000 0 0
TECH DATA CORP COM 878237106 8,584 83,818 SH   SOLE   83,818 0 0
THOR INDS INC COM 885160101 2,757 44,200 SH   SOLE   44,200 0 0
TJX COS INC NEW COM 872540109 12,770 240,000 SH   SOLE   240,000 0 0
TRACTOR SUPPLY CO COM 892356106 21,018 215,000 SH   SOLE   215,000 0 0
TRIPADVISOR INC COM 896945201 4,327 84,100 SH   SOLE   84,100 0 0
TWITTER INC COM 90184L102 5,754 175,000 SH   SOLE   175,000 0 0
ULTA BEAUTY INC COM 90384S303 11,156 31,991 SH   SOLE   31,991 0 0
UNDER ARMOUR INC CL A 904311107 2,114 100,000 SH   SOLE   100,000 0 0
UNITED CONTL HLDGS INC COM 910047109 3,195 40,051 SH   SOLE   40,051 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,587 50,000 SH   SOLE   50,000 0 0
V F CORP COM 918204108 7,822 90,000 SH   SOLE   90,000 0 0
VAIL RESORTS INC COM 91879Q109 6,054 27,858 SH   SOLE   27,858 0 0
VERINT SYS INC COM 92343X100 1,497 25,000 SH   SOLE   25,000 0 0
WEX INC COM 96208T104 9,231 48,080 SH   SOLE   48,080 0 0
WORLDPAY INC CL A 981558109 7,366 64,900 SH   SOLE   64,900 0 0
WYNN RESORTS LTD COM 983134107 5,727 48,000 SH   SOLE   48,000 0 0
YETI HLDGS INC COM 98585X104 929 30,699 SH   SOLE   30,699 0 0
ZAYO GROUP HLDGS INC COM 98919V105 12,240 430,690 SH   SOLE   430,690 0 0