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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 4,830 100,000 SH   SOLE   100,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 7,707 50,000 SH   SOLE   50,000 0 0
ALASKA AIR GROUP INC COM 011659109 7,522 117,704 SH   SOLE   117,704 0 0
AMAZON COM INC COM 023135106 13,255 7,000 SH   SOLE   7,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2,535 150,000 SH   SOLE   150,000 0 0
AVALARA INC COM 05338G106 1,993 27,600 SH   SOLE   27,600 0 0
BIO RAD LABS INC CL A 090572207 25,018 80,035 SH   SOLE   80,035 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 7,392 280,000 SH   SOLE   280,000 0 0
BOOKING HLDGS INC COM 09857L108 13,123 7,000 SH   SOLE   7,000 0 0
BOOT BARN HLDGS INC COM 099406100 23,166 650,000 SH   SOLE   650,000 0 0
BOYD GAMING CORP COM 103304101 9,984 370,605 SH   SOLE   370,605 0 0
BRINKER INTL INC COM 109641100 5,930 150,700 SH   SOLE   150,700 0 0
BRUNSWICK CORP COM 117043109 6,381 139,047 SH   SOLE   139,047 0 0
BURLINGTON STORES INC COM 122017106 27,224 160,000 SH   SOLE   160,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 290 7,480 SH   SOLE   7,480 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,649 29,191 SH   SOLE   29,191 0 0
CARLISLE COS INC COM 142339100 6,763 48,166 SH   SOLE   48,166 0 0
CHILDRENS PL INC COM 168905107 5,437 57,000 SH   SOLE   57,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 879 1,200 SH   SOLE   1,200 0 0
CHURCHILL DOWNS INC COM 171484108 17,836 155,000 SH   SOLE   155,000 0 0
CROCS INC COM 227046109 1,975 100,000 SH   SOLE   100,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,256 75,000 SH   SOLE   75,000 0 0
DENTSPLY SIRONA INC COM 24906P109 4,366 74,816 SH   SOLE   74,816 0 0
DISNEY WALT CO COM DISNEY 254687106 6,982 50,000 SH   SOLE   50,000 0 0
DOLLAR TREE INC COM 256746108 20,350 189,500 SH   SOLE   189,500 0 0
DUNKIN BRANDS GROUP INC COM 265504100 4,979 62,500 SH   SOLE   62,500 0 0
DYCOM INDS INC COM 267475101 6,479 110,055 SH   SOLE   110,055 0 0
ELDORADO RESORTS INC COM 28470R102 26,389 572,812 SH   SOLE   572,812 0 0
ETSY INC COM 29786A106 9,206 150,000 SH   SOLE   150,000 0 0
FABRINET SHS G3323L100 1,527 30,752 SH   SOLE   30,752 0 0
FACEBOOK INC CL A 30303M102 5,790 30,000 SH   SOLE   30,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,600 125,000 SH   SOLE   125,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 55,873 455,435 SH   SOLE   455,435 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,850 119,900 SH   SOLE   119,900 0 0
FTI CONSULTING INC COM 302941109 8,384 100,000 SH   SOLE   100,000 0 0
FUNKO INC COM CL A 361008105 4,102 169,371 SH   SOLE   169,371 0 0
GLOBAL PMTS INC COM 37940X102 8,007 50,000 SH   SOLE   50,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 4,657 56,867 SH   SOLE   56,867 0 0
INTERPUBLIC GROUP COS INC COM 460690100 4,518 200,000 SH   SOLE   200,000 0 0
JABIL INC COM 466313103 14,648 463,536 SH   SOLE   463,536 0 0
JD COM INC SPON ADR CL A 47215P106 7,573 250,000 SH   SOLE   250,000 0 0
KBR INC COM 48242W106 24,881 997,653 SH   SOLE   997,653 0 0
LAS VEGAS SANDS CORP COM 517834107 1,477 25,000 SH   SOLE   25,000 0 0
LENNAR CORP CL A 526057104 10,904 225,000 SH   SOLE   225,000 0 0
LOWES COS INC COM 548661107 5,046 50,000 SH   SOLE   50,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 8,537 438,000 SH   SOLE   438,000 0 0
LULULEMON ATHLETICA INC COM 550021109 26,616 147,696 SH   SOLE   147,696 0 0
LYFT INC CL A COM 55087P104 3,351 51,000 SH   SOLE   51,000 0 0
MALIBU BOATS INC COM CL A 56117J100 10,594 272,688 SH   SOLE   272,688 0 0
MASCO CORP COM 574599106 7,848 200,000 SH   SOLE   200,000 0 0
MATCH GROUP INC COM 57665R106 3,364 50,000 SH   SOLE   50,000 0 0
MESA AIR GROUP INC COM NEW 590479135 1,598 174,871 SH   SOLE   174,871 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 10,470 120,761 SH   SOLE   120,761 0 0
NETFLIX INC COM 64110L106 16,529 45,000 SH   SOLE   45,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,540 15,000 SH   SOLE   15,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 14,373 165,000 SH   SOLE   165,000 0 0
PATRICK INDS INC COM 703343103 2,985 60,693 SH   SOLE   60,693 0 0
PENN NATL GAMING INC COM 707569109 5,386 279,621 SH   SOLE   279,621 0 0
PERSONALIS INC COM 71535D106 1,644 60,549 SH   SOLE   60,549 0 0
PINTEREST INC CL A 72352L106 7,890 289,847 SH   SOLE   289,847 0 0
PLAYAGS INC COM 72814N104 1,866 95,956 SH   SOLE   95,956 0 0
PLURALSIGHT INC COM CL A 72941B106 5,003 165,000 SH   SOLE   165,000 0 0
POLARIS INDS INC COM 731068102 6,833 74,900 SH   SOLE   74,900 0 0
PVH CORP COM 693656100 5,960 62,980 SH   SOLE   62,980 0 0
RED ROCK RESORTS INC CL A 75700L108 10,994 511,804 SH   SOLE   511,804 0 0
REVOLVE GROUP INC CL A 76156B107 345 10,000 SH   SOLE   10,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 11,184 92,272 SH   SOLE   92,272 0 0
SYNNEX CORP COM 87162W100 8,925 90,705 SH   SOLE   90,705 0 0
TELADOC HEALTH INC COM 87918A105 10,266 154,583 SH   SOLE   154,583 0 0
TEMPUR SEALY INTL INC COM 88023U101 22,653 308,756 SH   SOLE   308,756 0 0
TJX COS INC NEW COM 872540109 13,484 255,000 SH   SOLE   255,000 0 0
TRACTOR SUPPLY CO COM 892356106 9,518 87,486 SH   SOLE   87,486 0 0
TRINSEO S A SHS L9340P101 4,700 111,000 SH   SOLE   111,000 0 0
TWITTER INC COM 90184L102 6,980 200,000 SH   SOLE   200,000 0 0
ULTA BEAUTY INC COM 90384S303 8,468 24,412 SH   SOLE   24,412 0 0
UNDER ARMOUR INC CL A 904311107 3,803 150,000 SH   SOLE   150,000 0 0
UNITED CONTL HLDGS INC COM 910047109 21,888 250,000 SH   SOLE   250,000 0 0
UNIVERSAL FST PRODS INC COM 913543104 2,433 63,924 SH   SOLE   63,924 0 0
V F CORP COM 918204108 7,862 90,000 SH   SOLE   90,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 22,338 499,505 SH   SOLE   499,505 0 0
WILLIAMS SONOMA INC COM 969904101 2,925 45,000 SH   SOLE   45,000 0 0
WINGSTOP INC COM 974155103 1,421 15,000 SH   SOLE   15,000 0 0
WOODWARD INC COM 980745103 19,716 174,228 SH   SOLE   174,228 0 0
WORLDPAY INC CL A 981558109 5,502 44,900 SH   SOLE   44,900 0 0
WYNN RESORTS LTD COM 983134107 3,720 30,000 SH   SOLE   30,000 0 0
YETI HLDGS INC COM 98585X104 13,120 453,199 SH   SOLE   453,199 0 0
ZSCALER INC COM 98980G102 2,299 30,000 SH   SOLE   30,000 0 0