The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALASKA AIR GROUP INC | COM | 011659109 | 8,380 | 129,104 | SH | SOLE | 129,104 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 10,034 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 17,096 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,208 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 22,397 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 7,244 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 35,327 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| BOOT BARN HLDGS INC | COM | 099406100 | 25,009 | 716,590 | SH | SOLE | 716,590 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 47,158 | 236,001 | SH | SOLE | 236,001 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 8,794 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 26,528 | 182,275 | SH | SOLE | 182,275 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 5,389 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 22,609 | 26,900 | SH | SOLE | 26,900 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 24,899 | 201,685 | SH | SOLE | 201,685 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 1,857 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 8,695 | 59,007 | SH | SOLE | 59,007 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 5,760 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 51,372 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 15,263 | 382,812 | SH | SOLE | 382,812 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 7,123 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 62,509 | 470,842 | SH | SOLE | 470,842 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 20,718 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 34,201 | 215,103 | SH | SOLE | 215,103 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 5,211 | 145,687 | SH | SOLE | 145,687 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 23,687 | 259,950 | SH | SOLE | 259,950 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 9,168 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 5,430 | 221,256 | SH | SOLE | 221,256 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 54,980 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 13,395 | 705,000 | SH | SOLE | 705,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 19,253 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 8,495 | 276,886 | SH | SOLE | 276,886 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 6,787 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 16,103 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,814 | 245,806 | SH | SOLE | 245,806 | 0 | 0 | ||
| NCR CORP NEW | COM | 62886E108 | 8,550 | 270,900 | SH | SOLE | 270,900 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 9,392 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 20,493 | 4,050,000 | SH | SOLE | 4,050,000 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 7,242 | 275,900 | SH | SOLE | 275,900 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 2,304 | 91,800 | SH | SOLE | 91,800 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 13,849 | 682,072 | SH | SOLE | 682,072 | 0 | 0 | ||
| RH | COM | 74967X103 | 10,609 | 62,100 | SH | SOLE | 62,100 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 30,302 | 279,720 | SH | SOLE | 279,720 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 19,753 | 750,500 | SH | SOLE | 750,500 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 7,110 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 15,569 | 334,956 | SH | SOLE | 334,956 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 30,880 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 10,315 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 8,361 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 14,008 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| UNITED AIRLINES HLDGS INC | COM | 910047109 | 26,141 | 295,674 | SH | SOLE | 295,674 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 4,380 | 155,914 | SH | SOLE | 155,914 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 30,793 | 346,025 | SH | SOLE | 346,025 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 35,811 | 157,368 | SH | SOLE | 157,368 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 6,857 | 244,897 | SH | SOLE | 244,897 | 0 | 0 | ||