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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 16,817 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 9,763 | 144,104 | SH | SOLE | 144,104 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,715 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 12,935 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 19,518 | 1,501,358 | SH | SOLE | 1,501,358 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 10,269 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| BOOT BARN HLDGS INC | COM | 099406100 | 24,623 | 552,955 | SH | SOLE | 552,955 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 26,223 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 32,396 | 38,700 | SH | SOLE | 38,700 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 23,862 | 173,922 | SH | SOLE | 173,922 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 2,095 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,882 | 238,263 | SH | SOLE | 238,263 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 33,772 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 7,310 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 18,254 | 306,077 | SH | SOLE | 306,077 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 19,499 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 54,362 | 390,842 | SH | SOLE | 390,842 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 22,376 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| FTI CONSULTING INC | COM | 302941109 | 17,473 | 157,898 | SH | SOLE | 157,898 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 31,292 | 171,405 | SH | SOLE | 171,405 | 0 | 0 | ||
| HIBBETT SPORTS INC | COM | 428567101 | 10,515 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 14,784 | 357,717 | SH | SOLE | 357,717 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 11,096 | 142,200 | SH | SOLE | 142,200 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 12,575 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 19,090 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 16,796 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 15,843 | 199,785 | SH | SOLE | 199,785 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 5,605 | 136,886 | SH | SOLE | 136,886 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 24,701 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 7,180 | 215,806 | SH | SOLE | 215,806 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 23,436 | 223,800 | SH | SOLE | 223,800 | 0 | 0 | ||
| MKS INSTRUMENT INC | COM | 55306N104 | 10,749 | 97,705 | SH | SOLE | 97,705 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 9,060 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 18,742 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 27,186 | 251,331 | SH | SOLE | 251,331 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 8,752 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 5,258 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 9,488 | 396,170 | SH | SOLE | 396,170 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 6,403 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 25,997 | 194,720 | SH | SOLE | 194,720 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 17,306 | 545,752 | SH | SOLE | 545,752 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 29,342 | 578,624 | SH | SOLE | 578,624 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 7,349 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 10,095 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 19,232 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 23,506 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 3,877 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
| UNITED AIRLINES HLDGS INC | COM | 910047109 | 20,625 | 234,141 | SH | SOLE | 234,141 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 23,420 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 17,123 | 71,397 | SH | SOLE | 71,397 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 19,868 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 13,164 | 378,497 | SH | SOLE | 378,497 | 0 | 0 | ||