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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 15,510 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 292 | 10,248 | SH | SOLE | 10,248 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 14,586 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,972 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 29,246 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 12,445 | 14,710 | SH | SOLE | 14,710 | 0 | 0 | ||
| BOOT BARN HLDGS INC | COM | 099406100 | 2,480 | 191,809 | SH | SOLE | 191,809 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 5,306 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 15,410 | 97,250 | SH | SOLE | 97,250 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 7,652 | 74,325 | SH | SOLE | 74,325 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 9,980 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 7,499 | 130,878 | SH | SOLE | 130,878 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 2,210 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 7,235 | 53,994 | SH | SOLE | 53,994 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 4,830 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 20,401 | 135,100 | SH | SOLE | 135,100 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 880 | 61,100 | SH | SOLE | 61,100 | 0 | 0 | ||
| EXPRESS INC | COM | 30219E103 | 468 | 314,009 | SH | SOLE | 314,009 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 10,008 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 2,111 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| FTI CONSULTING INC | COM | 302941109 | 18,253 | 152,398 | SH | SOLE | 152,398 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 14,937 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 7,934 | 146,600 | SH | SOLE | 146,600 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 7,005 | 284,982 | SH | SOLE | 284,982 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 5,291 | 41,600 | SH | SOLE | 41,600 | 0 | 0 | ||
| KB HOME | COM | 48666K109 | 1,497 | 82,698 | SH | SOLE | 82,698 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 9,020 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 1,963 | 94,056 | SH | SOLE | 94,056 | 0 | 0 | ||
| LAKELAND INDS INC | COM | 511795106 | 1,506 | 97,186 | SH | SOLE | 97,186 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 21,641 | 90,171 | SH | SOLE | 90,171 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 4,393 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 13,228 | 486,505 | SH | SOLE | 486,505 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 7,252 | 251,903 | SH | SOLE | 251,903 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 6,614 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 8,274 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 21,821 | 82,781 | SH | SOLE | 82,781 | 0 | 0 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 8,352 | 63,631 | SH | SOLE | 63,631 | 0 | 0 | ||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 13,689 | 295,406 | SH | SOLE | 295,406 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 949 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 1,886 | 76,300 | SH | SOLE | 76,300 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 1,158 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| POLARIS INC | COM | 731068102 | 2,655 | 55,139 | SH | SOLE | 55,139 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 6,149 | 100,450 | SH | SOLE | 100,450 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 334 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 2,911 | 340,505 | SH | SOLE | 340,505 | 0 | 0 | ||
| REYNOLDS CONSUMER PRODS INC | COM | 76171L106 | 3,597 | 123,318 | SH | SOLE | 123,318 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 1,750 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 1,102 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 3,270 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 3,643 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 13,481 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 11,365 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 6,755 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 3,586 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 5,921 | 33,700 | SH | SOLE | 33,700 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 7,052 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 10,794 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 6,757 | 242,979 | SH | SOLE | 242,979 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 680 | 11,299 | SH | SOLE | 11,299 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 7,673 | 393,108 | SH | SOLE | 393,108 | 0 | 0 | ||