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
AARONS INC COM PAR $0.50 002535300 1,135 25,000 SH   SOLE   25,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,147 10,000 SH   SOLE   10,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,986 35,000 SH   SOLE   35,000 0 0
ADVANCED ENERGY INDS COM 007973100 5,063 74,688 SH   SOLE   74,688 0 0
ALASKA AIR GROUP INC COM 011659109 372 10,248 SH   SOLE   10,248 0 0
ALPHABET INC CAP STK CL A 02079K305 5,672 4,000 SH   SOLE   4,000 0 0
AMAZON COM INC COM 023135106 12,360 4,480 SH   SOLE   4,480 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 8,993 825,000 SH   SOLE   825,000 0 0
AMKOR TECHNOLOGY INC COM 031652100 18,386 1,493,555 SH   SOLE   1,493,555 0 0
ANALOG DEVICES INC COM 032654105 10,724 87,441 SH   SOLE   87,441 0 0
AUTOZONE INC COM 053332102 31,249 27,700 SH   SOLE   27,700 0 0
AVAYA HLDGS CORP COM 05351X101 7,107 575,000 SH   SOLE   575,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 6,098 218,945 SH   SOLE   218,945 0 0
AXT INC COM 00246W103 1,192 250,342 SH   SOLE   250,342 0 0
BOOKING HOLDINGS INC COM 09857L108 9,554 6,000 SH   SOLE   6,000 0 0
BOYD GAMING CORP COM 103304101 2,926 140,000 SH   SOLE   140,000 0 0
BRUNSWICK CORP COM 117043109 5,139 80,283 SH   SOLE   80,283 0 0
BURLINGTON STORES INC COM 122017106 31,509 160,000 SH   SOLE   160,000 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 1,738 75,000 SH   SOLE   75,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 821 50,000 SH   SOLE   50,000 0 0
CHURCHILL DOWNS INC COM 171484108 7,922 59,495 SH   SOLE   59,495 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,955 140,000 SH   SOLE   140,000 0 0
COPA HOLDINGS SA CL A P31076105 12,424 245,726 SH   SOLE   245,726 0 0
COSTCO WHSL CORP NEW COM 22160K105 10,612 35,000 SH   SOLE   35,000 0 0
CROCS INC COM 227046109 4,978 135,200 SH   SOLE   135,200 0 0
CSX CORP COM 126408103 12,266 175,878 SH   SOLE   175,878 0 0
D R HORTON INC COM 23331A109 7,209 130,000 SH   SOLE   130,000 0 0
DECKERS OUTDOOR CORP COM 243537107 19,659 100,100 SH   SOLE   100,100 0 0
DISNEY WALT CO COM DISNEY 254687106 20,072 180,000 SH   SOLE   180,000 0 0
DOLLAR GEN CORP NEW COM 256677105 6,668 35,000 SH   SOLE   35,000 0 0
DOLLAR TREE INC COM 256746108 20,702 223,371 SH   SOLE   223,371 0 0
E L F BEAUTY INC COM 26856L103 1,430 75,000 SH   SOLE   75,000 0 0
EAGLE MATERIALS INC COM 26969P108 8,657 123,289 SH   SOLE   123,289 0 0
ELDORADO RESORTS INC COM 28470R102 22,834 570,000 SH   SOLE   570,000 0 0
F5 NETWORKS INC COM 315616102 25,552 183,195 SH   SOLE   183,195 0 0
FACEBOOK INC CL A 30303M102 14,760 65,000 SH   SOLE   65,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 31,154 232,335 SH   SOLE   232,335 0 0
FIVE BELOW INC COM 33829M101 18,784 175,700 SH   SOLE   175,700 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 5,189 90,000 SH   SOLE   90,000 0 0
FTI CONSULTING INC COM 302941109 22,910 200,000 SH   SOLE   200,000 0 0
GENERAC HLDGS INC COM 368736104 2,694 22,098 SH   SOLE   22,098 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 2,975 45,100 SH   SOLE   45,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 15,425 210,000 SH   SOLE   210,000 0 0
II-VI INC COM 902104108 3,598 76,197 SH   SOLE   76,197 0 0
JABIL INC COM 466313103 12,957 403,911 SH   SOLE   403,911 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,479 36,700 SH   SOLE   36,700 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 13,556 325,000 SH   SOLE   325,000 0 0
L BRANDS INC COM 501797104 1,422 95,000 SH   SOLE   95,000 0 0
LAKELAND INDS INC COM 511795106 3,325 148,246 SH   SOLE   148,246 0 0
LAS VEGAS SANDS CORP COM 517834107 6,831 150,000 SH   SOLE   150,000 0 0
LEAR CORP COM NEW 521865204 11,650 106,864 SH   SOLE   106,864 0 0
LENNAR CORP CL A 526057104 4,930 80,000 SH   SOLE   80,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 938 70,000 SH   SOLE   70,000 0 0
LITHIA MTRS INC CL A 536797103 4,827 31,900 SH   SOLE   31,900 0 0
LIVEPERSON INC COM 538146101 24,048 580,438 SH   SOLE   580,438 0 0
LOWES COS INC COM 548661107 18,863 139,600 SH   SOLE   139,600 0 0
LUMENTUM HLDGS INC COM 55024U109 7,255 89,097 SH   SOLE   89,097 0 0
MALIBU BOATS INC COM CL A 56117J100 11,363 218,731 SH   SOLE   218,731 0 0
MASTEC INC COM 576323109 3,365 75,000 SH   SOLE   75,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 8,904 530,000 SH   SOLE   530,000 0 0
MICHAELS COS INC COM 59408Q106 1,311 185,400 SH   SOLE   185,400 0 0
MKS INSTRS INC COM 55306N104 22,739 200,801 SH   SOLE   200,801 0 0
NIKE INC CL B 654106103 7,844 80,000 SH   SOLE   80,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 5,258 320,000 SH   SOLE   320,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 25,681 151,431 SH   SOLE   151,431 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 23,436 240,000 SH   SOLE   240,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 33,785 80,122 SH   SOLE   80,122 0 0
PALO ALTO NETWORKS INC COM 697435105 8,792 38,281 SH   SOLE   38,281 0 0
PENN NATL GAMING INC COM 707569109 8,551 280,000 SH   SOLE   280,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 10,275 352,600 SH   SOLE   352,600 0 0
PETIQ INC COM CL A 71639T106 6,968 200,000 SH   SOLE   200,000 0 0
POLARIS INC COM 731068102 3,298 35,639 SH   SOLE   35,639 0 0
RED ROCK RESORTS INC CL A 75700L108 4,533 415,505 SH   SOLE   415,505 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 2,721 78,318 SH   SOLE   78,318 0 0
ROSS STORES INC COM 778296103 4,262 50,000 SH   SOLE   50,000 0 0
SEAWORLD ENTMT INC COM 81282V100 1,481 100,000 SH   SOLE   100,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 29,578 231,330 SH   SOLE   231,330 0 0
SNAP INC CL A 83304A106 1,762 75,000 SH   SOLE   75,000 0 0
SPLUNK INC COM 848637104 7,006 35,258 SH   SOLE   35,258 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,266 35,890 SH   SOLE   35,890 0 0
TARGET CORP COM 87612E106 7,196 60,000 SH   SOLE   60,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 14,390 200,000 SH   SOLE   200,000 0 0
THE REALREAL INC COM 88339P101 3,837 300,000 SH   SOLE   300,000 0 0
TJX COS INC NEW COM 872540109 22,752 450,000 SH   SOLE   450,000 0 0
UNION PAC CORP COM 907818108 24,515 145,000 SH   SOLE   145,000 0 0
WERNER ENTERPRISES INC COM 950755108 15,671 360,000 SH   SOLE   360,000 0 0
WINGSTOP INC COM 974155103 3,627 26,100 SH   SOLE   26,100 0 0
WINNEBAGO INDS INC COM 974637100 7,151 107,337 SH   SOLE   107,337 0 0
WYNN RESORTS LTD COM 983134107 4,807 64,529 SH   SOLE   64,529 0 0
YETI HLDGS INC COM 98585X104 23,502 550,000 SH   SOLE   550,000 0 0