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
3M CO COM 88579Y101 14,658 91,508 SH   SOLE   91,508 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,040 40,000 SH   SOLE   40,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 27,245 177,492 SH   SOLE   177,492 0 0
ALASKA AIR GROUP INC COM 011659109 375 10,248 SH   SOLE   10,248 0 0
AMAZON COM INC COM 023135106 37,785 12,000 SH   SOLE   12,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 17,328 1,170,000 SH   SOLE   1,170,000 0 0
AMKOR TECHNOLOGY INC COM 031652100 16,726 1,493,355 SH   SOLE   1,493,355 0 0
AMPHENOL CORP NEW CL A 032095101 16,651 153,793 SH   SOLE   153,793 0 0
AT HOME GROUP INC COM 04650Y100 2,540 170,952 SH   SOLE   170,952 0 0
AUTOZONE INC COM 053332102 36,507 31,000 SH   SOLE   31,000 0 0
AVAYA HLDGS CORP COM 05351X101 8,740 575,000 SH   SOLE   575,000 0 0
AXT INC COM 00246W103 699 114,162 SH   SOLE   114,162 0 0
AZEK CO INC CL A 05478C105 7,435 213,600 SH   SOLE   213,600 0 0
BOOKING HOLDINGS INC COM 09857L108 11,975 7,000 SH   SOLE   7,000 0 0
BOYD GAMING CORP COM 103304101 4,297 140,000 SH   SOLE   140,000 0 0
BURLINGTON STORES INC COM 122017106 31,261 151,684 SH   SOLE   151,684 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 44,007 785,000 SH   SOLE   785,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,400 300,000 SH   SOLE   300,000 0 0
CARMAX INC COM 143130102 6,893 75,000 SH   SOLE   75,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 759 50,000 SH   SOLE   50,000 0 0
CHEWY INC CL A 16679L109 5,209 95,000 SH   SOLE   95,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,731 3,000 SH   SOLE   3,000 0 0
CHURCHILL DOWNS INC COM 171484108 15,480 94,495 SH   SOLE   94,495 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,719 140,000 SH   SOLE   140,000 0 0
COPA HOLDINGS SA CL A P31076105 12,370 245,726 SH   SOLE   245,726 0 0
COSTCO WHSL CORP NEW COM 22160K105 10,650 30,000 SH   SOLE   30,000 0 0
CROCS INC COM 227046109 24,454 572,300 SH   SOLE   572,300 0 0
CSX CORP COM 126408103 13,660 175,878 SH   SOLE   175,878 0 0
D R HORTON INC COM 23331A109 3,025 40,000 SH   SOLE   40,000 0 0
DECKERS OUTDOOR CORP COM 243537107 16,897 76,800 SH   SOLE   76,800 0 0
DICKS SPORTING GOODS INC COM 253393102 6,656 115,000 SH   SOLE   115,000 0 0
DISNEY WALT CO COM DISNEY 254687106 18,612 150,000 SH   SOLE   150,000 0 0
DOLLAR GEN CORP NEW COM 256677105 10,481 50,000 SH   SOLE   50,000 0 0
DOLLAR TREE INC COM 256746108 35,623 390,000 SH   SOLE   390,000 0 0
EATON CORP PLC SHS G29183103 15,305 150,000 SH   SOLE   150,000 0 0
FACEBOOK INC CL A 30303M102 39,285 150,000 SH   SOLE   150,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 3,145 125,000 SH   SOLE   125,000 0 0
FISERV INC COM 337738108 34,020 330,131 SH   SOLE   330,131 0 0
FIVE BELOW INC COM 33829M101 21,659 170,546 SH   SOLE   170,546 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,897 52,100 SH   SOLE   52,100 0 0
FTI CONSULTING INC COM 302941109 21,420 202,133 SH   SOLE   202,133 0 0
GENERAC HLDGS INC COM 368736104 24,349 125,743 SH   SOLE   125,743 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 15,468 175,000 SH   SOLE   175,000 0 0
HIBBETT SPORTS INC COM 428567101 981 25,000 SH   SOLE   25,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 17,917 210,000 SH   SOLE   210,000 0 0
JABIL INC COM 466313103 26,421 771,190 SH   SOLE   771,190 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,636 36,700 SH   SOLE   36,700 0 0
KENNAMETAL INC COM 489170100 5,543 191,521 SH   SOLE   191,521 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 14,245 350,000 SH   SOLE   350,000 0 0
L BRANDS INC COM 501797104 8,271 260,000 SH   SOLE   260,000 0 0
LAS VEGAS SANDS CORP COM 517834107 6,999 150,000 SH   SOLE   150,000 0 0
LEAR CORP COM NEW 521865204 10,991 100,785 SH   SOLE   100,785 0 0
LENNAR CORP CL A 526057104 6,126 75,000 SH   SOLE   75,000 0 0
LITHIA MTRS INC CL A 536797103 7,978 35,000 SH   SOLE   35,000 0 0
LIVEPERSON INC COM 538146101 26,484 509,402 SH   SOLE   509,402 0 0
LOWES COS INC COM 548661107 6,634 40,000 SH   SOLE   40,000 0 0
MALIBU BOATS INC COM CL A 56117J100 2,985 60,224 SH   SOLE   60,224 0 0
MCDONALDS CORP COM 580135101 8,780 40,000 SH   SOLE   40,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 11,528 530,000 SH   SOLE   530,000 0 0
MICHAELS COS INC COM 59408Q106 4,345 450,000 SH   SOLE   450,000 0 0
NETFLIX INC COM 64110L106 27,502 55,000 SH   SOLE   55,000 0 0
NIKE INC CL B 654106103 13,809 110,000 SH   SOLE   110,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 8,555 500,000 SH   SOLE   500,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 32,566 180,000 SH   SOLE   180,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 25,027 286,512 SH   SOLE   286,512 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 18,443 40,000 SH   SOLE   40,000 0 0
OWENS CORNING NEW COM 690742101 22,450 326,256 SH   SOLE   326,256 0 0
PARKER-HANNIFIN CORP COM 701094104 39,578 195,600 SH   SOLE   195,600 0 0
PENN NATL GAMING INC COM 707569109 30,534 420,000 SH   SOLE   420,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 12,325 356,000 SH   SOLE   356,000 0 0
PETIQ INC COM CL A 71639T106 7,473 227,012 SH   SOLE   227,012 0 0
PVH CORPORATION COM 693656100 2,982 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103 6,304 53,570 SH   SOLE   53,570 0 0
RED ROCK RESORTS INC CL A 75700L108 7,105 415,505 SH   SOLE   415,505 0 0
RH COM 74967X103 7,652 20,000 SH   SOLE   20,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,618 25,000 SH   SOLE   25,000 0 0
SALESFORCE COM INC COM 79466L302 24,983 99,406 SH   SOLE   99,406 0 0
SEAWORLD ENTMT INC COM 81282V100 1,972 100,000 SH   SOLE   100,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 29,108 120,000 SH   SOLE   120,000 0 0
TAPESTRY INC COM 876030107 782 50,000 SH   SOLE   50,000 0 0
TARGET CORP COM 87612E106 14,168 90,000 SH   SOLE   90,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 20,746 232,600 SH   SOLE   232,600 0 0
TJX COS INC NEW COM 872540109 13,356 240,000 SH   SOLE   240,000 0 0
TRANSDIGM GROUP INC COM 893641100 8,075 16,995 SH   SOLE   16,995 0 0
UNION PAC CORP COM 907818108 28,546 145,000 SH   SOLE   145,000 0 0
WERNER ENTERPRISES INC COM 950755108 15,750 375,100 SH   SOLE   375,100 0 0
WINNEBAGO INDS INC COM 974637100 5,709 110,487 SH   SOLE   110,487 0 0
WYNN RESORTS LTD COM 983134107 9,694 135,000 SH   SOLE   135,000 0 0
YETI HLDGS INC COM 98585X104 16,521 364,539 SH   SOLE   364,539 0 0