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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 54,386 185,000 SH   SOLE   185,000 0 0
ALPHABET INC CAP STK CL A 02079K305 37,231 25,403 SH   SOLE   25,403 0 0
AMAZON COM INC COM 023135106 108,307 34,397 SH   SOLE   34,397 0 0
AMERICAN WELL CORP CL A 03044L105 11,856 400,000 SH   SOLE   400,000 0 0
APPLE INC COM 037833100 28,953 250,000 SH Put SOLE   250,000 0 0
APTIV PLC SHS G6095L109 18,336 200,000 SH   SOLE   200,000 0 0
BOOKING HOLDINGS INC COM 09857L108 25,660 15,000 SH   SOLE   15,000 0 0
BOSTON BEER INC CL A 100557107 29,151 33,000 SH   SOLE   33,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 3,801 25,000 SH   SOLE   25,000 0 0
BRINKER INTL INC COM 109641100 34,572 809,268 SH   SOLE   809,268 0 0
BURLINGTON STORES INC COM 122017106 26,792 130,000 SH   SOLE   130,000 0 0
BURLINGTON STORES INC COM 122017106 20,609 100,000 SH Call SOLE   100,000 0 0
CAMPBELL SOUP CO COM 134429109 6,046 125,000 SH   SOLE   125,000 0 0
CARMAX INC COM 143130102 20,680 225,000 SH   SOLE   225,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,042 1,642 SH   SOLE   1,642 0 0
CINTAS CORP COM 172908105 6,657 20,000 SH   SOLE   20,000 0 0
COCA COLA CO COM 191216100 54,307 1,100,000 SH   SOLE   1,100,000 0 0
COCA COLA CO COM 191216100 37,028 750,000 SH Call SOLE   750,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 60,156 1,550,000 SH   SOLE   1,550,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 36,954 195,000 SH   SOLE   195,000 0 0
COPART INC COM 217204106 53,632 510,000 SH   SOLE   510,000 0 0
DARDEN RESTAURANTS INC COM 237194105 55,218 548,128 SH   SOLE   548,128 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 11,580 763,864 SH   SOLE   763,864 0 0
DOLLAR TREE INC COM 256746108 30,949 338,834 SH   SOLE   338,834 0 0
EXPEDIA GROUP INC COM NEW 30212P303 44,963 490,382 SH   SOLE   490,382 0 0
EXPEDIA GROUP INC COM NEW 30212P303 18,338 200,000 SH Call SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 19,643 75,000 SH   SOLE   75,000 0 0
FEDEX CORP COM 31428X106 96,645 384,244 SH   SOLE   384,244 0 0
FIVE BELOW INC COM 33829M101 11,271 88,750 SH   SOLE   88,750 0 0
FIVERR INTL LTD ORD SHS M4R82T106 25,016 180,000 SH   SOLE   180,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,026 46,538 SH   SOLE   46,538 0 0
G III APPAREL GROUP LTD COM 36237H101 7,866 600,000 SH   SOLE   600,000 0 0
GAP INC COM 364760108 53,456 3,138,928 SH   SOLE   3,138,928 0 0
GAP INC COM 364760108 29,803 1,750,000 SH Call SOLE   1,750,000 0 0
GENERAC HLDGS INC COM 368736104 34,796 179,693 SH   SOLE   179,693 0 0
GENERAL MTRS CO COM 37045V100 51,783 1,750,000 SH Call SOLE   1,750,000 0 0
GOODRX HLDGS INC COM CL A 38246G108 13,900 250,000 SH   SOLE   250,000 0 0
HANESBRANDS INC COM 410345102 18,900 1,200,000 SH   SOLE   1,200,000 0 0
HASBRO INC COM 418056107 10,105 122,160 SH   SOLE   122,160 0 0
HERSHEY CO COM 427866108 15,767 110,000 SH   SOLE   110,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 35,196 412,518 SH   SOLE   412,518 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 138,920 500,000 SH Put SOLE   500,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 44,937 300,000 SH Put SOLE   300,000 0 0
JACK IN THE BOX INC COM 466367109 983 12,400 SH   SOLE   12,400 0 0
JD.COM INC SPON ADR CL A 47215P106 25,549 329,201 SH   SOLE   329,201 0 0
JETBLUE AWYS CORP COM 477143101 15,645 1,380,829 SH   SOLE   1,380,829 0 0
KEURIG DR PEPPER INC COM 49271V100 57,270 2,075,000 SH   SOLE   2,075,000 0 0
KOHLS CORP COM 500255104 18,530 1,000,000 SH   SOLE   1,000,000 0 0
KRAFT HEINZ CO COM 500754106 29,950 1,000,000 SH Call SOLE   1,000,000 0 0
L BRANDS INC COM 501797104 133,348 4,192,017 SH   SOLE   4,192,017 0 0
L BRANDS INC COM 501797104 25,448 800,000 SH Call SOLE   800,000 0 0
LAMB WESTON HLDGS INC COM 513272104 29,822 450,000 SH   SOLE   450,000 0 0
LANCASTER COLONY CORP COM 513847103 8,940 50,000 SH   SOLE   50,000 0 0
LAS VEGAS SANDS CORP COM 517834107 27,996 600,000 SH   SOLE   600,000 0 0
LAS VEGAS SANDS CORP COM 517834107 23,330 500,000 SH Call SOLE   500,000 0 0
LAUDER ESTEE COS INC CL A 518439104 136,406 625,000 SH   SOLE   625,000 0 0
LEAR CORP COM NEW 521865204 38,713 355,000 SH   SOLE   355,000 0 0
LULULEMON ATHLETICA INC COM 550021109 32,118 97,512 SH   SOLE   97,512 0 0
MASTERCARD INCORPORATED CL A 57636Q104 59,633 176,340 SH   SOLE   176,340 0 0
MASTERCARD INCORPORATED CL A 57636Q104 33,817 100,000 SH Call SOLE   100,000 0 0
NIKE INC CL B 654106103 42,789 340,840 SH   SOLE   340,840 0 0
NORFOLK SOUTHN CORP COM 655844108 37,448 175,000 SH   SOLE   175,000 0 0
OWENS CORNING NEW COM 690742101 20,851 303,018 SH   SOLE   303,018 0 0
PAYCOM SOFTWARE INC COM 70432V102 40,469 130,000 SH   SOLE   130,000 0 0
PEPSICO INC COM 713448108 41,580 300,000 SH   SOLE   300,000 0 0
PINTEREST INC CL A 72352L106 31,872 767,806 SH   SOLE   767,806 0 0
PIVOTAL INVT CORP II COM CL A 72582K100 5,835 506,063 SH   SOLE   506,063 0 0
POST HLDGS INC COM 737446104 64,930 755,000 SH   SOLE   755,000 0 0
PROCTER AND GAMBLE CO COM 742718109 37,527 270,000 SH   SOLE   270,000 0 0
PVH CORPORATION COM 693656100 32,802 550,000 SH   SOLE   550,000 0 0
RH COM 74967X103 19,820 51,801 SH   SOLE   51,801 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 17,979 277,758 SH   SOLE   277,758 0 0
SEAWORLD ENTMT INC COM 81282V100 59,554 3,019,970 SH   SOLE   3,019,970 0 0
SEAWORLD ENTMT INC COM 81282V100 29,580 1,500,000 SH Call SOLE   1,500,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 58,792 400,000 SH Put SOLE   400,000 0 0
SHOPIFY INC CL A 82509L107 8,152 7,969 SH   SOLE   7,969 0 0
SKECHERS U S A INC CL A 830566105 30,220 1,000,000 SH Call SOLE   1,000,000 0 0
SKECHERS U S A INC CL A 830566105 15,110 500,000 SH   SOLE   500,000 0 0
SOCIAL CAP HDOSPHIA HLDG CO SHS CL A G8250T109 11,321 596,161 SH   SOLE   596,161 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 117,212 350,000 SH Put SOLE   350,000 0 0
TARGET CORP COM 87612E106 51,703 328,437 SH   SOLE   328,437 0 0
UNION PAC CORP COM 907818108 39,374 200,000 SH   SOLE   200,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 15,638 450,000 SH   SOLE   450,000 0 0
WALMART INC COM 931142103 41,973 300,000 SH Put SOLE   300,000 0 0
WINNEBAGO INDS INC COM 974637100 14,209 275,000 SH   SOLE   275,000 0 0
YUM BRANDS INC COM 988498101 34,406 376,851 SH   SOLE   376,851 0 0