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
ABERCROMBIE & FITCH CO CL A 002896207 1,629 80,000 SH   SOLE   80,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 23,509 90,000 SH   SOLE   90,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 5,824 11,646 SH   SOLE   11,646 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 32,790 208,179 SH   SOLE   208,179 0 0
AGCO CORP COM 001084102 10,309 100,000 SH   SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,818 25,000 SH   SOLE   25,000 0 0
AMAZON COM INC COM 023135106 24,427 7,500 SH   SOLE   7,500 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 12,042 600,000 SH   SOLE   600,000 0 0
AMKOR TECHNOLOGY INC COM 031652100 16,181 1,073,035 SH   SOLE   1,073,035 0 0
AT HOME GROUP INC COM 04650Y100 3,245 209,922 SH   SOLE   209,922 0 0
AUTOZONE INC COM 053332102 4,149 3,500 SH   SOLE   3,500 0 0
BOOKING HOLDINGS INC COM 09857L108 6,682 3,000 SH   SOLE   3,000 0 0
BOYD GAMING CORP COM 103304101 6,867 160,000 SH   SOLE   160,000 0 0
BRINKER INTL INC COM 109641100 9,900 175,000 SH   SOLE   175,000 0 0
BURLINGTON STORES INC COM 122017106 13,470 51,500 SH   SOLE   51,500 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 40,849 550,000 SH   SOLE   550,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 24,150 575,000 SH   SOLE   575,000 0 0
CHEWY INC CL A 16679L109 3,596 40,000 SH   SOLE   40,000 0 0
CHILDRENS PL INC COM 168905107 5,937 118,500 SH   SOLE   118,500 0 0
CHURCHILL DOWNS INC COM 171484108 10,713 55,000 SH   SOLE   55,000 0 0
CITI TRENDS INC COM 17306X102 4,968 100,000 SH   SOLE   100,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,146 75,000 SH   SOLE   75,000 0 0
COOPER TIRE & RUBR CO COM 216831107 8,854 218,619 SH   SOLE   218,619 0 0
COPA HOLDINGS SA CL A P31076105 17,811 230,623 SH   SOLE   230,623 0 0
CROCS INC COM 227046109 23,811 380,000 SH   SOLE   380,000 0 0
CSX CORP COM 126408103 4,328 47,693 SH   SOLE   47,693 0 0
CUMMINS INC COM 231021106 14,398 63,398 SH   SOLE   63,398 0 0
D R HORTON INC COM 23331A109 1,936 28,087 SH   SOLE   28,087 0 0
DECKERS OUTDOOR CORP COM 243537107 13,765 48,000 SH   SOLE   48,000 0 0
DEERE & CO COM 244199105 45,739 170,000 SH   SOLE   170,000 0 0
DICKS SPORTING GOODS INC COM 253393102 3,935 70,000 SH   SOLE   70,000 0 0
DISNEY WALT CO COM 254687106 18,118 100,000 SH   SOLE   100,000 0 0
DOLLAR TREE INC COM 256746108 33,492 310,000 SH   SOLE   310,000 0 0
F5 NETWORKS INC COM 315616102 15,493 88,058 SH   SOLE   88,058 0 0
FACEBOOK INC CL A 30303M102 21,853 80,000 SH   SOLE   80,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 6,381 100,000 SH   SOLE   100,000 0 0
FEDEX CORP COM 31428X106 6,491 25,000 SH   SOLE   25,000 0 0
FERRARI N V COM N3167Y103 4,944 21,539 SH   SOLE   21,539 0 0
FIVE BELOW INC COM 33829M101 11,374 65,000 SH   SOLE   65,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 10,214 110,000 SH   SOLE   110,000 0 0
FTI CONSULTING INC COM 302941109 8,938 80,000 SH   SOLE   80,000 0 0
GAMESTOP CORP NEW CL A 36467W109 3,768 200,000 SH   SOLE   200,000 0 0
GENERAC HLDGS INC COM 368736104 24,816 109,125 SH   SOLE   109,125 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 13,399 50,809 SH   SOLE   50,809 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 10,354 78,952 SH   SOLE   78,952 0 0
HASBRO INC COM 418056107 7,114 76,050 SH   SOLE   76,050 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 13,351 120,000 SH   SOLE   120,000 0 0
JABIL INC COM 466313103 40,163 944,356 SH   SOLE   944,356 0 0
JACK IN THE BOX INC COM 466367109 1,023 11,023 SH   SOLE   11,023 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,124 30,000 SH   SOLE   30,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 15,556 371,982 SH   SOLE   371,982 0 0
L BRANDS INC COM 501797104 13,017 350,000 SH   SOLE   350,000 0 0
LAS VEGAS SANDS CORP COM 517834107 8,940 150,000 SH   SOLE   150,000 0 0
LENNAR CORP CL A 526057104 7,623 100,000 SH   SOLE   100,000 0 0
LITHIA MTRS INC CL A 536797103 13,170 45,000 SH   SOLE   45,000 0 0
LIVEPERSON INC COM 538146101 19,571 314,502 SH   SOLE   314,502 0 0
LULULEMON ATHLETICA INC COM 550021109 8,701 25,000 SH   SOLE   25,000 0 0
MALIBU BOATS INC COM CL A 56117J100 3,592 57,531 SH   SOLE   57,531 0 0
MASONITE INTL CORP COM 575385109 4,917 50,000 SH   SOLE   50,000 0 0
MCDONALDS CORP COM 580135101 10,729 50,000 SH   SOLE   50,000 0 0
MERITAGE HOMES CORP COM 59001A102 13,014 157,131 SH   SOLE   157,131 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,302 200,000 SH   SOLE   200,000 0 0
MICHAELS COS INC COM 59408Q106 1,301 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106 24,333 45,000 SH   SOLE   45,000 0 0
NIKE INC CL B 654106103 7,074 50,000 SH   SOLE   50,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 8,265 325,000 SH   SOLE   325,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 21,470 110,000 SH   SOLE   110,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 2,862 35,000 SH   SOLE   35,000 0 0
OWENS CORNING NEW COM 690742101 24,717 326,256 SH   SOLE   326,256 0 0
PENN NATL GAMING INC COM 707569109 7,341 85,000 SH   SOLE   85,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 16,664 350,000 SH   SOLE   350,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 10,763 60,576 SH   SOLE   60,576 0 0
PLANET FITNESS INC CL A 72703H101 6,599 85,000 SH   SOLE   85,000 0 0
PVH CORPORATION COM 693656100 15,961 170,000 SH   SOLE   170,000 0 0
RALPH LAUREN CORP CL A 751212101 5,187 50,000 SH   SOLE   50,000 0 0
RED ROCK RESORTS INC CL A 75700L108 10,242 409,015 SH   SOLE   409,015 0 0
RH COM 74967X103 10,785 24,100 SH   SOLE   24,100 0 0
ROSS STORES INC COM 778296103 7,983 65,000 SH   SOLE   65,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 18,673 250,000 SH   SOLE   250,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 19,110 125,000 SH   SOLE   125,000 0 0
SNAP INC CL A 83304A106 2,504 50,000 SH   SOLE   50,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 18,880 60,000 SH   SOLE   60,000 0 0
TAPESTRY INC COM 876030107 43,512 1,400,000 SH   SOLE   1,400,000 0 0
TARGET CORP COM 87612E106 12,357 70,000 SH   SOLE   70,000 0 0
TELOS CORP MD COM 87969B101 17,988 545,413 SH   SOLE   545,413 0 0
TEMPUR SEALY INTL INC COM 88023U101 29,700 1,100,000 SH   SOLE   1,100,000 0 0
TEXAS ROADHOUSE INC COM 882681109 5,080 65,000 SH   SOLE   65,000 0 0
THOR INDS INC COM 885160101 11,159 120,000 SH   SOLE   120,000 0 0
TJX COS INC NEW COM 872540109 20,487 300,000 SH   SOLE   300,000 0 0
UNION PAC CORP COM 907818108 9,370 45,000 SH   SOLE   45,000 0 0
WERNER ENTERPRISES INC COM 950755108 15,367 391,807 SH   SOLE   391,807 0 0
WESCO INTL INC COM 95082P105 12,185 155,226 SH   SOLE   155,226 0 0
WINNEBAGO INDS INC COM 974637100 11,988 200,000 SH   SOLE   200,000 0 0
WYNN RESORTS LTD COM 983134107 13,540 120,000 SH   SOLE   120,000 0 0
YETI HLDGS INC COM 98585X104 16,090 235,000 SH   SOLE   235,000 0 0