The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALASKA AIR GROUP INC | COM | 011659109 | 17,824 | 276,638 | SH | SOLE | 276,638 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,936 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 10,570 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 28,216 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 25,830 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L104 | 3,888 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AUTOLIV INC | COM | 052800109 | 8,922 | 76,417 | SH | SOLE | 76,417 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 28,341 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 10,004 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
BANKUNITED INC | COM | 06652K103 | 12,395 | 344,982 | SH | SOLE | 344,982 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 9,603 | 300,089 | SH | SOLE | 300,089 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 31,341 | 608,676 | SH | SOLE | 608,676 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 25,600 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
CAMERON INTERNATIONAL CORP | COM | 13342B105 | 26,185 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 21,370 | 133,370 | SH | SOLE | 133,370 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 19,532 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
CARNIVAL CORP | PAIRED CTF | 143658300 | 14,150 | 286,500 | SH | SOLE | 286,500 | 0 | 0 | ||
CHEESECAKE FACTORY INC | COM | 163072101 | 17,863 | 327,550 | SH | SOLE | 327,550 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 16,755 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
CLUBCORP HLDGS INC | COM | 18948M108 | 12,428 | 520,450 | SH | SOLE | 520,450 | 0 | 0 | ||
CORE LABORATORIES N V | COM | N22717107 | 8,140 | 71,376 | SH | SOLE | 71,376 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 2,207 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 45,899 | 632,042 | SH | SOLE | 632,042 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 3,071 | 43,210 | SH | SOLE | 43,210 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 21,654 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
DIAMOND RESORTS INTL INC | COM | 25272T104 | 7,139 | 226,271 | SH | SOLE | 226,271 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 11,661 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ENSCO PLC | SHS CLASS A | G3157S106 | 17,816 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
EXPRESS INC | COM | 30219E103 | 14,035 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 3,953 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FRESHPET INC | COM | 358039105 | 3,255 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
HABIT RESTAURANTS INC | COM CL A | 40449J103 | 5,632 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 32,170 | 1,167,681 | SH | SOLE | 1,167,681 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 25,560 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
INTRAWEST RESORTS HLDGS INC | COM | 46090K109 | 4,490 | 386,365 | SH | SOLE | 386,365 | 0 | 0 | ||
ISLE OF CAPRI CASINOS INC | COM | 464592104 | 3,176 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 11,020 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 38,241 | 1,121,450 | SH | SOLE | 1,121,450 | 0 | 0 | ||
JETBLUE AIRWAYS CORP | COM | 477143101 | 13,108 | 631,404 | SH | SOLE | 631,404 | 0 | 0 | ||
JOHNSON CTLS INC | COM | 478366107 | 13,849 | 279,600 | SH | SOLE | 279,600 | 0 | 0 | ||
KB HOME | COM | 48666K109 | 8,335 | 502,114 | SH | SOLE | 502,114 | 0 | 0 | ||
KINDRED HEALTHCARE INC | COM | 494580103 | 18,741 | 923,650 | SH | SOLE | 923,650 | 0 | 0 | ||
LA QUINTA HLDGS INC | COM | 50420D108 | 19,639 | 859,470 | SH | SOLE | 859,470 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 14,464 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 35,915 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 41,875 | 404,515 | SH | SOLE | 404,515 | 0 | 0 | ||
MADDEN STEVEN LTD | COM | 556269108 | 3,209 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 8,927 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 20,075 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
MINDBODY INC | COM CL A | 60255W105 | 1,867 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 28,905 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 15,123 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
NOBLE ENERGY INC | COM | 655044105 | 25,608 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
NORD ANGLIA EDUCATION INC | SHS | G6583A102 | 14,099 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 26,585 | 474,401 | SH | SOLE | 474,401 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 15,902 | 1,003,300 | SH | SOLE | 1,003,300 | 0 | 0 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 2,920 | 249,766 | SH | SOLE | 249,766 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 8,619 | 208,953 | SH | SOLE | 208,953 | 0 | 0 | ||
PACKAGING CORP AMER | COM | 695156109 | 26,246 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
PEAK RESORTS INC | COM | 70469L100 | 3,760 | 525,137 | SH | SOLE | 525,137 | 0 | 0 | ||
PENNEY J C INC | COM | 708160106 | 12,282 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
POLARIS INDS INC | COM | 731068102 | 25,549 | 172,500 | SH | SOLE | 172,500 | 0 | 0 | ||
PRA GROUP INC | COM | 69354N106 | 5,328 | 85,500 | SH | SOLE | 85,500 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 20,411 | 17,728 | SH | SOLE | 17,728 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 23,040 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 9,656 | 225,337 | SH | SOLE | 225,337 | 0 | 0 | ||
RAYONIER ADVANCED MATLS INC | COM | 75508B104 | 5,614 | 345,249 | SH | SOLE | 345,249 | 0 | 0 | ||
RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 8,153 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 6,346 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 9,722 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 6,717 | 85,354 | SH | SOLE | 85,354 | 0 | 0 | ||
RYDER SYS INC | COM | 783549108 | 44,277 | 506,778 | SH | SOLE | 506,778 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 24,284 | 348,759 | SH | SOLE | 348,759 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 19,393 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 7,053 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 24,671 | 550,077 | SH | SOLE | 550,077 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 2,745 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
SONIC CORP | COM | 835451105 | 11,520 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
TECH DATA CORP | COM | 878237106 | 8,236 | 143,093 | SH | SOLE | 143,093 | 0 | 0 | ||
TOLL BROTHERS INC | COM | 889478103 | 19,123 | 500,738 | SH | SOLE | 500,738 | 0 | 0 | ||
TRUECAR INC | COM | 89785L107 | 2,170 | 180,956 | SH | SOLE | 180,956 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 64,869 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 27,896 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 18,746 | 171,669 | SH | SOLE | 171,669 | 0 | 0 | ||
VEECO INSTRS INC DEL | COM | 922417100 | 1,655 | 57,575 | SH | SOLE | 57,575 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 10,449 | 469,638 | SH | SOLE | 469,638 | 0 | 0 | ||
WINGSTOP INC | COM | 974155103 | 3,408 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 9,867 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 18,016 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ZOES KITCHEN INC | COM | 98979J109 | 13,920 | 340,000 | SH | SOLE | 340,000 | 0 | 0 |