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 |
ACUSHNET HOLDINGS CORP | COM | 005098108 | 2,500 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
AEHR TEST SYSTEMS | COM | 00760J108 | 750 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ALASKA AIR GROUP INC | COM | 011659109 | 35,904 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 27,853 | 553,510 | SH | SOLE | 553,510 | 0 | 0 | ||
ARDAGH GROUP S A | CL A | L0223L101 | 742 | 32,800 | SH | SOLE | 32,800 | 0 | 0 | ||
AZUL S A | SPONSR ADR PFD | 05501U106 | 7,760 | 368,100 | SH | SOLE | 368,100 | 0 | 0 | ||
BIG LOTS INC | COM | 089302103 | 1,956 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 15,036 | 606,063 | SH | SOLE | 606,063 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 30,357 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
CAESARSTONE LTD | ORD SHS | M20598104 | 7,255 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 12,146 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 12,830 | 79,782 | SH | SOLE | 79,782 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 13,873 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 3,982 | 194,510 | SH | SOLE | 194,510 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 20,091 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 18,123 | 177,500 | SH | SOLE | 177,500 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 23,839 | 952,804 | SH | SOLE | 952,804 | 0 | 0 | ||
COACH INC | COM | 189754104 | 16,569 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 74,380 | 330,591 | SH | SOLE | 330,591 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 29,710 | 253,933 | SH | SOLE | 253,933 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 2,499 | 9,481 | SH | SOLE | 9,481 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 4,659 | 28,720 | SH | SOLE | 28,720 | 0 | 0 | ||
DATA I O CORP | COM | 237690102 | 243 | 30,605 | SH | SOLE | 30,605 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 14,779 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 21,250 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 5,407 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 10,488 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
E L F BEAUTY INC | COM | 26856L103 | 2,721 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
EDITAS MEDICINE INC | COM | 28106W103 | 1,457 | 86,833 | SH | SOLE | 86,833 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 17,760 | 887,989 | SH | SOLE | 887,989 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 16,608 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
GAP INC DEL | COM | 364760108 | 24,189 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 27,655 | 306,185 | SH | SOLE | 306,185 | 0 | 0 | ||
GREENBRIER COS INC | COM | 393657101 | 4,755 | 102,800 | SH | SOLE | 102,800 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 3,867 | 88,700 | SH | SOLE | 88,700 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 49,855 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
II VI INC | COM | 902104108 | 550 | 16,043 | SH | SOLE | 16,043 | 0 | 0 | ||
INFINERA CORPORATION | COM | 45667G103 | 2,134 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 8,602 | 333,550 | SH | SOLE | 333,550 | 0 | 0 | ||
J JILL INC | COM | 46620W102 | 4,302 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 33,438 | 852,575 | SH | SOLE | 852,575 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 9,413 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
KNIGHT TRANSN INC | COM | 499064103 | 10,856 | 293,000 | SH | SOLE | 293,000 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 9,431 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 21,596 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
LITHIA MTRS INC | CL A | 536797103 | 4,712 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 29,835 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
MCBC HLDGS INC | COM | 55276F107 | 5,532 | 282,990 | SH | SOLE | 282,990 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 45,948 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 42,242 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 7,718 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MKS INSTRUMENT INC | COM | 55306N104 | 7,040 | 104,612 | SH | SOLE | 104,612 | 0 | 0 | ||
NEOPHOTONICS CORP | COM | 64051T100 | 3,724 | 482,424 | SH | SOLE | 482,424 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 26,468 | 177,147 | SH | SOLE | 177,147 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 12,167 | 698,839 | SH | SOLE | 698,839 | 0 | 0 | ||
PARKER HANNIFIN CORP | COM | 701094104 | 52,208 | 326,666 | SH | SOLE | 326,666 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 13,332 | 623,000 | SH | SOLE | 623,000 | 0 | 0 | ||
PENNEY J C INC | COM | 708160106 | 3,488 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
PINNACLE ENTMT INC NEW | COM | 72348Y105 | 15,903 | 804,792 | SH | SOLE | 804,792 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 8,169 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 22,446 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 55,533 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 12,500 | 115,084 | SH | SOLE | 115,084 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 5,470 | 50,081 | SH | SOLE | 50,081 | 0 | 0 | ||
SCHNEIDER NATIONAL INC | CL B | 80689H102 | 7,270 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 6,281 | 386,050 | SH | SOLE | 386,050 | 0 | 0 | ||
SELECT COMFORT CORP | COM | 81616X103 | 2,307 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 8,423 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 10,730 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 9,515 | 33,114 | SH | SOLE | 33,114 | 0 | 0 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 18,697 | 248,462 | SH | SOLE | 248,462 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 30,424 | 149,996 | SH | SOLE | 149,996 | 0 | 0 | ||
VIACOM INC NEW | CL B | 92553P201 | 2,014 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
WAL-MART STORES INC | COM | 931142103 | 15,136 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
WINGSTOP INC | COM | 974155103 | 1,854 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 6,974 | 52,001 | SH | SOLE | 52,001 | 0 | 0 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 1,972 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 364 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |