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 |
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 |