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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 20,346 | 109,665 | SH | SOLE | 109,665 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 15,008 | 13,452 | SH | SOLE | 13,452 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 34,589 | 20,349 | SH | SOLE | 20,349 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 3,151 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 9,490 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 14,057 | 604,597 | SH | SOLE | 604,597 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 14,548 | 78,589 | SH | SOLE | 78,589 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 16,084 | 410,830 | SH | SOLE | 410,830 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 16,439 | 583,135 | SH | SOLE | 583,135 | 0 | 0 | ||
| BAOZUN INC | SPONSORED ADR | 06684L103 | 10,624 | 194,219 | SH | SOLE | 194,219 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 17,054 | 817,932 | SH | SOLE | 817,932 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 4,596 | 71,275 | SH | SOLE | 71,275 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 7,682 | 420,000 | SH | Call | SOLE | 420,000 | 0 | 0 | |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 15,401 | 842,024 | SH | SOLE | 842,024 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 27,850 | 185,014 | SH | SOLE | 185,014 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 589 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 12,267 | 214,047 | SH | SOLE | 214,047 | 0 | 0 | ||
| CARRIZO OIL & GAS INC | COM | 144577103 | 3,481 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 10,820 | 342,963 | SH | SOLE | 342,963 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 18,091 | 149,761 | SH | SOLE | 149,761 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 10,027 | 149,843 | SH | SOLE | 149,843 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 7,762 | 121,700 | SH | SOLE | 121,700 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 8,153 | 198,865 | SH | SOLE | 198,865 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 15,343 | 309,707 | SH | SOLE | 309,707 | 0 | 0 | ||
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 4,172 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| DISCOVERY INC | COM SER A | 25470F104 | 13,750 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 12,807 | 150,674 | SH | SOLE | 150,674 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 9,282 | 98,212 | SH | SOLE | 98,212 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,554 | 90,337 | SH | SOLE | 90,337 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 3,832 | 183,073 | SH | SOLE | 183,073 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 27,503 | 281,474 | SH | SOLE | 281,474 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 11,740 | 237,991 | SH | SOLE | 237,991 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 19,713 | 374,423 | SH | SOLE | 374,423 | 0 | 0 | ||
| FRANCESCAS HLDGS CORP | COM | 351793104 | 2,643 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| G-III APPAREL GROUP LTD | COM | 36237H101 | 24,831 | 559,258 | SH | SOLE | 559,258 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 7,612 | 93,607 | SH | SOLE | 93,607 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 9,497 | 43,056 | SH | SOLE | 43,056 | 0 | 0 | ||
| GUESS INC | COM | 401617105 | 1,830 | 85,526 | SH | SOLE | 85,526 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 12,510 | 568,122 | SH | SOLE | 568,122 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 18,961 | 97,187 | SH | SOLE | 97,187 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 7,284 | 59,927 | SH | SOLE | 59,927 | 0 | 0 | ||
| J JILL INC | COM | 46620W102 | 5,791 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| JEFFERIES FINL GROUP INC | COM | 47233W109 | 1,800 | 79,154 | SH | SOLE | 79,154 | 0 | 0 | ||
| JETBLUE AIRWAYS CORP | COM | 477143101 | 3,322 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 6,407 | 191,548 | SH | SOLE | 191,548 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 12,379 | 118,804 | SH | SOLE | 118,804 | 0 | 0 | ||
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 1,671 | 48,430 | SH | SOLE | 48,430 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 10,646 | 278,616 | SH | SOLE | 278,616 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 16,075 | 220,513 | SH | SOLE | 220,513 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 9,450 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 8,224 | 86,047 | SH | SOLE | 86,047 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 1,882 | 15,078 | SH | SOLE | 15,078 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 2,458 | 65,663 | SH | SOLE | 65,663 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 7,379 | 197,188 | SH | SOLE | 197,188 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 16,674 | 250,353 | SH | SOLE | 250,353 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 13,414 | 283,005 | SH | SOLE | 283,005 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 4,487 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 13,386 | 2,088,263 | SH | SOLE | 2,088,263 | 0 | 0 | ||
| NATIONAL VISION HLDGS INC | COM | 63845R107 | 7,375 | 201,677 | SH | SOLE | 201,677 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 15,249 | 322,723 | SH | SOLE | 322,723 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 8,070 | 130,244 | SH | SOLE | 130,244 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 6,503 | 361,273 | SH | SOLE | 361,273 | 0 | 0 | ||
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 3,779 | 80,660 | SH | SOLE | 80,660 | 0 | 0 | ||
| PETIQ INC | COM CL A | 71639T106 | 11,667 | 434,352 | SH | SOLE | 434,352 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 10,554 | 55,773 | SH | SOLE | 55,773 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 19,704 | 131,604 | SH | SOLE | 131,604 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 3,356 | 147,200 | SH | Put | SOLE | 147,200 | 0 | 0 | |
| ROKU INC | COM CL A | 77543R102 | 20,567 | 482,569 | SH | SOLE | 482,569 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 16,501 | 194,703 | SH | SOLE | 194,703 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 16,496 | 159,229 | SH | SOLE | 159,229 | 0 | 0 | ||
| SCHNEIDER NATIONAL INC | CL B | 80689H102 | 10,413 | 378,515 | SH | SOLE | 378,515 | 0 | 0 | ||
| SEQUENTIAL BRNDS GROUP INC N | COM | 81734P107 | 4,199 | 2,131,386 | SH | SOLE | 2,131,386 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 4,502 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| SKECHERS U S A INC | CL A | 830566105 | 21,721 | 723,804 | SH | SOLE | 723,804 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 17,077 | 335,628 | SH | SOLE | 335,628 | 0 | 0 | ||
| TAILORED BRANDS INC | COM | 87403A107 | 1,914 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 15,121 | 323,729 | SH | SOLE | 323,729 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 10,977 | 115,329 | SH | SOLE | 115,329 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 18,144 | 1,350,000 | SH | Put | SOLE | 1,350,000 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 7,206 | 165,000 | SH | Put | SOLE | 165,000 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 14,242 | 326,122 | SH | SOLE | 326,122 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 3,455 | 26,774 | SH | SOLE | 26,774 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 3,699 | 43,192 | SH | SOLE | 43,192 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 19,197 | 161,647 | SH | SOLE | 161,647 | 0 | 0 | ||
| WEIBO CORP | SPONSORED ADR | 948596101 | 7,722 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| WERNER ENTERPRISES INC | COM | 950755108 | 3,888 | 103,545 | SH | SOLE | 103,545 | 0 | 0 | ||
| WIDEOPENWEST INC | COM | 96758W101 | 6,111 | 632,585 | SH | SOLE | 632,585 | 0 | 0 | ||
| WILDHORSE RESOURCE DEV CORP | COM | 96812T102 | 13,997 | 551,933 | SH | SOLE | 551,933 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 6,138 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| XCEL BRANDS INC | COM NEW | 98400M101 | 3,969 | 1,688,795 | SH | SOLE | 1,688,795 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 23,213 | 231,708 | SH | SOLE | 231,708 | 0 | 0 | ||