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 | 20,210 | 122,665 | SH | SOLE | 122,665 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 16,055 | 13,452 | SH | SOLE | 13,452 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 38,756 | 19,349 | SH | SOLE | 19,349 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 10,250 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 15,725 | 633,297 | SH | SOLE | 633,297 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 17,741 | 78,589 | SH | SOLE | 78,589 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 17,683 | 560,830 | SH | SOLE | 560,830 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 15,461 | 524,821 | SH | SOLE | 524,821 | 0 | 0 | ||
BAOZUN INC | SPONSORED ADR | 06684L103 | 8,464 | 174,219 | SH | SOLE | 174,219 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 8,212 | 440,339 | SH | SOLE | 440,339 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 2,096 | 31,275 | SH | SOLE | 31,275 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 14,134 | 962,822 | SH | SOLE | 962,822 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 28,837 | 177,002 | SH | SOLE | 177,002 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 645 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 1,493 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 14,017 | 219,806 | SH | SOLE | 219,806 | 0 | 0 | ||
CARRIZO OIL & GAS INC | COM | 144577103 | 9,815 | 389,500 | SH | SOLE | 389,500 | 0 | 0 | ||
CENTURY CMNTYS INC | COM | 156504300 | 9,940 | 378,667 | SH | SOLE | 378,667 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 27,766 | 217,261 | SH | SOLE | 217,261 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 9,675 | 134,859 | SH | SOLE | 134,859 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 5,563 | 75,129 | SH | SOLE | 75,129 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 8,144 | 193,078 | SH | SOLE | 193,078 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 16,640 | 287,737 | SH | SOLE | 287,737 | 0 | 0 | ||
DISCOVERY INC | COM SER A | 25470F104 | 16,000 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 9,841 | 120,674 | SH | SOLE | 120,674 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 8,631 | 102,016 | SH | SOLE | 102,016 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 14,940 | 90,843 | SH | SOLE | 90,843 | 0 | 0 | ||
FIRST DATA CORP NEW | COM CL A | 32008D106 | 4,724 | 193,073 | SH | SOLE | 193,073 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 23,928 | 183,974 | SH | SOLE | 183,974 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 12,870 | 426,591 | SH | SOLE | 426,591 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 20,363 | 399,423 | SH | SOLE | 399,423 | 0 | 0 | ||
FRANCESCAS HLDGS CORP | COM | 351793104 | 946 | 255,083 | SH | SOLE | 255,083 | 0 | 0 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 964 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
G-III APPAREL GROUP LTD | COM | 36237H101 | 28,456 | 590,499 | SH | SOLE | 590,499 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 7,047 | 77,447 | SH | SOLE | 77,447 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 8,689 | 38,750 | SH | SOLE | 38,750 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 20,132 | 97,187 | SH | SOLE | 97,187 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 6,415 | 53,934 | SH | SOLE | 53,934 | 0 | 0 | ||
J JILL INC | COM | 46620W102 | 4,790 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
JETBLUE AIRWAYS CORP | COM | 477143101 | 3,520 | 181,800 | SH | SOLE | 181,800 | 0 | 0 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 6,034 | 172,392 | SH | SOLE | 172,392 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 12,065 | 106,924 | SH | SOLE | 106,924 | 0 | 0 | ||
KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 9,232 | 267,754 | SH | SOLE | 267,754 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 17,185 | 230,513 | SH | SOLE | 230,513 | 0 | 0 | ||
LA Z BOY INC | COM | 505336107 | 11,442 | 362,100 | SH | Put | SOLE | 362,100 | 0 | 0 | |
LENNAR CORP | CL A | 526057104 | 10,739 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 9,306 | 81,047 | SH | SOLE | 81,047 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 2,450 | 15,078 | SH | SOLE | 15,078 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 1,407 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 6,495 | 177,469 | SH | SOLE | 177,469 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 16,892 | 246,382 | SH | SOLE | 246,382 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 5,453 | 31,100 | SH | SOLE | 31,100 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 11,862 | 254,704 | SH | SOLE | 254,704 | 0 | 0 | ||
NABORS INDUSTRIES LTD | SHS | G6359F903 | 6,160 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
NABORS INDUSTRIES LTD | SHS | G6359F103 | 13,518 | 2,194,436 | SH | SOLE | 2,194,436 | 0 | 0 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 7,749 | 171,677 | SH | SOLE | 171,677 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 2,542 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 17,752 | 309,114 | SH | SOLE | 309,114 | 0 | 0 | ||
PACCAR INC | COM | 693718108 | 7,993 | 117,219 | SH | SOLE | 117,219 | 0 | 0 | ||
PATTERSON UTI ENERGY INC | COM | 703481101 | 2,004 | 117,145 | SH | SOLE | 117,145 | 0 | 0 | ||
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 3,822 | 80,660 | SH | SOLE | 80,660 | 0 | 0 | ||
PETIQ INC | COM CL A | 71639T106 | 16,288 | 414,352 | SH | SOLE | 414,352 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 9,440 | 54,196 | SH | SOLE | 54,196 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 24,783 | 171,629 | SH | SOLE | 171,629 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 4,406 | 60,328 | SH | SOLE | 60,328 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 19,295 | 194,703 | SH | SOLE | 194,703 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 19,826 | 152,580 | SH | SOLE | 152,580 | 0 | 0 | ||
SCHNEIDER NATIONAL INC | CL B | 80689H102 | 8,510 | 340,664 | SH | SOLE | 340,664 | 0 | 0 | ||
SEQUENTIAL BRNDS GROUP INC N | COM | 81734P107 | 3,559 | 2,131,386 | SH | SOLE | 2,131,386 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 2,374 | 85,000 | SH | Call | SOLE | 85,000 | 0 | 0 | |
SOUTHWEST AIRLS CO | COM | 844741108 | 18,864 | 302,065 | SH | SOLE | 302,065 | 0 | 0 | ||
TAILORED BRANDS INC | COM | 87403A107 | 4,534 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 15,520 | 308,729 | SH | SOLE | 308,729 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 12,359 | 110,329 | SH | SOLE | 110,329 | 0 | 0 | ||
TRANSOCEAN LTD | REG SHS | H8817H100 | 16,043 | 1,150,000 | SH | Put | SOLE | 1,150,000 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 8,398 | 295,091 | SH | SOLE | 295,091 | 0 | 0 | ||
URBAN OUTFITTERS INC | COM | 917047102 | 2,659 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 935 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 5,182 | 46,597 | SH | SOLE | 46,597 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 3,587 | 38,192 | SH | SOLE | 38,192 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 13,473 | 91,237 | SH | SOLE | 91,237 | 0 | 0 | ||
WEIBO CORP | SPONSORED ADR | 948596101 | 7,971 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 12,310 | 171,000 | SH | SOLE | 171,000 | 0 | 0 | ||
WERNER ENTERPRISES INC | COM | 950755108 | 3,294 | 93,190 | SH | SOLE | 93,190 | 0 | 0 | ||
WIDEOPENWEST INC | COM | 96758W101 | 973 | 86,796 | SH | SOLE | 86,796 | 0 | 0 | ||
WILDHORSE RESOURCE DEV CORP | COM | 96812T102 | 14,347 | 606,882 | SH | SOLE | 606,882 | 0 | 0 | ||
WILLIAMS SONOMA INC | COM | 969904101 | 9,858 | 150,000 | SH | Put | SOLE | 150,000 | 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 | 24,806 | 217,275 | SH | SOLE | 217,275 | 0 | 0 |