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 |
ADOBE SYS INC | COM | 00724F101 | 1,818 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 15,928 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 14,552 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 8,313 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 5,460 | 393,400 | SH | SOLE | 393,400 | 0 | 0 | ||
ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 7,097 | 143,949 | SH | SOLE | 143,949 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 8,435 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
BELDEN INC | COM | 077454106 | 16,205 | 205,624 | SH | SOLE | 205,624 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 31,637 | 811,622 | SH | SOLE | 811,622 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 1,256 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
BRINKER INTL INC | COM | 109641100 | 14,673 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 4,510 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 28,356 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 11,864 | 61,570 | SH | SOLE | 61,570 | 0 | 0 | ||
CATAMARAN CORP | COM | 148887102 | 17,471 | 337,600 | SH | SOLE | 337,600 | 0 | 0 | ||
CHICOS FAS INC | COM | 168615102 | 3,535 | 218,100 | SH | SOLE | 218,100 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 12,321 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 11,357 | 215,661 | SH | SOLE | 215,661 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 11,777 | 218,409 | SH | SOLE | 218,409 | 0 | 0 | ||
CONTINENTAL BLDG PRODS INC | COM | 211171103 | 3,214 | 181,256 | SH | SOLE | 181,256 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 7,003 | 305,400 | SH | SOLE | 305,400 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 14,175 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 19,184 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
DIAMOND RESORTS INTL INC | COM | 25272T104 | 6,703 | 240,260 | SH | SOLE | 240,260 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 38,709 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
DSW INC | CL A | 23334L102 | 12,633 | 338,691 | SH | SOLE | 338,691 | 0 | 0 | ||
EL POLLO LOCO HLDGS INC | COM | 268603107 | 3,994 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ESSENT GROUP LTD | COM | G3198U102 | 4,628 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 25,357 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 8,683 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 12,921 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 18,573 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
HARLEY DAVIDSON INC | COM | 412822108 | 4,105 | 62,281 | SH | SOLE | 62,281 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 27,332 | 1,047,597 | SH | SOLE | 1,047,597 | 0 | 0 | ||
INTL PAPER CO | COM | 460146103 | 12,056 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
INTRAWEST RESORTS HLDGS INC | COM | 46090K109 | 4,613 | 386,365 | SH | SOLE | 386,365 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 5,997 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 13,236 | 572,000 | SH | SOLE | 572,000 | 0 | 0 | ||
JOHNSON CTLS INC | COM | 478366107 | 12,085 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
LA QUINTA HLDGS INC | COM | 50420D108 | 5,515 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 22,971 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 27,520 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 1,912 | 99,200 | SH | SOLE | 99,200 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 5,462 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 4,413 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 25,228 | 1,180,000 | SH | SOLE | 1,180,000 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 6,384 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
MOELIS & CO | CL A | 60786M105 | 6,986 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NEFF CORP | COM CL A | 640094207 | 4,962 | 440,300 | SH | SOLE | 440,300 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 2,624 | 73,279 | SH | SOLE | 73,279 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 3,348 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
PEAK RESORTS INC | COM | 70469L100 | 5,290 | 661,200 | SH | SOLE | 661,200 | 0 | 0 | ||
PIER 1 IMPORTS INC | COM | 720279108 | 2,310 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
PLY GEM HLDGS INC | COM | 72941W100 | 1,521 | 108,790 | SH | SOLE | 108,790 | 0 | 0 | ||
POTASH CORP SASK INC | COM | 73755L107 | 5,298 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 5,726 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 4,397 | 154,663 | SH | SOLE | 154,663 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 16,802 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 15,265 | 185,182 | SH | SOLE | 185,182 | 0 | 0 | ||
RYANAIR HLDGS PLC | SPONSORED ADR | 783513104 | 7,175 | 100,679 | SH | SOLE | 100,679 | 0 | 0 | ||
SANDERSON FARMS INC | COM | 800013104 | 4,531 | 53,923 | SH | SOLE | 53,923 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 13,157 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 4,801 | 111,267 | SH | SOLE | 111,267 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 3,591 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
SONIC CORP | COM | 835451105 | 3,781 | 138,865 | SH | SOLE | 138,865 | 0 | 0 | ||
SPIRIT AIRLS INC | COM | 848577102 | 3,774 | 49,934 | SH | SOLE | 49,934 | 0 | 0 | ||
STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 20,315 | 250,580 | SH | SOLE | 250,580 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 11,387 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 6,858 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TORO CO | COM | 891092108 | 6,709 | 105,134 | SH | SOLE | 105,134 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 5,123 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
TREX CO INC | COM | 89531P105 | 2,129 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
TUESDAY MORNING CORP | COM NEW | 899035505 | 7,595 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 17,981 | 448,504 | SH | SOLE | 448,504 | 0 | 0 | ||
U S CONCRETE INC | COM NEW | 90333L201 | 1,389 | 48,809 | SH | SOLE | 48,809 | 0 | 0 | ||
U S G CORP | COM NEW | 903293405 | 1,400 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 42,826 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 13,700 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 7,490 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 10,781 | 551,754 | SH | SOLE | 551,754 | 0 | 0 | ||
WHOLE FOODS MKT INC | COM | 966837106 | 10,588 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
WINNEBAGO INDS INC | COM | 974637100 | 9,060 | 416,352 | SH | SOLE | 416,352 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 9,669 | 65,000 | SH | SOLE | 65,000 | 0 | 0 |