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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 14,969 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 27,908 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 3,163 | 185,200 | SH | SOLE | 185,200 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 8,363 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
BANKUNITED INC | COM | 06652K103 | 5,290 | 161,582 | SH | SOLE | 161,582 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 11,526 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 9,568 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
BRINKER INTL INC | COM | 109641100 | 6,772 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 12,246 | 282,860 | SH | SOLE | 282,860 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 36,543 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 23,380 | 127,970 | SH | SOLE | 127,970 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 10,006 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
CARNIVAL CORP | PAIRED CTF | 143658300 | 24,877 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 6,397 | 105,510 | SH | SOLE | 105,510 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 21,006 | 271,389 | SH | SOLE | 271,389 | 0 | 0 | ||
CHICOS FAS INC | COM | 168615102 | 3,538 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 36,064 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
CLUBCORP HLDGS INC | COM | 18948M108 | 8,527 | 440,450 | SH | SOLE | 440,450 | 0 | 0 | ||
COACH INC | COM | 189754104 | 20,715 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 12,486 | 200,125 | SH | SOLE | 200,125 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 28,480 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 14,469 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
DIAMOND RESORTS INTL INC | COM | 25272T104 | 17,941 | 536,660 | SH | SOLE | 536,660 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 17,097 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 26,383 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 16,229 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DSW INC | CL A | 23334L102 | 11,986 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 10,766 | 114,378 | SH | SOLE | 114,378 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 11,250 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 12,045 | 21,715 | SH | SOLE | 21,715 | 0 | 0 | ||
GOPRO INC | CL A | 38268T103 | 11,472 | 264,266 | SH | SOLE | 264,266 | 0 | 0 | ||
HARMAN INTL INDS INC | COM | 413086109 | 18,326 | 137,139 | SH | SOLE | 137,139 | 0 | 0 | ||
HEARTLAND EXPRESS INC | COM | 422347104 | 3,445 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 35,811 | 1,209,007 | SH | SOLE | 1,209,007 | 0 | 0 | ||
INTERFACE INC | COM | 458665304 | 10,537 | 507,094 | SH | SOLE | 507,094 | 0 | 0 | ||
INTRAWEST RESORTS HLDGS INC | COM | 46090K109 | 3,369 | 386,365 | SH | SOLE | 386,365 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 18,225 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 24,885 | 847,000 | SH | SOLE | 847,000 | 0 | 0 | ||
JOHNSON CTLS INC | COM | 478366107 | 26,481 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 4,818 | 28,273 | SH | SOLE | 28,273 | 0 | 0 | ||
KB HOME | COM | 48666K109 | 10,374 | 664,155 | SH | SOLE | 664,155 | 0 | 0 | ||
KINDRED HEALTHCARE INC | COM | 494580103 | 21,974 | 923,650 | SH | SOLE | 923,650 | 0 | 0 | ||
LA QUINTA HLDGS INC | COM | 50420D108 | 33,261 | 1,404,585 | SH | SOLE | 1,404,585 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 16,649 | 66,635 | SH | SOLE | 66,635 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 44,634 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 28,809 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
MAGNA INTL INC | COM | 559222401 | 27,002 | 503,210 | SH | SOLE | 503,210 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 17,498 | 217,859 | SH | SOLE | 217,859 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 8,856 | 63,350 | SH | SOLE | 63,350 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 2,981 | 111,651 | SH | SOLE | 111,651 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 13,154 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 24,185 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
MICHAELS COS INC | COM | 59408Q106 | 6,516 | 240,800 | SH | SOLE | 240,800 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 6,145 | 59,863 | SH | SOLE | 59,863 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 15,125 | 134,400 | SH | SOLE | 134,400 | 0 | 0 | ||
NEWMARKET CORP | COM | 651587107 | 13,156 | 27,535 | SH | SOLE | 27,535 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 14,046 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
PEAK RESORTS INC | COM | 70469L100 | 3,449 | 559,937 | SH | SOLE | 559,937 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 54,778 | 47,054 | SH | SOLE | 47,054 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 12,521 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | ||
QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 6,380 | 154,663 | SH | SOLE | 154,663 | 0 | 0 | ||
RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 13,050 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 12,702 | 155,182 | SH | SOLE | 155,182 | 0 | 0 | ||
RYANAIR HLDGS PLC | SPONSORED ADR | 783513104 | 8,044 | 120,466 | SH | SOLE | 120,466 | 0 | 0 | ||
RYDER SYS INC | COM | 783549108 | 4,887 | 51,502 | SH | SOLE | 51,502 | 0 | 0 | ||
SHAKE SHACK INC | CL A | 819047101 | 2,252 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 20,607 | 425,667 | SH | SOLE | 425,667 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 3,596 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,193 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SONIC CORP | COM | 835451105 | 3,963 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
STAPLES INC | COM | 855030102 | 4,071 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 9,233 | 110,580 | SH | SOLE | 110,580 | 0 | 0 | ||
TOLL BROTHERS INC | COM | 889478103 | 20,569 | 522,843 | SH | SOLE | 522,843 | 0 | 0 | ||
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 2,546 | 149,950 | SH | SOLE | 149,950 | 0 | 0 | ||
TRUECAR INC | COM | 89785L107 | 17,384 | 973,908 | SH | SOLE | 973,908 | 0 | 0 | ||
TUESDAY MORNING CORP | COM NEW | 899035505 | 6,843 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 23,788 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 4,025 | 105,104 | SH | SOLE | 105,104 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 67,883 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 31,142 | 287,530 | SH | SOLE | 287,530 | 0 | 0 | ||
URBAN OUTFITTERS INC | COM | 917047102 | 14,836 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 9,414 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 14,518 | 140,376 | SH | SOLE | 140,376 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 35,170 | 1,194,638 | SH | SOLE | 1,194,638 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 12,899 | 197,204 | SH | SOLE | 197,204 | 0 | 0 | ||
WHOLE FOODS MKT INC | COM | 966837106 | 20,832 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ZOES KITCHEN INC | COM | 98979J109 | 10,153 | 305,000 | SH | SOLE | 305,000 | 0 | 0 |