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 |
ACUSHNET HOLDINGS CORP | COM | 005098108 | 2,177 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 45,234 | 305,100 | SH | SOLE | 305,100 | 0 | 0 | ||
ALASKA AIR GROUP INC | COM | 011659109 | 12,911 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 15,182 | 140,800 | SH | SOLE | 140,800 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,100 | 5,753 | SH | SOLE | 5,753 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 21,087 | 498,510 | SH | SOLE | 498,510 | 0 | 0 | ||
ANIXTER INTL INC | COM | 035290105 | 7,973 | 100,544 | SH | SOLE | 100,544 | 0 | 0 | ||
ARDAGH GROUP S A | CL A | L0223L101 | 2,635 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 4,845 | 163,800 | SH | SOLE | 163,800 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 10,351 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
BIG LOTS INC | COM | 089302103 | 4,673 | 96,004 | SH | SOLE | 96,004 | 0 | 0 | ||
BOINGO WIRELESS INC | COM | 09739C102 | 1,714 | 131,916 | SH | SOLE | 131,916 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 14,000 | 636,063 | SH | SOLE | 636,063 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 44,744 | 459,900 | SH | SOLE | 459,900 | 0 | 0 | ||
CAESARSTONE LTD | ORD SHS | M20598104 | 247 | 6,808 | SH | SOLE | 6,808 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 10,620 | 72,282 | SH | SOLE | 72,282 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 15,906 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
CAVIUM INC | COM | 14964U108 | 11,087 | 154,711 | SH | SOLE | 154,711 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 14,406 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 5,289 | 224,016 | SH | SOLE | 224,016 | 0 | 0 | ||
COACH INC | COM | 189754104 | 26,865 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 57,447 | 279,355 | SH | SOLE | 279,355 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 34,087 | 303,668 | SH | SOLE | 303,668 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 15,673 | 318,890 | SH | SOLE | 318,890 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 10,514 | 69,540 | SH | SOLE | 69,540 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 47,861 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
E L F BEAUTY INC | COM | 26856L103 | 5,760 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
EDITAS MEDICINE INC | COM | 28106W103 | 2,555 | 114,461 | SH | SOLE | 114,461 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 8,790 | 464,483 | SH | SOLE | 464,483 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 23,234 | 184,147 | SH | SOLE | 184,147 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 18,060 | 119,262 | SH | SOLE | 119,262 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 13,855 | 185,200 | SH | SOLE | 185,200 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 8,822 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 37,164 | 460,629 | SH | SOLE | 460,629 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 12,215 | 371,400 | SH | SOLE | 371,400 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 4,152 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
HAWAIIAN HOLDINGS INC | COM | 419879101 | 5,766 | 124,142 | SH | SOLE | 124,142 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 27,898 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 12,094 | 100,200 | SH | SOLE | 100,200 | 0 | 0 | ||
J JILL INC | COM | 46620W102 | 4,935 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 13,769 | 442,575 | SH | SOLE | 442,575 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 1,643 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LCI INDS | COM | 50189K103 | 1,746 | 17,495 | SH | SOLE | 17,495 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 47,271 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 4,668 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 1,590 | 32,929 | SH | SOLE | 32,929 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 3,224 | 80,500 | SH | SOLE | 80,500 | 0 | 0 | ||
MCBC HLDGS INC | COM | 55276F107 | 4,576 | 282,990 | SH | SOLE | 282,990 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 38,883 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 22,983 | 838,800 | SH | SOLE | 838,800 | 0 | 0 | ||
MICROSEMI CORP | COM | 595137100 | 7,229 | 140,289 | SH | SOLE | 140,289 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 16,576 | 112,147 | SH | SOLE | 112,147 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 15,326 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 18,058 | 1,043,219 | SH | SOLE | 1,043,219 | 0 | 0 | ||
OWENS ILL INC | COM NEW | 690768403 | 2,394 | 117,448 | SH | SOLE | 117,448 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 1,601 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
PARKER HANNIFIN CORP | COM | 701094104 | 25,735 | 160,522 | SH | SOLE | 160,522 | 0 | 0 | ||
PINNACLE ENTMT INC NEW | COM | 72348Y105 | 16,490 | 844,792 | SH | SOLE | 844,792 | 0 | 0 | ||
PRESIDIO INC | COM | 74102M103 | 3,097 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 23,674 | 13,300 | SH | SOLE | 13,300 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 38,924 | 376,187 | SH | SOLE | 376,187 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 6,636 | 299,180 | SH | SOLE | 299,180 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 15,274 | 155,681 | SH | SOLE | 155,681 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 9,063 | 496,050 | SH | SOLE | 496,050 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 7,299 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
TE CONNECTIVITY LTD | REG SHS | H84989104 | 12,481 | 167,422 | SH | SOLE | 167,422 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 26,501 | 275,680 | SH | SOLE | 275,680 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 2,372 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 17,114 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 18,611 | 263,462 | SH | SOLE | 263,462 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 14,392 | 74,996 | SH | SOLE | 74,996 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 4,922 | 369,000 | SH | SOLE | 369,000 | 0 | 0 | ||
WINGSTOP INC | COM | 974155103 | 1,697 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 9,857 | 86,001 | SH | SOLE | 86,001 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 30,102 | 329,880 | SH | SOLE | 329,880 | 0 | 0 |