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 | 2,161 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
AK STL HLDG CORP | COM | 001547108 | 6,816 | 1,204,300 | SH | SOLE | 1,204,300 | 0 | 0 | ||
ALASKA AIR GROUP INC | COM | 011659109 | 28,831 | 392,200 | SH | SOLE | 392,200 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 33,624 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 6,847 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 14,034 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 13,648 | 262,308 | SH | SOLE | 262,308 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 5,640 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 18,264 | 601,000 | SH | SOLE | 601,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 14,227 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 5,736 | 83,770 | SH | SOLE | 83,770 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 831 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 9,705 | 276,900 | SH | SOLE | 276,900 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 31,988 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 26,395 | 836,355 | SH | SOLE | 836,355 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 22,400 | 337,500 | SH | SOLE | 337,500 | 0 | 0 | ||
CARTER INC | COM | 146229109 | 4,700 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 20,640 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 26,183 | 92,774 | SH | SOLE | 92,774 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 5,022 | 37,458 | SH | SOLE | 37,458 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 15,726 | 52,957 | SH | SOLE | 52,957 | 0 | 0 | ||
COTT CORP QUE | COM | 22163N106 | 11,662 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 20,381 | 363,951 | SH | SOLE | 363,951 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 61,199 | 570,300 | SH | SOLE | 570,300 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 3,567 | 45,148 | SH | SOLE | 45,148 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 37,256 | 1,123,856 | SH | SOLE | 1,123,856 | 0 | 0 | ||
ELECTRO SCIENTIFIC INDS | COM | 285229100 | 12,407 | 578,938 | SH | SOLE | 578,938 | 0 | 0 | ||
EVERBRIDGE INC | COM | 29978A104 | 1,912 | 64,328 | SH | SOLE | 64,328 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 13,832 | 115,491 | SH | SOLE | 115,491 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 39,784 | 225,458 | SH | SOLE | 225,458 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 14,604 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
HERC HLDGS INC | COM | 42704L104 | 9,840 | 157,158 | SH | SOLE | 157,158 | 0 | 0 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 2,343 | 121,903 | SH | SOLE | 121,903 | 0 | 0 | ||
J JILL INC | COM | 46620W102 | 1,326 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 6,974 | 168,378 | SH | SOLE | 168,378 | 0 | 0 | ||
KENNAMETAL INC | COM | 489170100 | 15,448 | 319,117 | SH | SOLE | 319,117 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 5,423 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 12,484 | 207,300 | SH | SOLE | 207,300 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 17,177 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 16,265 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 35,884 | 456,600 | SH | SOLE | 456,600 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 32,304 | 660,607 | SH | SOLE | 660,607 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 2,421 | 74,400 | SH | SOLE | 74,400 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 4,915 | 228,920 | SH | SOLE | 228,920 | 0 | 0 | ||
MCBC HLDGS INC | COM | 55276F107 | 3,623 | 163,029 | SH | SOLE | 163,029 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 25,818 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 18,665 | 558,989 | SH | SOLE | 558,989 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 12,590 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 41,120 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 28,654 | 317,178 | SH | SOLE | 317,178 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 36,817 | 665,522 | SH | SOLE | 665,522 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 36,506 | 190,173 | SH | SOLE | 190,173 | 0 | 0 | ||
NEWMARK GROUP INC | CL A | 65158N102 | 10,586 | 665,778 | SH | SOLE | 665,778 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 11,789 | 221,391 | SH | SOLE | 221,391 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 8,348 | 90,800 | SH | SOLE | 90,800 | 0 | 0 | ||
PARTY CITY HOLDCO INC | COM | 702149105 | 10,672 | 765,000 | SH | SOLE | 765,000 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 12,960 | 413,646 | SH | SOLE | 413,646 | 0 | 0 | ||
PENNEY J C INC | COM | 708160106 | 1,264 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
PINNACLE ENTMT INC NEW | COM | 72348Y105 | 24,903 | 760,851 | SH | SOLE | 760,851 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 22,790 | 13,115 | SH | SOLE | 13,115 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 59,686 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
QUIDEL CORP | COM | 74838J101 | 16,189 | 373,443 | SH | SOLE | 373,443 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 7,157 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
RYANAIR HLDGS PLC | SPONSORED ADR NE | 783513203 | 8,335 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 6,159 | 453,850 | SH | SOLE | 453,850 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 38,954 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
SOGOU INC | ADR REPSTG A | 83409V104 | 579 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 11,878 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SWITCH INC | CL A | 87105L104 | 10,914 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
SYNNEX CORP | COM | 87162W100 | 19,088 | 140,401 | SH | SOLE | 140,401 | 0 | 0 | ||
TAILORED BRANDS INC | COM | 87403A107 | 1,965 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 8,846 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TEREX CORP NEW | COM | 880779103 | 4,043 | 83,841 | SH | SOLE | 83,841 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 13,837 | 302,577 | SH | SOLE | 302,577 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 3,439 | 22,816 | SH | SOLE | 22,816 | 0 | 0 | ||
TRINSEO S A | SHS | L9340P101 | 4,788 | 65,944 | SH | SOLE | 65,944 | 0 | 0 | ||
TTM TECHNOLOGIES INC | COM | 87305R109 | 7,310 | 466,482 | SH | SOLE | 466,482 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 16,303 | 94,835 | SH | SOLE | 94,835 | 0 | 0 | ||
URBAN OUTFITTERS INC | COM | 917047102 | 14,024 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 36,558 | 172,064 | SH | SOLE | 172,064 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 34,206 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 17,678 | 104,859 | SH | SOLE | 104,859 | 0 | 0 |