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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 1,629 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 23,509 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 5,824 | 11,646 | SH | SOLE | 11,646 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 32,790 | 208,179 | SH | SOLE | 208,179 | 0 | 0 | ||
| AGCO CORP | COM | 001084102 | 10,309 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,818 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 24,427 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 12,042 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 16,181 | 1,073,035 | SH | SOLE | 1,073,035 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 3,245 | 209,922 | SH | SOLE | 209,922 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 4,149 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 6,682 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 6,867 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| BRINKER INTL INC | COM | 109641100 | 9,900 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 13,470 | 51,500 | SH | SOLE | 51,500 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 40,849 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 24,150 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 3,596 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 5,937 | 118,500 | SH | SOLE | 118,500 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 10,713 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CITI TRENDS INC | COM | 17306X102 | 4,968 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 6,146 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| COOPER TIRE & RUBR CO | COM | 216831107 | 8,854 | 218,619 | SH | SOLE | 218,619 | 0 | 0 | ||
| COPA HOLDINGS SA | CL A | P31076105 | 17,811 | 230,623 | SH | SOLE | 230,623 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 23,811 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 4,328 | 47,693 | SH | SOLE | 47,693 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 14,398 | 63,398 | SH | SOLE | 63,398 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 1,936 | 28,087 | SH | SOLE | 28,087 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 13,765 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 45,739 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 3,935 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 18,118 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 33,492 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| F5 NETWORKS INC | COM | 315616102 | 15,493 | 88,058 | SH | SOLE | 88,058 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 21,853 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 6,381 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 6,491 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 4,944 | 21,539 | SH | SOLE | 21,539 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 11,374 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 10,214 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| FTI CONSULTING INC | COM | 302941109 | 8,938 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 3,768 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 24,816 | 109,125 | SH | SOLE | 109,125 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 13,399 | 50,809 | SH | SOLE | 50,809 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 10,354 | 78,952 | SH | SOLE | 78,952 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 7,114 | 76,050 | SH | SOLE | 76,050 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 13,351 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 40,163 | 944,356 | SH | SOLE | 944,356 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 1,023 | 11,023 | SH | SOLE | 11,023 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 6,124 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 15,556 | 371,982 | SH | SOLE | 371,982 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 13,017 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 8,940 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 7,623 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 13,170 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 19,571 | 314,502 | SH | SOLE | 314,502 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 8,701 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 3,592 | 57,531 | SH | SOLE | 57,531 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 4,917 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 10,729 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 13,014 | 157,131 | SH | SOLE | 157,131 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,302 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MICHAELS COS INC | COM | 59408Q106 | 1,301 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 24,333 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 7,074 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 8,265 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 21,470 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | 2,862 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 24,717 | 326,256 | SH | SOLE | 326,256 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 7,341 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 16,664 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 10,763 | 60,576 | SH | SOLE | 60,576 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 6,599 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| PVH CORPORATION | COM | 693656100 | 15,961 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 5,187 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 10,242 | 409,015 | SH | SOLE | 409,015 | 0 | 0 | ||
| RH | COM | 74967X103 | 10,785 | 24,100 | SH | SOLE | 24,100 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 7,983 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 18,673 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 19,110 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 2,504 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 18,880 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 43,512 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 12,357 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TELOS CORP MD | COM | 87969B101 | 17,988 | 545,413 | SH | SOLE | 545,413 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 29,700 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 5,080 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 11,159 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 20,487 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 9,370 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| WERNER ENTERPRISES INC | COM | 950755108 | 15,367 | 391,807 | SH | SOLE | 391,807 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 12,185 | 155,226 | SH | SOLE | 155,226 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 11,988 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 13,540 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 16,090 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||