The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,346 109,665 SH   SOLE   109,665 0 0
ALPHABET INC CAP STK CL C 02079K107 15,008 13,452 SH   SOLE   13,452 0 0
AMAZON COM INC COM 023135106 34,589 20,349 SH   SOLE   20,349 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,151 83,000 SH   SOLE   83,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 9,490 250,000 SH Call SOLE   250,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 14,057 604,597 SH   SOLE   604,597 0 0
APPLE INC COM 037833100 14,548 78,589 SH   SOLE   78,589 0 0
AT HOME GROUP INC COM 04650Y100 16,084 410,830 SH   SOLE   410,830 0 0
BANK AMER CORP COM 060505104 16,439 583,135 SH   SOLE   583,135 0 0
BAOZUN INC SPONSORED ADR 06684L103 10,624 194,219 SH   SOLE   194,219 0 0
BMC STK HLDGS INC COM 05591B109 17,054 817,932 SH   SOLE   817,932 0 0
BRUNSWICK CORP COM 117043109 4,596 71,275 SH   SOLE   71,275 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 7,682 420,000 SH Call SOLE   420,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 15,401 842,024 SH   SOLE   842,024 0 0
BURLINGTON STORES INC COM 122017106 27,850 185,014 SH   SOLE   185,014 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 589 10,000 SH   SOLE   10,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 12,267 214,047 SH   SOLE   214,047 0 0
CARRIZO OIL & GAS INC COM 144577103 3,481 125,000 SH   SOLE   125,000 0 0
CENTURY CMNTYS INC COM 156504300 10,820 342,963 SH   SOLE   342,963 0 0
CHILDRENS PL INC COM 168905107 18,091 149,761 SH   SOLE   149,761 0 0
CITIGROUP INC COM NEW 172967424 10,027 149,843 SH   SOLE   149,843 0 0
CSX CORP COM 126408103 7,762 121,700 SH   SOLE   121,700 0 0
D R HORTON INC COM 23331A109 8,153 198,865 SH   SOLE   198,865 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,343 309,707 SH   SOLE   309,707 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 4,172 200,000 SH Put SOLE   200,000 0 0
DISCOVERY INC COM SER A 25470F104 13,750 500,000 SH Put SOLE   500,000 0 0
DOLLAR TREE INC COM 256746108 12,807 150,674 SH   SOLE   150,674 0 0
DYCOM INDS INC COM 267475101 9,282 98,212 SH   SOLE   98,212 0 0
FACEBOOK INC CL A 30303M102 17,554 90,337 SH   SOLE   90,337 0 0
FIRST DATA CORP NEW COM CL A 32008D106 3,832 183,073 SH   SOLE   183,073 0 0
FIVE BELOW INC COM 33829M101 27,503 281,474 SH   SOLE   281,474 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 11,740 237,991 SH   SOLE   237,991 0 0
FOOT LOCKER INC COM 344849104 19,713 374,423 SH   SOLE   374,423 0 0
FRANCESCAS HLDGS CORP COM 351793104 2,643 350,000 SH   SOLE   350,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 24,831 559,258 SH   SOLE   559,258 0 0
GENESEE & WYO INC CL A 371559105 7,612 93,607 SH   SOLE   93,607 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 9,497 43,056 SH   SOLE   43,056 0 0
GUESS INC COM 401617105 1,830 85,526 SH   SOLE   85,526 0 0
HANESBRANDS INC COM 410345102 12,510 568,122 SH   SOLE   568,122 0 0
HOME DEPOT INC COM 437076102 18,961 97,187 SH   SOLE   97,187 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,284 59,927 SH   SOLE   59,927 0 0
J JILL INC COM 46620W102 5,791 620,000 SH   SOLE   620,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,800 79,154 SH   SOLE   79,154 0 0
JETBLUE AIRWAYS CORP COM 477143101 3,322 175,000 SH   SOLE   175,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,407 191,548 SH   SOLE   191,548 0 0
JPMORGAN CHASE & CO COM 46625H100 12,379 118,804 SH   SOLE   118,804 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,671 48,430 SH   SOLE   48,430 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 10,646 278,616 SH   SOLE   278,616 0 0
KOHLS CORP COM 500255104 16,075 220,513 SH   SOLE   220,513 0 0
LENNAR CORP CL A 526057104 9,450 180,000 SH   SOLE   180,000 0 0
LOWES COS INC COM 548661107 8,224 86,047 SH   SOLE   86,047 0 0
LULULEMON ATHLETICA INC COM 550021109 1,882 15,078 SH   SOLE   15,078 0 0
MACYS INC COM 55616P104 2,458 65,663 SH   SOLE   65,663 0 0
MASCO CORP COM 574599106 7,379 197,188 SH   SOLE   197,188 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 16,674 250,353 SH   SOLE   250,353 0 0
MORGAN STANLEY COM NEW 617446448 13,414 283,005 SH   SOLE   283,005 0 0
NABORS INDUSTRIES LTD SHS G6359F103 4,487 700,000 SH Call SOLE   700,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 13,386 2,088,263 SH   SOLE   2,088,263 0 0
NATIONAL VISION HLDGS INC COM 63845R107 7,375 201,677 SH   SOLE   201,677 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 15,249 322,723 SH   SOLE   322,723 0 0
PACCAR INC COM 693718108 8,070 130,244 SH   SOLE   130,244 0 0
PATTERSON UTI ENERGY INC COM 703481101 6,503 361,273 SH   SOLE   361,273 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 3,779 80,660 SH   SOLE   80,660 0 0
PETIQ INC COM CL A 71639T106 11,667 434,352 SH   SOLE   434,352 0 0
PIONEER NAT RES CO COM 723787107 10,554 55,773 SH   SOLE   55,773 0 0
PVH CORP COM 693656100 19,704 131,604 SH   SOLE   131,604 0 0
REALOGY HLDGS CORP COM 75605Y106 3,356 147,200 SH Put SOLE   147,200 0 0
ROKU INC COM CL A 77543R102 20,567 482,569 SH   SOLE   482,569 0 0
ROSS STORES INC COM 778296103 16,501 194,703 SH   SOLE   194,703 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,496 159,229 SH   SOLE   159,229 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 10,413 378,515 SH   SOLE   378,515 0 0
SEQUENTIAL BRNDS GROUP INC N COM 81734P107 4,199 2,131,386 SH   SOLE   2,131,386 0 0
SKECHERS U S A INC CL A 830566105 4,502 150,000 SH Call SOLE   150,000 0 0
SKECHERS U S A INC CL A 830566105 21,721 723,804 SH   SOLE   723,804 0 0
SOUTHWEST AIRLS CO COM 844741108 17,077 335,628 SH   SOLE   335,628 0 0
TAILORED BRANDS INC COM 87403A107 1,914 75,000 SH   SOLE   75,000 0 0
TAPESTRY INC COM 876030107 15,121 323,729 SH   SOLE   323,729 0 0
TJX COS INC NEW COM 872540109 10,977 115,329 SH   SOLE   115,329 0 0
TRANSOCEAN LTD REG SHS H8817H100 18,144 1,350,000 SH Put SOLE   1,350,000 0 0
TWITTER INC COM 90184L102 7,206 165,000 SH Put SOLE   165,000 0 0
TWITTER INC COM 90184L102 14,242 326,122 SH   SOLE   326,122 0 0
VULCAN MATLS CO COM 929160109 3,455 26,774 SH   SOLE   26,774 0 0
WALMART INC COM 931142103 3,699 43,192 SH   SOLE   43,192 0 0
WAYFAIR INC CL A 94419L101 19,197 161,647 SH   SOLE   161,647 0 0
WEIBO CORP SPONSORED ADR 948596101 7,722 87,000 SH   SOLE   87,000 0 0
WERNER ENTERPRISES INC COM 950755108 3,888 103,545 SH   SOLE   103,545 0 0
WIDEOPENWEST INC COM 96758W101 6,111 632,585 SH   SOLE   632,585 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 13,997 551,933 SH   SOLE   551,933 0 0
WILLIAMS SONOMA INC COM 969904101 6,138 100,000 SH Put SOLE   100,000 0 0
XCEL BRANDS INC COM NEW 98400M101 3,969 1,688,795 SH   SOLE   1,688,795 0 0
XPO LOGISTICS INC COM 983793100 23,213 231,708 SH   SOLE   231,708 0 0