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 20,210 122,665 SH   SOLE   122,665 0 0
ALPHABET INC CAP STK CL C 02079K107 16,055 13,452 SH   SOLE   13,452 0 0
AMAZON COM INC COM 023135106 38,756 19,349 SH   SOLE   19,349 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 10,250 248,000 SH   SOLE   248,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 15,725 633,297 SH   SOLE   633,297 0 0
APPLE INC COM 037833100 17,741 78,589 SH   SOLE   78,589 0 0
AT HOME GROUP INC COM 04650Y100 17,683 560,830 SH   SOLE   560,830 0 0
BANK AMER CORP COM 060505104 15,461 524,821 SH   SOLE   524,821 0 0
BAOZUN INC SPONSORED ADR 06684L103 8,464 174,219 SH   SOLE   174,219 0 0
BMC STK HLDGS INC COM 05591B109 8,212 440,339 SH   SOLE   440,339 0 0
BRUNSWICK CORP COM 117043109 2,096 31,275 SH   SOLE   31,275 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 14,134 962,822 SH   SOLE   962,822 0 0
BURLINGTON STORES INC COM 122017106 28,837 177,002 SH   SOLE   177,002 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 645 10,000 SH   SOLE   10,000 0 0
CARMAX INC COM 143130102 1,493 20,000 SH   SOLE   20,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 14,017 219,806 SH   SOLE   219,806 0 0
CARRIZO OIL & GAS INC COM 144577103 9,815 389,500 SH   SOLE   389,500 0 0
CENTURY CMNTYS INC COM 156504300 9,940 378,667 SH   SOLE   378,667 0 0
CHILDRENS PL INC COM 168905107 27,766 217,261 SH   SOLE   217,261 0 0
CITIGROUP INC COM NEW 172967424 9,675 134,859 SH   SOLE   134,859 0 0
CSX CORP COM 126408103 5,563 75,129 SH   SOLE   75,129 0 0
D R HORTON INC COM 23331A109 8,144 193,078 SH   SOLE   193,078 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 16,640 287,737 SH   SOLE   287,737 0 0
DISCOVERY INC COM SER A 25470F104 16,000 500,000 SH Put SOLE   500,000 0 0
DOLLAR TREE INC COM 256746108 9,841 120,674 SH   SOLE   120,674 0 0
DYCOM INDS INC COM 267475101 8,631 102,016 SH   SOLE   102,016 0 0
FACEBOOK INC CL A 30303M102 14,940 90,843 SH   SOLE   90,843 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,724 193,073 SH   SOLE   193,073 0 0
FIVE BELOW INC COM 33829M101 23,928 183,974 SH   SOLE   183,974 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,870 426,591 SH   SOLE   426,591 0 0
FOOT LOCKER INC COM 344849104 20,363 399,423 SH   SOLE   399,423 0 0
FRANCESCAS HLDGS CORP COM 351793104 946 255,083 SH   SOLE   255,083 0 0
G-III APPAREL GROUP LTD COM 36237H101 964 20,000 SH Call SOLE   20,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 28,456 590,499 SH   SOLE   590,499 0 0
GENESEE & WYO INC CL A 371559105 7,047 77,447 SH   SOLE   77,447 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,689 38,750 SH   SOLE   38,750 0 0
HOME DEPOT INC COM 437076102 20,132 97,187 SH   SOLE   97,187 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,415 53,934 SH   SOLE   53,934 0 0
J JILL INC COM 46620W102 4,790 775,000 SH   SOLE   775,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 3,520 181,800 SH   SOLE   181,800 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,034 172,392 SH   SOLE   172,392 0 0
JPMORGAN CHASE & CO COM 46625H100 12,065 106,924 SH   SOLE   106,924 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 9,232 267,754 SH   SOLE   267,754 0 0
KOHLS CORP COM 500255104 17,185 230,513 SH   SOLE   230,513 0 0
LA Z BOY INC COM 505336107 11,442 362,100 SH Put SOLE   362,100 0 0
LENNAR CORP CL A 526057104 10,739 230,000 SH   SOLE   230,000 0 0
LOWES COS INC COM 548661107 9,306 81,047 SH   SOLE   81,047 0 0
LULULEMON ATHLETICA INC COM 550021109 2,450 15,078 SH   SOLE   15,078 0 0
MACYS INC COM 55616P104 1,407 40,500 SH   SOLE   40,500 0 0
MASCO CORP COM 574599106 6,495 177,469 SH   SOLE   177,469 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 16,892 246,382 SH   SOLE   246,382 0 0
MOHAWK INDS INC COM 608190104 5,453 31,100 SH   SOLE   31,100 0 0
MORGAN STANLEY COM NEW 617446448 11,862 254,704 SH   SOLE   254,704 0 0
NABORS INDUSTRIES LTD SHS G6359F903 6,160 1,000,000 SH Call SOLE   1,000,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 13,518 2,194,436 SH   SOLE   2,194,436 0 0
NATIONAL VISION HLDGS INC COM 63845R107 7,749 171,677 SH   SOLE   171,677 0 0
NIKE INC CL B 654106103 2,542 30,000 SH   SOLE   30,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 17,752 309,114 SH   SOLE   309,114 0 0
PACCAR INC COM 693718108 7,993 117,219 SH   SOLE   117,219 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,004 117,145 SH   SOLE   117,145 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 3,822 80,660 SH   SOLE   80,660 0 0
PETIQ INC COM CL A 71639T106 16,288 414,352 SH   SOLE   414,352 0 0
PIONEER NAT RES CO COM 723787107 9,440 54,196 SH   SOLE   54,196 0 0
PVH CORP COM 693656100 24,783 171,629 SH   SOLE   171,629 0 0
ROKU INC COM CL A 77543R102 4,406 60,328 SH   SOLE   60,328 0 0
ROSS STORES INC COM 778296103 19,295 194,703 SH   SOLE   194,703 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 19,826 152,580 SH   SOLE   152,580 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 8,510 340,664 SH   SOLE   340,664 0 0
SEQUENTIAL BRNDS GROUP INC N COM 81734P107 3,559 2,131,386 SH   SOLE   2,131,386 0 0
SKECHERS U S A INC CL A 830566105 2,374 85,000 SH Call SOLE   85,000 0 0
SOUTHWEST AIRLS CO COM 844741108 18,864 302,065 SH   SOLE   302,065 0 0
TAILORED BRANDS INC COM 87403A107 4,534 180,000 SH   SOLE   180,000 0 0
TAPESTRY INC COM 876030107 15,520 308,729 SH   SOLE   308,729 0 0
TJX COS INC NEW COM 872540109 12,359 110,329 SH   SOLE   110,329 0 0
TRANSOCEAN LTD REG SHS H8817H100 16,043 1,150,000 SH Put SOLE   1,150,000 0 0
TWITTER INC COM 90184L102 8,398 295,091 SH   SOLE   295,091 0 0
URBAN OUTFITTERS INC COM 917047102 2,659 65,000 SH   SOLE   65,000 0 0
V F CORP COM 918204108 935 10,000 SH   SOLE   10,000 0 0
VULCAN MATLS CO COM 929160109 5,182 46,597 SH   SOLE   46,597 0 0
WALMART INC COM 931142103 3,587 38,192 SH   SOLE   38,192 0 0
WAYFAIR INC CL A 94419L101 13,473 91,237 SH   SOLE   91,237 0 0
WEIBO CORP SPONSORED ADR 948596101 7,971 109,000 SH   SOLE   109,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 12,310 171,000 SH   SOLE   171,000 0 0
WERNER ENTERPRISES INC COM 950755108 3,294 93,190 SH   SOLE   93,190 0 0
WIDEOPENWEST INC COM 96758W101 973 86,796 SH   SOLE   86,796 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 14,347 606,882 SH   SOLE   606,882 0 0
WILLIAMS SONOMA INC COM 969904101 9,858 150,000 SH Put SOLE   150,000 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 24,806 217,275 SH   SOLE   217,275 0 0