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 17,293 126,165 SH   SOLE   126,165 0 0
ALPHABET INC CAP STK CL C 02079K107 17,153 16,563 SH   SOLE   16,563 0 0
AMAZON COM INC COM 023135106 22,753 15,149 SH   SOLE   15,149 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 9,560 297,737 SH   SOLE   297,737 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,286 170,000 SH   SOLE   170,000 0 0
ANADARKO PETE CORP COM 032511107 1,096 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 9,400 59,589 SH   SOLE   59,589 0 0
AT HOME GROUP INC COM 04650Y100 10,092 540,830 SH   SOLE   540,830 0 0
BANK AMER CORP COM 060505104 11,609 471,162 SH   SOLE   471,162 0 0
BMC STK HLDGS INC COM 05591B109 9,302 600,921 SH   SOLE   600,921 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,364 400,000 SH Call SOLE   400,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 11,639 1,066,804 SH   SOLE   1,066,804 0 0
BURLINGTON STORES INC COM 122017106 24,238 149,002 SH   SOLE   149,002 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 8,510 172,620 SH   SOLE   172,620 0 0
CENTURY CMNTYS INC COM 156504300 994 57,600 SH Call SOLE   57,600 0 0
CENTURY CMNTYS INC COM 156504300 10,101 585,252 SH   SOLE   585,252 0 0
CHILDRENS PL INC COM 168905107 19,555 217,061 SH   SOLE   217,061 0 0
CITIGROUP INC COM NEW 172967424 6,958 133,645 SH   SOLE   133,645 0 0
CONCHO RES INC COM 20605P101 1,028 10,000 SH   SOLE   10,000 0 0
CONNS INC COM 208242107 2,075 110,000 SH   SOLE   110,000 0 0
COWEN INC CL A NEW 223622606 1,378 103,300 SH   SOLE   103,300 0 0
CUMMINS INC COM 231021106 5,920 44,300 SH   SOLE   44,300 0 0
D R HORTON INC COM 23331A109 10,509 303,216 SH   SOLE   303,216 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,158 303,771 SH   SOLE   303,771 0 0
DYCOM INDS INC COM 267475101 6,183 114,421 SH   SOLE   114,421 0 0
EVERCORE INC CLASS A 29977A105 2,233 31,200 SH   SOLE   31,200 0 0
FIVE BELOW INC COM 33829M101 18,517 180,974 SH   SOLE   180,974 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 1,295 50,000 SH Call SOLE   50,000 0 0
FOOT LOCKER INC COM 344849104 17,259 324,423 SH   SOLE   324,423 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,395 115,700 SH   SOLE   115,700 0 0
G-III APPAREL GROUP LTD COM 36237H101 18,783 673,467 SH   SOLE   673,467 0 0
GENESEE & WYO INC CL A 371559105 5,756 77,765 SH   SOLE   77,765 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,376 38,170 SH   SOLE   38,170 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 7,208 353,000 SH   SOLE   353,000 0 0
HELMERICH & PAYNE INC COM 423452101 2,493 52,000 SH   SOLE   52,000 0 0
HERC HLDGS INC COM 42704L104 1,040 40,000 SH   SOLE   40,000 0 0
HOME DEPOT INC COM 437076102 18,932 110,187 SH   SOLE   110,187 0 0
HOULIHAN LOKEY INC CL A 441593100 1,391 37,800 SH   SOLE   37,800 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,873 63,128 SH   SOLE   63,128 0 0
J JILL INC COM 46620W102 2,715 509,376 SH   SOLE   509,376 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,705 98,200 SH   SOLE   98,200 0 0
JPMORGAN CHASE & CO COM 46625H100 9,575 98,080 SH   SOLE   98,080 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 7,689 306,720 SH   SOLE   306,720 0 0
KOHLS CORP COM 500255104 10,449 157,513 SH   SOLE   157,513 0 0
LAZARD LTD SHS A G54050102 2,418 65,500 SH   SOLE   65,500 0 0
LOWES COS INC COM 548661107 12,270 132,847 SH   SOLE   132,847 0 0
LULULEMON ATHLETICA INC COM 550021109 10,590 87,078 SH   SOLE   87,078 0 0
MASCO CORP COM 574599106 7,775 265,910 SH   SOLE   265,910 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 529 30,000 SH Call SOLE   30,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,730 72,000 SH   SOLE   72,000 0 0
MOELIS & CO CL A 60786M105 2,609 75,900 SH   SOLE   75,900 0 0
MORGAN STANLEY COM NEW 617446448 10,100 254,721 SH   SOLE   254,721 0 0
NABORS INDUSTRIES LTD SHS G6359F103 2,000 1,000,000 SH Call SOLE   1,000,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 3,107 1,553,622 SH   SOLE   1,553,622 0 0
NATIONAL VISION HLDGS INC COM 63845R107 4,526 160,677 SH   SOLE   160,677 0 0
NIKE INC CL B 654106103 6,450 87,000 SH   SOLE   87,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 17,069 402,655 SH   SOLE   402,655 0 0
OWENS CORNING NEW COM 690742101 5,454 124,000 SH   SOLE   124,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,589 540,000 SH   SOLE   540,000 0 0
PETIQ INC COM CL A 71639T106 10,898 464,352 SH   SOLE   464,352 0 0
PIONEER NAT RES CO COM 723787107 12,024 91,423 SH   SOLE   91,423 0 0
PJT PARTNERS INC COM CL A 69343T107 1,736 44,800 SH   SOLE   44,800 0 0
PVH CORP COM 693656100 20,619 221,829 SH   SOLE   221,829 0 0
RALPH LAUREN CORP CL A 751212101 2,669 25,800 SH   SOLE   25,800 0 0
ROKU INC COM CL A 77543R102 8,772 286,300 SH   SOLE   286,300 0 0
ROSS STORES INC COM 778296103 6,881 82,703 SH   SOLE   82,703 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,428 167,996 SH   SOLE   167,996 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 6,383 341,890 SH   SOLE   341,890 0 0
SEQUENTIAL BRNDS GROUP INC N COM 81734P107 857 1,071,386 SH   SOLE   1,071,386 0 0
SOUTHWEST AIRLS CO COM 844741108 11,069 238,153 SH   SOLE   238,153 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,909 41,000 SH   SOLE   41,000 0 0
TAPESTRY INC COM 876030107 11,847 351,029 SH   SOLE   351,029 0 0
TJX COS INC NEW COM 872540109 9,872 220,658 SH   SOLE   220,658 0 0
ULTA BEAUTY INC COM 90384S303 4,897 20,000 SH   SOLE   20,000 0 0
UNITED RENTALS INC COM 911363109 12,211 119,100 SH   SOLE   119,100 0 0
V F CORP COM 918204108 7,605 106,600 SH   SOLE   106,600 0 0
VULCAN MATLS CO COM 929160109 6,075 61,488 SH   SOLE   61,488 0 0
WALMART INC COM 931142103 4,816 51,700 SH   SOLE   51,700 0 0
WAYFAIR INC CL A 94419L101 10,381 115,237 SH   SOLE   115,237 0 0
WERNER ENTERPRISES INC COM 950755108 2,763 93,527 SH   SOLE   93,527 0 0
XCEL BRANDS INC COM NEW 98400M101 1,216 1,076,097 SH   SOLE   1,076,097 0 0
XPO LOGISTICS INC COM 983793100 11,724 205,534 SH   SOLE   205,534 0 0