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 HOLDING LTD ADR 01609W102 10,357 61,119 SH   SOLE   61,119 0 0
PINDUODUO INC-ADR ADR 722304102 1,731 83,903 SH   SOLE   83,903 0 0
ABERCROMBIE & FITCH CO CL A CO COM 002896207 2,165 135,000 SH   SOLE   135,000 0 0
ALPHABET INC CLASS C COM 02079K107 12,195 11,282 SH   SOLE   11,282 0 0
AMAZON COM INC COM 023135106 23,006 12,149 SH   SOLE   12,149 0 0
AMERICAN EAGLE OUTFITTERS INC COM 02553E106 9,295 550,000 SH   SOLE   550,000 0 0
APPLE INC COM STK COM 037833100 9,231 46,639 SH   SOLE   46,639 0 0
AT HOME GROUP INC COM 04650Y100 3,768 565,830 SH   SOLE   565,830 0 0
BANK OF AMERICA CORP COM STK COM 060505104 11,635 401,194 SH   SOLE   401,194 0 0
BUILDERS FIRSTSOURCE INC COM S COM 12008R107 12,211 724,241 SH   SOLE   724,241 0 0
BURLINGTON STOR COM 122017106 17,237 101,302 SH   SOLE   101,302 0 0
CAPRI HOLDINGS LTD. COM STK COM G1890L107 13,704 395,142 SH   SOLE   395,142 0 0
CARNIVAL CORP COM 143658300 3,450 74,113 SH   SOLE   74,113 0 0
CENTUTRY COMMUNITIES INC COM 156504300 13,102 492,910 SH   SOLE   492,910 0 0
CHEWY INC - CLASS A COM 16679L109 1,594 45,533 SH   SOLE   45,533 0 0
CHILDREN'S PLACE INCCOM STK COM 168905107 15,302 160,431 SH   SOLE   160,431 0 0
CITIGROUP INC COM STK COM 172967424 8,681 123,960 SH   SOLE   123,960 0 0
CONAGRA BRANDS INC COM 205887102 8,853 333,840 SH   SOLE   333,840 0 0
CONCHO RESOURCES INC COM STK COM 20605P101 4,157 40,286 SH   SOLE   40,286 0 0
CONNS INC COM STK COM 208242107 6,950 390,000 SH   SOLE   390,000 0 0
COWEN INC COM STK COM 223622606 2,304 134,029 SH   SOLE   134,029 0 0
CROCS INC COM STK COM 227046109 5,728 290,000 SH   SOLE   290,000 0 0
D.R. HORTON INC COM STK COM 23331A109 11,510 266,867 SH   SOLE   266,867 0 0
DELTA AIRLINES INC COM 247361702 18,005 317,260 SH   SOLE   317,260 0 0
DESIGNER BRANDS INC COM 250565108 7,637 398,366 SH   SOLE   398,366 0 0
DOLLAR TREE INC COM STK COM 256746108 4,844 45,102 SH   SOLE   45,102 0 0
DYCOM INDUSTRIES INC COM STK COM 267475101 5,096 86,572 SH   SOLE   86,572 0 0
EVERCORE INC COM 29977A105 3,792 42,812 SH   SOLE   42,812 0 0
FARFETCH LMTD A COM 30744W107 5,806 279,143 SH   SOLE   279,143 0 0
FIVE BELOW COM 33829M101 14,159 117,974 SH   SOLE   117,974 0 0
FLOOR DECOR HOLD COM 339750101 2,305 55,001 SH   SOLE   55,001 0 0
FOOT LOCKER INC COM STK COM 344849104 8,461 201,846 SH   SOLE   201,846 0 0
FORTUNE BRANDS HOME & SECURITY COM 34964C106 7,721 135,141 SH   SOLE   135,141 0 0
FUNKO INC. COM STK COM 361008105 7,387 305,000 SH   SOLE   305,000 0 0
G-III APPAREL GROUP LTD COM ST COM 36237H101 17,592 597,968 SH   SOLE   597,968 0 0
GOLDMAN SACHS GROUP INC COM ST COM 38141G104 5,598 27,361 SH   SOLE   27,361 0 0
GREENHILL COM 395259104 458 33,700 SH   SOLE   33,700 0 0
GROCERY OUTLET HOLDING CORP COM 39874R101 1,333 40,536 SH   SOLE   40,536 0 0
H AND E EQUIPMENT SERVICES I COM 404030108 772 26,550 SH   SOLE   26,550 0 0
HELMERICH & PAYNE INC COM STK COM 423452101 3,829 75,641 SH   SOLE   75,641 0 0
HOME DEPOT INC COM STK COM 437076102 14,513 69,785 SH   SOLE   69,785 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 2,890 150,307 SH   SOLE   150,307 0 0
JPMORGAN CHASE & CO COM 46625H100 9,233 82,586 SH   SOLE   82,586 0 0
KNIGHT-SWIFT TRANSPORTATION HO COM 499049104 5,246 159,736 SH   SOLE   159,736 0 0
KOHLS CORP COM STK COM 500255104 6,396 134,513 SH   SOLE   134,513 0 0
LAZARD LTD COM COM G54050102 1,535 44,630 SH   SOLE   44,630 0 0
LENNAR CORP CL A COM S COM 526057104 10,624 219,230 SH   SOLE   219,230 0 0
LOWES COS INC COM STK COM 548661107 5,936 58,821 SH   SOLE   58,821 0 0
LULULEMON ATHLETICA INC COM 550021109 2,717 15,078 SH   SOLE   15,078 0 0
MASCO CORP COM STK COM 574599106 9,745 248,350 SH   SOLE   248,350 0 0
MASTEC INC COM STK COM 576323109 8,198 159,096 SH   SOLE   159,096 0 0
MOELIS & COMPANY COM 60786M105 4,672 133,677 SH   SOLE   133,677 0 0
MORGAN STANLEY COM STK COM 617446448 10,484 239,316 SH   SOLE   239,316 0 0
NABORS INDUSTRIES LTD COM STK COM G6359F103 4,163 1,435,680 SH   SOLE   1,435,680 0 0
NATIONAL VISION HOLDINGS INC COM 63845R107 5,738 186,712 SH   SOLE   186,712 0 0
NRWGN CRS LN HLD COM G66721104 18,683 348,362 SH   SOLE   348,362 0 0
OWENS CORNING INC COM 690742101 9,398 161,480 SH   SOLE   161,480 0 0
PATTERSON-UTI ENERGY INC (EX P COM 703481101 3,351 291,177 SH   SOLE   291,177 0 0
PETIQ INC COM 71639T106 11,515 349,351 SH   SOLE   349,351 0 0
PHILLIPS VAN HEUSEN CORP COM S COM 693656100 18,260 192,945 SH   SOLE   192,945 0 0
PIONEER NATURAL RESOURCES COMP COM 723787107 4,553 29,593 SH   SOLE   29,593 0 0
PJT PARTNERS INC - A W/ICOM S COM 69343T107 3,334 82,278 SH   SOLE   82,278 0 0
REALREAL INC/THE COM 88339P101 593 20,525 SH   SOLE   20,525 0 0
REVOLVE GROUP LLC - CLASS A COM 76156B107 690 20,000 SH   SOLE   20,000 0 0
ROKU INC COM 77543R102 7,987 88,176 SH   SOLE   88,176 0 0
ROSS STORES INC COM 778296103 7,702 77,703 SH   SOLE   77,703 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,449 135,703 SH   SOLE   135,703 0 0
SCHNEIDR NATIONL COM 80689H102 5,011 274,739 SH   SOLE   274,739 0 0
SPIRIT AIRLINES INC COM 848577102 5,674 118,870 SH   SOLE   118,870 0 0
STANLEY BLACK & DECKER INC COM COM 854502101 5,378 37,190 SH   SOLE   37,190 0 0
STOCK BUILDING SUPPLY HOLDINGS COM 05591B109 7,247 341,842 SH   SOLE   341,842 0 0
SUMMIT MATERIA-A COM 86614U100 5,750 298,712 SH   SOLE   298,712 0 0
TJX COMPANIES INC COM 872540109 11,140 210,658 SH   SOLE   210,658 0 0
ULTA BEAUTY INC COM STK COM 90384S303 3,350 9,658 SH   SOLE   9,658 0 0
UNITED RENTALS INC COM STK COM 911363109 10,160 76,604 SH   SOLE   76,604 0 0
VULCAN MATLS CO COM STK COM 929160109 7,441 54,193 SH   SOLE   54,193 0 0
WALMART INC COM 931142103 1,227 11,104 SH   SOLE   11,104 0 0
WAYFAIR INC- CLASS A COM 94419L101 10,547 72,237 SH   SOLE   72,237 0 0
XCEL BRANDS INC COM STK COM 98400M101 1,079 743,962 SH   SOLE   743,962 0 0
AMERICAN EAGLE OUTFITTERS INC CALL 02553E106 507 30,000 SH   SOLE   30,000 0 0
HAWAIIAN HOLDINGS INC PUT 419879101 12,878 469,500 SH   SOLE   469,500 0 0
HAWAIIAN HOLDINGS INC PUT 419879101 4,734 172,600 SH   SOLE   172,600 0 0
PHILLIPS VAN HEUSEN CORP COM S CALL 693656100 946 10,000 SH   SOLE   10,000 0 0
PHILLIPS VAN HEUSEN CORP COM S CALL 693656100 1,647 17,400 SH   SOLE   17,400 0 0
ISHARES TRANSPORTATION AVERAGE ETF PUT 464287192 16,899 89,800 SH   SOLE   89,800 0 0
TAPESTRY INC CALL 876030107 1,269 40,000 SH   SOLE   40,000 0 0
TAPESTRY INC CALL 876030107 317 10,000 SH   SOLE   10,000 0 0
BED BATH BEYOND INC PUT 086516101 6,973 100,000 SH   SOLE   100,000 0 0
ROKU INC PUT 77543R102 11,757 129,800 SH   SOLE   129,800 0 0
S&P HOMEBUILDERS ETF PUT 78464A888 44,944 1,078,300 SH   SOLE   1,078,300 0 0
S&P HOMEBUILDERS ETF PUT 78464A888 6,252 150,000 SH   SOLE   150,000 0 0
INDUSTRIAL SELECT SECT SPDR PUT 81369Y704 100,646 1,300,000 SH   SOLE   1,300,000 0 0