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
ABERCROMBIE & FITCH CO CL A CO COM 002896207 2,418 155,000 SH   SOLE   155,000 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 14,903 89,119 SH   SOLE   89,119 0 0
ALPHABET INC CLASS C COM 02079K107 13,753 11,282 SH   SOLE   11,282 0 0
AMAZON COM INC COM 023135106 21,090 12,149 SH   SOLE   12,149 0 0
AMERICAN EAGLE OUTFITTERS INC COM 02553E106 8,399 517,826 SH   SOLE   517,826 0 0
AMERICAN EAGLE OUTFITTERS INC CALL 02553E106 487 30,000 SH   SOLE   30,000 0 0
APPLE INC COM STK COM 037833100 10,446 46,639 SH   SOLE   46,639 0 0
AT HOME GROUP INC CALL 04650Y100 481 50,000 SH   SOLE   50,000 0 0
BANK OF AMERICA CORP COM STK COM 060505104 11,703 401,194 SH   SOLE   401,194 0 0
BUILDERS FIRSTSOURCE INC COM S COM 12008R107 14,914 724,841 SH   SOLE   724,841 0 0
BURLINGTON STOR COM 122017106 20,242 101,302 SH   SOLE   101,302 0 0
CAPRI HOLDINGS LTD. COM STK COM G1890L107 8,240 248,493 SH   SOLE   248,493 0 0
CARNIVAL CORP COM 143658300 6,083 139,172 SH   SOLE   139,172 0 0
CARTER HOLDINGS INC COM COM 146229109 1,140 12,500 SH   SOLE   12,500 0 0
CENTUTRY COMMUNITIES INC COM 156504300 15,098 492,910 SH   SOLE   492,910 0 0
CHEWY INC - CLASS A COM 16679L109 1,119 45,533 SH   SOLE   45,533 0 0
CHILDREN'S PLACE INCCOM STK COM 168905107 11,688 151,809 SH   SOLE   151,809 0 0
CITIGROUP INC COM STK COM 172967424 8,563 123,960 SH   SOLE   123,960 0 0
CONAGRA BRANDS INC COM 205887102 1,498 48,835 SH   SOLE   48,835 0 0
CONNS INC COM STK COM 208242107 9,186 369,500 SH   SOLE   369,500 0 0
COWEN INC COM STK COM 223622606 2,524 164,029 SH   SOLE   164,029 0 0
CROCS INC COM STK COM 227046109 7,889 284,180 SH   SOLE   284,180 0 0
D.R. HORTON INC COM STK COM 23331A109 14,067 266,867 SH   SOLE   266,867 0 0
DELTA AIRLINES INC COM 247361702 15,970 277,260 SH   SOLE   277,260 0 0
DESIGNER BRANDS INC COM 250565108 11,271 658,366 SH   SOLE   658,366 0 0
DICK'S SPORTING GOODS COM COM 253393102 1,632 40,000 SH   SOLE   40,000 0 0
DOLLAR TREE INC COM STK COM 256746108 7,035 61,621 SH   SOLE   61,621 0 0
EVERCORE INC COM 29977A105 4,455 55,612 SH   SOLE   55,612 0 0
FIVE BELOW COM 33829M101 14,877 117,974 SH   SOLE   117,974 0 0
FOOT LOCKER INC COM STK COM 344849104 7,110 164,746 SH   SOLE   164,746 0 0
FORTUNE BRANDS HOME & SECURITY COM 34964C106 7,392 135,141 SH   SOLE   135,141 0 0
FUNKO INC. COM STK COM 361008105 6,584 320,000 SH   SOLE   320,000 0 0
G-III APPAREL GROUP LTD COM ST COM 36237H101 8,805 341,667 SH   SOLE   341,667 0 0
GOLDMAN SACHS GROUP INC COM ST COM 38141G104 5,670 27,361 SH   SOLE   27,361 0 0
GREENHILL COM 395259104 2,955 225,208 SH   SOLE   225,208 0 0
GROCERY OUTLET HOLDING CORP COM 39874R101 1,406 40,536 SH   SOLE   40,536 0 0
HELMERICH & PAYNE INC COM STK COM 423452101 2,630 65,641 SH   SOLE   65,641 0 0
HOME DEPOT INC COM STK COM 437076102 16,192 69,785 SH   SOLE   69,785 0 0
HOULIHAN LOKEY INC LOS ANGELE COM 441593100 2,066 45,800 SH   SOLE   45,800 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 1,629 88,507 SH   SOLE   88,507 0 0
JPMORGAN CHASE & CO COM 46625H100 4,532 38,512 SH   SOLE   38,512 0 0
KNIGHT-SWIFT TRANSPORTATION HO COM 499049104 5,798 159,736 SH   SOLE   159,736 0 0
KOHLS CORP COM STK COM 500255104 4,594 92,513 SH   SOLE   92,513 0 0
LAZARD LTD COM COM G54050102 1,096 31,300 SH   SOLE   31,300 0 0
LENNAR CORP CL A COM S COM 526057104 13,361 239,230 SH   SOLE   239,230 0 0
LENNAR CORP CL A COM S PUT 526057104 5,585 100,000 SH   SOLE   100,000 0 0
LOUISIANA-PAC CORP COM STK COM 546347105 2,261 92,000 SH   SOLE   92,000 0 0
LOWES COS INC COM STK COM 548661107 11,031 100,321 SH   SOLE   100,321 0 0
LULULEMON ATHLETICA INC COM 550021109 2,903 15,078 SH   SOLE   15,078 0 0
LULULEMON ATHLETICA INC PUT 550021109 963 5,000 SH   SOLE   5,000 0 0
MASCO CORP COM STK COM 574599106 9,934 238,350 SH   SOLE   238,350 0 0
MOELIS & COMPANY COM 60786M105 4,894 148,977 SH   SOLE   148,977 0 0
MORGAN STANLEY COM STK COM 617446448 10,212 239,316 SH   SOLE   239,316 0 0
NATIONAL VISION HOLDINGS INC COM 63845R107 4,735 196,712 SH   SOLE   196,712 0 0
NRWGN CRS LN HLD COM G66721104 17,460 337,270 SH   SOLE   337,270 0 0
OWENS CORNING INC COM 690742101 9,574 151,480 SH   SOLE   151,480 0 0
PETIQ INC COM 71639T106 9,387 344,351 SH   SOLE   344,351 0 0
PIONEER NATURAL RESOURCES COMP COM 723787107 3,722 29,593 SH   SOLE   29,593 0 0
PJT PARTNERS INC - A W/ICOM S COM 69343T107 4,773 117,278 SH   SOLE   117,278 0 0
PVH CORP COM 693656100 9,530 108,009 SH   SOLE   108,009 0 0
RALPH LAUREN CORPORATION COM S COM 731572103 2,005 21,000 SH   SOLE   21,000 0 0
REALREAL INC/THE COM 88339P101 2,807 125,525 SH   SOLE   125,525 0 0
REVOLVE GROUP LLC - CLASS A COM 76156B107 1,986 85,000 SH   SOLE   85,000 0 0
ROKU INC COM 77543R102 2,035 20,000 SH   SOLE   20,000 0 0
ROKU INC PUT ROKU19101 682 6,700 SH   SOLE   6,700 0 0
ROSS STORES INC COM 783549108 8,536 77,703 SH   SOLE   77,703 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 15,820 146,031 SH   SOLE   146,031 0 0
S&P HOMEBUILDERS ETF PUT 78464A888 30,856 700,000 SH   SOLE   700,000 0 0
SCHNEIDR NATIONL COM 80689H102 5,967 274,739 SH   SOLE   274,739 0 0
SKECHERS U S A INC CL A COM S COM 830566105 3,922 105,000 SH   SOLE   105,000 0 0
SMILEDIRECTCLUB INC COM 83192H106 972 70,000 SH   SOLE   70,000 0 0
SPECTRUM BRANDS HOLDINGS INC C COM 84790A105 233 4,421 SH   SOLE   4,421 0 0
SPIRIT AIRLINES INC COM 848577102 2,827 77,870 SH   SOLE   77,870 0 0
STANLEY BLACK & DECKER INC COM COM 854502101 5,371 37,190 SH   SOLE   37,190 0 0
STOCK BUILDING SUPPLY HOLDINGS COM 05591B109 7,771 296,842 SH   SOLE   296,842 0 0
SUMMIT MATERIA-A COM 86614U100 6,631 298,712 SH   SOLE   298,712 0 0
TAPESTRY INC CALL 876030107 1,042 40,000 SH   SOLE   40,000 0 0
TAPESTRY INC CALL 876030107 261 10,000 SH   SOLE   10,000 0 0
TJX COS INC NEW COM STK COM 872540109 10,526 188,837 SH   SOLE   188,837 0 0
US HOME CONSTRUCTION ETF PUT 464288752 10,828 250,000 SH   SOLE   250,000 0 0
VULCAN MATLS CO COM STK COM 929160109 3,167 20,943 SH   SOLE   20,943 0 0
WAYFAIR INC- CLASS A COM 94419L101 8,099 72,237 SH   SOLE   72,237 0 0
XCEL BRANDS INC COM STK COM 98400M101 429 222,474 SH   SOLE   222,474 0 0
ZAGG INC COM 98884U108 627 100,000 SH   SOLE   100,000 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