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
ALASKA AIR GROUP INC COM 011659109 2,594 29,240 SH   SOLE   29,240 0 0
ALLERGAN PLC SHS G0177J108 3,742 17,820 SH   SOLE   17,820 0 0
BANK AMER CORP COM 060505104 3,602 163,000 SH   SOLE   163,000 0 0
CITIGROUP INC COM NEW 172967424 6,080 102,300 SH   SOLE   102,300 0 0
CHEESECAKE FACTORY INC COM 163072101 4,538 75,782 SH   SOLE   75,782 0 0
CARNIVAL CORP PAIRED CTF 143658300 4,618 88,707 SH   SOLE   88,707 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,932 7,770 SH   SOLE   7,770 0 0
CUMMINS INC COM 231021106 4,148 30,350 SH   SOLE   30,350 0 0
DEERE & CO COM 244199105 3,311 32,130 SH   SOLE   32,130 0 0
LAUDER ESTEE COS INC CL A 518439104 3,672 48,005 SH   SOLE   48,005 0 0
FACEBOOK INC CL A 30303M102 9,272 80,590 SH   SOLE   80,590 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 9,343 174,760 SH   SOLE   174,760 0 0
ALPHABET INC CAP STK CL A 02079K305 5,812 7,334 SH   SOLE   7,334 0 0
ALPHABET INC CAP STK CL C 02079K107 5,877 7,615 SH   SOLE   7,615 0 0
HOME DEPOT INC COM 437076102 9,272 69,151 SH   SOLE   69,151 0 0
JPMORGAN CHASE & CO COM 46625H100 11,420 132,349 SH   SOLE   132,349 0 0
LAYNE CHRISTENSEN CO COM 521050104 902 83,019 SH   SOLE   83,019 0 0
MASTERCARD INC CL A 57636Q104 6,072 58,810 SH   SOLE   58,810 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,224 181,200 SH   SOLE   181,200 0 0
NEWELL BRANDS INC COM 651229106 7,776 174,150 SH   SOLE   174,150 0 0
PROCTER & GAMBLE CO COM 742718109 2,815 33,478 SH   SOLE   33,478 0 0
RITE AID CORP COM 767754104 678 82,300 SH   SOLE   82,300 0 0
RED ROCK RESORTS INC CL A 75700L108 2,006 86,500 SH   SOLE   86,500 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 1,338 14,000 SH   SOLE   14,000 0 0
STARBUCKS CORP COM 855244109 2,592 46,680 SH   SOLE   46,680 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,455 261,498 SH   SOLE   261,498 0 0
UNITED CONTL HLDGS INC COM 910047109 12,225 167,747 SH   SOLE   167,747 0 0
US BANCORP DEL COM NEW 902973304 6,589 128,265 SH   SOLE   128,265 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,553 55,010 SH   SOLE   55,010 0 0
WYNN RESORTS LTD COM 983134107 3,070 35,485 SH   SOLE   35,485 0 0
XPO LOGISTICS INC COM 983793100 3,638 84,300 SH   SOLE   84,300 0 0