The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 6,855 | 117,594 | SH | SOLE | 117,594 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 2,896 | 102,283 | SH | SOLE | 102,283 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 3,152 | 197,882 | SH | SOLE | 197,882 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 15,877 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
BATS GLOBAL MKTS INC | COM | 05491G109 | 1,313 | 51,120 | SH | SOLE | 51,120 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 2,451 | 53,900 | SH | SOLE | 53,900 | 0 | 0 | ||
BELDEN INC | COM | 077454106 | 13,702 | 226,969 | SH | SOLE | 226,969 | 0 | 0 | ||
BERRY PLASTICS GROUP INC | COM | 08579W103 | 3,729 | 95,989 | SH | SOLE | 95,989 | 0 | 0 | ||
BIG LOTS INC | COM | 089302103 | 7,517 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 15,174 | 334,821 | SH | SOLE | 334,821 | 0 | 0 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 3,474 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 36,691 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
CARLISLE COS INC | COM | 142339100 | 6,718 | 63,570 | SH | SOLE | 63,570 | 0 | 0 | ||
CARTER INC | COM | 146229109 | 10,403 | 97,705 | SH | SOLE | 97,705 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 19,376 | 241,660 | SH | SOLE | 241,660 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 3,323 | 41,487 | SH | SOLE | 41,487 | 0 | 0 | ||
CLUBCORP HLDGS INC | COM | 18948M108 | 2,512 | 193,233 | SH | SOLE | 193,233 | 0 | 0 | ||
COACH INC | COM | 189754104 | 33,692 | 827,012 | SH | SOLE | 827,012 | 0 | 0 | ||
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 1,618 | 28,123 | SH | SOLE | 28,123 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 32,886 | 1,059,806 | SH | SOLE | 1,059,806 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 1,822 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 5,633 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 6,597 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
DREW INDS INC | COM NEW | 26168L205 | 4,791 | 56,466 | SH | SOLE | 56,466 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 3,471 | 228,427 | SH | SOLE | 228,427 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 8,504 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 7,641 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
FINISH LINE INC | CL A | 317923100 | 1,010 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 12,038 | 84,102 | SH | SOLE | 84,102 | 0 | 0 | ||
GENERAC HLDGS INC | COM | 368736104 | 7,825 | 223,827 | SH | SOLE | 223,827 | 0 | 0 | ||
GIGAMON INC | COM | 37518B102 | 3,646 | 97,518 | SH | SOLE | 97,518 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 8,885 | 285,964 | SH | SOLE | 285,964 | 0 | 0 | ||
HABIT RESTAURANTS INC | COM CL A | 40449J103 | 3,170 | 193,500 | SH | SOLE | 193,500 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 55,545 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 363 | 4,482 | SH | SOLE | 4,482 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 14,347 | 447,925 | SH | SOLE | 447,925 | 0 | 0 | ||
INTERFACE INC | COM | 458665304 | 10,052 | 659,148 | SH | SOLE | 659,148 | 0 | 0 | ||
INTRAWEST RESORTS HLDGS INC | COM | 46090K109 | 1,597 | 123,024 | SH | SOLE | 123,024 | 0 | 0 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 8,799 | 97,670 | SH | SOLE | 97,670 | 0 | 0 | ||
KATE SPADE & CO | COM | 485865109 | 2,061 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
KNOLL INC | COM NEW | 498904200 | 10,926 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 17,579 | 238,000 | SH | SOLE | 238,000 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 8,403 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 8,583 | 384,558 | SH | SOLE | 384,558 | 0 | 0 | ||
MCBC HLDGS INC | COM | 55276F107 | 4,359 | 394,437 | SH | SOLE | 394,437 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 27,609 | 1,220,000 | SH | SOLE | 1,220,000 | 0 | 0 | ||
MICHAELS COS INC | COM | 59408Q106 | 2,844 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 2,287 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 1,569 | 39,388 | SH | SOLE | 39,388 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 8,133 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 10,080 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
ORBOTECH LTD | ORD | M75253100 | 6,886 | 269,500 | SH | SOLE | 269,500 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 6,716 | 481,460 | SH | SOLE | 481,460 | 0 | 0 | ||
PENNEY J C INC | COM | 708160106 | 1,332 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
PINNACLE ENTMT INC NEW | COM | 72348Y105 | 8,907 | 803,892 | SH | SOLE | 803,892 | 0 | 0 | ||
PLEXUS CORP | COM | 729132100 | 13,448 | 311,306 | SH | SOLE | 311,306 | 0 | 0 | ||
POLYONE CORP | COM | 73179P106 | 1,716 | 48,700 | SH | SOLE | 48,700 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 6,242 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 49,471 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
RACKSPACE HOSTING INC | COM | 750086100 | 2,703 | 129,577 | SH | SOLE | 129,577 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 8,473 | 385,485 | SH | SOLE | 385,485 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 4,252 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
RYANAIR HLDGS PLC | SPONSORED ADR NE | 783513203 | 4,172 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SHAKE SHACK INC | CL A | 819047101 | 3,643 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 13,329 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 11,424 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 4,560 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 4,856 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 41,704 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
TRINSEO S A | SHS | L9340P101 | 13,433 | 312,911 | SH | SOLE | 312,911 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 10,249 | 159,400 | SH | SOLE | 159,400 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 17,992 | 506,805 | SH | SOLE | 506,805 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 39,348 | 161,500 | SH | SOLE | 161,500 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 6,345 | 45,900 | SH | SOLE | 45,900 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 2,145 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
WINGSTOP INC | COM | 974155103 | 2,725 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |