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 |
ACUSHNET HOLDINGS CORP | COM | 005098108 | 1,820 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
AEHR TEST SYSTEMS | COM | 00760J108 | 818 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ALASKA AIR GROUP INC. | COM | 011659109 | 32,796 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,499 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 8,763 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 17,304 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 20,961 | 441,375 | SH | SOLE | 441,375 | 0 | 0 | ||
AMETEK INC NEW | COM | 031100100 | 2,523 | 38,201 | SH | SOLE | 38,201 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 6,861 | 131,722 | SH | SOLE | 131,722 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 2,848 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BIG LOTS INC | COM | 089302103 | 5,357 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 7,213 | 276,900 | SH | SOLE | 276,900 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 33,411 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 19,317 | 940,000 | SH | SOLE | 940,000 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 10,234 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 2,232 | 152,019 | SH | SOLE | 152,019 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 19,495 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
COACH INC | COM | 189754104 | 14,098 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 40,423 | 171,888 | SH | SOLE | 171,888 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 4,274 | 34,319 | SH | SOLE | 34,319 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 25,024 | 518,951 | SH | SOLE | 518,951 | 0 | 0 | ||
DESPEGAR COM CORP | ORD SHS | G27358103 | 800 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 52,092 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 13,066 | 170,148 | SH | SOLE | 170,148 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 25,672 | 1,000,856 | SH | SOLE | 1,000,856 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 9,758 | 67,791 | SH | SOLE | 67,791 | 0 | 0 | ||
EXPRESS INC | COM | 30219E103 | 1,690 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 22,261 | 130,280 | SH | SOLE | 130,280 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 5,524 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 5,840 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
GAP INC DEL | COM | 364760108 | 25,101 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 36,801 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 2,354 | 88,550 | SH | SOLE | 88,550 | 0 | 0 | ||
J JILL INC | COM | 46620W102 | 3,812 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 9,297 | 243,378 | SH | SOLE | 243,378 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 10,301 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
KENNAMETAL INC | COM | 489170100 | 10,597 | 262,697 | SH | SOLE | 262,697 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 29,527 | 273,800 | SH | SOLE | 273,800 | 0 | 0 | ||
LITHIA MTRS INC | CL A | 536797103 | 10,226 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 27,579 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 31,324 | 503,200 | SH | SOLE | 503,200 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 19,086 | 351,176 | SH | SOLE | 351,176 | 0 | 0 | ||
MCBC HLDGS INC | COM | 55276F107 | 5,767 | 282,990 | SH | SOLE | 282,990 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 7,834 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 29,298 | 898,989 | SH | SOLE | 898,989 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 6,699 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
MICHAELS COS INC | COM | 59408Q106 | 2,147 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 4,615 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 23,598 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 32,221 | 177,673 | SH | SOLE | 177,673 | 0 | 0 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 1,577 | 85,400 | SH | SOLE | 85,400 | 0 | 0 | ||
PACCAR INC | COM | 693718108 | 31,292 | 432,573 | SH | SOLE | 432,573 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 9,675 | 413,646 | SH | SOLE | 413,646 | 0 | 0 | ||
PINNACLE ENTMT INC NEW | COM | 72348Y105 | 19,296 | 905,492 | SH | SOLE | 905,492 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 11,278 | 418,000 | SH | SOLE | 418,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 15,066 | 8,229 | SH | SOLE | 8,229 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 63,030 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 3,066 | 236,050 | SH | SOLE | 236,050 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 35,804 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 36,416 | 597,577 | SH | SOLE | 597,577 | 0 | 0 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 7,549 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
SYNNEX CORP | COM | 87162W100 | 3,188 | 25,200 | SH | SOLE | 25,200 | 0 | 0 | ||
TRINSEO S A | SHS | L9340P101 | 12,380 | 184,500 | SH | SOLE | 184,500 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 7,045 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 4,069 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 46,454 | 334,828 | SH | SOLE | 334,828 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 5,774 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 7,885 | 34,564 | SH | SOLE | 34,564 | 0 | 0 | ||
WAL-MART STORES INC | COM | 931142103 | 11,721 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
WENDYS CO | COM | 95058W100 | 9,318 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
WINGSTOP INC | COM | 974155103 | 1,995 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 12,637 | 84,859 | SH | SOLE | 84,859 | 0 | 0 |