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 |
AARONS INC | COM PAR $0.50 | 002535300 | 1,135 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 2,147 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 4,986 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ADVANCED ENERGY INDS | COM | 007973100 | 5,063 | 74,688 | SH | SOLE | 74,688 | 0 | 0 | ||
ALASKA AIR GROUP INC | COM | 011659109 | 372 | 10,248 | SH | SOLE | 10,248 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 5,672 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 12,360 | 4,480 | SH | SOLE | 4,480 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 8,993 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
AMKOR TECHNOLOGY INC | COM | 031652100 | 18,386 | 1,493,555 | SH | SOLE | 1,493,555 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 10,724 | 87,441 | SH | SOLE | 87,441 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 31,249 | 27,700 | SH | SOLE | 27,700 | 0 | 0 | ||
AVAYA HLDGS CORP | COM | 05351X101 | 7,107 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | 6,098 | 218,945 | SH | SOLE | 218,945 | 0 | 0 | ||
AXT INC | COM | 00246W103 | 1,192 | 250,342 | SH | SOLE | 250,342 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 9,554 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 2,926 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 5,139 | 80,283 | SH | SOLE | 80,283 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 31,509 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 1,738 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 821 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 7,922 | 59,495 | SH | SOLE | 59,495 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 7,955 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 12,424 | 245,726 | SH | SOLE | 245,726 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 10,612 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 4,978 | 135,200 | SH | SOLE | 135,200 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 12,266 | 175,878 | SH | SOLE | 175,878 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 7,209 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 19,659 | 100,100 | SH | SOLE | 100,100 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 20,072 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 6,668 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 20,702 | 223,371 | SH | SOLE | 223,371 | 0 | 0 | ||
E L F BEAUTY INC | COM | 26856L103 | 1,430 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 8,657 | 123,289 | SH | SOLE | 123,289 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 22,834 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 25,552 | 183,195 | SH | SOLE | 183,195 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 14,760 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 31,154 | 232,335 | SH | SOLE | 232,335 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 18,784 | 175,700 | SH | SOLE | 175,700 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 5,189 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
FTI CONSULTING INC | COM | 302941109 | 22,910 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
GENERAC HLDGS INC | COM | 368736104 | 2,694 | 22,098 | SH | SOLE | 22,098 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 2,975 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 15,425 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
II-VI INC | COM | 902104108 | 3,598 | 76,197 | SH | SOLE | 76,197 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 12,957 | 403,911 | SH | SOLE | 403,911 | 0 | 0 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 5,479 | 36,700 | SH | SOLE | 36,700 | 0 | 0 | ||
KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 13,556 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 1,422 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
LAKELAND INDS INC | COM | 511795106 | 3,325 | 148,246 | SH | SOLE | 148,246 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 6,831 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
LEAR CORP | COM NEW | 521865204 | 11,650 | 106,864 | SH | SOLE | 106,864 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 4,930 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 938 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
LITHIA MTRS INC | CL A | 536797103 | 4,827 | 31,900 | SH | SOLE | 31,900 | 0 | 0 | ||
LIVEPERSON INC | COM | 538146101 | 24,048 | 580,438 | SH | SOLE | 580,438 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 18,863 | 139,600 | SH | SOLE | 139,600 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 7,255 | 89,097 | SH | SOLE | 89,097 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 11,363 | 218,731 | SH | SOLE | 218,731 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 3,365 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 8,904 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
MICHAELS COS INC | COM | 59408Q106 | 1,311 | 185,400 | SH | SOLE | 185,400 | 0 | 0 | ||
MKS INSTRS INC | COM | 55306N104 | 22,739 | 200,801 | SH | SOLE | 200,801 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 7,844 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 5,258 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 25,681 | 151,431 | SH | SOLE | 151,431 | 0 | 0 | ||
OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | 23,436 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 33,785 | 80,122 | SH | SOLE | 80,122 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 8,792 | 38,281 | SH | SOLE | 38,281 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 8,551 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 10,275 | 352,600 | SH | SOLE | 352,600 | 0 | 0 | ||
PETIQ INC | COM CL A | 71639T106 | 6,968 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
POLARIS INC | COM | 731068102 | 3,298 | 35,639 | SH | SOLE | 35,639 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 4,533 | 415,505 | SH | SOLE | 415,505 | 0 | 0 | ||
REYNOLDS CONSUMER PRODS INC | COM | 76171L106 | 2,721 | 78,318 | SH | SOLE | 78,318 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 4,262 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 1,481 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 29,578 | 231,330 | SH | SOLE | 231,330 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 1,762 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 7,006 | 35,258 | SH | SOLE | 35,258 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 9,266 | 35,890 | SH | SOLE | 35,890 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 7,196 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 14,390 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
THE REALREAL INC | COM | 88339P101 | 3,837 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 22,752 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 24,515 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
WERNER ENTERPRISES INC | COM | 950755108 | 15,671 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
WINGSTOP INC | COM | 974155103 | 3,627 | 26,100 | SH | SOLE | 26,100 | 0 | 0 | ||
WINNEBAGO INDS INC | COM | 974637100 | 7,151 | 107,337 | SH | SOLE | 107,337 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 4,807 | 64,529 | SH | SOLE | 64,529 | 0 | 0 | ||
YETI HLDGS INC | COM | 98585X104 | 23,502 | 550,000 | SH | SOLE | 550,000 | 0 | 0 |