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
BED BATH & BEYOND INC COM 075896100 26 1,300 SH   SOLE   1,300 0 0
NIKE INC CL B 654106103 160 2,003 SH   SOLE   2,003 0 0
PAPA JOHNS INTL INC COM 698813102 142 2,800 SH   SOLE   2,800 0 0
ALLEGIANT TRAVEL CO COM 01748X102 568 4,088 SH   SOLE   4,088 0 0
TRACTOR SUPPLY CO COM 892356106 765 10,000 SH   SOLE   10,000 0 0
AUTOZONE INC COM 053332102 11,468 17,092 SH   SOLE   17,092 0 0
TIFFANY & CO NEW COM 886547108 2,388 18,147 SH   SOLE   18,147 0 0
HIBBETT SPORTS INC COM 428567101 559 24,423 SH   SOLE   24,423 0 0
ZUMIEZ INC COM 989817101 850 33,951 SH   SOLE   33,951 0 0
KOHLS CORP COM 500255104 2,631 36,090 SH   SOLE   36,090 0 0
WILLIAMS SONOMA INC COM 969904101 2,464 40,140 SH   SOLE   40,140 0 0
TJX COS INC NEW COM 872540109 4,063 42,691 SH   SOLE   42,691 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 751 44,157 SH   SOLE   44,157 0 0
LITHIA MTRS INC CL A 536797103 4,671 49,395 SH   SOLE   49,395 0 0
WHIRLPOOL CORP COM 963320106 7,656 52,353 SH   SOLE   52,353 0 0
FACEBOOK INC CL A 30303M102 15,157 78,000 SH   SOLE   78,000 0 0
RALPH LAUREN CORP CL A 751212101 11,816 93,985 SH   SOLE   93,985 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,916 100,000 SH   SOLE   100,000 0 0
JACK IN THE BOX INC COM 466367109 9,671 113,617 SH   SOLE   113,617 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 7,860 124,757 SH   SOLE   124,757 0 0
ABERCROMBIE & FITCH CO CL A 002896207 3,672 150,000 SH   SOLE   150,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 2,715 165,983 SH   SOLE   165,983 0 0
UNDER ARMOUR INC CL A 904311107 4,113 182,976 SH   SOLE   182,976 0 0
TAILORED BRANDS INC COM 87403A107 5,055 198,066 SH   SOLE   198,066 0 0
TAPESTRY INC COM 876030107 9,700 207,654 SH   SOLE   207,654 0 0
FUNKO INC COM CL A 361008105 2,919 232,554 SH   SOLE   232,554 0 0
GAMESTOP CORP NEW CL A 36467W109 3,603 247,304 SH   SOLE   247,304 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 30,604 258,567 SH   SOLE   258,567 0 0
AUTONATION INC COM 05329W102 12,695 261,325 SH   SOLE   261,325 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 18,498 277,745 SH   SOLE   277,745 0 0
STARBUCKS CORP COM 855244109 15,388 315,000 SH   SOLE   315,000 0 0
BOOT BARN HLDGS INC COM 099406100 7,201 347,028 SH   SOLE   347,028 0 0
BEST BUY INC COM 086516101 28,163 377,628 SH   SOLE   377,628 0 0
DOLLAR TREE INC COM 256746108 43,038 506,335 SH   SOLE   506,335 0 0
UNITED CONTL HLDGS INC COM 910047109 36,951 529,909 SH   SOLE   529,909 0 0
BLOOMIN BRANDS INC COM 094235108 12,046 599,303 SH   SOLE   599,303 0 0
KROGER CO COM 501044101 17,104 601,190 SH   SOLE   601,190 0 0
TARGET CORP COM 87612E106 46,411 609,710 SH   SOLE   609,710 0 0
SPIRIT AIRLS INC COM 848577102 46,426 1,277,186 SH   SOLE   1,277,186 0 0
UNDER ARMOUR INC CL C 904311206 29,027 1,376,988 SH   SOLE   1,376,988 0 0
MICHAELS COS INC COM 59408Q106 47,361 2,470,565 SH   SOLE   2,470,565 0 0