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
GROUP 1 AUTOMOTIVE INC COM 398905109 325 5,000 SH   SOLE   5,000 0 0
URBAN OUTFITTERS INC COM 917047102 205 5,000 SH   SOLE   5,000 0 0
TAILORED BRANDS INC COM 87403A107 351 13,935 SH   SOLE   13,935 0 0
ZUMIEZ INC COM 989817101 393 14,906 SH   SOLE   14,906 0 0
UNDER ARMOUR INC CL A 904311107 381 17,940 SH   SOLE   17,940 0 0
FIVE BELOW INC COM 33829M101 2,601 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 3,370 20,490 SH   SOLE   20,490 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,199 23,180 SH   SOLE   23,180 0 0
KOHLS CORP COM 500255104 3,578 47,989 SH   SOLE   47,989 0 0
SOUTHWEST AIRLS CO COM 844741108 6,264 100,300 SH   SOLE   100,300 0 0
RALPH LAUREN CORP CL A 751212101 17,671 128,469 SH   SOLE   128,469 0 0
AZUL S A SPONSR ADR PFD 05501U106 3,151 177,102 SH   SOLE   177,102 0 0
DILLARDS INC CL A 254067101 14,008 183,498 SH   SOLE   183,498 0 0
PVH CORP COM 693656100 28,197 195,270 SH   SOLE   195,270 0 0
COPA HOLDINGS SA CL A P31076105 15,895 199,080 SH   SOLE   199,080 0 0
BIG LOTS INC COM 089302103 9,756 233,461 SH   SOLE   233,461 0 0
LITHIA MTRS INC CL A 536797103 19,273 236,015 SH   SOLE   236,015 0 0
ELECTRONIC ARTS INC COM 285512109 28,701 238,201 SH   SOLE   238,201 0 0
JACK IN THE BOX INC COM 466367109 25,371 302,645 SH   SOLE   302,645 0 0
CARTERS INC COM 146229109 30,915 313,540 SH   SOLE   313,540 0 0
UNITED CONTL HLDGS INC COM 910047109 35,518 398,814 SH   SOLE   398,814 0 0
FOOT LOCKER INC COM 344849104 21,471 421,166 SH   SOLE   421,166 0 0
MESA AIR GROUP INC COM NEW 590479135 6,348 458,029 SH   SOLE   458,029 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 12,474 465,800 SH   SOLE   465,800 0 0
FRANCESCAS HLDGS CORP COM 351793104 1,981 533,901 SH   SOLE   533,901 0 0
TARGET CORP COM 87612E106 54,995 623,461 SH   SOLE   623,461 0 0
UNDER ARMOUR INC CL C 904311206 15,641 803,752 SH   SOLE   803,752 0 0
ABERCROMBIE & FITCH CO CL A 002896207 19,662 930,976 SH   SOLE   930,976 0 0
SPIRIT AIRLS INC COM 848577102 44,868 955,258 SH   SOLE   955,258 0 0
L BRANDS INC COM 501797104 29,779 982,810 SH   SOLE   982,810 0 0
MICHAELS COS INC COM 59408Q106 16,568 1,020,835 SH   SOLE   1,020,835 0 0
BLOOMIN BRANDS INC COM 094235108 30,784 1,555,536 SH   SOLE   1,555,536 0 0
PENNEY J C INC COM 708160106 10,871 6,548,573 SH   SOLE   6,548,573 0 0