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
ALPHABET INC CAP STK CL A 02079K305 22,189 28,000 SH   SOLE   28,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 5,720 454,000 SH   SOLE   454,000 0 0
ALTRIA GROUP INC COM 02209S103 18,203 269,200 SH   SOLE   269,200 0 0
AMAZON COM INC COM 023135106 7,649 10,200 SH   SOLE   10,200 0 0
BAIDU INC SPON ADR REP A 056752108 4,209 25,600 SH   SOLE   25,600 0 0
BEACON ROOFING SUPPLY INC COM 073685109 2,709 58,800 SH   SOLE   58,800 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 12,776 245,400 SH   SOLE   245,400 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 25,582 67,800 SH   SOLE   67,800 0 0
COMCAST CORP NEW CL A 20030N101 13,693 198,300 SH   SOLE   198,300 0 0
CONAGRA BRANDS INC COM 205887102 5,933 150,000 SH   SOLE   150,000 0 0
CONNS INC COM 208242107 3,933 310,939 SH   SOLE   310,939 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,748 68,700 SH   SOLE   68,700 0 0
DOLLAR GEN CORP NEW COM 256677105 12,014 162,200 SH   SOLE   162,200 0 0
DOLLAR TREE INC COM 256746108 13,218 171,265 SH   SOLE   171,265 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 22,643 160,000 SH   SOLE   160,000 0 0
HERSHEY CO COM 427866108 13,725 132,700 SH   SOLE   132,700 0 0
HOME DEPOT INC COM 437076102 5,444 40,600 SH   SOLE   40,600 0 0
IHS MARKIT LTD SHS G47567105 5,312 150,000 SH   SOLE   150,000 0 0
JD COM INC SPON ADR CL A 47215P106 2,781 109,300 SH   SOLE   109,300 0 0
JETBLUE AIRWAYS CORP COM 477143101 7,905 352,600 SH   SOLE   352,600 0 0
SMUCKER J M CO COM NEW 832696405 5,494 42,900 SH   SOLE   42,900 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 19,654 642,500 SH   SOLE   642,500 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 5,104 232,400 SH   SOLE   232,400 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 7,191 339,700 SH   SOLE   339,700 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 5,018 204,500 SH   SOLE   204,500 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 5,501 204,500 SH   SOLE   204,500 0 0
LOWES COS INC COM 548661107 7,973 112,100 SH   SOLE   112,100 0 0
MONSANTO CO NEW COM 61166W101 18,812 178,800 SH   SOLE   178,800 0 0
NETFLIX INC COM 64110L106 4,123 33,300 SH   SOLE   33,300 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 4,049 95,200 SH   SOLE   95,200 0 0
NVR INC COM 62944T105 10,181 6,100 SH   SOLE   6,100 0 0
PERRIGO CO PLC SHS G97822103 6,767 81,300 SH   SOLE   81,300 0 0
POST HLDGS INC COM 737446104 2,806 34,900 SH   SOLE   34,900 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 4,634 175,400 SH   SOLE   175,400 0 0
SHERWIN WILLIAMS CO COM 824348106 3,225 12,000 SH   SOLE   12,000 0 0
STARBUCKS CORP COM 855244109 20,737 373,500 SH   SOLE   373,500 0 0
TOLL BROTHERS INC COM 889478103 2,809 90,600 SH   SOLE   90,600 0 0
TRI POINTE GROUP INC COM 87265H109 2,668 232,400 SH   SOLE   232,400 0 0
UNION PAC CORP COM 907818108 5,765 55,600 SH   SOLE   55,600 0 0
UNITED CONTL HLDGS INC COM 910047109 9,687 132,920 SH   SOLE   132,920 0 0
VISA INC COM CL A 92826C839 35,109 450,000 SH   SOLE   450,000 0 0
DISNEY WALT CO COM DISNEY 254687106 2,772 26,600 SH   SOLE   26,600 0 0