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 |
ADIDAS AG | COM | 004031976 | 186,507 | 824,326 | SH | SOLE | 824,326 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 58,926 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 281,009 | 1,627,059 | SH | SOLE | 1,627,059 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 383,192 | 2,218,700 | SH | Call | SOLE | 2,218,700 | 0 | 0 | |
ALIGN TECHNOLOGY INC | COM | 016255101 | 37,254 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 288,053 | 295,827 | SH | SOLE | 295,827 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 144,013 | 147,900 | SH | Call | SOLE | 147,900 | 0 | 0 | |
ANGI HOMESERVICES INC | COM | 00183L102 | 24,297 | 1,950,000 | SH | SOLE | 1,950,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 391,044 | 406,765 | SH | SOLE | 406,765 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 284,367 | 295,800 | SH | Call | SOLE | 295,800 | 0 | 0 | |
ASCENA RETAIL GROUP INC | COM | 04351G101 | 2,450 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 99,642 | 887,600 | SH | Call | SOLE | 887,600 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 220,014 | 1,959,864 | SH | SOLE | 1,959,864 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 36,381 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 11,194 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
CARMAX INC | COM | 143130102 | 106,134 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 14,313 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 1,468 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
CASEYS GEN STORES INC | COM | 147528103 | 32,835 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CBL & ASSOC PPTYS INC | COM | 124830100 | 10,423 | 1,242,300 | SH | Put | SOLE | 1,242,300 | 0 | 0 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 206,511 | 1,035,400 | SH | SOLE | 1,035,400 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 899,799 | 4,511,400 | SH | Call | SOLE | 4,511,400 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 167,198 | 1,331,300 | SH | Call | SOLE | 1,331,300 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 55,731 | 443,752 | SH | SOLE | 443,752 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 43,410 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 90,906 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 23,612 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
EXPONENT INC | COM | 30214U102 | 7,390 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 157,963 | 924,464 | SH | SOLE | 924,464 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 151,630 | 887,400 | SH | Call | SOLE | 887,400 | 0 | 0 | |
FIRST DATA CORP NEW | COM CL A | 32008D106 | 48,708 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 128,199 | 828,322 | SH | SOLE | 828,322 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 137,358 | 887,500 | SH | Call | SOLE | 887,500 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 9,625 | 465,900 | SH | Put | SOLE | 465,900 | 0 | 0 | |
GOPRO INC | CL A | 38268T103 | 17,096 | 1,552,800 | SH | Put | SOLE | 1,552,800 | 0 | 0 | |
GRAINGER W W INC | COM | 384802104 | 83,746 | 465,900 | SH | Put | SOLE | 465,900 | 0 | 0 | |
HANESBRANDS INC | COM | 410345102 | 24,640 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
HARLEY DAVIDSON INC | COM | 412822108 | 89,835 | 1,863,400 | SH | Put | SOLE | 1,863,400 | 0 | 0 | |
HD SUPPLY HLDGS INC | COM | 40416M105 | 25,249 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 83,340 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 55,851 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
KROGER CO | COM | 501044101 | 102,791 | 5,124,200 | SH | Put | SOLE | 5,124,200 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 8,322 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
LAUREATE EDUCATION INC | CL A | 518613203 | 65,475 | 4,500,010 | SH | SOLE | 4,500,010 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 71,946 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 60,989 | 2,795,100 | SH | Put | SOLE | 2,795,100 | 0 | 0 | |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 84,720 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 47,017 | 181,580 | SH | SOLE | 181,580 | 0 | 0 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 41,438 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
NATIONAL BEVERAGE CORP | COM | 635017106 | 11,165 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 56,219 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 66,195 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 17,652 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 146,800 | 2,292,671 | SH | SOLE | 2,292,671 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 28,417 | 443,800 | SH | Call | SOLE | 443,800 | 0 | 0 | |
PENNEY J C INC | COM | 708160106 | 9,525 | 2,500,000 | SH | Put | SOLE | 2,500,000 | 0 | 0 | |
PENNEY J C INC | COM | 708160106 | 20,559 | 5,396,131 | SH | SOLE | 5,396,131 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 46,016 | 543,600 | SH | Put | SOLE | 543,600 | 0 | 0 | |
RENT A CTR INC NEW | COM | 76009N100 | 60,609 | 5,279,500 | SH | Put | SOLE | 5,279,500 | 0 | 0 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 155,905 | 2,440,585 | SH | SOLE | 2,440,585 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 28,344 | 443,700 | SH | Call | SOLE | 443,700 | 0 | 0 | |
RH | COM | 74967X103 | 16,764 | 238,396 | SH | SOLE | 238,396 | 0 | 0 | ||
RH | COM | 74967X103 | 5,464 | 77,700 | SH | Put | SOLE | 77,700 | 0 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 29,635 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 79,407 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 6,495 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
SELECT COMFORT CORP | COM | 81616X103 | 9,315 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 158,877 | 443,741 | SH | SOLE | 443,741 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 132,403 | 369,800 | SH | Call | SOLE | 369,800 | 0 | 0 | |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 170,514 | 2,562,200 | SH | Put | SOLE | 2,562,200 | 0 | 0 | |
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 12,188 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
SONIC CORP | COM | 835451105 | 10,180 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 58,455 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
TAILORED BRANDS INC | COM | 87403A107 | 8,664 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 181,455 | 1,774,972 | SH | SOLE | 1,774,972 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 75,609 | 739,600 | SH | Call | SOLE | 739,600 | 0 | 0 | |
TANGER FACTORY OUTLET CTRS I | COM | 875465106 | 7,585 | 310,600 | SH | Put | SOLE | 310,600 | 0 | 0 | |
THOR INDS INC | COM | 885160101 | 107,024 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
U S G CORP | COM NEW | 903293405 | 13,060 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 194,581 | 1,848,928 | SH | SOLE | 1,848,928 | 0 | 0 | ||
VISTA OUTDOOR INC | COM | 928377100 | 23,151 | 1,009,200 | SH | Put | SOLE | 1,009,200 | 0 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 229,093 | 1,915,495 | SH | SOLE | 1,915,495 | 0 | 0 | ||
WENDYS CO | COM | 95058W100 | 31,060 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 4,328 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 124,734 | 1,183,318 | SH | SOLE | 1,183,318 | 0 | 0 | ||
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 155,922 | 1,479,200 | SH | Call | SOLE | 1,479,200 | 0 | 0 | |
WYNN RESORTS LTD | COM | 983134107 | 85,629 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 44,676 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 16,475 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 65,900 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 |