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 |
|
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 | 25,923 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 75,628 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 269,027 | 1,465,770 | SH | SOLE | 1,465,770 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 80,721 | 439,800 | SH | Call | SOLE | 439,800 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 405,202 | 279,963 | SH | SOLE | 279,963 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 212,180 | 146,600 | SH | Call | SOLE | 146,600 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 220,894 | 1,758,992 | SH | SOLE | 1,758,992 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 56,520 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 71,268 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 23,756 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 52,464 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 101,069 | 312,800 | SH | Put | SOLE | 312,800 | 0 | 0 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 534,525 | 2,345,231 | SH | SOLE | 2,345,231 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 835,213 | 3,664,500 | SH | Call | SOLE | 3,664,500 | 0 | 0 | |
COSTAR GROUP INC | COM | 22160N109 | 97,924 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 18,134 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
DARDEN RESTAURANTS INC | COM | 237194105 | 55,413 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 375,645 | 2,418,520 | SH | SOLE | 2,418,520 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 205,286 | 1,321,700 | SH | Call | SOLE | 1,321,700 | 0 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 21,931 | 625,700 | SH | Put | SOLE | 625,700 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 66,430 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 35,034 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 90,169 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 41,220 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 248,794 | 2,052,078 | SH | SOLE | 2,052,078 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 213,249 | 1,758,900 | SH | Call | SOLE | 1,758,900 | 0 | 0 | |
EXACT SCIENCES CORP | COM | 30063P105 | 8,066 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 152,240 | 952,751 | SH | SOLE | 952,751 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 187,370 | 1,172,600 | SH | Call | SOLE | 1,172,600 | 0 | 0 | |
FASTENAL CO | COM | 311900104 | 40,943 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
FIRST DATA CORP NEW | COM CL A | 32008D106 | 56,000 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
FIRST DATA CORP NEW | COM CL A | 32008D106 | 24,000 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
FIVE BELOW INC | COM | 33829M101 | 22,948 | 312,900 | SH | Put | SOLE | 312,900 | 0 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 81,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
FREDS INC | CL A | 356108100 | 897 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
FREDS INC | CL A | 356108100 | 897 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 14,805 | 1,173,100 | SH | Put | SOLE | 1,173,100 | 0 | 0 | |
GENERAL MLS INC | COM | 370334104 | 18,024 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
GNC HLDGS INC | COM CL A | 36191G107 | 1,255 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
GOPRO INC | CL A | 38268T103 | 1,916 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
HANESBRANDS INC | COM | 410345102 | 16,578 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 3,900 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
HARLEY DAVIDSON INC | COM | 412822108 | 13,413 | 312,800 | SH | Put | SOLE | 312,800 | 0 | 0 | |
HD SUPPLY HLDGS INC | COM | 40416M105 | 60,127 | 1,584,800 | SH | SOLE | 1,584,800 | 0 | 0 | ||
HIBBETT SPORTS INC | COM | 428567101 | 4,790 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 96,481 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 129,642 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 54,733 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
LAUREATE EDUCATION INC | CL A | 518613203 | 70,813 | 5,150,000 | SH | SOLE | 5,150,000 | 0 | 0 | ||
LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 9,568 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
MACYS INC | COM | 55616P104 | 83,733 | 2,815,500 | SH | Put | SOLE | 2,815,500 | 0 | 0 | |
MARRIOTT VACATIONS WRLDWDE C | COM | 57164Y107 | 29,970 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 57,223 | 1,415,000 | SH | SOLE | 1,415,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 179,721 | 1,026,038 | SH | SOLE | 1,026,038 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 71,278 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 92,397 | 2,638,400 | SH | Call | SOLE | 2,638,400 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 205,325 | 5,863,079 | SH | SOLE | 5,863,079 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 260,873 | 2,858,251 | SH | SOLE | 2,858,251 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 133,784 | 1,465,800 | SH | Call | SOLE | 1,465,800 | 0 | 0 | |
MIMEDX GROUP INC | COM | 602496101 | 13,940 | 2,000,000 | SH | Put | SOLE | 2,000,000 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 81,221 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 218,407 | 2,491,809 | SH | SOLE | 2,491,809 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 308,344 | 3,517,900 | SH | Call | SOLE | 3,517,900 | 0 | 0 | |
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 107,296 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 233,537 | 3,078,116 | SH | SOLE | 3,078,116 | 0 | 0 | ||
PENNEY J C INC | COM | 708160106 | 15,100 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 11,384 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 119,324 | 1,026,000 | SH | Call | SOLE | 1,026,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 221,610 | 1,905,500 | SH | SOLE | 1,905,500 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 33,090 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 58,818 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
STITCH FIX INC | COM CL A | 860897107 | 2,535 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 38,607 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 3,028 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
THOR INDS INC | COM | 885160101 | 337,625 | 2,931,539 | SH | SOLE | 2,931,539 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 101,280 | 879,400 | SH | Call | SOLE | 879,400 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 63,822 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 11,604 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 350,666 | 2,931,500 | SH | Call | SOLE | 2,931,500 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 201,636 | 1,685,637 | SH | SOLE | 1,685,637 | 0 | 0 | ||
VISTA OUTDOOR INC | COM | 928377100 | 6,528 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
VISTEON CORP | COM NEW | 92839U206 | 22,048 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 47,790 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 12,744 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
WENDYS CO | COM | 95058W100 | 105,469 | 6,009,656 | SH | SOLE | 6,009,656 | 0 | 0 | ||
WENDYS CO | COM | 95058W100 | 38,585 | 2,198,600 | SH | Call | SOLE | 2,198,600 | 0 | 0 | |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 163,535 | 1,429,125 | SH | SOLE | 1,429,125 | 0 | 0 | ||
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 92,253 | 806,200 | SH | Call | SOLE | 806,200 | 0 | 0 | |
WYNN RESORTS LTD | COM | 983134107 | 454,406 | 2,491,809 | SH | SOLE | 2,491,809 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 240,588 | 1,319,300 | SH | Call | SOLE | 1,319,300 | 0 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 51,285 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 65,976 | 775,000 | SH | SOLE | 775,000 | 0 | 0 |