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 |
ADOBE INC | COM | 00724F101 | 146,413 | 530,000 | SH | Call | SOLE | 530,000 | 0 | 0 | |
ADOBE INC | COM | 00724F101 | 405,103 | 1,466,437 | SH | SOLE | 1,466,437 | 0 | 0 | ||
ADT INC | COM | 00090Q103 | 2,508 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 323,410 | 1,955,318 | SH | SOLE | 1,955,318 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 64,506 | 390,000 | SH | Call | SOLE | 390,000 | 0 | 0 | |
ADYEN NV | COM | 00BZ1HM42 | 89,596 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 632,177 | 3,780,282 | SH | SOLE | 3,780,282 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 699,021 | 4,180,000 | SH | Call | SOLE | 4,180,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 622,287 | 358,479 | SH | SOLE | 358,479 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 238,940 | 5,083,820 | SH | SOLE | 5,083,820 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 31,020 | 660,000 | SH | Call | SOLE | 660,000 | 0 | 0 | |
ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 27,076 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 40,768 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 383,749 | 195,530 | SH | SOLE | 195,530 | 0 | 0 | ||
CARDTRONICS PLC | SHS CL A | G1991C105 | 24,192 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
CARVANA CO | CL A | 146869102 | 42,900 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
CBL & ASSOC PPTYS INC | COM | 124830100 | 1,290 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
CENTURYLINK INC | COM | 156700106 | 33,696 | 2,700,000 | SH | Put | SOLE | 2,700,000 | 0 | 0 | |
CHEWY INC | CL A | 16679L109 | 78,656 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
CIMPRESS N V | SHS EURO | N20146101 | 19,776 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
COSTAR GROUP INC | COM | 22160N109 | 262,910 | 443,206 | SH | SOLE | 443,206 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 61,546 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
COVETRUS INC | COM | 22304C100 | 9,512 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
CROCS INC | COM | 227046109 | 58,296 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
DILLARDS INC | CL A | 254067101 | 13,222 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
DOLLAR GEN CORP NEW | COM | 256677105 | 139,073 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 28,250 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
ETSY INC | COM | 29786A106 | 84,750 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 232,137 | 1,303,557 | SH | SOLE | 1,303,557 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 311,338 | 2,020,495 | SH | SOLE | 2,020,495 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 432,645 | 3,258,854 | SH | SOLE | 3,258,854 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 34,518 | 260,000 | SH | Call | SOLE | 260,000 | 0 | 0 | |
FISERV INC | COM | 337738108 | 174,031 | 1,680,000 | SH | SOLE | 1,680,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 257,253 | 897,038 | SH | SOLE | 897,038 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 74,563 | 260,000 | SH | Call | SOLE | 260,000 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 22,080 | 4,000,000 | SH | Put | SOLE | 4,000,000 | 0 | 0 | |
GARTNER INC | COM | 366651107 | 114,392 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
GREEN DOT CORP | CL A | 39304D102 | 10,100 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
HANESBRANDS INC | COM | 410345102 | 21,448 | 1,400,000 | SH | Put | SOLE | 1,400,000 | 0 | 0 | |
HASBRO INC | COM | 418056107 | 44,509 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 110,505 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
IAA INC | COM | 449253103 | 102,239 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
IQIYI INC | SPONSORED ADS | 46267X108 | 12,904 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
IQVIA HLDGS INC | COM | 46266C105 | 119,504 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
IROBOT CORP | COM | 462726100 | 12,334 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
JD COM INC | SPON ADR CL A | 47215P106 | 56,420 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 56,420 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 339,440 | 2,020,477 | SH | SOLE | 2,020,477 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 376,467 | 6,517,778 | SH | SOLE | 6,517,778 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 75,088 | 1,300,000 | SH | Call | SOLE | 1,300,000 | 0 | 0 | |
LAUDER ESTEE COS INC | CL A | 518439104 | 109,423 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
LAUREATE EDUCATION INC | CL A | 518613203 | 16,575 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
LAUREATE EDUCATION INC | CL A | 518613203 | 104,853 | 6,326,000 | SH | SOLE | 6,326,000 | 0 | 0 | ||
LEGGETT & PLATT INC | COM | 524660107 | 55,269 | 1,350,000 | SH | Put | SOLE | 1,350,000 | 0 | 0 | |
LENNAR CORP | CL A | 526057104 | 33,510 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 49,770 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 39,900 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 32,300 | 1,700,000 | SH | Call | SOLE | 1,700,000 | 0 | 0 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 154,024 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 9,870 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
MACERICH CO | COM | 554382101 | 34,117 | 1,080,000 | SH | Put | SOLE | 1,080,000 | 0 | 0 | |
MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 18,726 | 7,770,000 | SH | Put | SOLE | 7,770,000 | 0 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 407,104 | 1,499,077 | SH | SOLE | 1,499,077 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 107,355 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
MEDIFAST INC | COM | 58470H101 | 63,214 | 610,000 | SH | Put | SOLE | 610,000 | 0 | 0 | |
MSC INDL DIRECT INC | CL A | 553530106 | 19,583 | 270,000 | SH | Put | SOLE | 270,000 | 0 | 0 | |
MYLAN N V | SHS EURO | N59465109 | 32,241 | 1,630,000 | SH | Put | SOLE | 1,630,000 | 0 | 0 | |
NATIONAL BEVERAGE CORP | COM | 635017106 | 42,142 | 950,000 | SH | Put | SOLE | 950,000 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 40,143 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 107,048 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 171,678 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 33,228 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
NEWELL BRANDS INC | COM | 651229106 | 26,208 | 1,400,000 | SH | Put | SOLE | 1,400,000 | 0 | 0 | |
NORDSTROM INC | COM | 655664100 | 22,559 | 670,000 | SH | Put | SOLE | 670,000 | 0 | 0 | |
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 247,506 | 5,344,540 | SH | SOLE | 5,344,540 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 133,493 | 2,550,000 | SH | Put | SOLE | 2,550,000 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 41,436 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
PUMA SE | COM | 005064722 | 112,989 | 1,460,000 | SH | SOLE | 1,460,000 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 4,384 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 30,945 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |
RALPH LAUREN CORP | CL A | 751212101 | 19,094 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 150,612 | 2,117,120 | SH | SOLE | 2,117,120 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 328,842 | 2,215,316 | SH | SOLE | 2,215,316 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 86,660 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 9,285 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
SEAWORLD ENTMT INC | COM | 81282V100 | 9,212 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 529,446 | 2,085,666 | SH | SOLE | 2,085,666 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 304,620 | 1,200,000 | SH | Call | SOLE | 1,200,000 | 0 | 0 | |
SHUTTERSTOCK INC | COM | 825690100 | 5,418 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 13,576 | 810,000 | SH | Put | SOLE | 810,000 | 0 | 0 | |
STAMPS COM INC | COM NEW | 852857200 | 14,890 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
STITCH FIX INC | COM CL A | 860897107 | 36,383 | 1,890,000 | SH | Put | SOLE | 1,890,000 | 0 | 0 | |
TAILORED BRANDS INC | COM | 87403A107 | 4,840 | 1,100,000 | SH | Put | SOLE | 1,100,000 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 313,699 | 2,502,785 | SH | SOLE | 2,502,785 | 0 | 0 | ||
TANGER FACTORY OUTLET CTRS I | COM | 875465106 | 30,960 | 2,000,000 | SH | Put | SOLE | 2,000,000 | 0 | 0 | |
TESLA INC | COM | 88160R101 | 65,035 | 270,000 | SH | Put | SOLE | 270,000 | 0 | 0 | |
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 85,243 | 12,390,000 | SH | Put | SOLE | 12,390,000 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 82,400 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 94,606 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
WHIRLPOOL CORP | COM | 963320106 | 31,672 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
WW INTL INC | COM | 98262P101 | 18,910 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
WYNN RESORTS LTD | COM | 983134107 | 86,976 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 152,208 | 1,400,000 | SH | Call | SOLE | 1,400,000 | 0 | 0 | |
YUM BRANDS INC | COM | 988498101 | 11,343 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ZUMIEZ INC | COM | 989817101 | 6,335 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 |