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
CAESARS ENTMT CORP COM 127686103 3,879 290,525 SH   SOLE   290,525 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,264 61,500 SH   SOLE   61,500 0 0
CARMAX INC COM 143130102 39,479 520,756 SH   SOLE   520,756 0 0
D R HORTON INC COM 23331A109 18,227 456,464 SH   SOLE   456,464 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 21,973 455,681 SH   SOLE   455,681 0 0
DOLLAR TREE INC COM 256746108 47,253 544,266 SH   SOLE   544,266 0 0
EXPEDIA INC DEL COM NEW 30212P303 23,534 163,502 SH   SOLE   163,502 0 0
LENNAR CORP CL A 526057104 34,702 657,229 SH   SOLE   657,229 0 0
MATCH GROUP INC COM 57665R106 29,805 1,285,250 SH   SOLE   1,285,250 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 65,228 1,021,105 SH   SOLE   1,021,105 0 0
SKECHERS U S A INC CL A 830566105 30,722 1,224,461 SH   SOLE   1,224,461 0 0
SOUTHWEST AIRLS CO COM 844741108 19,020 339,757 SH   SOLE   339,757 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 9,030 832,214 SH   SOLE   832,214 0 0