0000902664-20-002112.txt : 20200515 0000902664-20-002112.hdr.sgml : 20200515 20200515150149 ACCESSION NUMBER: 0000902664-20-002112 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shellback Capital, LP CENTRAL INDEX KEY: 0001591744 IRS NUMBER: 901003024 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16778 FILM NUMBER: 20884266 BUSINESS ADDRESS: STREET 1: 260 FRANKLIN STREET STREET 2: SUITE 1901 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-204-5500 MAIL ADDRESS: STREET 1: 260 FRANKLIN STREET STREET 2: SUITE 1901 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001591744 XXXXXXXX 03-31-2020 03-31-2020 false Shellback Capital, LP

260 Franklin Street Suite 1901 Boston MA 02110

13F HOLDINGS REPORT 028-16778 N Bradford E. Ali 617-204-5533 /s/ Bradford E. Ali Boston MA 05-15-2020 0 60 451659 INFORMATION TABLE 2 infotable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 15510 95000 SH SOLE 95000 0 0 ALASKA AIR GROUP INC COM 011659109 292 10248 SH SOLE 10248 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14586 75000 SH SOLE 75000 0 0 ALPHABET INC CAP STK CL A 02079K305 6972 6000 SH SOLE 6000 0 0 AMAZON COM INC COM 023135106 29246 15000 SH SOLE 15000 0 0 AUTOZONE INC COM 053332102 12445 14710 SH SOLE 14710 0 0 BOOT BARN HLDGS INC COM 099406100 2480 191809 SH SOLE 191809 0 0 BRUNSWICK CORP COM 117043109 5306 150000 SH SOLE 150000 0 0 BURLINGTON STORES INC COM 122017106 15410 97250 SH SOLE 97250 0 0 CHURCHILL DOWNS INC COM 171484108 7652 74325 SH SOLE 74325 0 0 COSTCO WHSL CORP NEW COM 22160K105 9980 35000 SH SOLE 35000 0 0 CSX CORP COM 126408103 7499 130878 SH SOLE 130878 0 0 D R HORTON INC COM 23331A109 2210 65000 SH SOLE 65000 0 0 DECKERS OUTDOOR CORP COM 243537107 7235 53994 SH SOLE 53994 0 0 DISNEY WALT CO COM DISNEY 254687106 4830 50000 SH SOLE 50000 0 0 DOLLAR GEN CORP NEW COM 256677105 20401 135100 SH SOLE 135100 0 0 ELDORADO RESORTS INC COM 28470R102 880 61100 SH SOLE 61100 0 0 EXPRESS INC COM 30219E103 468 314009 SH SOLE 314009 0 0 FACEBOOK INC CL A 30303M102 10008 60000 SH SOLE 60000 0 0 FIVE BELOW INC COM 33829M101 2111 30000 SH SOLE 30000 0 0 FTI CONSULTING INC COM 302941109 18253 152398 SH SOLE 152398 0 0 HOME DEPOT INC COM 437076102 14937 80000 SH SOLE 80000 0 0 INTEL CORP COM 458140100 7934 146600 SH SOLE 146600 0 0 JABIL INC COM 466313103 7005 284982 SH SOLE 284982 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 5291 41600 SH SOLE 41600 0 0 KB HOME COM 48666K109 1497 82698 SH SOLE 82698 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 9020 275000 SH SOLE 275000 0 0 KULICKE & SOFFA INDS INC COM 501242101 1963 94056 SH SOLE 94056 0 0 LAKELAND INDS INC COM 511795106 1506 97186 SH SOLE 97186 0 0 LAM RESEARCH CORP COM 512807108 21641 90171 SH SOLE 90171 0 0 LENNAR CORP CL A 526057104 4393 115000 SH SOLE 115000 0 0 LUCKIN COFFEE INC SPONSORED ADS 54951L109 13228 486505 SH SOLE 486505 0 0 MALIBU BOATS INC COM CL A 56117J100 7252 251903 SH SOLE 251903 0 0 MCDONALDS CORP COM 580135101 6614 40000 SH SOLE 40000 0 0 NIKE INC CL B 654106103 8274 100000 SH SOLE 100000 0 0 NVIDIA CORP COM 67066G104 21821 82781 SH SOLE 82781 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 8352 63631 SH SOLE 63631 0 0 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 13689 295406 SH SOLE 295406 0 0 PENN NATL GAMING INC COM 707569109 949 75000 SH SOLE 75000 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 1886 76300 SH SOLE 76300 0 0 PINTEREST INC CL A 72352L106 1158 75000 SH SOLE 75000 0 0 POLARIS INC COM 731068102 2655 55139 SH SOLE 55139 0 0 PTC INC COM 69370C100 6149 100450 SH SOLE 100450 0 0 RALPH LAUREN CORP CL A 751212101 334 5000 SH SOLE 5000 0 0 RED ROCK RESORTS INC CL A 75700L108 2911 340505 SH SOLE 340505 0 0 REYNOLDS CONSUMER PRODS INC COM 76171L106 3597 123318 SH SOLE 123318 0 0 ROKU INC COM CL A 77543R102 1750 20000 SH SOLE 20000 0 0 SEAWORLD ENTMT INC COM 81282V100 1102 100000 SH SOLE 100000 0 0 SNAP INC CL A 83304A106 3270 275000 SH SOLE 275000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 3643 30000 SH SOLE 30000 0 0 TARGET CORP COM 87612E106 13481 145000 SH SOLE 145000 0 0 TEMPUR SEALY INTL INC COM 88023U101 11365 260000 SH SOLE 260000 0 0 THE TRADE DESK INC COM CL A 88339J105 6755 35000 SH SOLE 35000 0 0 TJX COS INC NEW COM 872540109 3586 75000 SH SOLE 75000 0 0 ULTA BEAUTY INC COM 90384S303 5921 33700 SH SOLE 33700 0 0 UNION PAC CORP COM 907818108 7052 50000 SH SOLE 50000 0 0 WALMART INC COM 931142103 10794 95000 SH SOLE 95000 0 0 WINNEBAGO INDS INC COM 974637100 6757 242979 SH SOLE 242979 0 0 WYNN RESORTS LTD COM 983134107 680 11299 SH SOLE 11299 0 0 YETI HLDGS INC COM 98585X104 7673 393108 SH SOLE 393108 0 0