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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCED DRAIN SYS INC DELCOM00790R10455,0142,737,000SH SOLEN/A2,737,00000
ALASKA AIR GROUP INCCOM011659109224,4002,500,000SH SOLEN/A2,500,00000
AMERICAN AIRLS GROUP INCCOM02376R10283,8511,666,351SH SOLEN/A1,666,35100
ANADARKO PETE CORPCOM03251110711,562255,000SH SOLEN/A255,00000
ARALEZ PHARMACEUTICALS INCCOM03852X1008,6406,400,000SH SOLEN/A6,400,00000
AVIS BUDGET GROUPCOM053774105178,3626,540,608SH SOLEN/A6,540,60800
BANKRATE INC DELCOM06647F1022,683208,794SH SOLEN/A208,79400
BAZAARVOICE INCCOM07327110844690,000SH SOLEN/A90,00000
BAZAARVOICE INCCOM07327110814730,000SHPutSOLEN/A30,00000
BMC STK HLDGS INCCOM05591B10921,308975,200SH SOLEN/A975,20000
BONANZA CREEK ENERGY INCCOM NEW0977934009,282292,700SH SOLEN/A292,70000
BOYD GAMING CORPCOM103304101229,6599,256,701SH SOLEN/A9,256,70100
CAESARS ACQUISITION COCL A12768T10310,682560,719SH SOLEN/A560,71900
CANADIAN PAC RY LTDCOM13645T10039,632246,450SH SOLEN/A246,45000
CARVANA COCL A1468691021,05051,300SH SOLEN/A51,30000
CHEGG INCCOM16309210976,7066,241,298SH SOLEN/A6,241,29800
CHURCHILL DOWNS INCCOM171484108149,053813,165SH SOLEN/A813,16500
CIGNA CORPORATIONCOM125509109451,9532,700,000SH SOLEN/A2,700,00000
CONNS INCCOM20824210757,3003,000,000SH SOLEN/A3,000,00000
CONTROLADORA VUELA CIA DE AVSPON ADR RP 1021240E10550334,600SH SOLEN/A34,60000
COSTAR GROUP INCCOM22160N10930,314115,000SH SOLEN/A115,00000
CROSS CTRY HEALTHCARE INCCOM22748310431024,000SH SOLEN/A24,00000
CSX CORPCOM12640810361,6531,130,000SH SOLEN/A1,130,00000
CTRIP COM INTL LTDAMERICAN DEP SHS22943F1002,15440,000SH SOLEN/A40,00000
DELTA AIR LINES INC DELCOM NEW247361702702,15713,065,809SH SOLEN/A13,065,80900
DOVER MOTORSPORTS INCCOM2601741071,411671,931SH SOLEN/A671,93100
DYCOM INDS INCCOM26747510167,140750,000SH SOLEN/A750,00000
EAGLE MATERIALS INCCOM26969P10825,395274,781SH SOLEN/A274,78100
EHEALTH INCCOM28238P1091,41075,000SH SOLEN/A75,00000
ELDORADO RESORTS INCCOM28470R102149,4967,474,779SH SOLEN/A7,474,77900
EXPEDIA INC DELCOM NEW30212P3031,164,0427,814,983SH SOLEN/A7,814,98300
FACEBOOK INCCL A30303M1026,03940,000SH SOLEN/A40,00000
FIRST REP BK SAN FRANCISCO CCOM33616C1008,00880,000SH SOLEN/A80,00000
GAMING & LEISURE PPTYS INCCOM36467J108175,0454,646,797SH SOLEN/A4,646,79700
GLOBAL EAGLE ENTMT INCCOM37951D102103,17328,981,072SH SOLEN/A28,981,07200
GROUPON INCCOM3994731075,2991,380,000SH SOLEN/A1,380,00000
GRUBHUB INCCOM400110102292,8616,717,000SH SOLEN/A6,717,00000
HCA HEALTHCARE INCCOM40412C101174,4002,000,000SH SOLEN/A2,000,00000
HERC HLDGS INCCOM42704L10451,4701,309,000SH SOLEN/A1,309,00000
HERTZ GLOBAL HLDGS INCCOM42806J10667,7195,888,576SH SOLEN/A5,888,57600
HUBSPOT INCCOM44357310065810,000SH SOLEN/A10,00000
INTERNATIONAL GAME TECHNOLOGSHS USDG4863A10868,4203,738,776SH SOLEN/A3,738,77600
INTREXON CORPCOM46122T1024,250176,410SH SOLEN/A176,41000
JETBLUE AIRWAYS CORPCOM47714310172,9033,193,290SH SOLEN/A3,193,29000
LENDINGTREE INC NEWCOM52603B10714,20182,469SH SOLEN/A82,46900
MASONITE INTL CORP NEWCOM57538510935,863475,000SH SOLEN/A475,00000
MCKESSON CORPCOM58155Q103537,4213,266,200SH SOLEN/A3,266,20000
MGM RESORTS INTERNATIONALCOM552953101123,4333,944,800SH SOLEN/A3,944,80000
NAVIGANT CONSULTING INCCOM63935N10723712,000SH SOLEN/A12,00000
O REILLY AUTOMOTIVE INC NEWCOM67103H10716,40675,000SH SOLEN/A75,00000
OLLIES BARGAIN OUTLT HLDGS ICOM6811161093,26676,665SH SOLEN/A76,66500
OWENS CORNING NEWCOM690742101163,6032,444,762SH SOLEN/A2,444,76200
PENN NATL GAMING INCCOM70756910938,6941,808,113SH SOLEN/A1,808,11300
PENNYMAC FINL SVCS INCCL A70932B1018,684520,000SH SOLEN/A520,00000
PGT INNOVATIONS INCCOM69336V10114,8661,161,394SH SOLEN/A1,161,39400
PINNACLE ENTMT INC NEWCOM72348Y1051,00550,854SH SOLEN/A50,85400
PRICELINE GRP INCCOM NEW741503403258,141138,005SH SOLEN/A138,00500
PROVIDENCE SVC CORPCOM74381510217,714350,000SH SOLEN/A350,00000
PURECYCLE CORPCOM NEW74622830346,3685,982,970SH SOLEN/A5,982,97000
Q2 HLDGS INCCOM74736L1096,097165,000SH SOLEN/A165,00000
RED ROCK RESORTS INCCL A75700L10855,6262,362,032SH SOLEN/A2,362,03200
RITE AID CORPCOM76775410426,5509,000,000SH SOLEN/A9,000,00000
SELECT MED HLDGS CORPCOM81619Q1059,474617,208SH SOLEN/A617,20800
SEMGROUP CORPCL A81663A10523,695877,600SH SOLEN/A877,60000
SERVICEMASTER GLOBAL HLDGS ICOM81761R10942,0311,072,500SH SOLEN/A1,072,50000
SOUTHWEST AIRLS COCOM844741108349,1155,618,200SH SOLEN/A5,618,20000
STAMPS COM INCCOM NEW85285720010,17865,717SH SOLEN/A65,71700
SYNCHRONY FINLCOM87165B1038,946300,000SH SOLEN/A300,00000
TEMPUR SEALY INTL INCCOM88023U101109,3432,048,000SH SOLEN/A2,048,00000
TENET HEALTHCARE CORPCOM NEW88033G40711,604600,000SH SOLEN/A600,00000
TIVITY HEALTH INCCOM88870R10213,549340,000SH SOLEN/A340,00000
TRIPADVISOR INCCOM896945201102,9712,695,569SH SOLEN/A2,695,56900
TRIVAGO N VSPON ADS A SHS89686D105147,4966,234,000SH SOLEN/A6,234,00000
TRUECAR INCCOM89785L10796,2314,828,447SH SOLEN/A4,828,44700
TUESDAY MORNING CORPCOM NEW8990355058,4334,438,200SH SOLEN/A4,438,20000
TWILIO INCCL A90138F10243715,000SH SOLEN/A15,00000
UNITED CONTL HLDGS INCCOM9100471091,226,17716,294,711SH SOLEN/A16,294,71100
VISA INCCOM CL A92826C83937,512400,000SH SOLEN/A400,00000
WEBSTER FINL CORP CONNCOM9478901098,355160,000SH SOLEN/A160,00000
WEX INCCOM96208T10467,776650,000SH SOLEN/A650,00000
WHITING PETE CORP NEWCOM96638710241,6837,565,000SH SOLEN/A7,565,00000
WILLIAMS COS INC DELCOM969457100102,4983,385,000SH SOLEN/A3,385,00000
WIX COM LTDSHSM980681052784,000SH SOLEN/A4,00000
ZILLOW GROUP INCCL A98954M10179,0191,617,910SH SOLEN/A1,617,91000
ZILLOW GROUP INCCL C CAP STK98954M200190,2593,882,041SH SOLEN/A3,882,04100