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
ALIBABA GROUP HOLDING LTD ADR 01609W102 11,334 62,119 SH   SOLE   62,119 0 0
ALPHABET INC CLASS C COM 02079K107 16,195 13,803 SH   SOLE   13,803 0 0
AMAZON COM INC COM 023135106 21,634 12,149 SH   SOLE   12,149 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 10,805 340,211 SH   SOLE   340,211 0 0
AMERICAN EAGLE OUTFITTERS INC COM 02553E106 1,454 65,568 SH   SOLE   65,568 0 0
APPLE INC COM STK COM 037833100 9,419 49,589 SH   SOLE   49,589 0 0
AT HOME GROUP INC COM 04650Y100 10,909 610,830 SH   SOLE   610,830 0 0
BANK OF AMERICA CORP COM STK COM 060505104 11,093 402,054 SH   SOLE   402,054 0 0
BED BATH BEYOND INC COM STK COM 075896100 438 25,777 SH   SOLE   25,777 0 0
BUILDERS FIRSTSOURCE INC COM S COM 12008R107 14,028 1,051,541 SH   SOLE   1,051,541 0 0
BURLINGTON STOR COM 122017106 19,523 124,602 SH   SOLE   124,602 0 0
CANADA GOOSE HOL COM 135086106 2,353 49,000 SH   SOLE   49,000 0 0
CAPRI HOLDINGS LTD. COM STK COM G1890L107 10,889 238,000 SH   SOLE   238,000 0 0
CARNIVAL CORP COM 143658300 8,628 170,120 SH   SOLE   170,120 0 0
CENTUTRY COMMUNITIES INC COM 156504300 13,346 556,769 SH   SOLE   556,769 0 0
CHILDREN'S PLACE INCCOM STK COM 168905107 19,485 200,296 SH   SOLE   200,296 0 0
CITIGROUP INC COM STK COM 172967424 7,726 124,174 SH   SOLE   124,174 0 0
CONAGRA BRANDS INC COM 205887102 8,183 295,000 SH   SOLE   295,000 0 0
CONCHO RESOURCES INC COM STK COM 20605P101 8,190 73,812 SH   SOLE   73,812 0 0
CONNS INC COM STK COM 208242107 6,629 290,000 SH   SOLE   290,000 0 0
COWEN INC COM STK COM 223622606 1,475 101,803 SH   SOLE   101,803 0 0
CUMMINS INC COM 231021106 6,892 43,658 SH   SOLE   43,658 0 0
D.R. HORTON INC COM STK COM 23331A109 15,275 369,147 SH   SOLE   369,147 0 0
DELTA AIRLINES INC COM 247361702 16,499 319,445 SH   SOLE   319,445 0 0
DISCOVERY COMMUNICATIONS-A COM 25470F104 6,755 250,000 SH Put SOLE   250,000 0 0
DOLLAR TREE INC COM STK COM 256746108 6,838 65,102 SH   SOLE   65,102 0 0
DSW INC CL A COM S COM 23334L102 2,333 105,000 SH   SOLE   105,000 0 0
DYCOM INDUSTRIES INC COM STK COM 267475101 7,258 157,984 SH   SOLE   157,984 0 0
EVERCORE INC COM 29977A105 2,798 30,749 SH   SOLE   30,749 0 0
FIVE BELOW COM 33829M101 14,658 117,974 SH   SOLE   117,974 0 0
FLOOR DECOR HOLD COM 339750101 6,801 165,001 SH   SOLE   165,001 0 0
FLOOR DECOR HOLD CALL 339750101 2,061 50,000 SH Call SOLE   50,000 0 0
FOOT LOCKER INC COM STK COM 344849104 15,115 249,423 SH   SOLE   249,423 0 0
FORTUNE BRANDS HOME & SECURITY COM 34964C106 6,478 136,072 SH   SOLE   136,072 0 0
FUNKO INC. COM STK COM 361008105 3,149 145,000 SH   SOLE   145,000 0 0
GENESEE & WYO INC CL A COM S COM 371559105 5,637 64,686 SH   SOLE   64,686 0 0
G-III APPAREL GROUP LTD COM ST COM 36237H101 23,174 579,942 SH   SOLE   579,942 0 0
GOLDMAN SACHS GROUP INC COM ST COM 38141G104 5,791 30,161 SH   SOLE   30,161 0 0
H AND E EQUIPMENT SERVICES I COM 404030108 9,742 387,992 SH   SOLE   387,992 0 0
HAWAIIAN HOLDINGS INC COM 419879101 12,411 472,800 SH Put SOLE   472,800 0 0
HAWAIIAN HOLDINGS INC PUT 419879101 9,188 350,000 SH Put SOLE   350,000 0 0
HAWAIIAN HOLDINGS INC PUT 419879101 10,500 400,000 SH Put SOLE   400,000 0 0
HELMERICH & PAYNE INC COM STK COM 423452101 8,140 146,513 SH   SOLE   146,513 0 0
HERC HOLDINGS INC COM 42704L104 3,887 99,720 SH   SOLE   99,720 0 0
HOME DEPOT INC COM STK COM 437076102 15,661 81,616 SH   SOLE   81,616 0 0
HOULIHAN LOKEY INC LOS ANGELE COM 441593100 1,708 37,253 SH   SOLE   37,253 0 0
INDUSTRIAL SELECT SECT SPDR PUT 81369Y704 82,533 1,100,000 SH Put SOLE   1,100,000 0 0
J JILL INC COM 46620W102 4,279 779,376 SH   SOLE   779,376 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 1,818 96,778 SH   SOLE   96,778 0 0
JPMORGAN CHASE & CO COM 46625H100 8,379 82,768 SH   SOLE   82,768 0 0
KNIGHT-SWIFT TRANSPORTATION HO COM 499049104 8,898 272,278 SH   SOLE   272,278 0 0
KOHLS CORP COM STK COM 500255104 6,156 89,513 SH   SOLE   89,513 0 0
LAZARD LTD COM COM G54050102 2,089 57,801 SH   SOLE   57,801 0 0
LENNAR CORP CL A COM S COM 526057104 8,865 180,590 SH   SOLE   180,590 0 0
LOWES COS INC COM STK COM 548661107 10,624 97,045 SH   SOLE   97,045 0 0
LULULEMON ATHLETICA INC COM 550021109 9,517 58,078 SH   SOLE   58,078 0 0
MASCO CORP COM STK COM 574599106 9,830 250,060 SH   SOLE   250,060 0 0
MOELIS & COMPANY COM 60786M105 3,113 74,802 SH   SOLE   74,802 0 0
MORGAN STANLEY COM STK COM 617446448 10,116 239,721 SH   SOLE   239,721 0 0
NABORS INDUSTRIES LTD COM STK COM G6359F103 9,075 2,638,052 SH   SOLE   2,638,052 0 0
NATIONAL VISION HOLDINGS INC COM 63845R107 6,968 221,712 SH   SOLE   221,712 0 0
NIKE INC CL B COM STK COM 654106103 1,263 15,000 SH   SOLE   15,000 0 0
NRWGN CRS LN HLD COM G66721104 23,066 419,686 SH   SOLE   419,686 0 0
OWENS CORNING INC COM 690742101 7,174 152,253 SH   SOLE   152,253 0 0
PATTERSON-UTI ENERGY INC (EX P COM 703481101 10,241 730,491 SH   SOLE   730,491 0 0
PETIQ INC COM 71639T106 14,899 474,351 SH   SOLE   474,351 0 0
PHILLIPS VAN HEUSEN CORP COM S COM 693656100 24,708 202,607 SH   SOLE   202,607 0 0
PIONEER NATURAL RESOURCES COMP COM 723787107 13,720 90,098 SH   SOLE   90,098 0 0
PJT PARTNERS INC - A W/ICOM S COM 69343T107 1,846 44,151 SH   SOLE   44,151 0 0
PVH CORP CALL 693656100 4,268 35,000 SH Call SOLE   35,000 0 0
RALPH LAUREN CORPORATION COM S COM 751212101 4,928 38,000 SH   SOLE   38,000 0 0
REALOGY HOLDINGS CORP COM 75605Y106 9,120 800,000 SH Call SOLE   800,000 0 0
ROKU INC COM 77543R102 20,904 324,039 SH   SOLE   324,039 0 0
ROSS STORES INC COM 778296103 7,700 82,703 SH   SOLE   82,703 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 19,099 166,632 SH   SOLE   166,632 0 0
RUSS 2000 INDEX SMALL CAP PUT 464287655 91,854 600,000 SH Put SOLE   600,000 0 0
RUSS 2000 INDEX SMALL CAP PUT 464287655 76,545 500,000 SH Put SOLE   500,000 0 0
SCHNEIDR NATIONL COM 80689H102 7,518 357,148 SH   SOLE   357,148 0 0
SKECHERS U S A INC CL A COM S COM 830566105 3,361 100,000 SH   SOLE   100,000 0 0
SOUTHWEST AIRLINES CO COM STK COM 844741108 5,945 114,531 SH   SOLE   114,531 0 0
STANLEY BLACK & DECKER INC COM COM 854502101 6,052 44,443 SH   SOLE   44,443 0 0
STOCK BUILDING SUPPLY HOLDINGS COM 05591B109 11,748 664,866 SH   SOLE   664,866 0 0
TAPESTRY INC COM 876030107 12,576 387,083 SH   SOLE   387,083 0 0
TJX COMPANIES INC COM 872540109 11,741 220,658 SH   SOLE   220,658 0 0
TWITTER INC COM 90184L102 3,551 108,000 SH   SOLE   108,000 0 0
ULTA BEAUTY INC COM STK COM 90384S303 2,322 6,658 SH   SOLE   6,658 0 0
UNITED RENTALS INC COM STK COM 911363109 13,410 117,376 SH   SOLE   117,376 0 0
URBAN OUTFITTERS INC COM STK COM 917047102 5,632 190,000 SH   SOLE   190,000 0 0
VULCAN MATLS CO COM STK COM 929160109 7,176 60,608 SH   SOLE   60,608 0 0
WAYFAIR INC- CLASS A COM 94419L101 10,724 72,237 SH   SOLE   72,237 0 0
WILLIAM LYON HOMES COM STK COM 552074700 1,863 121,200 SH   SOLE   121,200 0 0
XCEL BRANDS INC COM STK COM 98400M101 1,905 1,120,325 SH   SOLE   1,120,325 0 0
XPO LOGISTICS INC COM STK COM 983793100 6,064 112,842 SH   SOLE   112,842 0 0
ZAGG INC COM 98884U108 1,361 150,000 SH   SOLE   150,000 0 0