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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>53257</value>
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      <Sole>158331</Sole>
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      <None>0</None>
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    <nameOfIssuer>ARCH COAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>039380100</cusip>
    <value>7230</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1500000</sshPrnamt>
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    <votingAuthority>
      <Sole>1500000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CLIFFS NAT RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>18683K101</cusip>
    <value>16368</value>
    <shrsOrPrnAmt>
      <sshPrnamt>800000</sshPrnamt>
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    <votingAuthority>
      <Sole>800000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>21036P108</cusip>
    <value>26038</value>
    <shrsOrPrnAmt>
      <sshPrnamt>306441</sshPrnamt>
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      <Sole>306441</Sole>
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      <None>0</None>
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    <nameOfIssuer>CTRIP COM INTL LTD</nameOfIssuer>
    <titleOfClass>AMERICAN DEP SHS</titleOfClass>
    <cusip>22943F100</cusip>
    <value>48021</value>
    <shrsOrPrnAmt>
      <sshPrnamt>952424</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>952424</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DOLLAR GEN CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256677105</cusip>
    <value>121202</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2184600</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2184600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DOLLAR TREE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256746108</cusip>
    <value>52430</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1004788</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1004788</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DRESSER-RAND GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>261608103</cusip>
    <value>30145</value>
    <shrsOrPrnAmt>
      <sshPrnamt>516100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>516100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FAMILY DLR STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>307000109</cusip>
    <value>87305</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1505000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1505000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FLEETCOR TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>339041105</cusip>
    <value>20488</value>
    <shrsOrPrnAmt>
      <sshPrnamt>178000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>178000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>GREEN PLAINS RENEWABLE ENERG</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>393222104</cusip>
    <value>47824</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1596256</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1596256</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>128887</value>
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      <sshPrnamt>1628800</sshPrnamt>
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      <Sole>1628800</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>MONSANTO CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>61166W101</cusip>
    <value>159233</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1399602</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1399602</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NVR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>62944T105</cusip>
    <value>112171</value>
    <shrsOrPrnAmt>
      <sshPrnamt>97795</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>97795</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>OCEANEERING INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>675232102</cusip>
    <value>47837</value>
    <shrsOrPrnAmt>
      <sshPrnamt>665696</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>665696</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>REALOGY HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75605Y106</cusip>
    <value>99774</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2296305</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2296305</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>ROSS STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>778296103</cusip>
    <value>98852</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1381189</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>1381189</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SALLY BEAUTY HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>79546E104</cusip>
    <value>64252</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2344971</sshPrnamt>
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      <Sole>2344971</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TESLA MTRS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>8338</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>VALERO ENERGY CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91913Y100</cusip>
    <value>53100</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000000</sshPrnamt>
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    <votingAuthority>
      <Sole>1000000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>WILLIAMS COS INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>969457100</cusip>
    <value>50725</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1250000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1250000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>WILLIAMS COS INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>969457100</cusip>
    <value>109851</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2707035</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2707035</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>YPF SOCIEDAD ANONIMA</nameOfIssuer>
    <titleOfClass>SPON ADR CL D</titleOfClass>
    <cusip>984245100</cusip>
    <value>16291</value>
    <shrsOrPrnAmt>
      <sshPrnamt>522828</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>522828</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>
