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
AMAZON COM INCCOM0231351067861,536SH SOLE 1,53600
AVIS BUDGET GROUPCOM0537741051,03323,650SH SOLE 23,65000
BUILDERS FIRSTSOURCE INCCOM12008R1071,278100,775SH SOLE 100,77500
CONAGRA FOODS INCCOM2058871021,12627,805SH SOLE 27,80500
COSTCO WHSL CORP NEWCOM22160K1056334,378SH SOLE 4,37800
DOMINION DIAMOND CORPCOM25728710285983,787SH SOLE 83,78700
DOMINION DIAMOND CORPCOM25728710232030,000SHCallSOLE 30,00000
DEL FRISCOS RESTAURANT GROUPCOM24507710241029,491SH SOLE 29,49100
FACEBOOK INCCL A30303M1021,80920,125SH SOLE 20,12500
GAMING & LEISURE PPTYS INCCOM36467J10839913,418SH SOLE 13,41800
GRUBHUB INCCOM40011010226811,000SHPutSOLE 11,00000
HAIN CELESTIAL GROUP INCCOM4052171001,70333,000SH SOLE 33,00000
HILTON WORLDWIDE HLDGS INCCOM43300A1041,61970,575SH SOLE 70,57500
PENNEY J C INCCOM7081601061,115120,000SH SOLE 120,00000
NORDSTROM INCCOM6556641001,10415,394SH SOLE 15,39400
KATE SPADE & COCOM48586510996250,324SH SOLE 50,32400
LULULEMON ATHLETICA INCCOM550021091,26625,000SH SOLE 25,00000
MCDONALDS CORPCOM5801351011,22212,400SH SOLE 12,40000
MGM RESORTS INTERNATIONALCOM5529531011,20265,126SH SOLE 65,12600
RALPH LAUREN CORPCL A75121210111,0489,172SH SOLE 9,17200
SEAWORLD ENTMT INCCOM81282V10094953,257SH SOLE 53,25700
SIGNET JEWELERS LIMITEDSHSG812761007705,656SH SOLE 5,65600
SPDR S&P 500 ETF TRTR UNIT78462F1035172,700SHPutSOLE 2,70000
TYSON FOODS INCCL A9024941032,13349,497SH SOLE 49,49700
URBAN OUTFITTERS INCCOM91704710283228,324SH SOLE 28,32400
WENDYS COCOM95058W10081093,643SH SOLE 93,64300
WORLD WRESTLING ENTMT INCCL A98156Q10843926,000SH SOLE 26,00000