ADVANCED MICRO DEVICES INC COM 007903107 2073 300000 SH SOLE 300000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12695 120000 SH SOLE 120000 0 0 ALPHABET INC CAP STK CL A 02079K305 14473 18000 SH SOLE 18000 0 0 AMAZON COM INC COM 023135106 33492 40000 SH SOLE 40000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 13729 375000 SH SOLE 375000 0 0 APPLIED MATLS INC COM 038222105 12060 400000 SH SOLE 400000 0 0 BRUNSWICK CORP COM 117043109 9793 200750 SH SOLE 200750 0 0 BURLINGTON STORES INC COM 122017106 47948 591800 SH SOLE 591800 0 0 CALLAWAY GOLF CO COM 131193104 2322 200000 SH SOLE 200000 0 0 CANADIAN PAC RY LTD COM 13645T100 19054 124782 SH SOLE 124782 0 0 CARLISLE COS INC COM 142339100 6463 63014 SH SOLE 63014 0 0 CARTER INC COM 146229109 6738 77705 SH SOLE 77705 0 0 CAVIUM INC COM 14964U108 53015 910906 SH SOLE 910906 0 0 CBS CORP NEW CL B 124857202 5474 100000 SH SOLE 100000 0 0 CHILDRENS PL INC COM 168905107 19202 240412 SH SOLE 240412 0 0 CINTAS CORP COM 172908105 12386 110000 SH SOLE 110000 0 0 COACH INC COM 189754104 24312 665000 SH SOLE 665000 0 0 COHERENT INC COM 192479103 9416 85182 SH SOLE 85182 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 18106 460000 SH SOLE 460000 0 0 DICKS SPORTING GOODS INC COM 253393102 5672 100000 SH SOLE 100000 0 0 DOLLAR TREE INC COM 256746108 9866 125000 SH SOLE 125000 0 0 DREW INDS INC COM NEW 26168L205 23742 242216 SH SOLE 242216 0 0 E L F BEAUTY INC COM 26856L103 2812 100000 SH SOLE 100000 0 0 EBAY INC COM 278642103 13818 420000 SH SOLE 420000 0 0 ECHO GLOBAL LOGISTICS INC COM 27875T101 5053 219125 SH SOLE 219125 0 0 ELDORADO RESORTS INC COM 28470R102 6024 428427 SH SOLE 428427 0 0 ETSY INC COM 29786A106 6176 432466 SH SOLE 432466 0 0 FACEBOOK INC CL A 30303M102 37198 290000 SH SOLE 290000 0 0 FEDEX CORP COM 31428X106 19359 110826 SH SOLE 110826 0 0 FOOT LOCKER INC COM 344849104 6772 100000 SH SOLE 100000 0 0 GRUBHUB INC COM 400110102 14069 327257 SH SOLE 327257 0 0 HABIT RESTAURANTS INC COM CL A 40449J103 2276 162600 SH SOLE 162600 0 0 HILL ROM HLDGS INC COM 431475102 341 5500 SH SOLE 5500 0 0 HOME DEPOT INC COM 437076102 35387 275000 SH SOLE 275000 0 0 HONEYWELL INTL INC COM 438516106 36884 316354 SH SOLE 316354 0 0 INPHI CORP COM 45772F107 22182 509808 SH SOLE 509808 0 0 INTERFACE INC COM 458665304 8838 529558 SH SOLE 529558 0 0 JACK IN THE BOX INC COM 466367109 4797 50000 SH SOLE 50000 0 0 JETBLUE AIRWAYS CORP COM 477143101 12847 745186 SH SOLE 745186 0 0 LAS VEGAS SANDS CORP COM 517834107 7768 135000 SH SOLE 135000 0 0 LULULEMON ATHLETICA INC COM 550021109 8232 135000 SH SOLE 135000 0 0 MACYS INC COM 55616P104 16566 447117 SH SOLE 447117 0 0 MASTERCARD INCORPORATED CL A 57636Q104 23824 234100 SH SOLE 234100 0 0 MCBC HLDGS INC COM 55276F107 6620 580741 SH SOLE 580741 0 0 MERITAGE HOMES CORP COM 59001A102 9003 259443 SH SOLE 259443 0 0 MGM RESORTS INTERNATIONAL COM 552953101 38264 1470000 SH SOLE 1470000 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 17539 282248 SH SOLE 282248 0 0 MICROSEMI CORP COM 595137100 824 19639 SH SOLE 19639 0 0 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 10484 400000 SH SOLE 400000 0 0 ORBOTECH LTD ORD M75253100 3604 121699 SH SOLE 121699 0 0 PAPA JOHNS INTL INC COM 698813102 2791 35400 SH SOLE 35400 0 0 PENN NATL GAMING INC COM 707569109 5516 406460 SH SOLE 406460 0 0 PENNEY J C INC COM 708160106 6454 700000 SH SOLE 700000 0 0 PINNACLE ENTMT INC NEW COM 72348Y105 12658 1025790 SH SOLE 1025790 0 0 PRICELINE GRP INC COM NEW 741503403 8829 6000 SH SOLE 6000 0 0 PVH CORP COM 693656100 59339 537000 SH SOLE 537000 0 0 RED ROCK RESORTS INC CL A 75700L108 10061 426476 SH SOLE 426476 0 0 RESTORATION HARDWARE HLDGS I COM 761283100 5187 150000 SH SOLE 150000 0 0 ROSS STORES INC COM 778296103 10610 165000 SH SOLE 165000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 1328 24776 SH SOLE 24776 0 0 SOUTHWEST AIRLS CO COM 844741108 11667 300000 SH SOLE 300000 0 0 SPIRIT AIRLS INC COM 848577102 21669 509497 SH SOLE 509497 0 0 STANLEY BLACK & DECKER INC COM 854502101 8686 70632 SH SOLE 70632 0 0 SUPER MICRO COMPUTER INC COM 86800U104 1169 50000 SH SOLE 50000 0 0 SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 10863 263783 SH SOLE 263783 0 0 TECH DATA CORP COM 878237106 4236 50000 SH SOLE 50000 0 0 TECK RESOURCES LTD CL B 878742204 6006 333100 SH SOLE 333100 0 0 THOR INDS INC COM 885160101 27104 320000 SH SOLE 320000 0 0 TJX COS INC NEW COM 872540109 32903 440000 SH SOLE 440000 0 0 TRIPADVISOR INC COM 896945201 5648 89400 SH SOLE 89400 0 0 U S CONCRETE INC COM NEW 90333L201 2443 53033 SH SOLE 53033 0 0 ULTA SALON COSMETCS & FRAG I COM 90384S303 13089 55000 SH SOLE 55000 0 0 UNDER ARMOUR INC CL A 904311107 13538 350000 SH SOLE 350000 0 0 UNITED CONTL HLDGS INC COM 910047109 13118 250000 SH SOLE 250000 0 0 VAIL RESORTS INC COM 91879Q109 48805 311100 SH SOLE 311100 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 9594 654000 SH SOLE 654000 0 0 VMWARE INC CL A COM 928563402 27829 379400 SH SOLE 379400 0 0 WAL-MART STORES INC COM 931142103 37863 525000 SH SOLE 525000 0 0 WINGSTOP INC COM 974155103 6739 230000 SH SOLE 230000 0 0 WYNN RESORTS LTD COM 983134107 15906 163277 SH SOLE 163277 0 0