ACUSHNET HOLDINGS CORP COM 005098108 2500 126000 SH SOLE 126000 0 0 AEHR TEST SYSTEMS COM 00760J108 750 200000 SH SOLE 200000 0 0 ALASKA AIR GROUP INC COM 011659109 35904 400000 SH SOLE 400000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 27853 553510 SH SOLE 553510 0 0 ARDAGH GROUP S A CL A L0223L101 742 32800 SH SOLE 32800 0 0 AZUL S A SPONSR ADR PFD 05501U106 7760 368100 SH SOLE 368100 0 0 BIG LOTS INC COM 089302103 1956 40500 SH SOLE 40500 0 0 BOYD GAMING CORP COM 103304101 15036 606063 SH SOLE 606063 0 0 BURLINGTON STORES INC COM 122017106 30357 330000 SH SOLE 330000 0 0 CAESARSTONE LTD ORD SHS M20598104 7255 207000 SH SOLE 207000 0 0 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 12146 615000 SH SOLE 615000 0 0 CANADIAN PAC RY LTD COM 13645T100 12830 79782 SH SOLE 79782 0 0 CARMAX INC COM 143130102 13873 220000 SH SOLE 220000 0 0 CARVANA CO CL A 146869102 3982 194510 SH SOLE 194510 0 0 CBS CORP NEW CL B 124857202 20091 315000 SH SOLE 315000 0 0 CHILDRENS PL INC COM 168905107 18123 177500 SH SOLE 177500 0 0 CIENA CORP COM NEW 171779309 23839 952804 SH SOLE 952804 0 0 COACH INC COM 189754104 16569 350000 SH SOLE 350000 0 0 COHERENT INC COM 192479103 74380 330591 SH SOLE 330591 0 0 COPA HOLDINGS SA CL A P31076105 29710 253933 SH SOLE 253933 0 0 COSTAR GROUP INC COM 22160N109 2499 9481 SH SOLE 9481 0 0 CUMMINS INC COM 231021106 4659 28720 SH SOLE 28720 0 0 DATA I O CORP COM 237690102 243 30605 SH SOLE 30605 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 14779 275000 SH SOLE 275000 0 0 DISNEY WALT CO COM DISNEY 254687106 21250 200000 SH SOLE 200000 0 0 DOLLAR GEN CORP NEW COM 256677105 5407 75000 SH SOLE 75000 0 0 DOLLAR TREE INC COM 256746108 10488 150000 SH SOLE 150000 0 0 E L F BEAUTY INC COM 26856L103 2721 100000 SH SOLE 100000 0 0 EDITAS MEDICINE INC COM 28106W103 1457 86833 SH SOLE 86833 0 0 ELDORADO RESORTS INC COM 28470R102 17760 887989 SH SOLE 887989 0 0 FACEBOOK INC CL A 30303M102 16608 110000 SH SOLE 110000 0 0 GAP INC DEL COM 364760108 24189 1100000 SH SOLE 1100000 0 0 GLOBAL PMTS INC COM 37940X102 27655 306185 SH SOLE 306185 0 0 GREENBRIER COS INC COM 393657101 4755 102800 SH SOLE 102800 0 0 GRUBHUB INC COM 400110102 3867 88700 SH SOLE 88700 0 0 HOME DEPOT INC COM 437076102 49855 325000 SH SOLE 325000 0 0 II VI INC COM 902104108 550 16043 SH SOLE 16043 0 0 INFINERA CORPORATION COM 45667G103 2134 200000 SH SOLE 200000 0 0 INTEGRATED DEVICE TECHNOLOGY COM 458118106 8602 333550 SH SOLE 333550 0 0 J JILL INC COM 46620W102 4302 350000 SH SOLE 350000 0 0 JD COM INC SPON ADR CL A 47215P106 33438 852575 SH SOLE 852575 0 0 JELD-WEN HLDG INC COM 47580P103 9413 290000 SH SOLE 290000 0 0 KNIGHT TRANSN INC COM 499064103 10856 293000 SH SOLE 293000 0 0 L BRANDS INC COM 501797104 9431 175000 SH SOLE 175000 0 0 LAUDER ESTEE COS INC CL A 518439104 21596 225000 SH SOLE 225000 0 0 LITHIA MTRS INC CL A 536797103 4712 50000 SH SOLE 50000 0 0 LULULEMON ATHLETICA INC COM 550021109 29835 500000 SH SOLE 500000 0 0 MCBC HLDGS INC COM 55276F107 5532 282990 SH SOLE 282990 0 0 MCDONALDS CORP COM 580135101 45948 300000 SH SOLE 300000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 42242 1350000 SH SOLE 1350000 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 7718 100000 SH SOLE 100000 0 0 MKS INSTRUMENT INC COM 55306N104 7040 104612 SH SOLE 104612 0 0 NEOPHOTONICS CORP COM 64051T100 3724 482424 SH SOLE 482424 0 0 NETFLIX INC COM 64110L106 26468 177147 SH SOLE 177147 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 12167 698839 SH SOLE 698839 0 0 PARKER HANNIFIN CORP COM 701094104 52208 326666 SH SOLE 326666 0 0 PENN NATL GAMING INC COM 707569109 13332 623000 SH SOLE 623000 0 0 PENNEY J C INC COM 708160106 3488 750000 SH SOLE 750000 0 0 PINNACLE ENTMT INC NEW COM 72348Y105 15903 804792 SH SOLE 804792 0 0 PLANET FITNESS INC CL A 72703H101 8169 350000 SH SOLE 350000 0 0 PRICELINE GRP INC COM NEW 741503403 22446 12000 SH SOLE 12000 0 0 PVH CORP COM 693656100 55533 485000 SH SOLE 485000 0 0 ROGERS CORP COM 775133101 12500 115084 SH SOLE 115084 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 5470 50081 SH SOLE 50081 0 0 SCHNEIDER NATIONAL INC CL B 80689H102 7270 325000 SH SOLE 325000 0 0 SEAWORLD ENTMT INC COM 81282V100 6281 386050 SH SOLE 386050 0 0 SELECT COMFORT CORP COM 81616X103 2307 65000 SH SOLE 65000 0 0 SHERWIN WILLIAMS CO COM 824348106 8423 24000 SH SOLE 24000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 10730 180000 SH SOLE 180000 0 0 ULTA BEAUTY INC COM 90384S303 9515 33114 SH SOLE 33114 0 0 UNITED CONTL HLDGS INC COM 910047109 18697 248462 SH SOLE 248462 0 0 VAIL RESORTS INC COM 91879Q109 30424 149996 SH SOLE 149996 0 0 VIACOM INC NEW CL B 92553P201 2014 60000 SH SOLE 60000 0 0 WAL-MART STORES INC COM 931142103 15136 200000 SH SOLE 200000 0 0 WINGSTOP INC COM 974155103 1854 60000 SH SOLE 60000 0 0 WYNN RESORTS LTD COM 983134107 6974 52001 SH SOLE 52001 0 0 YUM CHINA HLDGS INC COM 98850P109 1972 50000 SH SOLE 50000 0 0 ZYNGA INC CL A 98986T108 364 100000 SH SOLE 100000 0 0