ACUSHNET HOLDINGS CORP COM 005098108 2161 102500 SH SOLE 102500 0 0 AK STL HLDG CORP COM 001547108 6816 1204300 SH SOLE 1204300 0 0 ALASKA AIR GROUP INC COM 011659109 28831 392200 SH SOLE 392200 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33624 195000 SH SOLE 195000 0 0 ALPHABET INC CAP STK CL A 02079K305 6847 6500 SH SOLE 6500 0 0 AMAZON COM INC COM 023135106 14034 12000 SH SOLE 12000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 13648 262308 SH SOLE 262308 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5640 300000 SH SOLE 300000 0 0 AT HOME GROUP INC COM 04650Y100 18264 601000 SH SOLE 601000 0 0 AUTOZONE INC COM 053332102 14227 20000 SH SOLE 20000 0 0 BEST BUY INC COM 086516101 5736 83770 SH SOLE 83770 0 0 BOOT BARN HLDGS INC COM 099406100 831 50000 SH SOLE 50000 0 0 BOYD GAMING CORP COM 103304101 9705 276900 SH SOLE 276900 0 0 BURLINGTON STORES INC COM 122017106 31988 260000 SH SOLE 260000 0 0 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 26395 836355 SH SOLE 836355 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 22400 337500 SH SOLE 337500 0 0 CARTER INC COM 146229109 4700 40000 SH SOLE 40000 0 0 CHILDRENS PL INC COM 168905107 20640 142000 SH SOLE 142000 0 0 COHERENT INC COM 192479103 26183 92774 SH SOLE 92774 0 0 COPA HOLDINGS SA CL A P31076105 5022 37458 SH SOLE 37458 0 0 COSTAR GROUP INC COM 22160N109 15726 52957 SH SOLE 52957 0 0 COTT CORP QUE COM 22163N106 11662 700000 SH SOLE 700000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 20381 363951 SH SOLE 363951 0 0 DOLLAR TREE INC COM 256746108 61199 570300 SH SOLE 570300 0 0 EATON CORP PLC SHS G29183103 3567 45148 SH SOLE 45148 0 0 ELDORADO RESORTS INC COM 28470R102 37256 1123856 SH SOLE 1123856 0 0 ELECTRO SCIENTIFIC INDS COM 285229100 12407 578938 SH SOLE 578938 0 0 EVERBRIDGE INC COM 29978A104 1912 64328 SH SOLE 64328 0 0 EXPEDIA INC DEL COM NEW 30212P303 13832 115491 SH SOLE 115491 0 0 FACEBOOK INC CL A 30303M102 39784 225458 SH SOLE 225458 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 14604 300000 SH SOLE 300000 0 0 HERC HLDGS INC COM 42704L104 9840 157158 SH SOLE 157158 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 2343 121903 SH SOLE 121903 0 0 J JILL INC COM 46620W102 1326 170000 SH SOLE 170000 0 0 JD COM INC SPON ADR CL A 47215P106 6974 168378 SH SOLE 168378 0 0 KENNAMETAL INC COM 489170100 15448 319117 SH SOLE 319117 0 0 KOHLS CORP COM 500255104 5423 100000 SH SOLE 100000 0 0 L BRANDS INC COM 501797104 12484 207300 SH SOLE 207300 0 0 LAUDER ESTEE COS INC CL A 518439104 17177 135000 SH SOLE 135000 0 0 LOWES COS INC COM 548661107 16265 175000 SH SOLE 175000 0 0 LULULEMON ATHLETICA INC COM 550021109 35884 456600 SH SOLE 456600 0 0 LUMENTUM HLDGS INC COM 55024U109 32304 660607 SH SOLE 660607 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 2421 74400 SH SOLE 74400 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4915 228920 SH SOLE 228920 0 0 MCBC HLDGS INC COM 55276F107 3623 163029 SH SOLE 163029 0 0 MCDONALDS CORP COM 580135101 25818 150000 SH SOLE 150000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 18665 558989 SH SOLE 558989 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 12590 200000 SH SOLE 200000 0 0 MICRON TECHNOLOGY INC COM 595112103 41120 1000000 SH SOLE 1000000 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 28654 317178 SH SOLE 317178 0 0 NETAPP INC COM 64110D104 36817 665522 SH SOLE 665522 0 0 NETFLIX INC COM 64110L106 36506 190173 SH SOLE 190173 0 0 NEWMARK GROUP INC CL A 65158N102 10586 665778 SH SOLE 665778 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 11789 221391 SH SOLE 221391 0 0 OWENS CORNING NEW COM 690742101 8348 90800 SH SOLE 90800 0 0 PARTY CITY HOLDCO INC COM 702149105 10672 765000 SH SOLE 765000 0 0 PENN NATL GAMING INC COM 707569109 12960 413646 SH SOLE 413646 0 0 PENNEY J C INC COM 708160106 1264 400000 SH SOLE 400000 0 0 PINNACLE ENTMT INC NEW COM 72348Y105 24903 760851 SH SOLE 760851 0 0 PRICELINE GRP INC COM NEW 741503403 22790 13115 SH SOLE 13115 0 0 PVH CORP COM 693656100 59686 435000 SH SOLE 435000 0 0 QUIDEL CORP COM 74838J101 16189 373443 SH SOLE 373443 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7157 60000 SH SOLE 60000 0 0 RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 8335 80000 SH SOLE 80000 0 0 SEAWORLD ENTMT INC COM 81282V100 6159 453850 SH SOLE 453850 0 0 SHERWIN WILLIAMS CO COM 824348106 38954 95000 SH SOLE 95000 0 0 SOGOU INC ADR REPSTG A 83409V104 579 50000 SH SOLE 50000 0 0 STANLEY BLACK & DECKER INC COM 854502101 11878 70000 SH SOLE 70000 0 0 SWITCH INC CL A 87105L104 10914 600000 SH SOLE 600000 0 0 SYNNEX CORP COM 87162W100 19088 140401 SH SOLE 140401 0 0 TAILORED BRANDS INC COM 87403A107 1965 90000 SH SOLE 90000 0 0 TAPESTRY INC COM 876030107 8846 200000 SH SOLE 200000 0 0 TEREX CORP NEW COM 880779103 4043 83841 SH SOLE 83841 0 0 THE TRADE DESK INC COM CL A 88339J105 13837 302577 SH SOLE 302577 0 0 THOR INDS INC COM 885160101 3439 22816 SH SOLE 22816 0 0 TRINSEO S A SHS L9340P101 4788 65944 SH SOLE 65944 0 0 TTM TECHNOLOGIES INC COM 87305R109 7310 466482 SH SOLE 466482 0 0 UNITED RENTALS INC COM 911363109 16303 94835 SH SOLE 94835 0 0 URBAN OUTFITTERS INC COM 917047102 14024 400000 SH SOLE 400000 0 0 VAIL RESORTS INC COM 91879Q109 36558 172064 SH SOLE 172064 0 0 VISA INC COM CL A 92826C839 34206 300000 SH SOLE 300000 0 0 WYNN RESORTS LTD COM 983134107 17678 104859 SH SOLE 104859 0 0