ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11513 75000 SH SOLE 75000 0 0 ACUSHNET HOLDINGS CORP COM 005098108 2309 100000 SH SOLE 100000 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 1410 11892 SH SOLE 11892 0 0 ALASKA AIR GROUP INC COM 011659109 22318 360200 SH SOLE 360200 0 0 ALPHABET INC CAP STK CL A 02079K305 5186 5000 SH SOLE 5000 0 0 AMAZON COM INC COM 023135106 40526 28000 SH SOLE 28000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 16667 320775 SH SOLE 320775 0 0 AT HOME GROUP INC COM 04650Y100 22274 695200 SH SOLE 695200 0 0 AUTOZONE INC COM 053332102 29191 45000 SH SOLE 45000 0 0 BOOKING HLDGS INC COM 09857L108 34326 16500 SH SOLE 16500 0 0 BOOT BARN HLDGS INC COM 099406100 10638 600000 SH SOLE 600000 0 0 BOYD GAMING CORP COM 103304101 17680 554934 SH SOLE 554934 0 0 BURLINGTON STORES INC COM 122017106 34619 260000 SH SOLE 260000 0 0 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 13869 415000 SH SOLE 415000 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 26068 397500 SH SOLE 397500 0 0 CATERPILLAR INC DEL COM 149123101 33904 230043 SH SOLE 230043 0 0 CELANESE CORP DEL COM SER A 150870103 8322 83046 SH SOLE 83046 0 0 CHILDRENS PL INC COM 168905107 19611 145000 SH SOLE 145000 0 0 COMMSCOPE HLDG CO INC COM 20337X109 5740 143615 SH SOLE 143615 0 0 COPA HOLDINGS SA CL A P31076105 1767 13735 SH SOLE 13735 0 0 COTT CORP QUE COM 22163N106 10304 700000 SH SOLE 700000 0 0 DANAHER CORP DEL COM 235851102 19923 203478 SH SOLE 203478 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 25155 458951 SH SOLE 458951 0 0 DOLLAR GEN CORP NEW COM 256677105 10758 115000 SH SOLE 115000 0 0 EATON CORP PLC SHS G29183103 23973 300000 SH SOLE 300000 0 0 ELDORADO RESORTS INC COM 28470R102 42564 1289812 SH SOLE 1289812 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1677 15191 SH SOLE 15191 0 0 F M C CORP COM NEW 302491303 7657 100000 SH SOLE 100000 0 0 FACEBOOK INC CL A 30303M102 35227 220458 SH SOLE 220458 0 0 FEDEX CORP COM 31428X106 14407 60000 SH SOLE 60000 0 0 FIRST DATA CORP NEW COM CL A 32008D106 2795 174697 SH SOLE 174697 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 11466 220000 SH SOLE 220000 0 0 GLOBAL PMTS INC COM 37940X102 53337 478272 SH SOLE 478272 0 0 GOLDEN ENTMT INC COM 381013101 15477 666269 SH SOLE 666269 0 0 HOME DEPOT INC COM 437076102 21389 120000 SH SOLE 120000 0 0 HUDSON LTD COM CL A G46408103 3182 200000 SH SOLE 200000 0 0 INGERSOLL-RAND PLC SHS G47791101 11063 129372 SH SOLE 129372 0 0 JPMORGAN CHASE & CO COM 46625H100 12159 110567 SH SOLE 110567 0 0 KENNAMETAL INC COM 489170100 5519 137434 SH SOLE 137434 0 0 KOHLS CORP COM 500255104 5241 80000 SH SOLE 80000 0 0 LAUDER ESTEE COS INC CL A 518439104 7486 50000 SH SOLE 50000 0 0 LOWES COS INC COM 548661107 7459 85000 SH SOLE 85000 0 0 LULULEMON ATHLETICA INC COM 550021109 41129 461497 SH SOLE 461497 0 0 LUMENTUM HLDGS INC COM 55024U109 43672 684519 SH SOLE 684519 0 0 MARSH & MCLENNAN COS INC COM 571748102 14437 174800 SH SOLE 174800 0 0 MASTEC INC COM 576323109 13557 288137 SH SOLE 288137 0 0 MCBC HLDGS INC COM 55276F107 4108 163029 SH SOLE 163029 0 0 MGM RESORTS INTERNATIONAL COM 552953101 29048 829461 SH SOLE 829461 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 14899 240000 SH SOLE 240000 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 2751 30108 SH SOLE 30108 0 0 MICROSEMI CORP COM 595137100 17499 270384 SH SOLE 270384 0 0 MICROSOFT CORP COM 594918104 10952 120000 SH SOLE 120000 0 0 NETFLIX INC COM 64110L106 33396 113073 SH SOLE 113073 0 0 OPEN TEXT CORP COM 683715106 3340 95988 SH SOLE 95988 0 0 OSHKOSH CORP COM 688239201 9582 124007 SH SOLE 124007 0 0 PARKER HANNIFIN CORP COM 701094104 24448 142947 SH SOLE 142947 0 0 PARTY CITY HOLDCO INC COM 702149105 8580 550000 SH SOLE 550000 0 0 PAYPAL HLDGS INC COM 70450Y103 21593 284600 SH SOLE 284600 0 0 PENN NATL GAMING INC COM 707569109 20914 796437 SH SOLE 796437 0 0 PENNEY J C INC COM 708160106 1510 500000 SH SOLE 500000 0 0 PINNACLE ENTMT INC NEW COM 72348Y105 15261 506183 SH SOLE 506183 0 0 PLAYAGS INC COM 72814N104 2908 125000 SH SOLE 125000 0 0 POLARIS INDS INC COM 731068102 5393 47091 SH SOLE 47091 0 0 PVH CORP COM 693656100 45429 300000 SH SOLE 300000 0 0 RED ROCK RESORTS INC CL A 75700L108 861 29408 SH SOLE 29408 0 0 ROSS STORES INC COM 778296103 8336 106900 SH SOLE 106900 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 10691 90800 SH SOLE 90800 0 0 SEAWORLD ENTMT INC COM 81282V100 6731 453850 SH SOLE 453850 0 0 SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 12460 240400 SH SOLE 240400 0 0 SKECHERS U S A INC CL A 830566105 7389 190000 SH SOLE 190000 0 0 SOUTHWEST AIRLS CO COM 844741108 5566 97177 SH SOLE 97177 0 0 STANLEY BLACK & DECKER INC COM 854502101 15320 100000 SH SOLE 100000 0 0 SWITCH INC CL A 87105L104 2387 150000 SH SOLE 150000 0 0 TAILORED BRANDS INC COM 87403A107 6265 250000 SH SOLE 250000 0 0 TAPESTRY INC COM 876030107 24990 475000 SH SOLE 475000 0 0 TE CONNECTIVITY LTD REG SHS H84989104 13462 134757 SH SOLE 134757 0 0 THOR INDS INC COM 885160101 25512 221516 SH SOLE 221516 0 0 TIFFANY & CO NEW COM 886547108 14463 148100 SH SOLE 148100 0 0 TRINSEO S A SHS L9340P101 14693 198420 SH SOLE 198420 0 0 TWITTER INC COM 90184L102 10154 350000 SH SOLE 350000 0 0 ULTA BEAUTY INC COM 90384S303 2043 10000 SH SOLE 10000 0 0 UNITED CONTL HLDGS INC COM 910047109 6009 86500 SH SOLE 86500 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2617 25000 SH SOLE 25000 0 0 UNITED RENTALS INC COM 911363109 1944 11252 SH SOLE 11252 0 0 URBAN OUTFITTERS INC COM 917047102 9425 255000 SH SOLE 255000 0 0 VAIL RESORTS INC COM 91879Q109 35708 161064 SH SOLE 161064 0 0 VISA INC COM CL A 92826C839 5981 50000 SH SOLE 50000 0 0 WABASH NATL CORP COM 929566107 6456 310230 SH SOLE 310230 0 0 WINGSTOP INC COM 974155103 2362 50000 SH SOLE 50000 0 0 WINNEBAGO INDS INC COM 974637100 7972 212021 SH SOLE 212021 0 0 WYNN RESORTS LTD COM 983134107 21857 119859 SH SOLE 119859 0 0