ACTIVISION BLIZZARD INC COM 00507V109 1863 40000 SH SOLE 40000 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 14171 90000 SH SOLE 90000 0 0 ALPHABET INC CAP STK CL A 02079K305 6270 6000 SH SOLE 6000 0 0 AMAZON COM INC COM 023135106 16522 11000 SH SOLE 11000 0 0 AUTOZONE INC COM 053332102 2515 3000 SH SOLE 3000 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 11080 500000 SH SOLE 500000 0 0 BOOKING HLDGS INC COM 09857L108 5167 3000 SH SOLE 3000 0 0 BOOT BARN HLDGS INC COM 099406100 5961 350000 SH SOLE 350000 0 0 BOYD GAMING CORP COM 103304101 13267 638442 SH SOLE 638442 0 0 BRINKER INTL INC COM 109641100 3518 80000 SH SOLE 80000 0 0 BRUNSWICK CORP COM 117043109 24409 525482 SH SOLE 525482 0 0 BURLINGTON STORES INC COM 122017106 19032 117000 SH SOLE 117000 0 0 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1967 45000 SH SOLE 45000 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 1875 22300 SH SOLE 22300 0 0 DECKERS OUTDOOR CORP COM 243537107 1919 15000 SH SOLE 15000 0 0 ELDORADO RESORTS INC COM 28470R102 32515 897946 SH SOLE 897946 0 0 FACEBOOK INC CL A 30303M102 7865 60000 SH SOLE 60000 0 0 FARFETCH LTD ORD SH CL A 30744W107 1328 75000 SH SOLE 75000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 34953 340841 SH SOLE 340841 0 0 FOOT LOCKER INC COM 344849104 8512 160000 SH SOLE 160000 0 0 FUNKO INC COM CL A 361008105 2080 158205 SH SOLE 158205 0 0 GLOBAL PMTS INC COM 37940X102 36197 350986 SH SOLE 350986 0 0 GOLDEN ENTMT INC COM 381013101 4543 283575 SH SOLE 283575 0 0 GRUBHUB INC COM 400110102 2059 26800 SH SOLE 26800 0 0 HUDSON LTD COM CL A G46408103 1286 75000 SH SOLE 75000 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 23788 315787 SH SOLE 315787 0 0 JABIL INC COM 466313103 2479 100000 SH SOLE 100000 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 984 16838 SH SOLE 16838 0 0 KBR INC COM 48242W106 14537 957653 SH SOLE 957653 0 0 LULULEMON ATHLETICA INC COM 550021109 17633 145000 SH SOLE 145000 0 0 MALIBU BOATS INC COM CL A 56117J100 2951 84786 SH SOLE 84786 0 0 MASTEC INC COM 576323109 16212 399696 SH SOLE 399696 0 0 MASTERCARD INCORPORATED CL A 57636Q104 12417 65820 SH SOLE 65820 0 0 MASTERCRAFT BOAT HLDGS INC COM 57637H103 5499 294077 SH SOLE 294077 0 0 MCDONALDS CORP COM 580135101 2903 16350 SH SOLE 16350 0 0 MESA AIR GROUP INC COM NEW 590479135 3067 397733 SH SOLE 397733 0 0 MGM RESORTS INTERNATIONAL COM 552953101 5081 209434 SH SOLE 209434 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 6067 160000 SH SOLE 160000 0 0 NETFLIX INC COM 64110L106 6845 25573 SH SOLE 25573 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 11869 280000 SH SOLE 280000 0 0 OLD DOMINION FGHT LINES INC COM 679580100 3705 30000 SH SOLE 30000 0 0 PENN NATL GAMING INC COM 707569109 8327 442202 SH SOLE 442202 0 0 PENN VA CORP NEW COM 70788V102 1186 21942 SH SOLE 21942 0 0 PLAYAGS INC COM 72814N104 2875 125000 SH SOLE 125000 0 0 POLARIS INDS INC COM 731068102 2038 26574 SH SOLE 26574 0 0 PVH CORP COM 693656100 9667 103997 SH SOLE 103997 0 0 QUANTA SVCS INC COM 74762E102 3619 120232 SH SOLE 120232 0 0 RED ROCK RESORTS INC CL A 75700L108 1715 84427 SH SOLE 84427 0 0 RH COM 74967X103 1198 10000 SH SOLE 10000 0 0 ROSS STORES INC COM 778296103 4160 50000 SH SOLE 50000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 15901 162600 SH SOLE 162600 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 2187 19266 SH SOLE 19266 0 0 STANLEY BLACK & DECKER INC COM 854502101 8382 70000 SH SOLE 70000 0 0 TAPESTRY INC COM 876030107 3375 100000 SH SOLE 100000 0 0 THE TRADE DESK INC COM CL A 88339J105 2629 22655 SH SOLE 22655 0 0 TJX COS INC NEW COM 872540109 9395 210000 SH SOLE 210000 0 0 TRACTOR SUPPLY CO COM 892356106 15019 180000 SH SOLE 180000 0 0 TWITTER INC COM 90184L102 5748 200000 SH SOLE 200000 0 0 U S CONCRETE INC COM NEW 90333L201 5620 159309 SH SOLE 159309 0 0 UNITED CONTL HLDGS INC COM 910047109 2935 35051 SH SOLE 35051 0 0 UPWORK INC COM 91688F104 217 12000 SH SOLE 12000 0 0 URBAN OUTFITTERS INC COM 917047102 11284 339881 SH SOLE 339881 0 0 V F CORP COM 918204108 7711 108084 SH SOLE 108084 0 0 VAIL RESORTS INC COM 91879Q109 2916 13834 SH SOLE 13834 0 0 VISA INC COM CL A 92826C839 13291 100735 SH SOLE 100735 0 0 WYNN RESORTS LTD COM 983134107 2275 23000 SH SOLE 23000 0 0 YETI HLDGS INC COM 98585X104 1187 80000 SH SOLE 80000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 11372 497890 SH SOLE 497890 0 0