0000902664-19-004295.txt : 20191114 0000902664-19-004295.hdr.sgml : 20191114 20191114061103 ACCESSION NUMBER: 0000902664-19-004295 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shellback Capital, LP CENTRAL INDEX KEY: 0001591744 IRS NUMBER: 901003024 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16778 FILM NUMBER: 191216181 BUSINESS ADDRESS: STREET 1: 260 FRANKLIN STREET STREET 2: SUITE 1901 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-204-5500 MAIL ADDRESS: STREET 1: 260 FRANKLIN STREET STREET 2: SUITE 1901 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001591744 XXXXXXXX 09-30-2019 09-30-2019 false Shellback Capital, LP

260 Franklin Street Suite 1901 Boston MA 02110

13F HOLDINGS REPORT 028-16778 N Bradford E. Ali 617-204-5533 /s/ Bradford E. Ali Boston MA 11-14-2019 0 54 955612 INFORMATION TABLE 2 infotable.xml ALASKA AIR GROUP INC COM 011659109 8380 129104 SH SOLE 129104 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10034 60000 SH SOLE 60000 0 0 ALPHABET INC CAP STK CL A 02079K305 17096 14000 SH SOLE 14000 0 0 AMAZON COM INC COM 023135106 5208 3000 SH SOLE 3000 0 0 APPLE INC COM 037833100 22397 100000 SH SOLE 100000 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 7244 280000 SH SOLE 280000 0 0 BOOKING HLDGS INC COM 09857L108 35327 18000 SH SOLE 18000 0 0 BOOT BARN HLDGS INC COM 099406100 25009 716590 SH SOLE 716590 0 0 BURLINGTON STORES INC COM 122017106 47158 236001 SH SOLE 236001 0 0 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 8794 200000 SH SOLE 200000 0 0 CARLISLE COS INC COM 142339100 26528 182275 SH SOLE 182275 0 0 CHILDRENS PL INC COM 168905107 5389 70000 SH SOLE 70000 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 22609 26900 SH SOLE 26900 0 0 CHURCHILL DOWNS INC COM 171484108 24899 201685 SH SOLE 201685 0 0 CLOUDFLARE INC CL A COM 18915M107 1857 100000 SH SOLE 100000 0 0 DECKERS OUTDOOR CORP COM 243537107 8695 59007 SH SOLE 59007 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 5760 100000 SH SOLE 100000 0 0 DOLLAR TREE INC COM 256746108 51372 450000 SH SOLE 450000 0 0 ELDORADO RESORTS INC COM 28470R102 15263 382812 SH SOLE 382812 0 0 FACEBOOK INC CL A 30303M102 7123 40000 SH SOLE 40000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 62509 470842 SH SOLE 470842 0 0 FISERV INC COM 337738108 20718 200000 SH SOLE 200000 0 0 GLOBAL PMTS INC COM 37940X102 34201 215103 SH SOLE 215103 0 0 JABIL INC COM 466313103 5211 145687 SH SOLE 145687 0 0 JACK IN THE BOX INC COM 466367109 23687 259950 SH SOLE 259950 0 0 JD COM INC SPON ADR CL A 47215P106 9168 325000 SH SOLE 325000 0 0 KBR INC COM 48242W106 5430 221256 SH SOLE 221256 0 0 LOWES COS INC COM 548661107 54980 500000 SH SOLE 500000 0 0 LUCKIN COFFEE INC SPONSORED ADS 54951L109 13395 705000 SH SOLE 705000 0 0 LULULEMON ATHLETICA INC COM 550021109 19253 100000 SH SOLE 100000 0 0 MALIBU BOATS INC COM CL A 56117J100 8495 276886 SH SOLE 276886 0 0 MATCH GROUP INC COM 57665R106 6787 95000 SH SOLE 95000 0 0 MCDONALDS CORP COM 580135101 16103 75000 SH SOLE 75000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 6814 245806 SH SOLE 245806 0 0 NCR CORP NEW COM 62886E108 8550 270900 SH SOLE 270900 0 0 NIKE INC CL B 654106103 9392 100000 SH SOLE 100000 0 0 NOKIA CORP SPONSORED ADR 654902204 20493 4050000 SH SOLE 4050000 0 0 NUTANIX INC CL A 67059N108 7242 275900 SH SOLE 275900 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 2304 91800 SH SOLE 91800 0 0 RED ROCK RESORTS INC CL A 75700L108 13849 682072 SH SOLE 682072 0 0 RH COM 74967X103 10609 62100 SH SOLE 62100 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 30302 279720 SH SOLE 279720 0 0 SEAWORLD ENTMT INC COM 81282V100 19753 750500 SH SOLE 750500 0 0 SNAP INC CL A 83304A106 7110 450000 SH SOLE 450000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 15569 334956 SH SOLE 334956 0 0 TEMPUR SEALY INTL INC COM 88023U101 30880 400000 SH SOLE 400000 0 0 THE TRADE DESK INC COM CL A 88339J105 10315 55000 SH SOLE 55000 0 0 TJX COS INC NEW COM 872540109 8361 150000 SH SOLE 150000 0 0 TWITTER INC COM 90184L102 14008 340000 SH SOLE 340000 0 0 UNITED AIRLINES HLDGS INC COM 910047109 26141 295674 SH SOLE 295674 0 0 URBAN OUTFITTERS INC COM 917047102 4380 155914 SH SOLE 155914 0 0 V F CORP COM 918204108 30793 346025 SH SOLE 346025 0 0 VAIL RESORTS INC COM 91879Q109 35811 157368 SH SOLE 157368 0 0 YETI HLDGS INC COM 98585X104 6857 244897 SH SOLE 244897 0 0