The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN AIRLINES GROUP INC COM 02376R102 17,141 360,942 SH   SOLE   360,942 0 0
ALASKA AIR GROUP INC COM 011659109 2,105 27,607 SH   SOLE   27,607 0 0
AMAZON.COM INC COM 023135106 961 1,000 SH   SOLE   1,000 0 0
AUTONATION INC COM 05329W102 17,903 377,228 SH   SOLE   377,228 0 0
ABERCROMBIE & FITCH CO-CL A CL A 002896207 1,098 76,096 SH   SOLE   76,096 0 0
AUTOZONE INC COM 053332102 39,596 66,536 SH   SOLE   66,536 0 0
AZUL SA COM 05501U106 3,909 142,422 SH   SOLE   142,422 0 0
BEST BUY CO INC COM 086516101 10,324 181,256 SH   SOLE   181,256 0 0
BIG LOTS INC COM 089302103 2,284 42,644 SH   SOLE   42,644 0 0
BOOT BARN HOLDINGS INC COM 099406100 1,685 189,352 SH   SOLE   189,352 0 0
BURLINGTON STORES INC COM 122017106 668 7,000 SH   SOLE   7,000 0 0
BUFFALO WILD WINGS INC COM 119848109 10,834 102,502 SH   SOLE   102,502 0 0
CARTER'S INC COM 146229109 3,752 37,999 SH   SOLE   37,999 0 0
DELTA AIR LINES INC COM 247361702 17,349 359,797 SH   SOLE   359,797 0 0
DILLARDS INC-CL A COM 254067101 10,706 190,956 SH   SOLE   190,956 0 0
DOLLAR GENERAL CORP COM 256677105 54,956 678,052 SH   SOLE   678,052 0 0
DOLLAR TREE INC COM 256746108 15,077 173,659 SH   SOLE   173,659 0 0
DSW INC-CLASS A COM 23334L102 107 5,000 SH   SOLE   5,000 0 0
ELECTRONIC ARTS INC COM 285512109 37,399 316,782 SH   SOLE   316,782 0 0
EXPRESS INC COM 30219E103 9,218 1,363,739 SH   SOLE   1,363,739 0 0
FIVE BELOW COM 33829M101 12,952 236,018 SH   SOLE   236,018 0 0
GAP INC/THE COM 364760108 4,193 142,000 SH   SOLE   142,000 0 0
L BRANDS INC COM 501797104 616 14,818 SH   SOLE   14,818 0 0
SOUTHWEST AIRLINES CO COM 844741108 30,493 544,715 SH   SOLE   544,715 0 0
MURPHY USA INC COM 626755102 32,344 468,768 SH   SOLE   468,768 0 0
NORWEGIAN CRUISE LINE HOLDIN COM G66721104 40,989 758,360 SH   SOLE   758,360 0 0
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 5,800 110,519 SH   SOLE   110,519 0 0
PVH CORP COM 693656100 12,048 95,575 SH   SOLE   95,575 0 0
PAPA JOHN'S INTL INC COM 698813102 15,445 211,380 SH   SOLE   211,380 0 0
SONIC CORP COM 835451105 7,735 303,950 SH   SOLE   303,950 0 0
SPORTSMAN'S WAREHOUSE HOLDIN COM 84920Y106 1,566 347,319 SH   SOLE   347,319 0 0
LEVY ACQUISITION CORP COM 245496104 293 19,152 SH   SOLE   19,152 0 0
DEL TACO RESTAURENTSINC COM STK COM 245496104 22 1,456 SH   SOLE   1,456 0 0
TARGET CORP COM 87612E106 18,050 305,883 SH   SOLE   305,883 0 0
TIFFANY & CO COM 886547108 3,487 38,000 SH   SOLE   38,000 0 0
TJX COMPANIES INC COM 872540109 1,105 15,000 SH   SOLE   15,000 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 25,599 250,406 SH   SOLE   250,406 0 0
UNDER ARMOUR INC-CLASS C CL C 904311206 4,055 270,000 SH   SOLE   270,000 0 0
US FOODS HOLDING CORP COM 912008109 42,602 1,595,609 SH   SOLE   1,595,609 0 0
WINGSTOP INC COM 974155103 4,826 145,171 SH   SOLE   145,171 0 0
WILLIAMS-SONOMA INC COM 969904101 4,999 100,272 SH   SOLE   100,272 0 0