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
DSW INC CL A 23334L102 2 100 SH   SOLE   100 0 0
ROSS STORES INC COM 778296103 445 5,548 SH   SOLE   5,548 0 0
FINISH LINE INC CL A 317923100 554 38,120 SH   SOLE   38,120 0 0
L BRANDS INC COM 501797104 608 10,100 SH   SOLE   10,100 0 0
BURLINGTON STORES INC COM 122017106 629 5,112 SH   SOLE   5,112 0 0
TJX COS INC NEW COM 872540109 668 8,731 SH   SOLE   8,731 0 0
LA QUINTA HLDGS INC COM 50420D108 738 40,000 SH   SOLE   40,000 0 0
MCDONALDS CORP COM 580135101 1,106 6,428 SH   SOLE   6,428 0 0
BOOT BARN HLDGS INC COM 099406100 1,165 70,158 SH   SOLE   70,158 0 0
EBAY INC COM 278642103 1,887 50,000 SH   SOLE   50,000 0 0
MATTEL INC COM 577081102 2,902 188,660 SH   SOLE   188,660 0 0
BIG LOTS INC COM 089302103 3,170 56,448 SH   SOLE   56,448 0 0
AZUL S A SPONSR ADR PFD 05501U106 3,475 145,815 SH   SOLE   145,815 0 0
FOOT LOCKER INC COM 344849104 3,985 85,000 SH   SOLE   85,000 0 0
FUNKO INC COM CL A 361008105 4,398 661,328 SH   SOLE   661,328 0 0
BRINKER INTL INC COM 109641100 5,049 130,000 SH   SOLE   130,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207 5,316 305,000 SH   SOLE   305,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 6,259 120,294 SH   SOLE   120,294 0 0
AUTONATION INC COM 05329W102 6,519 127,000 SH   SOLE   127,000 0 0
UNITED CONTL HLDGS INC COM 910047109 6,605 98,000 SH   SOLE   98,000 0 0
DILLARDS INC CL A 254067101 6,790 113,079 SH   SOLE   113,079 0 0
ALASKA AIR GROUP INC COM 011659109 10,083 137,169 SH   SOLE   137,169 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,386 203,325 SH   SOLE   203,325 0 0
V F CORP COM 918204108 11,470 155,000 SH   SOLE   155,000 0 0
AUTOZONE INC COM 053332102 14,370 20,200 SH   SOLE   20,200 0 0
PAPA JOHNS INTL INC COM 698813102 16,036 285,794 SH   SOLE   285,794 0 0
TARGET CORP COM 87612E106 16,687 255,747 SH   SOLE   255,747 0 0
DICKS SPORTING GOODS INC COM 253393102 16,689 580,676 SH   SOLE   580,676 0 0
MICHAELS COS INC COM 59408Q106 17,759 734,142 SH   SOLE   734,142 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 17,924 163,274 SH   SOLE   163,274 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 21,703 407,561 SH   SOLE   407,561 0 0
EXPRESS INC COM 30219E103 22,729 2,239,338 SH   SOLE   2,239,338 0 0
DOLLAR GEN CORP NEW COM 256677105 24,852 267,194 SH   SOLE   267,194 0 0
US FOODS HLDG CORP COM 912008109 24,868 778,831 SH   SOLE   778,831 0 0
KROGER CO COM 501044101 29,764 1,084,285 SH   SOLE   1,084,285 0 0