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
ADIENT PLC ORD SHS G0084W101 5,843 80,400 SH   SOLE   80,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,308 21,400 SH   SOLE   21,400 0 0
ALPHABET INC CAP STK CL A 02079K305 13,989 16,500 SH   SOLE   16,500 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 5,296 416,700 SH   SOLE   416,700 0 0
AMAZON COM INC COM 023135106 8,422 9,500 SH   SOLE   9,500 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 10,131 239,500 SH   SOLE   239,500 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 3,282 29,900 SH   SOLE   29,900 0 0
BAIDU INC SPON ADR REP A 056752108 3,226 18,700 SH   SOLE   18,700 0 0
CANADIAN PAC RY LTD COM 13645T100 10,035 68,300 SH   SOLE   68,300 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 15,222 258,400 SH   SOLE   258,400 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,397 22,600 SH   SOLE   22,600 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,178 20,600 SH   SOLE   20,600 0 0
COMCAST CORP NEW CL A 20030N101 14,269 379,600 SH   SOLE   379,600 0 0
CONNS INC COM 208242107 1,920 219,439 SH   SOLE   219,439 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,138 84,200 SH   SOLE   84,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,223 135,400 SH   SOLE   135,400 0 0
DOLLAR TREE INC COM 256746108 4,012 51,134 SH   SOLE   51,134 0 0
DOLLAR TREE INC COM 256746108 93,500 7,336,010 SH Call SOLE   0 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,995 59,400 SH   SOLE   59,400 0 0
GILDAN ACTIVEWEAR INC COM 375916103 5,586 206,590 SH   SOLE   206,590 0 0
HERSHEY CO COM 427866108 3,201 29,300 SH   SOLE   29,300 0 0
JD COM INC SPON ADR CL A 47215P106 8,235 264,700 SH   SOLE   264,700 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,490 314,900 SH   SOLE   314,900 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 3,979 178,900 SH   SOLE   178,900 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 5,725 248,500 SH   SOLE   248,500 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2,694 110,500 SH   SOLE   110,500 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 4,034 151,900 SH   SOLE   151,900 0 0
MONSANTO CO NEW COM 61166W101 13,686 120,900 SH   SOLE   120,900 0 0
NETFLIX INC COM 64110L106 2,217 15,000 SH   SOLE   15,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 2,318 45,700 SH   SOLE   45,700 0 0
NRG ENERGY INC COM NEW 629377508 8,523 455,800 SH   SOLE   455,800 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,400 17,500 SH   SOLE   17,500 0 0
STARBUCKS CORP COM 855244109 16,232 278,000 SH   SOLE   278,000 0 0
UNION PAC CORP COM 907818108 3,209 30,300 SH   SOLE   30,300 0 0
UNITED CONTL HLDGS INC COM 910047109 9,981 141,300 SH   SOLE   141,300 0 0
UNITED STATES STL CORP NEW COM 912909108 9,758 288,600 SH   SOLE   288,600 0 0
VISA INC COM CL A 92826C839 14,468 162,800 SH   SOLE   162,800 0 0
DISNEY WALT CO COM DISNEY 254687106 4,377 38,600 SH   SOLE   38,600 0 0