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
ABERCROMBIE & FITCH CO CL A 002896207 5,187 300,000 SH Put SOLE   300,000 0 0
ADOBE INC COM 00724F101 214,377 650,000 SH   SOLE   650,000 0 0
ADT INC COM 00090Q103 4,758 600,000 SH Put SOLE   600,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 43,243 270,000 SH Call SOLE   270,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 429,704 2,682,969 SH   SOLE   2,682,969 0 0
ADYEN NV COM 00BZIHM42 152,882 186,500 SH   SOLE   186,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 284,529 1,341,485 SH   SOLE   1,341,485 0 0
ALTICE USA INC CL A 02156K103 36,089 1,320,000 SH Call SOLE   1,320,000 0 0
ALTICE USA INC CL A 02156K103 260,401 9,524,540 SH   SOLE   9,524,540 0 0
AMAZON COM INC COM 023135106 557,741 301,834 SH   SOLE   301,834 0 0
AMAZON COM INC COM 023135106 749,853 405,800 SH Call SOLE   405,800 0 0
ANAPLAN INC COM 03272L108 316,322 6,036,684 SH   SOLE   6,036,684 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 46,985 500,000 SH Call SOLE   500,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 79,405 845,000 SH   SOLE   845,000 0 0
ATLASSIAN CORP PLC CL A G06242104 48,136 400,000 SH   SOLE   400,000 0 0
AVIS BUDGET GROUP INC COM 053774105 16,120 500,000 SH Put SOLE   500,000 0 0
BILL COM HLDGS INC COM 090043100 11,453 301,000 SH   SOLE   301,000 0 0
BOOKING HLDGS INC COM 09857L108 316,831 154,271 SH   SOLE   154,271 0 0
BUCKLE INC COM 118440106 8,112 300,000 SH Put SOLE   300,000 0 0
CARDTRONICS PLC SHS CL A G1991C105 19,700 441,200 SH Put SOLE   441,200 0 0
CBL & ASSOC PPTYS INC COM 124830100 2,100 2,000,000 SH Put SOLE   2,000,000 0 0
CHEWY INC CL A 16679L109 6,525 225,000 SH   SOLE   225,000 0 0
COPART INC COM 217204106 36,376 400,000 SH Call SOLE   400,000 0 0
COPART INC COM 217204106 304,987 3,353,712 SH   SOLE   3,353,712 0 0
COSTAR GROUP INC COM 22160N109 77,779 130,000 SH Call SOLE   130,000 0 0
COSTAR GROUP INC COM 22160N109 349,136 583,546 SH   SOLE   583,546 0 0
COVETRUS INC COM 22304C100 10,560 800,000 SH Put SOLE   800,000 0 0
CROCS INC COM 227046109 52,344 1,249,555 SH   SOLE   1,249,555 0 0
DILLARDS INC CL A 254067101 14,696 200,000 SH Put SOLE   200,000 0 0
DOLLAR GEN CORP NEW COM 256677105 144,282 925,000 SH   SOLE   925,000 0 0
DOLLAR TREE INC COM 256746108 84,645 900,000 SH   SOLE   900,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 162,210 1,500,000 SH   SOLE   1,500,000 0 0
FACEBOOK INC CL A 30303M102 135,465 660,000 SH Call SOLE   660,000 0 0
FACEBOOK INC CL A 30303M102 302,874 1,475,633 SH   SOLE   1,475,633 0 0
FAIR ISAAC CORP COM 303250104 215,441 575,000 SH   SOLE   575,000 0 0
FERRARI N V COM N3167Y103 262,736 1,587,148 SH   SOLE   1,587,148 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 111,272 800,000 SH Call SOLE   800,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 447,809 3,219,563 SH   SOLE   3,219,563 0 0
FISERV INC COM 337738108 92,504 800,000 SH   SOLE   800,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 251,755 875,000 SH   SOLE   875,000 0 0
GAMESTOP CORP NEW CL A 36467W109 24,320 4,000,000 SH Put SOLE   4,000,000 0 0
GARTNER INC COM 366651107 92,460 600,000 SH   SOLE   600,000 0 0
GOPRO INC CL A 38268T103 30,380 7,000,000 SH Put SOLE   7,000,000 0 0
HANESBRANDS INC COM 410345102 43,214 2,910,000 SH Put SOLE   2,910,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 38,616 1,200,000 SH Put SOLE   1,200,000 0 0
HYATT HOTELS CORP COM CL A 448579102 152,507 1,700,000 SH   SOLE   1,700,000 0 0
IAA INC COM 449253103 61,178 1,300,000 SH   SOLE   1,300,000 0 0
IQVIA HLDGS INC COM 46266C105 123,608 800,000 SH   SOLE   800,000 0 0
IROBOT CORP COM 462726100 92,147 1,820,000 SH Put SOLE   1,820,000 0 0
KONTOOR BRANDS INC COM 50050N103 16,796 400,000 SH Put SOLE   400,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 67,668 400,000 SH Call SOLE   400,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 249,633 1,475,633 SH   SOLE   1,475,633 0 0
LAS VEGAS SANDS CORP COM 517834107 92,514 1,340,000 SH Call SOLE   1,340,000 0 0
LAS VEGAS SANDS CORP COM 517834107 370,555 5,367,252 SH   SOLE   5,367,252 0 0
LAUDER ESTEE COS INC CL A 518439104 123,924 600,000 SH   SOLE   600,000 0 0
LAUREATE EDUCATION INC CL A 518613203 10,616 602,864 SH   SOLE   602,864 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 31,287 300,000 SH Put SOLE   300,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 39,360 1,000,000 SH Call SOLE   1,000,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 133,824 3,400,000 SH   SOLE   3,400,000 0 0
MACERICH CO COM 554382101 19,652 730,000 SH Put SOLE   730,000 0 0
MACYS INC COM 55616P104 12,378 728,100 SH Put SOLE   728,100 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 46,626 13,360,000 SH Put SOLE   13,360,000 0 0
MASTERCARD INC CL A 57636Q104 119,436 400,000 SH Call SOLE   400,000 0 0
MASTERCARD INC CL A 57636Q104 320,443 1,073,187 SH   SOLE   1,073,187 0 0
MEDIFAST INC COM 58470H101 10,958 100,000 SH Put SOLE   100,000 0 0
MYLAN N V SHS EURO N59465109 117,183 5,830,000 SH Put SOLE   5,830,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 20,408 400,000 SH Put SOLE   400,000 0 0
NETFLIX INC COM 64110L106 171,492 530,000 SH Call SOLE   530,000 0 0
NETFLIX INC COM 64110L106 173,624 536,590 SH   SOLE   536,590 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 157,625 1,300,000 SH   SOLE   1,300,000 0 0
NORDSTROM INC COM 655664100 29,879 730,000 SH Put SOLE   730,000 0 0
PAYPAL HLDGS INC COM 70450Y103 237,974 2,200,000 SH   SOLE   2,200,000 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 1,599 300,000 SH Put SOLE   300,000 0 0
PUMA SE COM 005064722 122,099 1,593,000 SH   SOLE   1,593,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 95,655 1,500,000 SH   SOLE   1,500,000 0 0
SALESFORCE COM INC COM 79466L302 349,086 2,146,375 SH   SOLE   2,146,375 0 0
SEA LTD SPONSORED ADS 81141R100 24,132 600,000 SH   SOLE   600,000 0 0
SEAWORLD ENTMT INC COM 81282V100 42,016 1,325,000 SH   SOLE   1,325,000 0 0
SERVICENOW INC COM 81762P102 112,928 400,000 SH Call SOLE   400,000 0 0
SERVICENOW INC COM 81762P102 340,856 1,207,339 SH   SOLE   1,207,339 0 0
SIGNET JEWELERS LIMITED SHS G81276100 38,467 1,769,400 SH Put SOLE   1,769,400 0 0
STITCH FIX INC COM CL A 860897107 18,732 730,000 SH Put SOLE   730,000 0 0
TABULA RASA HEALTHCARE INC COM 873379101 38,944 800,000 SH Put SOLE   800,000 0 0
TAILORED BRANDS INC COM 87403A107 4,885 1,180,000 SH Put SOLE   1,180,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 134,673 1,100,000 SH   SOLE   1,100,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 55,974 3,800,000 SH Put SOLE   3,800,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 92,120 9,400,000 SH Put SOLE   9,400,000 0 0
THOR INDS INC COM 885160101 44,574 600,000 SH Put SOLE   600,000 0 0
VERISIGN INC COM 92343E102 125,242 650,000 SH   SOLE   650,000 0 0
VISA INC COM CL A 92826C839 187,900 1,000,000 SH   SOLE   1,000,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 1,092 300,000 SH Put SOLE   300,000 0 0
WW INTL INC COM 98262P101 22,926 600,000 SH Put SOLE   600,000 0 0
WYNN RESORTS LTD COM 983134107 76,379 550,000 SH Call SOLE   550,000 0 0
WYNN RESORTS LTD COM 983134107 353,958 2,548,843 SH   SOLE   2,548,843 0 0