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
ADOBE INC COM 00724F101 119,340 375,000 SH   SOLE   375,000 0 0
ADTALEM GLOBAL ED INC COM 00737L103 10,716 400,000 SH Put SOLE   400,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 50,393 540,000 SH Call SOLE   540,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 309,372 3,315,173 SH   SOLE   3,315,173 0 0
ADYEN NV COM 00BZIHM42 121,568 143,000 SH   SOLE   143,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 552,630 2,841,577 SH   SOLE   2,841,577 0 0
AMAZON COM INC COM 023135106 923,383 473,598 SH   SOLE   473,598 0 0
ANALOG DEVICES INC COM 032654105 94,133 1,050,000 SH   SOLE   1,050,000 0 0
ANAPLAN INC COM 03272L108 11,801 390,000 SH Call SOLE   390,000 0 0
ANAPLAN INC COM 03272L108 139,196 4,600,000 SH   SOLE   4,600,000 0 0
AUTOZONE INC COM 053332102 135,360 160,000 SH Call SOLE   160,000 0 0
AUTOZONE INC COM 053332102 532,307 629,204 SH   SOLE   629,204 0 0
BED BATH & BEYOND INC COM 075896100 5,768 1,370,000 SH Put SOLE   1,370,000 0 0
BOOKING HLDGS INC COM 09857L108 382,283 284,158 SH   SOLE   284,158 0 0
BUCKLE INC COM 118440106 4,113 300,000 SH Put SOLE   300,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 2,845 500,000 SH Put SOLE   500,000 0 0
CARMAX INC COM 143130102 26,915 500,000 SH Call SOLE   500,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 6,585 500,000 SH Put SOLE   500,000 0 0
CARVANA CO CL A 146869102 8,264 150,000 SH Put SOLE   150,000 0 0
CIMPRESS PLC SHS EURO G2143T103 5,320 100,000 SH Put SOLE   100,000 0 0
COPART INC COM 217204106 324,230 4,731,903 SH   SOLE   4,731,903 0 0
COSTAR GROUP INC COM 22160N109 357,558 608,910 SH   SOLE   608,910 0 0
CROCS INC COM 227046109 28,034 1,650,000 SH   SOLE   1,650,000 0 0
DARDEN RESTAURANTS INC COM 237194105 175,634 3,225,000 SH   SOLE   3,225,000 0 0
DECKERS OUTDOOR CORP COM 243537107 90,450 675,000 SH   SOLE   675,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 28,530 1,000,000 SH Put SOLE   1,000,000 0 0
DILLARDS INC CL A 254067101 7,390 200,000 SH Put SOLE   200,000 0 0
DOLLAR GEN CORP NEW COM 256677105 135,909 900,000 SH   SOLE   900,000 0 0
DOLLAR TREE INC COM 256746108 9,184 125,000 SH   SOLE   125,000 0 0
DOMINOS PIZZA INC COM 25754A201 210,646 650,000 SH   SOLE   650,000 0 0
EQUIFAX INC COM 294429105 95,560 800,000 SH   SOLE   800,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 154,180 2,740,000 SH Call SOLE   2,740,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 479,687 8,524,732 SH   SOLE   8,524,732 0 0
FACEBOOK INC CL A 30303M102 266,880 1,600,000 SH   SOLE   1,600,000 0 0
FAIR ISAAC CORP COM 303250104 296,921 965,000 SH   SOLE   965,000 0 0
FERRARI N V COM N3167Y103 144,748 948,730 SH   SOLE   948,730 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 584,312 4,803,617 SH   SOLE   4,803,617 0 0
FISERV INC COM 337738108 218,477 2,300,000 SH   SOLE   2,300,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 278,079 1,490,720 SH   SOLE   1,490,720 0 0
GAMESTOP CORP NEW CL A 36467W109 9,800 2,800,000 SH Put SOLE   2,800,000 0 0
GARTNER INC COM 366651107 110,523 1,110,000 SH   SOLE   1,110,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 24,492 1,200,000 SH Put SOLE   1,200,000 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 7,173 300,000 SH Put SOLE   300,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 16,560 1,500,000 SH Put SOLE   1,500,000 0 0
HYATT HOTELS CORP COM CL A 448579102 124,540 2,600,000 SH   SOLE   2,600,000 0 0
IAA INC COM 449253103 146,055 4,875,000 SH   SOLE   4,875,000 0 0
IQVIA HLDGS INC COM 46266C105 53,930 500,000 SH   SOLE   500,000 0 0
IROBOT CORP COM 462726100 72,393 1,770,000 SH Put SOLE   1,770,000 0 0
IRON MTN INC NEW COM 46284V101 13,090 550,000 SH Put SOLE   550,000 0 0
JD COM INC SPON ADR CL A 47215P106 174,150 4,300,000 SH   SOLE   4,300,000 0 0
L BRANDS INC COM 501797104 69,360 6,000,000 SH Call SOLE   6,000,000 0 0
L BRANDS INC COM 501797104 150,280 13,000,000 SH   SOLE   13,000,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 324,942 2,570,950 SH   SOLE   2,570,950 0 0
LAS VEGAS SANDS CORP COM 517834107 316,072 7,442,247 SH   SOLE   7,442,247 0 0
LAUDER ESTEE COS INC CL A 518439104 87,637 550,000 SH   SOLE   550,000 0 0
LAUREATE EDUCATION INC CL A 518613203 6,336 602,864 SH   SOLE   602,864 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 41,341 568,500 SH Put SOLE   568,500 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 5,438 200,000 SH Call SOLE   200,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 65,256 2,400,000 SH   SOLE   2,400,000 0 0
LYFT INC CL A COM 55087P104 24,165 900,000 SH Put SOLE   900,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 1,091 5,160 SH   SOLE   5,160 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 9,148 4,620,000 SH Put SOLE   4,620,000 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 16,674 300,000 SH Put SOLE   300,000 0 0
MASTERCARD INC CL A 57636Q104 144,936 600,000 SH   SOLE   600,000 0 0
MEDIFAST INC COM 58470H101 12,500 200,000 SH Put SOLE   200,000 0 0
MICROSOFT CORP COM 594918104 426,805 2,706,264 SH   SOLE   2,706,264 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 31,988 820,000 SH Put SOLE   820,000 0 0
MYLAN NV SHS EURO N59465109 102,134 6,850,000 SH Put SOLE   6,850,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 17,060 400,000 SH Put SOLE   400,000 0 0
NETFLIX INC COM 64110L106 262,850 700,000 SH   SOLE   700,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 285,602 2,638,604 SH   SOLE   2,638,604 0 0
NEWELL BRANDS INC COM 651229106 6,640 500,000 SH Put SOLE   500,000 0 0
PAYPAL HLDGS INC COM 70450Y103 210,628 2,200,000 SH   SOLE   2,200,000 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 273 300,000 SH Put SOLE   300,000 0 0
PUBLIC STORAGE COM 74460D109 41,708 210,000 SH Put SOLE   210,000 0 0
PUMA SE COM 005064722 26,406 440,000 SH   SOLE   440,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 28,021 700,000 SH   SOLE   700,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 21,876 680,000 SH Put SOLE   680,000 0 0
SALESFORCE COM INC COM 79466L302 331,203 2,300,337 SH   SOLE   2,300,337 0 0
SERVICENOW INC COM 81762P102 252,057 879,535 SH   SOLE   879,535 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 4,670 1,000,000 SH   SOLE   1,000,000 0 0
STITCH FIX INC COM CL A 860897107 6,350 500,000 SH Put SOLE   500,000 0 0
TABULA RASA HEALTHCARE INC COM 873379101 13,595 260,000 SH Put SOLE   260,000 0 0
TAILORED BRANDS INC COM 87403A107 870 500,000 SH Put SOLE   500,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 401,237 3,382,830 SH   SOLE   3,382,830 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 30,712 3,420,000 SH Put SOLE   3,420,000 0 0
THOR INDS INC COM 885160101 11,389 270,000 SH Put SOLE   270,000 0 0
ULTA BEAUTY INC COM 90384S303 17,570 100,000 SH   SOLE   100,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 15,775 500,000 SH Put SOLE   500,000 0 0
VERISIGN INC COM 92343E102 171,086 950,000 SH   SOLE   950,000 0 0
VISA INC COM CL A 92826C839 169,176 1,050,000 SH   SOLE   1,050,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 242 300,000 SH Put SOLE   300,000 0 0
WAYFAIR INC CL A 94419L101 21,910 410,000 SH Put SOLE   410,000 0 0
WENDYS CO COM 95058W100 81,840 5,500,000 SH   SOLE   5,500,000 0 0
WHIRLPOOL CORP COM 963320106 35,178 410,000 SH Put SOLE   410,000 0 0
WYNN RESORTS LTD COM 983134107 97,735 1,623,768 SH   SOLE   1,623,768 0 0
YUM BRANDS INC COM 988498101 61,677 900,000 SH   SOLE   900,000 0 0