The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 137,123 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 106,838 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 551,169 | 3,869,209 | SH | SOLE | 3,869,209 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 510,814 | 2,368,168 | SH | SOLE | 2,368,168 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 619,059 | 2,870,000 | SH | Call | SOLE | 2,870,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 127,625 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 859,654 | 311,602 | SH | SOLE | 311,602 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 119,900 | 11,000,000 | SH | SOLE | 11,000,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 22,655 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| ANAPLAN INC | COM | 03272L108 | 89,487 | 1,975,000 | SH | SOLE | 1,975,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 984,263 | 872,481 | SH | SOLE | 872,481 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 78,971 | 3,450,000 | SH | SOLE | 3,450,000 | 0 | 0 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 29,998 | 2,830,000 | SH | Put | SOLE | 2,830,000 | 0 | 0 | |
| BEST BUY INC | COM | 086516101 | 43,635 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| BILL COM HLDGS INC | COM | 090043100 | 22,553 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 398,085 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 714,493 | 448,706 | SH | SOLE | 448,706 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 88,619 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 27,160 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 31,708 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CHURCH & DWIGHT INC | COM | 171340102 | 48,699 | 630,000 | SH | Put | SOLE | 630,000 | 0 | 0 | |
| CIMPRESS PLC | SHS EURO | G2143T103 | 7,634 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| COSTAR GROUP INC | COM | 22160N109 | 191,881 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 45,105 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 75,770 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 142,383 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 5,158 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | 214,644 | 1,246,407 | SH | SOLE | 1,246,407 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 345,354 | 934,805 | SH | SOLE | 934,805 | 0 | 0 | ||
| DUNKIN BRANDS GROUP INC | COM | 265504100 | 65,230 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 235,914 | 2,870,000 | SH | Call | SOLE | 2,870,000 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 635,218 | 7,727,712 | SH | SOLE | 7,727,712 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 96,505 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 20,902 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| FAIR ISAAC CORP | COM | 303250104 | 441,450 | 1,056,000 | SH | SOLE | 1,056,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 141,938 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 334,262 | 2,492,815 | SH | SOLE | 2,492,815 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 524,219 | 5,370,000 | SH | Call | SOLE | 5,370,000 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 814,608 | 8,344,683 | SH | SOLE | 8,344,683 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 344,859 | 1,371,046 | SH | SOLE | 1,371,046 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 14,756 | 3,400,000 | SH | Put | SOLE | 3,400,000 | 0 | 0 | |
| GARTNER INC | COM | 366651107 | 163,796 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 83,986 | 1,400,000 | SH | Put | SOLE | 1,400,000 | 0 | 0 | |
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 22,768 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 102,830 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 177,272 | 3,525,000 | SH | SOLE | 3,525,000 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 123,424 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
| IRON MTN INC NEW | COM | 46284V101 | 26,622 | 1,020,000 | SH | Put | SOLE | 1,020,000 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 270,208 | 4,490,000 | SH | Call | SOLE | 4,490,000 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 472,555 | 7,852,355 | SH | SOLE | 7,852,355 | 0 | 0 | ||
| KROGER CO | COM | 501044101 | 34,527 | 1,020,000 | SH | Put | SOLE | 1,020,000 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 414,689 | 27,701,362 | SH | SOLE | 27,701,362 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 166,110 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 272,454 | 5,982,747 | SH | SOLE | 5,982,747 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 37,736 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 6,008 | 602,864 | SH | SOLE | 602,864 | 0 | 0 | ||
| LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 44,740 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 108,096 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 10,827 | 4,040,000 | SH | Put | SOLE | 4,040,000 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 313,278 | 1,059,444 | SH | SOLE | 1,059,444 | 0 | 0 | ||
| MEDIFAST INC | COM | 58470H101 | 98,527 | 710,000 | SH | Put | SOLE | 710,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 507,312 | 2,492,810 | SH | SOLE | 2,492,810 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 20,352 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| MYLAN NV | SHS EURO | N59465109 | 102,590 | 6,380,000 | SH | Put | SOLE | 6,380,000 | 0 | 0 | |
| NATIONAL BEVERAGE CORP | COM | 635017106 | 18,306 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 113,760 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 39,700 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 9,805 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 106,281 | 4,200,000 | SH | SOLE | 4,200,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 499,471 | 2,866,733 | SH | SOLE | 2,866,733 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 22,170 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 97,548 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | ||
| ROBERT HALF INTL INC | COM | 770323103 | 32,755 | 620,000 | SH | Put | SOLE | 620,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 420,279 | 2,243,520 | SH | SOLE | 2,243,520 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 134,050 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 340,787 | 841,325 | SH | SOLE | 841,325 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 7,660 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| TABULA RASA HEALTHCARE INC | COM | 873379101 | 5,473 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| TAILORED BRANDS INC | COM | 87403A107 | 469 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| TANGER FACTORY OUTLET CTRS I | COM | 875465106 | 7,130 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| TEMPUR SEALY INTL INC | COM | 88023U101 | 21,585 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| TEMPUR SEALY INTL INC | COM | 88023U101 | 100,730 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 63,084 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 40,481 | 380,000 | SH | Put | SOLE | 380,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 142,623 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 77,561 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 270,438 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 32,216 | 760,000 | SH | Put | SOLE | 760,000 | 0 | 0 | |
| WENDYS CO | COM | 95058W100 | 163,350 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 104,286 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 156,438 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||