The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 SYS INC | COM | 00724F101 | 58,625 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 60,128 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 31,612 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 103,887 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 23,746 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
AUTONATION INC | COM | 05329W102 | 38,511 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 7,002 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
BUCKLE INC | COM | 118440106 | 13,548 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
BUFFALO WILD WINGS INC | COM | 119848109 | 36,289 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 52,022 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
CARDTRONICS INC | COM | 14161H108 | 5,399 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 67,991 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 55,153 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 3,848 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
CST BRANDS INC | COM | 12646R105 | 7,658 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 22,130 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 30,982 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 19,390 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 28,186 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 112,558 | 1,365,000 | SH | SOLE | 1,365,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 41,230 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
DOMINOS PIZZA INC | COM | 25754A201 | 75,820 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 80,865 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 16,173 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 96,985 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 34,230 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
FASTENAL CO | COM | 311900104 | 9,800 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
FINANCIAL ENGINES INC | COM | 317485100 | 12,572 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 9,519 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
GENERAC HLDGS INC | COM | 368736104 | 3,724 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
GILDAN ACTIVEWEAR INC | COM | 375916103 | 21,357 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 31,174 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 36,032 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 63,379 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 23,951 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 31,800 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
KATE SPADE & CO | COM | 485865109 | 34,452 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 47,136 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 13,954 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 106,050 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 18,938 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
MOHAWK INDS INC | COM | 608190104 | 71,588 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 43,349 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 148,234 | 1,450,000 | SH | Call | SOLE | 1,450,000 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 97,119 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
NEWELL RUBBERMAID INC | COM | 651229106 | 39,861 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 79,911 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 30,735 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 6,842 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
POLARIS INDS INC | COM | 731068102 | 19,696 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
POLARIS INDS INC | COM | 731068102 | 41,854 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
RENT A CTR INC NEW | COM | 76009N100 | 1,585 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 20,303 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 25,272 | 1,200,000 | SH | Put | SOLE | 1,200,000 | 0 | 0 | |
SERITAGE GROWTH PPTYS | CL A | 81752R100 | 42,475 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 99,224 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 31,008 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
SKECHERS U S A INC | CL A | 830566105 | 13,703 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
SOLARCITY CORP | COM | 83416T100 | 19,664 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 5,028 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
SPROUTS FMRS MKT INC | COM | 85208M102 | 5,808 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 26,258 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
TESLA MTRS INC | COM | 88160R101 | 11,489 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
TRACTOR SUPPLY CO | COM | 892356106 | 24,877 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 96,747 | 1,265,000 | SH | SOLE | 1,265,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 15,296 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
WILLIAMS SONOMA INC | COM | 969904101 | 10,948 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
WINGSTOP INC | COM | 974155103 | 2,948 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 30,365 | 325,000 | SH | SOLE | 325,000 | 0 | 0 |