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 | 47,895 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 101,019 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 196,796 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 71,562 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
AUTONATION INC | COM | 05329W102 | 18,792 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 70,046 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 13,151 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 44,304 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
COACH INC | COM | 189754104 | 8,148 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 66,160 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 24,810 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
CROCS INC | COM | 227046109 | 3,384 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 28,840 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 15,207 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 56,728 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 26,134 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 3,938 | 275,000 | SH | Call | SOLE | 275,000 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 160,208 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 88,682 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 85,397 | 650,000 | SH | Call | SOLE | 650,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 46,283 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
FASTENAL CO | COM | 311900104 | 13,317 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
FINANCIAL ENGINES INC | COM | 317485100 | 5,174 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
FITBIT INC | CL A | 33812L102 | 14,664 | 1,200,000 | SH | Put | SOLE | 1,200,000 | 0 | 0 | |
GAP INC DEL | COM | 364760108 | 31,830 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
GENERAC HLDGS INC | COM | 368736104 | 6,992 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
GOPRO INC | CL A | 38268T103 | 6,486 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
GRAND CANYON ED INC | COM | 38526M106 | 19,960 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 27,186 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
HIBBETT SPORTS INC | COM | 428567101 | 3,479 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
JACK IN THE BOX INC | COM | 466367109 | 34,368 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 6,369 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
KATE SPADE & CO | COM | 485865109 | 42,251 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
KATE SPADE & CO | COM | 485865109 | 14,427 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 13,426 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
LIFELOCK INC | COM | 53224V100 | 15,810 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
LOWES COS INC | COM | 548661107 | 47,502 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 48,136 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
MOBILE MINI INC | COM | 60740F105 | 6,928 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 6,921 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
MOHAWK INDS INC | COM | 608190104 | 90,136 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 37,952 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 44,195 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 91,480 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 82,332 | 900,000 | SH | Call | SOLE | 900,000 | 0 | 0 | |
NEWELL BRANDS INC | COM | 651229106 | 49,784 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 10,953 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
PENNEY J C INC | COM | 708160106 | 7,104 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
POPEYES LA KITCHEN INC | COM | 732872106 | 17,810 | 325,952 | SH | SOLE | 325,952 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 143,567 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 24,968 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 55,587 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 12,897 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
SHAKE SHACK INC | CL A | 819047101 | 3,643 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 39,645 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 8,241 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 49,446 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
SOLARCITY CORP | COM | 83416T100 | 21,537 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
SOLARCITY CORP | COM | 83416T100 | 2,997 | 125,236 | SH | SOLE | 125,236 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 3,920 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
STARBUCKS CORP | COM | 855244109 | 102,816 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 142,800 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 45,012 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 6,138 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
TESLA MTRS INC | COM | 88160R101 | 10,614 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
TUPPERWARE BRANDS CORP | COM | 899896104 | 16,884 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
U S G CORP | COM NEW | 903293405 | 5,392 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
US FOODS HLDG CORP | COM | 912008109 | 31,512 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 24,596 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 126,089 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 51,919 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
WAL-MART STORES INC | COM | 931142103 | 76,671 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
WAL-MART STORES INC | COM | 931142103 | 29,208 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
WYNN RESORTS LTD | COM | 983134107 | 45,320 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 18,128 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
ZELTIQ AESTHETICS INC | COM | 98933Q108 | 2,733 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
ZOETIS INC | CL A | 98978V103 | 37,968 | 800,000 | SH | SOLE | 800,000 | 0 | 0 |