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 |
ADEPTUS HEALTH INC | CL A | 006855100 | 6,458 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
ADOBE SYS INC | COM | 00724F101 | 67,838 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 96,928 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 14,912 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 66,119 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 168,853 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 80,406 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 146,529 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
APOLLO ED GROUP INC | CL A | 037604105 | 2,385 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
ASCENA RETAIL GROUP INC | COM | 04351G101 | 8,944 | 1,600,000 | SH | Put | SOLE | 1,600,000 | 0 | 0 | |
ASCENA RETAIL GROUP INC | COM | 04351G101 | 4,472 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 18,266 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
AVON PRODS INC | COM | 054303102 | 30,564 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||
BUCKLE INC | COM | 118440106 | 2,403 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
BURLINGTON STORES INC | COM | 122017106 | 30,383 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
CAL MAINE FOODS INC | COM NEW | 128030202 | 21,197 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 105,131 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 36,045 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 99,894 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 16,649 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 30,502 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 45,753 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 37,256 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 32,324 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 93,885 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 51,210 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 20,205 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 1,010 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 82,877 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 94,906 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 16,704 | 110,000 | SH | Call | SOLE | 110,000 | 0 | 0 | |
EBAY INC | COM | 278642103 | 19,740 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
EL POLLO LOCO HLDGS INC | COM | 268603107 | 2,518 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 68,320 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
EXPRESS INC | COM | 30219E103 | 10,611 | 900,000 | SH | Call | SOLE | 900,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 192,405 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 64,135 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
FITBIT INC | CL A | 33812L102 | 5,936 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 11,036 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
GENERAC HLDGS INC | COM | 368736104 | 3,630 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
GOPRO INC | CL A | 38268T103 | 12,510 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
GOPRO INC | CL A | 38268T103 | 5,004 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
HARLEY DAVIDSON INC | COM | 412822108 | 15,777 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
HIBBETT SPORTS INC | COM | 428567101 | 7,980 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
KAR AUCTION SVCS INC | COM | 48238T109 | 19,422 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
KATE SPADE & CO | COM | 485865109 | 30,834 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
KATE SPADE & CO | COM | 485865109 | 10,278 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
LEGGETT & PLATT INC | COM | 524660107 | 6,837 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
LOWES COS INC | COM | 548661107 | 173,304 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 79,431 | 1,100,000 | SH | Call | SOLE | 1,100,000 | 0 | 0 | |
MASCO CORP | COM | 574599106 | 27,448 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 61,062 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
MATTEL INC | COM | 577081102 | 6,056 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
MAXIMUS INC | COM | 577933104 | 5,656 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
MCDONALDS CORP | COM | 580135101 | 40,376 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 23,072 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 46,854 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 60,102 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 40,068 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 25,692 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 39,420 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 123,188 | 1,250,000 | SH | Call | SOLE | 1,250,000 | 0 | 0 | |
NORD ANGLIA EDUCATION INC | SHS | G6583A102 | 1,089 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
PATTERN ENERGY GROUP INC | CL A | 70338P100 | 4,498 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
PIER 1 IMPORTS INC | COM | 720279108 | 2,332 | 550,000 | SH | Put | SOLE | 550,000 | 0 | 0 | |
PRICELINE GRP INC | COM NEW | 741503403 | 95,647 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
PRIMERICA INC | COM | 74164M108 | 7,955 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
RENT A CTR INC NEW | COM | 76009N100 | 3,792 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 110,664 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 5,533 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
SOLARCITY CORP | COM | 83416T100 | 4,672 | 238,880 | SH | SOLE | 238,880 | 0 | 0 | ||
SOLARCITY CORP | COM | 83416T100 | 25,428 | 1,300,000 | SH | Put | SOLE | 1,300,000 | 0 | 0 | |
STARBUCKS CORP | COM | 855244109 | 59,554 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 92,038 | 1,700,000 | SH | Call | SOLE | 1,700,000 | 0 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 64,925 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 9,275 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
TESLA MTRS INC | COM | 88160R101 | 35,705 | 175,000 | SH | Put | SOLE | 175,000 | 0 | 0 | |
TEXAS ROADHOUSE INC | COM | 882681109 | 11,709 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 16,815 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 115,780 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
WAL-MART STORES INC | COM | 931142103 | 64,908 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 7,327 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 41,404 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 48,710 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
YY INC | ADS REPCOM CLA | 98426T106 | 73,793 | 1,385,000 | SH | SOLE | 1,385,000 | 0 | 0 | ||
YY INC | ADS REPCOM CLA | 98426T106 | 29,304 | 550,000 | SH | Call | SOLE | 550,000 | 0 | 0 | |
ZOES KITCHEN INC | COM | 98979J109 | 3,329 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
ZOETIS INC | CL A | 98978V103 | 85,817 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 |