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 SYS INC COM 00724F101 78,078 600,000 SH   SOLE   600,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 202,082 1,363,026 SH   SOLE   1,363,026 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 159,928 1,078,700 SH Call SOLE   1,078,700 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,349 300,000 SH   SOLE   300,000 0 0
AMAZON COM INC COM 023135106 222,596 251,084 SH   SOLE   251,084 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 1,981 100,000 SH   SOLE   100,000 0 0
AVON PRODS INC COM 054303102 4,400 1,000,000 SH Call SOLE   1,000,000 0 0
BRUNSWICK CORP COM 117043109 23,868 390,000 SH   SOLE   390,000 0 0
BRUNSWICK CORP COM 117043109 12,240 200,000 SH Call SOLE   200,000 0 0
BURLINGTON STORES INC COM 122017106 38,916 400,000 SH   SOLE   400,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 53,360 1,450,000 SH   SOLE   1,450,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 7,360 200,000 SH Call SOLE   200,000 0 0
CARMAX INC COM 143130102 178,454 3,013,400 SH Call SOLE   3,013,400 0 0
CARMAX INC COM 143130102 165,686 2,797,800 SH   SOLE   2,797,800 0 0
CASEYS GEN STORES INC COM 147528103 58,931 525,000 SH   SOLE   525,000 0 0
CASEYS GEN STORES INC COM 147528103 11,225 100,000 SH Call SOLE   100,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 226,719 1,398,894 SH   SOLE   1,398,894 0 0
CONSTELLATION BRANDS INC CL A 21036P108 685,977 4,232,600 SH Call SOLE   4,232,600 0 0
COOPER COS INC COM NEW 216648402 59,967 300,000 SH   SOLE   300,000 0 0
DARDEN RESTAURANTS INC COM 237194105 12,007 143,500 SH Put SOLE   143,500 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 9,164 150,000 SH   SOLE   150,000 0 0
DEERE & CO COM 244199105 187,426 1,721,718 SH   SOLE   1,721,718 0 0
DEERE & CO COM 244199105 117,253 1,077,100 SH Call SOLE   1,077,100 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 20,758 1,150,000 SH   SOLE   1,150,000 0 0
DOLLAR TREE INC COM 256746108 64,730 825,000 SH   SOLE   825,000 0 0
ELECTRONIC ARTS INC COM 285512109 26,856 300,000 SH   SOLE   300,000 0 0
FACEBOOK INC CL A 30303M102 193,617 1,363,021 SH   SOLE   1,363,021 0 0
FACEBOOK INC CL A 30303M102 61,295 431,500 SH Call SOLE   431,500 0 0
FEDEX CORP COM 31428X106 73,181 375,000 SH   SOLE   375,000 0 0
FREDS INC CL A 356108100 1,965 150,000 SH   SOLE   150,000 0 0
FREDS INC CL A 356108100 1,310 100,000 SH Put SOLE   100,000 0 0
GAMESTOP CORP NEW CL A 36467W109 24,009 1,064,700 SH Put SOLE   1,064,700 0 0
GOPRO INC CL A 38268T103 13,050 1,500,000 SH Put SOLE   1,500,000 0 0
GRAINGER W W INC COM 384802104 33,401 143,500 SH Put SOLE   143,500 0 0
HD SUPPLY HLDGS INC COM 40416M105 24,675 600,000 SH   SOLE   600,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 20,024 100,000 SH   SOLE   100,000 0 0
IAC INTERACTIVECORP COM 44919P508 49,761 675,000 SH   SOLE   675,000 0 0
IAC INTERACTIVECORP COM 44919P508 44,232 600,000 SH Call SOLE   600,000 0 0
JD COM INC SPON ADR CL A 47215P106 46,665 1,500,000 SH   SOLE   1,500,000 0 0
L BRANDS INC COM 501797104 35,820 760,500 SH Put SOLE   760,500 0 0
LAUREATE EDUCATION INC CL A 518613203 43,524 3,050,000 SH   SOLE   3,050,000 0 0
LEGGETT & PLATT INC COM 524660107 22,961 456,300 SH Put SOLE   456,300 0 0
LOWES COS INC COM 548661107 94,362 1,147,811 SH   SOLE   1,147,811 0 0
MASCO CORP COM 574599106 40,788 1,200,000 SH   SOLE   1,200,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 53,423 475,000 SH   SOLE   475,000 0 0
MATTEL INC COM 577081102 15,581 608,400 SH Put SOLE   608,400 0 0
MCDONALDS CORP COM 580135101 232,450 1,793,456 SH   SOLE   1,793,456 0 0
MGM RESORTS INTERNATIONAL COM 552953101 13,700 500,000 SH   SOLE   500,000 0 0
MIMEDX GROUP INC COM 602496101 12,389 1,300,000 SH Put SOLE   1,300,000 0 0
MOBILE MINI INC COM 60740F105 3,050 100,000 SH Put SOLE   100,000 0 0
NETEASE INC SPONSORED ADR 64110W102 49,700 175,000 SH   SOLE   175,000 0 0
NETFLIX INC COM 64110L106 55,429 375,000 SH   SOLE   375,000 0 0
NETFLIX INC COM 64110L106 14,781 100,000 SH Call SOLE   100,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 92,924 1,673,100 SH Put SOLE   1,673,100 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 12,016 358,700 SH Put SOLE   358,700 0 0
OPKO HEALTH INC COM 68375N103 4,800 600,000 SH Put SOLE   600,000 0 0
PAPA JOHNS INTL INC COM 698813102 6,003 75,000 SH   SOLE   75,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 12,078 600,000 SH Put SOLE   600,000 0 0
PENNEY J C INC COM 708160106 10,306 1,673,100 SH Put SOLE   1,673,100 0 0
PRICELINE GRP INC COM NEW 741503403 127,691 71,738 SH   SOLE   71,738 0 0
REALOGY HLDGS CORP COM 75605Y106 28,003 940,000 SH   SOLE   940,000 0 0
RENT A CTR INC NEW COM 76009N100 26,219 2,955,900 SH Put SOLE   2,955,900 0 0
SALESFORCE COM INC COM 79466L302 57,743 700,000 SH   SOLE   700,000 0 0
SHERWIN WILLIAMS CO COM 824348106 109,037 351,517 SH   SOLE   351,517 0 0
SHOPIFY INC CL A 82509L107 5,107 75,000 SH Put SOLE   75,000 0 0
SKECHERS U S A INC CL A 830566105 41,175 1,500,000 SH   SOLE   1,500,000 0 0
SKECHERS U S A INC CL A 830566105 10,980 400,000 SH Call SOLE   400,000 0 0
SONIC CORP COM 835451105 17,752 700,000 SH   SOLE   700,000 0 0
SQUARE INC CL A 852234103 31,104 1,800,000 SH   SOLE   1,800,000 0 0
SUMMIT MATLS INC CL A 86614U100 81,543 3,300,000 SH   SOLE   3,300,000 0 0
SUMMIT MATLS INC CL A 86614U100 17,297 700,000 SH Call SOLE   700,000 0 0
TAILORED BRANDS INC COM 87403A107 9,091 608,500 SH Put SOLE   608,500 0 0
THOR INDS INC COM 885160101 151,716 1,578,242 SH   SOLE   1,578,242 0 0
THOR INDS INC COM 885160101 124,133 1,291,300 SH Call SOLE   1,291,300 0 0
TRANSDIGM GROUP INC COM 893641100 11,008 50,000 SH Put SOLE   50,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 37,177 1,147,800 SH Call SOLE   1,147,800 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 104,562 3,228,224 SH   SOLE   3,228,224 0 0
V F CORP COM 918204108 25,083 456,300 SH Put SOLE   456,300 0 0
VISA INC COM CL A 92826C839 165,760 1,865,200 SH Call SOLE   1,865,200 0 0
VISA INC COM CL A 92826C839 188,074 2,116,278 SH   SOLE   2,116,278 0 0
VULCAN MATLS CO COM 929160109 112,359 932,597 SH   SOLE   932,597 0 0
VULCAN MATLS CO COM 929160109 34,662 287,700 SH Call SOLE   287,700 0 0
WYNN RESORTS LTD COM 983134107 131,551 1,147,811 SH   SOLE   1,147,811 0 0
WYNN RESORTS LTD COM 983134107 32,882 286,900 SH Call SOLE   286,900 0 0
YANDEX N V SHS CLASS A N97284108 30,702 1,400,000 SH   SOLE   1,400,000 0 0
YANDEX N V SHS CLASS A N97284108 15,351 700,000 SH Call SOLE   700,000 0 0
YY INC ADS REPCOM CLA 98426T106 12,680 275,000 SH   SOLE   275,000 0 0
ZUMIEZ INC COM 989817101 5,490 300,000 SH Put SOLE   300,000 0 0