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
ADIDAS AG COM 004031976 184,275 961,667 SH   SOLE   961,667 0 0
ADIDAS AG COM 004031976 108,994 568,800 SH Call SOLE   568,800 0 0
ADOBE SYS INC COM 00724F101 120,668 853,140 SH   SOLE   853,140 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 192,482 1,366,091 SH   SOLE   1,366,091 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 601,037 4,265,700 SH Call SOLE   4,265,700 0 0
ALPHABET INC CAP STK CL A 02079K305 231,343 248,842 SH   SOLE   248,842 0 0
ALPHABET INC CAP STK CL A 02079K305 66,100 71,100 SH Call SOLE   71,100 0 0
AMAZON COM INC COM 023135106 282,173 291,501 SH   SOLE   291,501 0 0
AMAZON COM INC COM 023135106 179,661 185,600 SH Call SOLE   185,600 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 16,731 755,000 SH   SOLE   755,000 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 17,728 800,000 SH Call SOLE   800,000 0 0
ANGIES LIST INC COM 034754101 32,103 2,510,000 SH   SOLE   2,510,000 0 0
AVIS BUDGET GROUP COM 053774105 8,181 300,000 SH Put SOLE   300,000 0 0
AVON PRODS INC COM 054303102 3,800 1,000,000 SH Call SOLE   1,000,000 0 0
BRUNSWICK CORP COM 117043109 25,092 400,000 SH   SOLE   400,000 0 0
BURLINGTON STORES INC COM 122017106 6,899 75,000 SH   SOLE   75,000 0 0
CARMAX INC COM 143130102 188,303 2,986,093 SH   SOLE   2,986,093 0 0
CARMAX INC COM 143130102 253,381 4,018,100 SH Call SOLE   4,018,100 0 0
CARVANA CO CL A 146869102 13,817 675,000 SH   SOLE   675,000 0 0
CASEYS GEN STORES INC COM 147528103 50,877 475,000 SH   SOLE   475,000 0 0
CASEYS GEN STORES INC COM 147528103 10,711 100,000 SH Call SOLE   100,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 100,072 240,500 SH Put SOLE   240,500 0 0
CONNS INC COM 208242107 7,640 400,000 SH Put SOLE   400,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 303,019 1,564,133 SH   SOLE   1,564,133 0 0
CONSTELLATION BRANDS INC CL A 21036P108 895,304 4,621,400 SH Call SOLE   4,621,400 0 0
COOPER COS INC COM NEW 216648402 22,745 95,000 SH   SOLE   95,000 0 0
COTY INC COM CL A 222070203 13,132 700,000 SH Put SOLE   700,000 0 0
DARDEN RESTAURANTS INC COM 237194105 13,611 150,500 SH Put SOLE   150,500 0 0
DEERE & CO COM 244199105 149,381 1,208,683 SH   SOLE   1,208,683 0 0
DEERE & CO COM 244199105 17,698 143,200 SH Call SOLE   143,200 0 0
EDGEWELL PERS CARE CO COM 28035Q102 41,811 550,000 SH   SOLE   550,000 0 0
ELECTRONIC ARTS INC COM 285512109 21,144 200,000 SH   SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 67,941 450,000 SH   SOLE   450,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 61,664 427,600 SH Call SOLE   427,600 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 61,518 426,586 SH   SOLE   426,586 0 0
FREDS INC CL A 356108100 8,307 900,000 SH Put SOLE   900,000 0 0
GAMESTOP CORP NEW CL A 36467W109 42,265 1,955,800 SH Put SOLE   1,955,800 0 0
GOPRO INC CL A 38268T103 4,065 500,000 SH Put SOLE   500,000 0 0
HARLEY DAVIDSON INC COM 412822108 8,168 151,200 SH Put SOLE   151,200 0 0
IAC INTERACTIVECORP COM 44919P508 54,201 525,000 SH   SOLE   525,000 0 0
JACK IN THE BOX INC COM 466367109 39,400 400,000 SH   SOLE   400,000 0 0
JACK IN THE BOX INC COM 466367109 19,700 200,000 SH Call SOLE   200,000 0 0
JD COM INC SPON ADR CL A 47215P106 41,181 1,050,000 SH   SOLE   1,050,000 0 0
JD COM INC SPON ADR CL A 47215P106 74,518 1,900,000 SH Call SOLE   1,900,000 0 0
LAUREATE EDUCATION INC CL A 518613203 56,973 3,250,000 SH   SOLE   3,250,000 0 0
LOWES COS INC COM 548661107 99,215 1,279,700 SH Call SOLE   1,279,700 0 0
LOWES COS INC COM 548661107 110,244 1,421,951 SH   SOLE   1,421,951 0 0
MASTERCARD INCORPORATED CL A 57636Q104 48,580 400,000 SH   SOLE   400,000 0 0
MCDONALDS CORP COM 580135101 42,119 275,000 SH   SOLE   275,000 0 0
MOHAWK INDS INC COM 608190104 42,296 175,000 SH   SOLE   175,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 20,583 220,000 SH   SOLE   220,000 0 0
NETFLIX INC COM 64110L106 67,235 450,000 SH   SOLE   450,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 44,056 625,000 SH   SOLE   625,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 66,315 1,055,300 SH Put SOLE   1,055,300 0 0
PALO ALTO NETWORKS INC COM 697435105 46,834 350,000 SH   SOLE   350,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 14,304 600,000 SH Put SOLE   600,000 0 0
PENNEY J C INC COM 708160106 8,435 1,814,000 SH Put SOLE   1,814,000 0 0
PENNEY J C INC COM 708160106 16,990 3,653,710 SH   SOLE   3,653,710 0 0
PRICELINE GRP INC COM NEW 741503403 132,988 71,097 SH   SOLE   71,097 0 0
REALOGY HLDGS CORP COM 75605Y106 48,675 1,500,000 SH Call SOLE   1,500,000 0 0
REALOGY HLDGS CORP COM 75605Y106 5,517 170,000 SH   SOLE   170,000 0 0
RENT A CTR INC NEW COM 76009N100 38,875 3,317,000 SH Put SOLE   3,317,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 67,231 1,075,000 SH   SOLE   1,075,000 0 0
RH COM 74967X103 87,541 1,356,800 SH Put SOLE   1,356,800 0 0
SALESFORCE COM INC COM 79466L302 67,115 775,000 SH   SOLE   775,000 0 0
SEAWORLD ENTMT INC COM 81282V100 14,643 900,000 SH Put SOLE   900,000 0 0
SELECT COMFORT CORP COM 81616X103 7,098 200,000 SH Put SOLE   200,000 0 0
SHERWIN WILLIAMS CO COM 824348106 66,682 190,000 SH   SOLE   190,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 57,264 905,500 SH Put SOLE   905,500 0 0
SNAP INC CL A 83304A106 12,883 725,000 SH   SOLE   725,000 0 0
SONIC CORP COM 835451105 11,921 450,000 SH Call SOLE   450,000 0 0
SONIC CORP COM 835451105 30,331 1,145,000 SH   SOLE   1,145,000 0 0
SQUARE INC CL A 852234103 30,498 1,300,000 SH   SOLE   1,300,000 0 0
SUMMIT MATLS INC CL A 86614U100 72,175 2,500,000 SH   SOLE   2,500,000 0 0
SUMMIT MATLS INC CL A 86614U100 11,548 400,000 SH Call SOLE   400,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 49,532 675,000 SH   SOLE   675,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,678 200,000 SH Put SOLE   200,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 60,261 1,814,000 SH Put SOLE   1,814,000 0 0
THOR INDS INC COM 885160101 126,331 1,208,675 SH   SOLE   1,208,675 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 22,672 800,000 SH Call SOLE   800,000 0 0
UNDER ARMOUR INC CL A 904311107 19,584 900,000 SH Put SOLE   900,000 0 0
V F CORP COM 918204108 52,243 907,000 SH Put SOLE   907,000 0 0
VISA INC COM CL A 92826C839 320,043 3,412,700 SH Call SOLE   3,412,700 0 0
VISA INC COM CL A 92826C839 230,964 2,462,829 SH   SOLE   2,462,829 0 0
VISTA OUTDOOR INC COM 928377100 25,400 1,128,400 SH Put SOLE   1,128,400 0 0
VULCAN MATLS CO COM 929160109 117,086 924,269 SH   SOLE   924,269 0 0
VULCAN MATLS CO COM 929160109 81,063 639,900 SH Call SOLE   639,900 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 96,375 959,819 SH   SOLE   959,819 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 35,696 355,500 SH Call SOLE   355,500 0 0
WYNN RESORTS LTD COM 983134107 162,106 1,208,665 SH   SOLE   1,208,665 0 0
WYNN RESORTS LTD COM 983134107 28,608 213,300 SH Call SOLE   213,300 0 0
YANDEX N V SHS CLASS A N97284108 22,960 875,000 SH   SOLE   875,000 0 0
YUM BRANDS INC COM 988498101 66,384 900,000 SH   SOLE   900,000 0 0