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 186,507 824,326 SH   SOLE   824,326 0 0
ADOBE SYS INC COM 00724F101 58,926 395,000 SH   SOLE   395,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 281,009 1,627,059 SH   SOLE   1,627,059 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 383,192 2,218,700 SH Call SOLE   2,218,700 0 0
ALIGN TECHNOLOGY INC COM 016255101 37,254 200,000 SH   SOLE   200,000 0 0
ALPHABET INC CAP STK CL A 02079K305 288,053 295,827 SH   SOLE   295,827 0 0
ALPHABET INC CAP STK CL A 02079K305 144,013 147,900 SH Call SOLE   147,900 0 0
ANGI HOMESERVICES INC COM 00183L102 24,297 1,950,000 SH   SOLE   1,950,000 0 0
AMAZON COM INC COM 023135106 391,044 406,765 SH   SOLE   406,765 0 0
AMAZON COM INC COM 023135106 284,367 295,800 SH Call SOLE   295,800 0 0
ASCENA RETAIL GROUP INC COM 04351G101 2,450 1,000,000 SH Put SOLE   1,000,000 0 0
AUTODESK INC COM 052769106 99,642 887,600 SH Call SOLE   887,600 0 0
AUTODESK INC COM 052769106 220,014 1,959,864 SH   SOLE   1,959,864 0 0
BRUNSWICK CORP COM 117043109 36,381 650,000 SH   SOLE   650,000 0 0
BRUNSWICK CORP COM 117043109 11,194 200,000 SH Call SOLE   200,000 0 0
CARMAX INC COM 143130102 106,134 1,400,000 SH   SOLE   1,400,000 0 0
CARVANA CO CL A 146869102 14,313 975,000 SH   SOLE   975,000 0 0
CARVANA CO CL A 146869102 1,468 100,000 SH Call SOLE   100,000 0 0
CASEYS GEN STORES INC COM 147528103 32,835 300,000 SH   SOLE   300,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 10,423 1,242,300 SH Put SOLE   1,242,300 0 0
CONSTELLATION BRANDS INC CL A 21036P108 206,511 1,035,400 SH   SOLE   1,035,400 0 0
CONSTELLATION BRANDS INC CL A 21036P108 899,799 4,511,400 SH Call SOLE   4,511,400 0 0
DEERE & CO COM 244199105 167,198 1,331,300 SH Call SOLE   1,331,300 0 0
DEERE & CO COM 244199105 55,731 443,752 SH   SOLE   443,752 0 0
DOLLAR TREE INC COM 256746108 43,410 500,000 SH   SOLE   500,000 0 0
ELECTRONIC ARTS INC COM 285512109 90,906 770,000 SH   SOLE   770,000 0 0
ELECTRONIC ARTS INC COM 285512109 23,612 200,000 SH Call SOLE   200,000 0 0
EXPONENT INC COM 30214U102 7,390 100,000 SH Put SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 157,963 924,464 SH   SOLE   924,464 0 0
FACEBOOK INC CL A 30303M102 151,630 887,400 SH Call SOLE   887,400 0 0
FIRST DATA CORP NEW COM CL A 32008D106 48,708 2,700,000 SH   SOLE   2,700,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 128,199 828,322 SH   SOLE   828,322 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 137,358 887,500 SH Call SOLE   887,500 0 0
GAMESTOP CORP NEW CL A 36467W109 9,625 465,900 SH Put SOLE   465,900 0 0
GOPRO INC CL A 38268T103 17,096 1,552,800 SH Put SOLE   1,552,800 0 0
GRAINGER W W INC COM 384802104 83,746 465,900 SH Put SOLE   465,900 0 0
HANESBRANDS INC COM 410345102 24,640 1,000,000 SH Put SOLE   1,000,000 0 0
HARLEY DAVIDSON INC COM 412822108 89,835 1,863,400 SH Put SOLE   1,863,400 0 0
HD SUPPLY HLDGS INC COM 40416M105 25,249 700,000 SH   SOLE   700,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 83,340 1,200,000 SH   SOLE   1,200,000 0 0
IAC INTERACTIVECORP COM 44919P508 55,851 475,000 SH   SOLE   475,000 0 0
KROGER CO COM 501044101 102,791 5,124,200 SH Put SOLE   5,124,200 0 0
L BRANDS INC COM 501797104 8,322 200,000 SH Put SOLE   200,000 0 0
LAUREATE EDUCATION INC CL A 518613203 65,475 4,500,010 SH   SOLE   4,500,010 0 0
LOWES COS INC COM 548661107 71,946 900,000 SH   SOLE   900,000 0 0
MACYS INC COM 55616P104 60,989 2,795,100 SH Put SOLE   2,795,100 0 0
MASTERCARD INCORPORATED CL A 57636Q104 84,720 600,000 SH   SOLE   600,000 0 0
MERCADOLIBRE INC COM 58733R102 47,017 181,580 SH   SOLE   181,580 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 41,438 750,000 SH   SOLE   750,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 11,165 90,000 SH   SOLE   90,000 0 0
NETFLIX INC COM 64110L106 56,219 310,000 SH   SOLE   310,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 66,195 750,000 SH   SOLE   750,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 17,652 200,000 SH Call SOLE   200,000 0 0
PAYPAL HLDGS INC COM 70450Y103 146,800 2,292,671 SH   SOLE   2,292,671 0 0
PAYPAL HLDGS INC COM 70450Y103 28,417 443,800 SH Call SOLE   443,800 0 0
PENNEY J C INC COM 708160106 9,525 2,500,000 SH Put SOLE   2,500,000 0 0
PENNEY J C INC COM 708160106 20,559 5,396,131 SH   SOLE   5,396,131 0 0
PERRIGO CO PLC SHS G97822103 46,016 543,600 SH Put SOLE   543,600 0 0
RENT A CTR INC NEW COM 76009N100 60,609 5,279,500 SH Put SOLE   5,279,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 155,905 2,440,585 SH   SOLE   2,440,585 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 28,344 443,700 SH Call SOLE   443,700 0 0
RH COM 74967X103 16,764 238,396 SH   SOLE   238,396 0 0
RH COM 74967X103 5,464 77,700 SH Put SOLE   77,700 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 29,635 250,000 SH   SOLE   250,000 0 0
SALESFORCE COM INC COM 79466L302 79,407 850,000 SH   SOLE   850,000 0 0
SEAWORLD ENTMT INC COM 81282V100 6,495 500,000 SH Put SOLE   500,000 0 0
SELECT COMFORT CORP COM 81616X103 9,315 300,000 SH Put SOLE   300,000 0 0
SHERWIN WILLIAMS CO COM 824348106 158,877 443,741 SH   SOLE   443,741 0 0
SHERWIN WILLIAMS CO COM 824348106 132,403 369,800 SH Call SOLE   369,800 0 0
SIGNET JEWELERS LIMITED SHS G81276100 170,514 2,562,200 SH Put SOLE   2,562,200 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 12,188 200,000 SH Put SOLE   200,000 0 0
SONIC CORP COM 835451105 10,180 400,000 SH Call SOLE   400,000 0 0
SUMMIT MATLS INC CL A 86614U100 58,455 1,825,000 SH   SOLE   1,825,000 0 0
TAILORED BRANDS INC COM 87403A107 8,664 600,000 SH Put SOLE   600,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 181,455 1,774,972 SH   SOLE   1,774,972 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 75,609 739,600 SH Call SOLE   739,600 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 7,585 310,600 SH Put SOLE   310,600 0 0
THOR INDS INC COM 885160101 107,024 850,000 SH   SOLE   850,000 0 0
U S G CORP COM NEW 903293405 13,060 400,000 SH Put SOLE   400,000 0 0
VISA INC COM CL A 92826C839 194,581 1,848,928 SH   SOLE   1,848,928 0 0
VISTA OUTDOOR INC COM 928377100 23,151 1,009,200 SH Put SOLE   1,009,200 0 0
VULCAN MATLS CO COM 929160109 229,093 1,915,495 SH   SOLE   1,915,495 0 0
WENDYS CO COM 95058W100 31,060 2,000,000 SH   SOLE   2,000,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 4,328 150,000 SH Put SOLE   150,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 124,734 1,183,318 SH   SOLE   1,183,318 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 155,922 1,479,200 SH Call SOLE   1,479,200 0 0
WYNN RESORTS LTD COM 983134107 85,629 575,000 SH   SOLE   575,000 0 0
WYNN RESORTS LTD COM 983134107 44,676 300,000 SH Call SOLE   300,000 0 0
YANDEX N V SHS CLASS A N97284108 16,475 500,000 SH Call SOLE   500,000 0 0
YANDEX N V SHS CLASS A N97284108 65,900 2,000,000 SH   SOLE   2,000,000 0 0