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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADIDAS AGCOM004031976186,507824,326SH SOLE 824,32600
ADOBE SYS INCCOM00724F10158,926395,000SH SOLE 395,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102281,0091,627,059SH SOLE 1,627,05900
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102383,1922,218,700SHCallSOLE 2,218,70000
ALIGN TECHNOLOGY INCCOM01625510137,254200,000SH SOLE 200,00000
ALPHABET INCCAP STK CL A02079K305288,053295,827SH SOLE 295,82700
ALPHABET INCCAP STK CL A02079K305144,013147,900SHCallSOLE 147,90000
ANGI HOMESERVICES INCCOM00183L10224,2971,950,000SH SOLE 1,950,00000
AMAZON COM INCCOM023135106391,044406,765SH SOLE 406,76500
AMAZON COM INCCOM023135106284,367295,800SHCallSOLE 295,80000
ASCENA RETAIL GROUP INCCOM04351G1012,4501,000,000SHPutSOLE 1,000,00000
AUTODESK INCCOM05276910699,642887,600SHCallSOLE 887,60000
AUTODESK INCCOM052769106220,0141,959,864SH SOLE 1,959,86400
BRUNSWICK CORPCOM11704310936,381650,000SH SOLE 650,00000
BRUNSWICK CORPCOM11704310911,194200,000SHCallSOLE 200,00000
CARMAX INCCOM143130102106,1341,400,000SH SOLE 1,400,00000
CARVANA COCL A14686910214,313975,000SH SOLE 975,00000
CARVANA COCL A1468691021,468100,000SHCallSOLE 100,00000
CASEYS GEN STORES INCCOM14752810332,835300,000SH SOLE 300,00000
CBL & ASSOC PPTYS INCCOM12483010010,4231,242,300SHPutSOLE 1,242,30000
CONSTELLATION BRANDS INCCL A21036P108206,5111,035,400SH SOLE 1,035,40000
CONSTELLATION BRANDS INCCL A21036P108899,7994,511,400SHCallSOLE 4,511,40000
DEERE & COCOM244199105167,1981,331,300SHCallSOLE 1,331,30000
DEERE & COCOM24419910555,731443,752SH SOLE 443,75200
DOLLAR TREE INCCOM25674610843,410500,000SH SOLE 500,00000
ELECTRONIC ARTS INCCOM28551210990,906770,000SH SOLE 770,00000
ELECTRONIC ARTS INCCOM28551210923,612200,000SHCallSOLE 200,00000
EXPONENT INCCOM30214U1027,390100,000SHPutSOLE 100,00000
FACEBOOK INCCL A30303M102157,963924,464SH SOLE 924,46400
FACEBOOK INCCL A30303M102151,630887,400SHCallSOLE 887,40000
FIRST DATA CORP NEWCOM CL A32008D10648,7082,700,000SH SOLE 2,700,00000
FLEETCOR TECHNOLOGIES INCCOM339041105128,199828,322SH SOLE 828,32200
FLEETCOR TECHNOLOGIES INCCOM339041105137,358887,500SHCallSOLE 887,50000
GAMESTOP CORP NEWCL A36467W1099,625465,900SHPutSOLE 465,90000
GOPRO INCCL A38268T10317,0961,552,800SHPutSOLE 1,552,80000
GRAINGER W W INCCOM38480210483,746465,900SHPutSOLE 465,90000
HANESBRANDS INCCOM41034510224,6401,000,000SHPutSOLE 1,000,00000
HARLEY DAVIDSON INCCOM41282210889,8351,863,400SHPutSOLE 1,863,40000
HD SUPPLY HLDGS INCCOM40416M10525,249700,000SH SOLE 700,00000
HILTON WORLDWIDE HLDGS INCCOM43300A20383,3401,200,000SH SOLE 1,200,00000
IAC INTERACTIVECORPCOM44919P50855,851475,000SH SOLE 475,00000
KROGER COCOM501044101102,7915,124,200SHPutSOLE 5,124,20000
L BRANDS INCCOM5017971048,322200,000SHPutSOLE 200,00000
LAUREATE EDUCATION INCCL A51861320365,4754,500,010SH SOLE 4,500,01000
LOWES COS INCCOM54866110771,946900,000SH SOLE 900,00000
MACYS INCCOM55616P10460,9892,795,100SHPutSOLE 2,795,10000
MASTERCARD INCORPORATEDCL A57636Q10484,720600,000SH SOLE 600,00000
MERCADOLIBRE INCCOM58733R10247,017181,580SH SOLE 181,58000
MONSTER BEVERAGE CORP NEWCOM61174X10941,438750,000SH SOLE 750,00000
NATIONAL BEVERAGE CORPCOM63501710611,16590,000SH SOLE 90,00000
NETFLIX INCCOM64110L10656,219310,000SH SOLE 310,00000
NEW ORIENTAL ED & TECH GRP ISPON ADR64758110766,195750,000SH SOLE 750,00000
NEW ORIENTAL ED & TECH GRP ISPON ADR64758110717,652200,000SHCallSOLE 200,00000
PAYPAL HLDGS INCCOM70450Y103146,8002,292,671SH SOLE 2,292,67100
PAYPAL HLDGS INCCOM70450Y10328,417443,800SHCallSOLE 443,80000
PENNEY J C INCCOM7081601069,5252,500,000SHPutSOLE 2,500,00000
PENNEY J C INCCOM70816010620,5595,396,131SH SOLE 5,396,13100
PERRIGO CO PLCSHSG9782210346,016543,600SHPutSOLE 543,60000
RENT A CTR INC NEWCOM76009N10060,6095,279,500SHPutSOLE 5,279,50000
RESTAURANT BRANDS INTL INCCOM76131D103155,9052,440,585SH SOLE 2,440,58500
RESTAURANT BRANDS INTL INCCOM76131D10328,344443,700SHCallSOLE 443,70000
RHCOM74967X10316,764238,396SH SOLE 238,39600
RHCOM74967X1035,46477,700SHPutSOLE 77,70000
ROYAL CARIBBEAN CRUISES LTDCOMV7780T10329,635250,000SH SOLE 250,00000
SALESFORCE COM INCCOM79466L30279,407850,000SH SOLE 850,00000
SEAWORLD ENTMT INCCOM81282V1006,495500,000SHPutSOLE 500,00000
SELECT COMFORT CORPCOM81616X1039,315300,000SHPutSOLE 300,00000
SHERWIN WILLIAMS COCOM824348106158,877443,741SH SOLE 443,74100
SHERWIN WILLIAMS COCOM824348106132,403369,800SHCallSOLE 369,80000
SIGNET JEWELERS LIMITEDSHSG81276100170,5142,562,200SHPutSOLE 2,562,20000
SIX FLAGS ENTMT CORP NEWCOM83001A10212,188200,000SHPutSOLE 200,00000
SONIC CORPCOM83545110510,180400,000SHCallSOLE 400,00000
SUMMIT MATLS INCCL A86614U10058,4551,825,000SH SOLE 1,825,00000
TAILORED BRANDS INCCOM87403A1078,664600,000SHPutSOLE 600,00000
TAKE-TWO INTERACTIVE SOFTWARCOM874054109181,4551,774,972SH SOLE 1,774,97200
TAKE-TWO INTERACTIVE SOFTWARCOM87405410975,609739,600SHCallSOLE 739,60000
TANGER FACTORY OUTLET CTRS ICOM8754651067,585310,600SHPutSOLE 310,60000
THOR INDS INCCOM885160101107,024850,000SH SOLE 850,00000
U S G CORPCOM NEW90329340513,060400,000SHPutSOLE 400,00000
VISA INCCOM CL A92826C839194,5811,848,928SH SOLE 1,848,92800
VISTA OUTDOOR INCCOM92837710023,1511,009,200SHPutSOLE 1,009,20000
VULCAN MATLS COCOM929160109229,0931,915,495SH SOLE 1,915,49500
WENDYS COCOM95058W10031,0602,000,000SH SOLE 2,000,00000
WOLVERINE WORLD WIDE INCCOM9780971034,328150,000SHPutSOLE 150,00000
WYNDHAM WORLDWIDE CORPCOM98310W108124,7341,183,318SH SOLE 1,183,31800
WYNDHAM WORLDWIDE CORPCOM98310W108155,9221,479,200SHCallSOLE 1,479,20000
WYNN RESORTS LTDCOM98313410785,629575,000SH SOLE 575,00000
WYNN RESORTS LTDCOM98313410744,676300,000SHCallSOLE 300,00000
YANDEX N VSHS CLASS AN9728410816,475500,000SHCallSOLE 500,00000
YANDEX N VSHS CLASS AN9728410865,9002,000,000SH SOLE 2,000,00000