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 25,923 107,000 SH   SOLE   107,000 0 0
ADOBE SYS INC COM 00724F101 75,628 350,000 SH   SOLE   350,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 269,027 1,465,770 SH   SOLE   1,465,770 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 80,721 439,800 SH Call SOLE   439,800 0 0
AMAZON COM INC COM 023135106 405,202 279,963 SH   SOLE   279,963 0 0
AMAZON COM INC COM 023135106 212,180 146,600 SH Call SOLE   146,600 0 0
AUTODESK INC COM 052769106 220,894 1,758,992 SH   SOLE   1,758,992 0 0
BLACK KNIGHT INC COM 09215C105 56,520 1,200,000 SH   SOLE   1,200,000 0 0
BRUNSWICK CORP COM 117043109 71,268 1,200,000 SH   SOLE   1,200,000 0 0
BRUNSWICK CORP COM 117043109 23,756 400,000 SH Call SOLE   400,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 52,464 800,000 SH   SOLE   800,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 101,069 312,800 SH Put SOLE   312,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 534,525 2,345,231 SH   SOLE   2,345,231 0 0
CONSTELLATION BRANDS INC CL A 21036P108 835,213 3,664,500 SH Call SOLE   3,664,500 0 0
COSTAR GROUP INC COM 22160N109 97,924 270,000 SH   SOLE   270,000 0 0
COSTAR GROUP INC COM 22160N109 18,134 50,000 SH Call SOLE   50,000 0 0
DARDEN RESTAURANTS INC COM 237194105 55,413 650,000 SH   SOLE   650,000 0 0
DEERE & CO COM 244199105 375,645 2,418,520 SH   SOLE   2,418,520 0 0
DEERE & CO COM 244199105 205,286 1,321,700 SH Call SOLE   1,321,700 0 0
DICKS SPORTING GOODS INC COM 253393102 21,931 625,700 SH Put SOLE   625,700 0 0
DOLLAR TREE INC COM 256746108 66,430 700,000 SH   SOLE   700,000 0 0
DOMINOS PIZZA INC COM 25754A201 35,034 150,000 SH   SOLE   150,000 0 0
EAGLE MATERIALS INC COM 26969P108 90,169 875,000 SH   SOLE   875,000 0 0
EAGLE MATERIALS INC COM 26969P108 41,220 400,000 SH Call SOLE   400,000 0 0
ELECTRONIC ARTS INC COM 285512109 248,794 2,052,078 SH   SOLE   2,052,078 0 0
ELECTRONIC ARTS INC COM 285512109 213,249 1,758,900 SH Call SOLE   1,758,900 0 0
EXACT SCIENCES CORP COM 30063P105 8,066 200,000 SH Put SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 152,240 952,751 SH   SOLE   952,751 0 0
FACEBOOK INC CL A 30303M102 187,370 1,172,600 SH Call SOLE   1,172,600 0 0
FASTENAL CO COM 311900104 40,943 750,000 SH   SOLE   750,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 56,000 3,500,000 SH   SOLE   3,500,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 24,000 1,500,000 SH Call SOLE   1,500,000 0 0
FIVE BELOW INC COM 33829M101 22,948 312,900 SH Put SOLE   312,900 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 81,000 400,000 SH   SOLE   400,000 0 0
FREDS INC CL A 356108100 897 300,000 SH   SOLE   300,000 0 0
FREDS INC CL A 356108100 897 300,000 SH Put SOLE   300,000 0 0
GAMESTOP CORP NEW CL A 36467W109 14,805 1,173,100 SH Put SOLE   1,173,100 0 0
GENERAL MLS INC COM 370334104 18,024 400,000 SH Put SOLE   400,000 0 0
GNC HLDGS INC COM CL A 36191G107 1,255 325,000 SH   SOLE   325,000 0 0
GOPRO INC CL A 38268T103 1,916 400,000 SH Put SOLE   400,000 0 0
HANESBRANDS INC COM 410345102 16,578 900,000 SH Put SOLE   900,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 3,900 200,000 SH Put SOLE   200,000 0 0
HARLEY DAVIDSON INC COM 412822108 13,413 312,800 SH Put SOLE   312,800 0 0
HD SUPPLY HLDGS INC COM 40416M105 60,127 1,584,800 SH   SOLE   1,584,800 0 0
HIBBETT SPORTS INC COM 428567101 4,790 200,000 SH Put SOLE   200,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 96,481 1,225,000 SH   SOLE   1,225,000 0 0
HYATT HOTELS CORP COM CL A 448579102 129,642 1,700,000 SH   SOLE   1,700,000 0 0
IAC INTERACTIVECORP COM 44919P508 54,733 350,000 SH   SOLE   350,000 0 0
LAUREATE EDUCATION INC CL A 518613203 70,813 5,150,000 SH   SOLE   5,150,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 9,568 400,000 SH Put SOLE   400,000 0 0
MACYS INC COM 55616P104 83,733 2,815,500 SH Put SOLE   2,815,500 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 29,970 225,000 SH   SOLE   225,000 0 0
MASCO CORP COM 574599106 57,223 1,415,000 SH   SOLE   1,415,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 179,721 1,026,038 SH   SOLE   1,026,038 0 0
MERCADOLIBRE INC COM 58733R102 71,278 200,000 SH   SOLE   200,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 92,397 2,638,400 SH Call SOLE   2,638,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101 205,325 5,863,079 SH   SOLE   5,863,079 0 0
MICROSOFT CORP COM 594918104 260,873 2,858,251 SH   SOLE   2,858,251 0 0
MICROSOFT CORP COM 594918104 133,784 1,465,800 SH Call SOLE   1,465,800 0 0
MIMEDX GROUP INC COM 602496101 13,940 2,000,000 SH Put SOLE   2,000,000 0 0
NETFLIX INC COM 64110L106 81,221 275,000 SH   SOLE   275,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 218,407 2,491,809 SH   SOLE   2,491,809 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 308,344 3,517,900 SH Call SOLE   3,517,900 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 107,296 2,800,000 SH   SOLE   2,800,000 0 0
PAYPAL HLDGS INC COM 70450Y103 233,537 3,078,116 SH   SOLE   3,078,116 0 0
PENNEY J C INC COM 708160106 15,100 5,000,000 SH   SOLE   5,000,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 11,384 200,000 SH   SOLE   200,000 0 0
SALESFORCE COM INC COM 79466L302 119,324 1,026,000 SH Call SOLE   1,026,000 0 0
SALESFORCE COM INC COM 79466L302 221,610 1,905,500 SH   SOLE   1,905,500 0 0
SERVICENOW INC COM 81762P102 33,090 200,000 SH   SOLE   200,000 0 0
SHERWIN WILLIAMS CO COM 824348106 58,818 150,000 SH   SOLE   150,000 0 0
STITCH FIX INC COM CL A 860897107 2,535 125,000 SH   SOLE   125,000 0 0
SUMMIT MATLS INC CL A 86614U100 38,607 1,275,000 SH   SOLE   1,275,000 0 0
SUMMIT MATLS INC CL A 86614U100 3,028 100,000 SH Call SOLE   100,000 0 0
THOR INDS INC COM 885160101 337,625 2,931,539 SH   SOLE   2,931,539 0 0
THOR INDS INC COM 885160101 101,280 879,400 SH Call SOLE   879,400 0 0
TWITTER INC COM 90184L102 63,822 2,200,000 SH   SOLE   2,200,000 0 0
TWITTER INC COM 90184L102 11,604 400,000 SH Call SOLE   400,000 0 0
VISA INC COM CL A 92826C839 350,666 2,931,500 SH Call SOLE   2,931,500 0 0
VISA INC COM CL A 92826C839 201,636 1,685,637 SH   SOLE   1,685,637 0 0
VISTA OUTDOOR INC COM 928377100 6,528 400,000 SH Put SOLE   400,000 0 0
VISTEON CORP COM NEW 92839U206 22,048 200,000 SH   SOLE   200,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 47,790 750,000 SH   SOLE   750,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 12,744 200,000 SH Call SOLE   200,000 0 0
WENDYS CO COM 95058W100 105,469 6,009,656 SH   SOLE   6,009,656 0 0
WENDYS CO COM 95058W100 38,585 2,198,600 SH Call SOLE   2,198,600 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 163,535 1,429,125 SH   SOLE   1,429,125 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 92,253 806,200 SH Call SOLE   806,200 0 0
WYNN RESORTS LTD COM 983134107 454,406 2,491,809 SH   SOLE   2,491,809 0 0
WYNN RESORTS LTD COM 983134107 240,588 1,319,300 SH Call SOLE   1,319,300 0 0
YANDEX N V SHS CLASS A N97284108 51,285 1,300,000 SH   SOLE   1,300,000 0 0
YUM BRANDS INC COM 988498101 65,976 775,000 SH   SOLE   775,000 0 0