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 5,140 21,000 SH   SOLE   21,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 295,927 1,796,108 SH   SOLE   1,796,108 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 68,277 414,400 SH Call SOLE   414,400 0 0
ALPHABET INC CAP STK CL A 02079K305 250,143 207,230 SH   SOLE   207,230 0 0
ALPHABET INC CAP STK CL A 02079K305 83,409 69,100 SH Call SOLE   69,100 0 0
AMAZON COM INC COM 023135106 120,180 60,000 SH   SOLE   60,000 0 0
APTIV PLC SHS G6095L109 25,170 300,000 SH Call SOLE   300,000 0 0
APTIV PLC SHS G6095L109 41,950 500,000 SH   SOLE   500,000 0 0
AUTODESK INC COM 052769106 50,736 325,000 SH   SOLE   325,000 0 0
BEST BUY INC COM 086516101 134,428 1,693,900 SH Put SOLE   1,693,900 0 0
BLACK KNIGHT INC COM 09215C105 46,755 900,000 SH   SOLE   900,000 0 0
BUCKLE INC COM 118440106 8,068 350,000 SH Put SOLE   350,000 0 0
CARDTRONICS PLC SHS CL A G1991C105 12,656 400,000 SH Put SOLE   400,000 0 0
CARTERS INC COM 146229109 19,720 200,000 SH Put SOLE   200,000 0 0
CARVANA CO CL A 146869102 82,726 1,400,000 SH   SOLE   1,400,000 0 0
CARVANA CO CL A 146869102 11,818 200,000 SH Call SOLE   200,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 5,985 1,500,000 SH Put SOLE   1,500,000 0 0
CENTURYLINK INC COM 156700106 31,228 1,473,000 SH Put SOLE   1,473,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 793,230 3,678,834 SH   SOLE   3,678,834 0 0
CONSTELLATION BRANDS INC CL A 21036P108 327,742 1,520,000 SH Call SOLE   1,520,000 0 0
CROCS INC COM 227046109 9,581 450,000 SH Put SOLE   450,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 66,220 1,000,000 SH   SOLE   1,000,000 0 0
DECKERS OUTDOOR CORP COM 243537107 11,858 100,000 SH Put SOLE   100,000 0 0
DEERE & CO COM 244199105 264,798 1,761,445 SH   SOLE   1,761,445 0 0
DICKS SPORTING GOODS INC COM 253393102 36,583 1,031,100 SH Put SOLE   1,031,100 0 0
DILLARDS INC CL A 254067101 22,490 294,600 SH Put SOLE   294,600 0 0
DOMINOS PIZZA INC COM 25754A201 13,266 45,000 SH   SOLE   45,000 0 0
EAGLE MATERIALS INC COM 26969P108 123,598 1,450,000 SH   SOLE   1,450,000 0 0
EAGLE MATERIALS INC COM 26969P108 12,786 150,000 SH Call SOLE   150,000 0 0
ELECTRONIC ARTS INC COM 285512109 482,737 4,006,450 SH   SOLE   4,006,450 0 0
ELECTRONIC ARTS INC COM 285512109 416,172 3,454,000 SH Call SOLE   3,454,000 0 0
FERRARI N V COM N3167Y103 245,902 1,796,085 SH   SOLE   1,796,085 0 0
FIRST DATA CORP NEW COM CL A 32008D106 270,449 11,052,254 SH   SOLE   11,052,254 0 0
GAMESTOP CORP NEW CL A 36467W109 20,243 1,325,700 SH Put SOLE   1,325,700 0 0
GARTNER INC COM 366651107 71,325 450,000 SH   SOLE   450,000 0 0
GENERAL MLS INC COM 370334104 31,611 736,500 SH Put SOLE   736,500 0 0
GNC HLDGS INC COM CL A 36191G107 2,070 500,000 SH Put SOLE   500,000 0 0
GOPRO INC CL A 38268T103 61,200 8,500,000 SH Put SOLE   8,500,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 47,069 1,100,000 SH   SOLE   1,100,000 0 0
HIBBETT SPORTS INC COM 428567101 26,320 1,400,000 SH Put SOLE   1,400,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 125,209 1,550,000 SH   SOLE   1,550,000 0 0
IQVIA HLDGS INC COM 46266C105 97,305 750,000 SH   SOLE   750,000 0 0
IRON MTN INC NEW COM 46284V101 25,424 736,500 SH Put SOLE   736,500 0 0
KROGER CO COM 501044101 42,879 1,473,000 SH Put SOLE   1,473,000 0 0
LAUREATE EDUCATION INC CL A 518613203 80,288 5,200,000 SH   SOLE   5,200,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 3,098 200,000 SH Put SOLE   200,000 0 0
MASCO CORP COM 574599106 29,280 800,000 SH   SOLE   800,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 199,904 898,003 SH   SOLE   898,003 0 0
MICROSOFT CORP COM 594918104 47,406 414,500 SH Call SOLE   414,500 0 0
MICROSOFT CORP COM 594918104 300,210 2,624,906 SH   SOLE   2,624,906 0 0
MIMEDX GROUP INC COM 602496101 3,090 500,000 SH Put SOLE   500,000 0 0
NETFLIX INC COM 64110L106 284,273 759,825 SH   SOLE   759,825 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 232,784 3,145,306 SH   SOLE   3,145,306 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 150,292 2,030,700 SH Call SOLE   2,030,700 0 0
NVIDIA CORP COM 67066G104 119,434 425,000 SH   SOLE   425,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 445,077 16,085,179 SH   SOLE   16,085,179 0 0
PALO ALTO NETWORKS INC COM 697435105 56,315 250,000 SH   SOLE   250,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 45,701 2,300,000 SH Put SOLE   2,300,000 0 0
PAYPAL HLDGS INC COM 70450Y103 138,348 1,575,000 SH   SOLE   1,575,000 0 0
PENNEY J C INC COM 708160106 496 298,512 SH   SOLE   298,512 0 0
PERRIGO CO PLC SHS G97822103 41,715 589,200 SH Put SOLE   589,200 0 0
PLANET FITNESS INC CL A 72703H101 39,172 725,000 SH   SOLE   725,000 0 0
PULTE GROUP INC COM 745867101 12,385 500,000 SH Put SOLE   500,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 3,212 80,000 SH   SOLE   80,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 116,485 1,965,000 SH   SOLE   1,965,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 17,784 300,000 SH Call SOLE   300,000 0 0
ROKU INC COM CL A 77543R102 69,379 950,000 SH   SOLE   950,000 0 0
ROKU INC COM CL A 77543R102 51,121 700,000 SH Call SOLE   700,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 210,927 1,623,262 SH   SOLE   1,623,262 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 35,902 276,300 SH Call SOLE   276,300 0 0
SALESFORCE COM INC COM 79466L302 170,272 1,070,693 SH   SOLE   1,070,693 0 0
SCHEIN HENRY INC COM 806407102 17,006 200,000 SH Put SOLE   200,000 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 9,498 200,000 SH Put SOLE   200,000 0 0
SERVICENOW INC COM 81762P102 24,454 125,000 SH   SOLE   125,000 0 0
SHAKE SHACK INC CL A 819047101 18,903 300,000 SH Put SOLE   300,000 0 0
SHERWIN WILLIAMS CO COM 824348106 45,521 100,000 SH   SOLE   100,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 149,872 828,800 SH Call SOLE   828,800 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 274,804 1,519,683 SH   SOLE   1,519,683 0 0
STRYKER CORP COM 863667101 48,862 275,000 SH   SOLE   275,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 27,598 200,000 SH Call SOLE   200,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 48,297 350,000 SH   SOLE   350,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 36,986 1,616,500 SH Put SOLE   1,616,500 0 0
TOLL BROTHERS INC COM 889478103 24,327 736,500 SH Put SOLE   736,500 0 0
TURTLE BEACH CORP COM NEW 900450206 7,976 400,000 SH Put SOLE   400,000 0 0
URBAN OUTFITTERS INC COM 917047102 18,074 441,900 SH Put SOLE   441,900 0 0
VISA INC COM CL A 92826C839 108,815 725,000 SH   SOLE   725,000 0 0
WENDYS CO COM 95058W100 30,852 1,800,000 SH   SOLE   1,800,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 9,763 250,000 SH Put SOLE   250,000 0 0
WORKDAY INC CL A 98138H101 69,341 475,000 SH   SOLE   475,000 0 0
WORLDPAY INC CL A 981558109 78,484 775,000 SH   SOLE   775,000 0 0
WYNN RESORTS LTD COM 983134107 228,187 1,795,900 SH Call SOLE   1,795,900 0 0
WYNN RESORTS LTD COM 983134107 312,456 2,459,122 SH   SOLE   2,459,122 0 0
YANDEX N V SHS CLASS A N97284108 59,202 1,800,000 SH   SOLE   1,800,000 0 0
ZILLOW GROUP INC CL A 98954M101 8,840 200,000 SH Put SOLE   200,000 0 0