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
ADOBE INC COM 00724F101 120,133 531,000 SH Call SOLE   531,000 0 0
ADOBE INC COM 00724F101 352,918 1,559,928 SH   SOLE   1,559,928 0 0
ALIGN TECHNOLOGY INC COM 016255101 183,506 876,215 SH   SOLE   876,215 0 0
ALPHABET INC CAP STK CL A 02079K305 57,473 55,000 SH   SOLE   55,000 0 0
AMAZON COM INC COM 023135106 299,101 199,139 SH   SOLE   199,139 0 0
APTIV PLC SHS G6095L109 38,481 625,000 SH   SOLE   625,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 4,518 1,800,000 SH Put SOLE   1,800,000 0 0
AUTODESK INC COM 052769106 99,673 775,000 SH   SOLE   775,000 0 0
BEST BUY INC COM 086516101 65,697 1,240,500 SH Put SOLE   1,240,500 0 0
BUCKLE INC COM 118440106 2,901 150,000 SH Put SOLE   150,000 0 0
CARDTRONICS PLC SHS CL A G1991C105 16,900 650,000 SH Put SOLE   650,000 0 0
CARVANA CO CL A 146869102 13,084 400,000 SH Call SOLE   400,000 0 0
CARVANA CO CL A 146869102 55,607 1,700,000 SH   SOLE   1,700,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 1,920 1,000,000 SH Put SOLE   1,000,000 0 0
CENTURYLINK INC COM 156700106 12,529 827,000 SH Put SOLE   827,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 437,688 2,721,601 SH   SOLE   2,721,601 0 0
COOPER COS INC COM NEW 216648402 63,625 250,000 SH   SOLE   250,000 0 0
DARDEN RESTAURANTS INC COM 237194105 82,385 825,000 SH   SOLE   825,000 0 0
DECKERS OUTDOOR CORP COM 243537107 22,046 172,300 SH Put SOLE   172,300 0 0
DEERE & CO COM 244199105 277,253 1,858,638 SH   SOLE   1,858,638 0 0
DEERE & CO COM 244199105 39,605 265,500 SH Call SOLE   265,500 0 0
DOMINOS PIZZA INC COM 25754A201 18,599 75,000 SH   SOLE   75,000 0 0
EAGLE MATERIALS INC COM 26969P108 3,052 50,000 SH Call SOLE   50,000 0 0
ELECTRONIC ARTS INC COM 285512109 256,664 3,252,616 SH   SOLE   3,252,616 0 0
FERRARI N V COM N3167Y103 198,025 1,991,398 SH   SOLE   1,991,398 0 0
FERRARI N V COM N3167Y103 26,401 265,500 SH Call SOLE   265,500 0 0
FIRST DATA CORP NEW COM CL A 32008D106 224,497 13,275,983 SH   SOLE   13,275,983 0 0
FIRST DATA CORP NEW COM CL A 32008D106 67,349 3,982,800 SH Call SOLE   3,982,800 0 0
FOSSIL GROUP INC COM 34988V106 23,850 1,516,200 SH Put SOLE   1,516,200 0 0
GAMESTOP CORP NEW CL A 36467W109 17,395 1,378,400 SH Put SOLE   1,378,400 0 0
GARTNER INC COM 366651107 83,096 650,000 SH   SOLE   650,000 0 0
GOPRO INC CL A 38268T103 29,680 7,000,000 SH Put SOLE   7,000,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 2,858 150,000 SH Put SOLE   150,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 46,900 1,250,000 SH   SOLE   1,250,000 0 0
HIBBETT SPORTS INC COM 428567101 10,010 700,000 SH   SOLE   700,000 0 0
HIBBETT SPORTS INC COM 428567101 22,880 1,600,000 SH Put SOLE   1,600,000 0 0
IAC INTERACTIVECORP COM 44919P508 61,318 335,000 SH   SOLE   335,000 0 0
IQVIA HLDGS INC COM 46266C105 246,763 2,124,158 SH   SOLE   2,124,158 0 0
IQVIA HLDGS INC COM 46266C105 15,427 132,800 SH Call SOLE   132,800 0 0
IRON MTN INC NEW COM 46284V101 22,337 689,200 SH Put SOLE   689,200 0 0
KAR AUCTION SVCS INC COM 48238T109 14,316 300,000 SH Put SOLE   300,000 0 0
L BRANDS INC COM 501797104 38,505 1,500,000 SH   SOLE   1,500,000 0 0
LAS VEGAS SANDS CORP COM 517834107 248,765 4,779,355 SH   SOLE   4,779,355 0 0
LAS VEGAS SANDS CORP COM 517834107 103,652 1,991,400 SH Call SOLE   1,991,400 0 0
LAUREATE EDUCATION INC CL A 518613203 88,392 5,800,000 SH   SOLE   5,800,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 269,235 1,427,168 SH   SOLE   1,427,168 0 0
NETFLIX INC COM 64110L106 266,509 995,699 SH   SOLE   995,699 0 0
NETFLIX INC COM 64110L106 71,064 265,500 SH Call SOLE   265,500 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 43,848 800,000 SH   SOLE   800,000 0 0
NIKE INC CL B 654106103 59,312 800,000 SH Call SOLE   800,000 0 0
NIKE INC CL B 654106103 77,847 1,050,000 SH   SOLE   1,050,000 0 0
NORDSTROM INC COM 655664100 19,273 413,500 SH Put SOLE   413,500 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 9,365 500,000 SH Call SOLE   500,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 322,974 17,243,691 SH   SOLE   17,243,691 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 52,136 2,800,000 SH Put SOLE   2,800,000 0 0
PAYPAL HLDGS INC COM 70450Y103 318,168 3,783,655 SH   SOLE   3,783,655 0 0
PERRIGO CO PLC SHS G97822103 10,680 275,600 SH Put SOLE   275,600 0 0
PLANET FITNESS INC CL A 72703H101 28,151 525,000 SH   SOLE   525,000 0 0
PUBLIC STORAGE COM 74460D109 83,717 413,600 SH Put SOLE   413,600 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 159,693 3,053,400 SH Call SOLE   3,053,400 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 173,583 3,318,996 SH   SOLE   3,318,996 0 0
ROSS STORES INC COM 778296103 57,341 689,200 SH Put SOLE   689,200 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 46,450 475,000 SH   SOLE   475,000 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 6,466 200,000 SH   SOLE   200,000 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 6,466 200,000 SH Put SOLE   200,000 0 0
SERVICENOW INC COM 81762P102 111,281 625,000 SH   SOLE   625,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 26,271 826,900 SH Put SOLE   826,900 0 0
SLEEP NUMBER CORP COM 83125X103 31,730 1,000,000 SH Put SOLE   1,000,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 119,175 1,050,000 SH   SOLE   1,050,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 53,971 2,669,200 SH Put SOLE   2,669,200 0 0
TREEHOUSE FOODS INC COM 89469A104 75,279 1,484,500 SH Put SOLE   1,484,500 0 0
TURTLE BEACH CORP COM NEW 900450206 1,712 120,000 SH   SOLE   120,000 0 0
TURTLE BEACH CORP COM NEW 900450206 4,281 300,000 SH Put SOLE   300,000 0 0
UNITED NAT FOODS INC COM 911163103 10,590 1,000,000 SH Put SOLE   1,000,000 0 0
VISA INC COM CL A 92826C839 151,731 1,150,000 SH   SOLE   1,150,000 0 0
WILLIAMS SONOMA INC COM 969904101 48,679 964,900 SH Put SOLE   964,900 0 0
WOLVERINE WORLD WIDE INC COM 978097103 12,756 400,000 SH Put SOLE   400,000 0 0
WORKDAY INC CL A 98138H101 51,896 325,000 SH   SOLE   325,000 0 0
WORLDPAY INC CL A 981558109 74,519 975,000 SH   SOLE   975,000 0 0
WYNN RESORTS LTD COM 983134107 223,232 2,256,919 SH   SOLE   2,256,919 0 0
WYNN RESORTS LTD COM 983134107 98,475 995,600 SH Call SOLE   995,600 0 0
YUM BRANDS INC COM 988498101 55,152 600,000 SH   SOLE   600,000 0 0