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
ABERCROMBIE & FITCH CO CL A 002896207 41,115 1,500,000 SH Put SOLE   1,500,000 0 0
ADOBE INC COM 00724F101 287,880 1,080,264 SH   SOLE   1,080,264 0 0
ADOBE INC COM 00724F101 143,905 540,000 SH Call SOLE   540,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 184,219 1,080,271 SH   SOLE   1,080,271 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 320,279 1,755,437 SH   SOLE   1,755,437 0 0
ALIGN TECHNOLOGY INC COM 016255101 42,650 150,000 SH   SOLE   150,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 42,650 150,000 SH Call SOLE   150,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 24,497 140,000 SH Put SOLE   140,000 0 0
AMAZON COM INC COM 023135106 324,622 182,295 SH   SOLE   182,295 0 0
APTIV PLC SHS G6095L109 55,643 700,000 SH   SOLE   700,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 39,710 500,000 SH   SOLE   500,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 1,080 1,000,000 SH Put SOLE   1,000,000 0 0
BOOKING HLDGS INC COM 09857L108 52,347 30,000 SH   SOLE   30,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 22,810 475,000 SH   SOLE   475,000 0 0
CARDTRONICS PLC SHS CL A G1991C105 23,127 650,000 SH Put SOLE   650,000 0 0
CARVANA CO CL A 146869102 101,605 1,750,000 SH   SOLE   1,750,000 0 0
CARVANA CO CL A 146869102 34,836 600,000 SH Call SOLE   600,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 1,550 1,000,000 SH Put SOLE   1,000,000 0 0
COOPER COS INC COM NEW 216648402 81,447 275,000 SH   SOLE   275,000 0 0
COSTAR GROUP INC COM 22160N109 81,624 175,000 SH   SOLE   175,000 0 0
DARDEN RESTAURANTS INC COM 237194105 85,029 700,000 SH   SOLE   700,000 0 0
DARDEN RESTAURANTS INC COM 237194105 12,147 100,000 SH Call SOLE   100,000 0 0
DECKERS OUTDOOR CORP COM 243537107 39,687 270,000 SH Put SOLE   270,000 0 0
DEERE & CO COM 244199105 178,066 1,114,028 SH   SOLE   1,114,028 0 0
DOCUSIGN INC COM 256163106 62,208 1,200,000 SH   SOLE   1,200,000 0 0
DOMINOS PIZZA INC COM 25754A201 70,978 275,000 SH   SOLE   275,000 0 0
EAGLE MATERIALS INC COM 26969P108 4,215 50,000 SH Call SOLE   50,000 0 0
ELECTRONIC ARTS INC COM 285512109 164,682 1,620,409 SH   SOLE   1,620,409 0 0
FACEBOOK INC CL A 30303M102 83,345 500,000 SH   SOLE   500,000 0 0
FERRARI N V COM N3167Y103 36,126 270,000 SH Call SOLE   270,000 0 0
FERRARI N V COM N3167Y103 198,805 1,485,834 SH   SOLE   1,485,834 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 153,816 1,360,000 SH Call SOLE   1,360,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 336,996 12,828,172 SH   SOLE   12,828,172 0 0
GAMESTOP CORP NEW CL A 36467W109 33,020 3,250,000 SH Put SOLE   3,250,000 0 0
GAP INC COM 364760108 35,343 1,350,000 SH Put SOLE   1,350,000 0 0
GARTNER INC COM 366651107 83,424 550,000 SH   SOLE   550,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 39,015 900,000 SH   SOLE   900,000 0 0
INTUIT COM 461202103 84,958 325,000 SH   SOLE   325,000 0 0
IQVIA HLDGS INC COM 46266C105 271,943 1,890,465 SH   SOLE   1,890,465 0 0
IRON MTN INC NEW COM 46284V101 24,113 680,000 SH Put SOLE   680,000 0 0
KAR AUCTION SVCS INC COM 48238T109 21,037 410,000 SH Put SOLE   410,000 0 0
KOHLS CORP COM 500255104 65,332 950,000 SH Put SOLE   950,000 0 0
L BRANDS INC COM 501797104 24,822 900,000 SH   SOLE   900,000 0 0
LAS VEGAS SANDS CORP COM 517834107 395,121 6,481,636 SH   SOLE   6,481,636 0 0
LAS VEGAS SANDS CORP COM 517834107 124,432 2,041,200 SH Call SOLE   2,041,200 0 0
LAUREATE EDUCATION INC CL A 518613203 99,176 6,625,000 SH   SOLE   6,625,000 0 0
LAUREATE EDUCATION INC CL A 518613203 7,485 500,000 SH Call SOLE   500,000 0 0
LENNAR CORP CL A 526057104 49,090 1,000,000 SH   SOLE   1,000,000 0 0
LENNAR CORP CL A 526057104 14,727 300,000 SH Call SOLE   300,000 0 0
LULULEMON ATHLETICA INC COM 550021109 131,096 800,000 SH   SOLE   800,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 4,040 400,000 SH Put SOLE   400,000 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 35,654 1,640,000 SH Put SOLE   1,640,000 0 0
MASTERCARD INC CL A 57636Q104 317,937 1,350,336 SH   SOLE   1,350,336 0 0
MCDONALDS CORP COM 580135101 85,455 450,000 SH   SOLE   450,000 0 0
NETFLIX INC COM 64110L106 397,216 1,114,024 SH   SOLE   1,114,024 0 0
NETFLIX INC COM 64110L106 292,379 820,000 SH Call SOLE   820,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 117,117 1,300,000 SH   SOLE   1,300,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 18,018 200,000 SH Call SOLE   200,000 0 0
NIKE INC CL B 654106103 75,789 900,000 SH   SOLE   900,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 38,288 800,000 SH Put SOLE   800,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 300,291 10,059,985 SH   SOLE   10,059,985 0 0
PAPA JOHNS INTL INC COM 698813102 73,071 1,380,000 SH Put SOLE   1,380,000 0 0
PAYPAL HLDGS INC COM 70450Y103 103,840 1,000,000 SH   SOLE   1,000,000 0 0
PERRIGO CO PLC SHS G97822103 14,448 300,000 SH Put SOLE   300,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 232,989 3,578,393 SH   SOLE   3,578,393 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 45,577 700,000 SH Call SOLE   700,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 65,907 575,000 SH   SOLE   575,000 0 0
SALESFORCE COM INC COM 79466L302 168,908 1,066,543 SH   SOLE   1,066,543 0 0
SERVICENOW INC COM 81762P102 357,807 1,451,610 SH   SOLE   1,451,610 0 0
SIGNET JEWELERS LIMITED SHS G81276100 19,012 700,000 SH Put SOLE   700,000 0 0
SKECHERS U S A INC CL A 830566105 16,805 500,000 SH Put SOLE   500,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 21,514 155,000 SH   SOLE   155,000 0 0
TARGET CORP COM 87612E106 88,286 1,100,000 SH Put SOLE   1,100,000 0 0
TRACTOR SUPPLY CO COM 892356106 9,776 100,000 SH Put SOLE   100,000 0 0
TURTLE BEACH CORP COM NEW 900450206 2,272 200,000 SH Put SOLE   200,000 0 0
TURTLE BEACH CORP COM NEW 900450206 1,704 150,000 SH   SOLE   150,000 0 0
TWITTER INC COM 90184L102 105,216 3,200,000 SH   SOLE   3,200,000 0 0
TWITTER INC COM 90184L102 26,304 800,000 SH Call SOLE   800,000 0 0
VISA INC COM CL A 92826C839 124,952 800,000 SH   SOLE   800,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 17,356 200,000 SH   SOLE   200,000 0 0
WORLDPAY INC CL A 981558109 383,157 3,375,835 SH   SOLE   3,375,835 0 0
WYNN RESORTS LTD COM 983134107 116,337 975,000 SH   SOLE   975,000 0 0
WYNN RESORTS LTD COM 983134107 11,932 100,000 SH Call SOLE   100,000 0 0
YETI HLDGS INC COM 98585X104 9,075 300,000 SH Put SOLE   300,000 0 0