The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 |