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
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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 275,804 936,040 SH   SOLE   936,040 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 247,347 1,604,690 SH   SOLE   1,604,690 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 61,656 400,000 SH Call SOLE   400,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 441,861 2,607,619 SH   SOLE   2,607,619 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 159,283 940,000 SH Call SOLE   940,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 68,425 250,000 SH   SOLE   250,000 0 0
AMAZON COM INC COM 023135106 886,285 468,035 SH   SOLE   468,035 0 0
ANAPLAN INC COM 03272L108 175,476 3,476,839 SH   SOLE   3,476,839 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 24,786 255,000 SH   SOLE   255,000 0 0
BOOKING HLDGS INC COM 09857L108 65,615 35,000 SH   SOLE   35,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 8,344 200,000 SH Put SOLE   200,000 0 0
CARVANA CO CL A 146869102 81,367 1,300,000 SH   SOLE   1,300,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 1,040 1,000,000 SH Put SOLE   1,000,000 0 0
CHEWY INC CL A 16679L109 49,000 1,400,000 SH   SOLE   1,400,000 0 0
COOPER COS INC COM NEW 216648402 33,689 100,000 SH   SOLE   100,000 0 0
COSTAR GROUP INC COM 22160N109 171,759 310,000 SH   SOLE   310,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 13,658 200,000 SH   SOLE   200,000 0 0
DOMINOS PIZZA INC COM 25754A201 104,355 375,000 SH   SOLE   375,000 0 0
ETSY INC COM 29786A106 61,370 1,000,000 SH   SOLE   1,000,000 0 0
FACEBOOK INC CL A 30303M102 86,850 450,000 SH   SOLE   450,000 0 0
FERRARI N V COM N3167Y103 281,977 1,746,850 SH   SOLE   1,746,850 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 73,826 601,777 SH   SOLE   601,777 0 0
FIRST DATA CORP NEW COM CL A 32008D106 180,996 6,686,228 SH   SOLE   6,686,228 0 0
FOOT LOCKER INC COM 344849104 22,637 540,000 SH Put SOLE   540,000 0 0
GAMESTOP CORP NEW CL A 36467W109 9,846 1,800,000 SH Put SOLE   1,800,000 0 0
GAP INC COM 364760108 19,767 1,100,000 SH Put SOLE   1,100,000 0 0
GARTNER INC COM 366651107 88,517 550,000 SH   SOLE   550,000 0 0
HASBRO INC COM 418056107 100,396 950,000 SH Put SOLE   950,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 39,102 2,450,000 SH   SOLE   2,450,000 0 0
HERTZ GLOBAL HLDGS INC RIGHT 07/12/2019 42806J114 4,778 2,450,000 SH   SOLE   2,450,000 0 0
HYATT HOTELS CORP COM CL A 448579102 22,839 300,000 SH   SOLE   300,000 0 0
IAA INC COM 449253103 19,390 500,000 SH   SOLE   500,000 0 0
IQVIA HLDGS INC COM 46266C105 160,900 1,000,000 SH   SOLE   1,000,000 0 0
KOHLS CORP COM 500255104 45,173 950,000 SH Put SOLE   950,000 0 0
KROGER CO COM 501044101 58,834 2,710,000 SH Put SOLE   2,710,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 133,998 775,000 SH   SOLE   775,000 0 0
LAS VEGAS SANDS CORP COM 517834107 458,304 7,756,025 SH   SOLE   7,756,025 0 0
LAS VEGAS SANDS CORP COM 517834107 118,771 2,010,000 SH Call SOLE   2,010,000 0 0
LAUDER ESTEE COS INC CL A 518439104 123,599 675,000 SH   SOLE   675,000 0 0
LAUREATE EDUCATION INC CL A 518613203 23,565 1,500,000 SH Call SOLE   1,500,000 0 0
LAUREATE EDUCATION INC CL A 518613203 115,469 7,350,000 SH   SOLE   7,350,000 0 0
LENNAR CORP CL A 526057104 72,690 1,500,000 SH   SOLE   1,500,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 51,649 2,650,000 SH   SOLE   2,650,000 0 0
LULULEMON ATHLETICA INC COM 550021109 139,663 775,000 SH   SOLE   775,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 18,480 1,600,000 SH Put SOLE   1,600,000 0 0
MACERICH CO COM 554382101 13,731 410,000 SH Put SOLE   410,000 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 52,510 5,720,000 SH Put SOLE   5,720,000 0 0
MASTERCARD INC CL A 57636Q104 336,055 1,270,384 SH   SOLE   1,270,384 0 0
MCDONALDS CORP COM 580135101 263,808 1,270,383 SH   SOLE   1,270,383 0 0
NATIONAL BEVERAGE CORP COM 635017106 20,084 450,000 SH Put SOLE   450,000 0 0
NETFLIX INC COM 64110L106 257,884 702,070 SH   SOLE   702,070 0 0
NETFLIX INC COM 64110L106 393,032 1,070,000 SH Call SOLE   1,070,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 82,093 850,000 SH   SOLE   850,000 0 0
ORACLE CORP COM 68389X105 76,910 1,350,000 SH Put SOLE   1,350,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 368,747 9,462,327 SH   SOLE   9,462,327 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 15,588 400,000 SH Call SOLE   400,000 0 0
PAPA JOHNS INTL INC COM 698813102 79,154 1,770,000 SH Put SOLE   1,770,000 0 0
PAYPAL HLDGS INC COM 70450Y103 60,092 525,000 SH   SOLE   525,000 0 0
PUMA SE COM 005064722 98,018 1,470,000 SH   SOLE   1,470,000 0 0
QURATE RETAIL INC COM SER A 74915M100 42,126 3,400,000 SH Put SOLE   3,400,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 125,172 1,800,000 SH   SOLE   1,800,000 0 0
SALESFORCE COM INC COM 79466L302 172,465 1,136,659 SH   SOLE   1,136,659 0 0
SALESFORCE COM INC COM 79466L302 244,285 1,610,000 SH Call SOLE   1,610,000 0 0
SERVICENOW INC COM 81762P102 376,347 1,370,677 SH   SOLE   1,370,677 0 0
SIGNET JEWELERS LIMITED SHS G81276100 3,576 200,000 SH Put SOLE   200,000 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 48,750 1,300,000 SH   SOLE   1,300,000 0 0
SYSCO CORP COM 871829107 28,288 400,000 SH   SOLE   400,000 0 0
TAILORED BRANDS INC COM 87403A107 3,462 600,000 SH Put SOLE   600,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 113,530 1,000,000 SH   SOLE   1,000,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 40,151 4,350,000 SH Put SOLE   4,350,000 0 0
THOR INDS INC COM 885160101 35,070 600,000 SH Put SOLE   600,000 0 0
TRACTOR SUPPLY CO COM 892356106 44,608 410,000 SH Put SOLE   410,000 0 0
TURTLE BEACH CORP COM NEW 900450206 2,312 200,000 SH Put SOLE   200,000 0 0
TWITTER INC COM 90184L102 69,800 2,000,000 SH   SOLE   2,000,000 0 0
VEEVA SYS INC CL A COM 922475108 97,266 600,000 SH   SOLE   600,000 0 0
VERISIGN INC COM 92343E102 73,206 350,000 SH   SOLE   350,000 0 0
VISA INC COM CL A 92826C839 162,456 936,076 SH   SOLE   936,076 0 0
WORKDAY INC CL A 98138H101 87,372 425,000 SH   SOLE   425,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 50,547 700,000 SH   SOLE   700,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 21,663 300,000 SH Call SOLE   300,000 0 0
WORLDPAY INC CL A 981558109 376,922 3,075,661 SH   SOLE   3,075,661 0 0
WYNN RESORTS LTD COM 983134107 37,197 300,000 SH   SOLE   300,000 0 0