The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 1,290 | 5,700 | SH | SOLE | 5,700 | 0 | 0 | |||
| ADOBE INC | COM | 00724F101 | 11,312 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,336 | 90,000 | SH | Call | SOLE | 90,000 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 3,809 | 237,000 | SH | SOLE | 237,000 | 0 | 0 | |||
| BJS RESTAURANTS INC | COM | 09180C106 | 5,352 | 105,833 | SH | SOLE | 105,833 | 0 | 0 | |||
| BOOT BARN HLDGS INC | COM | 099406100 | 1,362 | 80,000 | SH | Put | SOLE | 80,000 | 0 | 0 | ||
| BOOT BARN HLDGS INC | COM | 099406100 | 2,755 | 161,786 | SH | SOLE | 161,786 | 0 | 0 | |||
| BRINKER INTL INC | COM | 109641100 | 4,067 | 92,474 | SH | SOLE | 92,474 | 0 | 0 | |||
| CAESARS ENTMT CORP | COM | 127686103 | 1,358 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 1,332 | 196,158 | SH | SOLE | 196,158 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 5,168 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | |||
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | 6,079 | 72,293 | SH | SOLE | 72,293 | 0 | 0 | |||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 6,401 | 39,800 | SH | SOLE | 39,800 | 0 | 0 | |||
| D R HORTON INC | COM | 23331A109 | 5,910 | 170,500 | SH | SOLE | 170,500 | 0 | 0 | |||
| DARDEN RESTAURANTS INC | COM | 237194105 | 6,160 | 61,690 | SH | SOLE | 61,690 | 0 | 0 | |||
| DEERE & CO | COM | 244199105 | 1,193 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 833 | 116,444 | SH | SOLE | 116,444 | 0 | 0 | |||
| DOLLAR TREE INC | COM | 256746108 | 1,806 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| ELDORADO RESORTS INC | COM | 28470R102 | 1,195 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| FACEBOOK INC | CL A | 30303M102 | 3,277 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 4,236 | 41,400 | SH | Call | SOLE | 41,400 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 13,749 | 258,431 | SH | SOLE | 258,431 | 0 | 0 | |||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 4,905 | 151,800 | SH | Call | SOLE | 151,800 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 5,486 | 169,800 | SH | SOLE | 169,800 | 0 | 0 | |||
| HASBRO INC | COM | 418056107 | 4,063 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 6,194 | 423,377 | SH | SOLE | 423,377 | 0 | 0 | |||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 8,389 | 573,400 | SH | Call | SOLE | 573,400 | 0 | 0 | ||
| ISHARES TR | U.S. REAL ES ETF | 464287739 | 1,499 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| JACK IN THE BOX INC | COM | 466367109 | 7,763 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 4,851 | 93,200 | SH | SOLE | 93,200 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 2,082 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | ||
| LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 5,903 | 43,500 | SH | Put | SOLE | 43,500 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 10,945 | 90,000 | SH | Call | SOLE | 90,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 5,820 | 47,860 | SH | SOLE | 47,860 | 0 | 0 | |||
| MACYS INC | COM | 55616P104 | 3,961 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 2,075 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 10,706 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,606 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 1,796 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | |||
| OVERSTOCK COM INC DEL | COM | 690370101 | 1,630 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | ||
| OVERSTOCK COM INC DEL | COM | 690370101 | 2,107 | 155,164 | SH | SOLE | 155,164 | 0 | 0 | |||
| PAPA JOHNS INTL INC | COM | 698813102 | 1,686 | 42,342 | SH | SOLE | 42,342 | 0 | 0 | |||
| POLARIS INDS INC | COM | 731068102 | 3,834 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 5,577 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 1,625 | 80,000 | SH | Put | SOLE | 80,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 2,640 | 130,000 | SH | Call | SOLE | 130,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 3,599 | 177,210 | SH | SOLE | 177,210 | 0 | 0 | |||
| RH | COM | 74967X103 | 2,650 | 22,120 | SH | SOLE | 22,120 | 0 | 0 | |||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 9,076 | 92,811 | SH | SOLE | 92,811 | 0 | 0 | |||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 1,892 | 105,800 | SH | Call | SOLE | 105,800 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 1,413 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | |||
| SEAWORLD ENTMT INC | COM | 81282V100 | 679 | 30,732 | SH | SOLE | 30,732 | 0 | 0 | |||
| SEAWORLD ENTMT INC | COM | 81282V100 | 1,105 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 22,313 | 360,000 | SH | Call | SOLE | 360,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 890 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 12,496 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 6,466 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | |||
| TAILORED BRANDS INC | COM | 87403A107 | 682 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 1,035 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 6,214 | 138,900 | SH | SOLE | 138,900 | 0 | 0 | |||
| TOPBUILD CORP | COM | 89055F103 | 7,671 | 170,463 | SH | SOLE | 170,463 | 0 | 0 | |||
| URBAN OUTFITTERS INC | COM | 917047102 | 4,323 | 130,214 | SH | SOLE | 130,214 | 0 | 0 | |||
| VICI PPTYS INC | COM | 925652109 | 6,039 | 321,584 | SH | SOLE | 321,584 | 0 | 0 | |||
| WYNN RESORTS LTD | COM | 983134107 | 18,803 | 190,100 | SH | Call | SOLE | 190,100 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 297 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||