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 SYS INC COM 00724F101 52,572 300,000 SH   SOLE   300,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 160,138 928,714 SH   SOLE   928,714 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 128,115 743,000 SH Call SOLE   743,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 36,661 165,000 SH   SOLE   165,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 22,219 100,000 SH Call SOLE   100,000 0 0
ALPHABET INC CAP STK CL A 02079K305 156,530 148,595 SH   SOLE   148,595 0 0
AMAZON COM INC COM 023135106 330,176 282,330 SH   SOLE   282,330 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 18,305 1,750,000 SH   SOLE   1,750,000 0 0
AUTODESK INC COM 052769106 144,088 1,374,489 SH   SOLE   1,374,489 0 0
AUTODESK INC COM 052769106 171,345 1,634,500 SH Call SOLE   1,634,500 0 0
BIG LOTS INC COM 089302103 17,305 308,200 SH Put SOLE   308,200 0 0
BLACK KNIGHT INC COM 09215C105 37,528 850,000 SH   SOLE   850,000 0 0
BRUNSWICK CORP COM 117043109 45,557 825,000 SH   SOLE   825,000 0 0
BUCKLE INC COM 118440106 4,750 200,000 SH Put SOLE   200,000 0 0
CARMAX INC COM 143130102 20,842 325,000 SH   SOLE   325,000 0 0
CARVANA CO CL A 146869102 11,778 616,000 SH   SOLE   616,000 0 0
CASEYS GEN STORES INC COM 147528103 19,590 175,000 SH   SOLE   175,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 7,924 1,400,000 SH Put SOLE   1,400,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 322,657 1,411,635 SH   SOLE   1,411,635 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,460,471 6,389,600 SH Call SOLE   6,389,600 0 0
COSTAR GROUP INC COM 22160N109 89,085 300,000 SH   SOLE   300,000 0 0
COSTAR GROUP INC COM 22160N109 14,848 50,000 SH Call SOLE   50,000 0 0
DARDEN RESTAURANTS INC COM 237194105 57,612 600,000 SH   SOLE   600,000 0 0
DEERE & CO COM 244199105 255,821 1,634,534 SH   SOLE   1,634,534 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 34,483 1,540,800 SH Put SOLE   1,540,800 0 0
DOLLAR TREE INC COM 256746108 47,839 445,800 SH Call SOLE   445,800 0 0
DOLLAR TREE INC COM 256746108 121,279 1,130,173 SH   SOLE   1,130,173 0 0
DOMINOS PIZZA INC COM 25754A201 28,344 150,000 SH Call SOLE   150,000 0 0
ELECTRONIC ARTS INC COM 285512109 569,617 5,421,822 SH   SOLE   5,421,822 0 0
ELECTRONIC ARTS INC COM 285512109 977,447 9,303,700 SH Call SOLE   9,303,700 0 0
FACEBOOK INC CL A 30303M102 176,991 1,003,007 SH   SOLE   1,003,007 0 0
FACEBOOK INC CL A 30303M102 471,978 2,674,700 SH Call SOLE   2,674,700 0 0
FASTENAL CO COM 311900104 43,752 800,000 SH   SOLE   800,000 0 0
FASTENAL CO COM 311900104 32,814 600,000 SH Call SOLE   600,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 50,130 3,000,000 SH   SOLE   3,000,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 142,970 742,969 SH   SOLE   742,969 0 0
GAMESTOP CORP NEW CL A 36467W109 17,979 1,001,600 SH Put SOLE   1,001,600 0 0
GENERAL MLS INC COM 370334104 36,540 616,300 SH Put SOLE   616,300 0 0
GILDAN ACTIVEWEAR INC COM 375916103 4,977 154,100 SH Put SOLE   154,100 0 0
GNC HLDGS INC COM CL A 36191G107 2,675 725,000 SH   SOLE   725,000 0 0
GOPRO INC CL A 38268T103 1,292 170,687 SH   SOLE   170,687 0 0
GOPRO INC CL A 38268T103 23,329 3,081,800 SH Put SOLE   3,081,800 0 0
HANESBRANDS INC COM 410345102 51,549 2,465,300 SH Put SOLE   2,465,300 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 14,436 600,000 SH Put SOLE   600,000 0 0
HARLEY DAVIDSON INC COM 412822108 62,715 1,232,600 SH Put SOLE   1,232,600 0 0
HD SUPPLY HLDGS INC COM 40416M105 100,075 2,500,000 SH   SOLE   2,500,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 103,818 1,300,000 SH   SOLE   1,300,000 0 0
HYATT HOTELS CORP COM CL A 448579102 110,303 1,499,900 SH   SOLE   1,499,900 0 0
IAC INTERACTIVECORP COM 44919P508 39,741 325,000 SH   SOLE   325,000 0 0
KELLOGG CO COM 487836108 31,420 462,200 SH Put SOLE   462,200 0 0
KROGER CO COM 501044101 38,345 1,396,900 SH Put SOLE   1,396,900 0 0
LAUREATE EDUCATION INC CL A 518613203 69,834 5,150,000 SH   SOLE   5,150,000 0 0
MACYS INC COM 55616P104 27,167 1,078,500 SH Put SOLE   1,078,500 0 0
MASCO CORP COM 574599106 43,940 1,000,000 SH   SOLE   1,000,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 191,175 1,263,046 SH   SOLE   1,263,046 0 0
MERCADOLIBRE INC COM 58733R102 23,600 75,000 SH   SOLE   75,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 83,475 2,500,000 SH   SOLE   2,500,000 0 0
MICROSOFT CORP COM 594918104 127,107 1,485,934 SH   SOLE   1,485,934 0 0
MICROSOFT CORP COM 594918104 76,267 891,600 SH Call SOLE   891,600 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 41,139 650,000 SH   SOLE   650,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 265,390 2,823,300 SH Call SOLE   2,823,300 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 218,631 2,325,858 SH   SOLE   2,325,858 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 12,894 600,000 SH Put SOLE   600,000 0 0
PAYPAL HLDGS INC COM 70450Y103 43,760 594,400 SH Call SOLE   594,400 0 0
PAYPAL HLDGS INC COM 70450Y103 164,092 2,228,901 SH   SOLE   2,228,901 0 0
PENNEY J C INC COM 708160106 12,904 4,083,610 SH   SOLE   4,083,610 0 0
PENNEY J C INC COM 708160106 3,160 1,000,000 SH Put SOLE   1,000,000 0 0
PUBLIC STORAGE COM 74460D109 64,414 308,200 SH Put SOLE   308,200 0 0
RENT A CTR INC NEW COM 76009N100 76,965 6,933,800 SH Put SOLE   6,933,800 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 49,184 800,000 SH   SOLE   800,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 18,444 300,000 SH Call SOLE   300,000 0 0
RH COM 74967X103 2,083 24,162 SH   SOLE   24,162 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 42,344 355,000 SH   SOLE   355,000 0 0
SALESFORCE COM INC COM 79466L302 45,574 445,800 SH Call SOLE   445,800 0 0
SALESFORCE COM INC COM 79466L302 144,312 1,411,638 SH   SOLE   1,411,638 0 0
SERVICENOW INC COM 81762P102 71,715 550,000 SH   SOLE   550,000 0 0
SHERWIN WILLIAMS CO COM 824348106 47,155 115,000 SH   SOLE   115,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 95,600 616,300 SH Put SOLE   616,300 0 0
SIGNET JEWELERS LIMITED SHS G81276100 74,064 1,309,700 SH Put SOLE   1,309,700 0 0
SUMMIT MATLS INC CL A 86614U100 40,872 1,300,000 SH   SOLE   1,300,000 0 0
SUMMIT MATLS INC CL A 86614U100 9,432 300,000 SH Call SOLE   300,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 87,824 800,000 SH   SOLE   800,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 21,956 200,000 SH Call SOLE   200,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 40,849 1,540,900 SH Put SOLE   1,540,900 0 0
TARGET CORP COM 87612E106 20,110 308,200 SH Put SOLE   308,200 0 0
THOR INDS INC COM 885160101 109,272 725,000 SH   SOLE   725,000 0 0
THOR INDS INC COM 885160101 30,144 200,000 SH Call SOLE   200,000 0 0
TWITTER INC COM 90184L102 84,035 3,500,000 SH   SOLE   3,500,000 0 0
V F CORP COM 918204108 22,807 308,200 SH Put SOLE   308,200 0 0
VISA INC COM CL A 92826C839 135,547 1,188,800 SH Call SOLE   1,188,800 0 0
VISA INC COM CL A 92826C839 118,598 1,040,154 SH   SOLE   1,040,154 0 0
VISTA OUTDOOR INC COM 928377100 2,914 200,000 SH Put SOLE   200,000 0 0
VULCAN MATLS CO COM 929160109 60,976 475,000 SH   SOLE   475,000 0 0
WEIBO CORP SPONSORED ADR 948596101 25,865 250,000 SH   SOLE   250,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 22,140 500,000 SH Call SOLE   500,000 0 0
WENDYS CO COM 95058W100 57,470 3,500,000 SH   SOLE   3,500,000 0 0
WENDYS CO COM 95058W100 41,050 2,500,000 SH Call SOLE   2,500,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 241,045 2,080,308 SH   SOLE   2,080,308 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 68,873 594,400 SH Call SOLE   594,400 0 0
WYNN RESORTS LTD COM 983134107 169,097 1,003,009 SH   SOLE   1,003,009 0 0
YANDEX N V SHS CLASS A N97284108 75,325 2,300,000 SH   SOLE   2,300,000 0 0