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
ABBVIE INC COM 00287Y109 41,016 442,700 SH Put SOLE   442,700 0 0
ADOBE SYS INC COM 00724F101 24,381 100,000 SH   SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 213,523 1,150,882 SH   SOLE   1,150,882 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 106,754 575,400 SH Call SOLE   575,400 0 0
ALPHABET INC CAP STK CL A 02079K305 568,560 503,511 SH   SOLE   503,511 0 0
ALPHABET INC CAP STK CL A 02079K305 244,470 216,500 SH Call SOLE   216,500 0 0
ALTRIA GROUP INC COM 02209S103 33,523 590,300 SH Put SOLE   590,300 0 0
AMAZON COM INC COM 023135106 660,241 388,423 SH   SOLE   388,423 0 0
AMAZON COM INC COM 023135106 368,007 216,500 SH Call SOLE   216,500 0 0
AUTODESK INC COM 052769106 163,173 1,244,740 SH   SOLE   1,244,740 0 0
BAIDU INC SPON ADR REP A 056752108 103,275 425,000 SH   SOLE   425,000 0 0
BAIDU INC SPON ADR REP A 056752108 97,200 400,000 SH Call SOLE   400,000 0 0
BIG LOTS INC COM 089302103 67,813 1,623,100 SH Put SOLE   1,623,100 0 0
BLACK KNIGHT INC COM 09215C105 25,436 475,000 SH   SOLE   475,000 0 0
BUCKLE INC COM 118440106 5,380 200,000 SH Put SOLE   200,000 0 0
CARDTRONICS PLC SHS CL A G1991C105 7,254 300,000 SH Put SOLE   300,000 0 0
CARVANA CO CL A 146869102 70,720 1,700,000 SH   SOLE   1,700,000 0 0
CARVANA CO CL A 146869102 16,640 400,000 SH Call SOLE   400,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 5,570 1,000,000 SH Put SOLE   1,000,000 0 0
CELGENE CORP COM 151020104 58,596 737,800 SH Put SOLE   737,800 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 86,526 295,100 SH Put SOLE   295,100 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 28,825 295,100 SH Put SOLE   295,100 0 0
CONSTELLATION BRANDS INC CL A 21036P108 543,145 2,481,588 SH   SOLE   2,481,588 0 0
CONSTELLATION BRANDS INC CL A 21036P108 787,166 3,596,500 SH Call SOLE   3,596,500 0 0
CROCS INC COM 227046109 10,566 600,000 SH Put SOLE   600,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 4,760 100,000 SH   SOLE   100,000 0 0
DECKERS OUTDOOR CORP COM 243537107 66,628 590,200 SH Put SOLE   590,200 0 0
DEERE & CO COM 244199105 60,324 431,500 SH Call SOLE   431,500 0 0
DEERE & CO COM 244199105 251,396 1,798,252 SH   SOLE   1,798,252 0 0
DICKS SPORTING GOODS INC COM 253393102 21,150 600,000 SH Put SOLE   600,000 0 0
DILLARDS INC CL A 254067101 37,800 400,000 SH Put SOLE   400,000 0 0
DOMINOS PIZZA INC COM 25754A201 46,558 165,000 SH   SOLE   165,000 0 0
EAGLE MATERIALS INC COM 26969P108 94,473 900,000 SH   SOLE   900,000 0 0
EAGLE MATERIALS INC COM 26969P108 28,867 275,000 SH Call SOLE   275,000 0 0
ELECTRONIC ARTS INC COM 285512109 284,020 2,014,043 SH   SOLE   2,014,043 0 0
FERRARI N V COM N3167Y103 101,258 750,000 SH   SOLE   750,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 174,637 8,343,880 SH   SOLE   8,343,880 0 0
FIRST DATA CORP NEW COM CL A 32008D106 75,275 3,596,500 SH Call SOLE   3,596,500 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 63,195 300,000 SH   SOLE   300,000 0 0
GAMESTOP CORP NEW CL A 36467W109 19,350 1,328,100 SH Put SOLE   1,328,100 0 0
GAP INC DEL COM 364760108 29,151 900,000 SH   SOLE   900,000 0 0
GENUINE PARTS CO COM 372460105 9,179 100,000 SH Put SOLE   100,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103 39,475 1,401,820 SH   SOLE   1,401,820 0 0
GNC HLDGS INC COM CL A 36191G107 3,520 1,000,000 SH Put SOLE   1,000,000 0 0
GOPRO INC CL A 38268T103 30,912 4,800,000 SH Put SOLE   4,800,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 3,950 200,000 SH Put SOLE   200,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 42,890 1,000,000 SH   SOLE   1,000,000 0 0
HIBBETT SPORTS INC COM 428567101 32,060 1,400,000 SH Put SOLE   1,400,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 159,432 2,014,044 SH   SOLE   2,014,044 0 0
HYATT HOTELS CORP COM CL A 448579102 38,575 500,000 SH   SOLE   500,000 0 0
IAC INTERACTIVECORP COM 44919P508 45,764 300,114 SH   SOLE   300,114 0 0
IAC INTERACTIVECORP COM 44919P508 15,249 100,000 SH Call SOLE   100,000 0 0
IRON MTN INC NEW COM 46284V101 51,661 1,475,600 SH Put SOLE   1,475,600 0 0
KIMBERLY CLARK CORP COM 494368103 101,032 959,100 SH Put SOLE   959,100 0 0
KRAFT HEINZ CO COM 500754106 37,083 590,300 SH Put SOLE   590,300 0 0
KROGER CO COM 501044101 20,990 737,800 SH Put SOLE   737,800 0 0
LAUREATE EDUCATION INC CL A 518613203 74,516 5,200,000 SH   SOLE   5,200,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 14,371 590,200 SH Put SOLE   590,200 0 0
MASCO CORP COM 574599106 59,872 1,600,000 SH   SOLE   1,600,000 0 0
MASCO CORP COM 574599106 18,710 500,000 SH Call SOLE   500,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 137,564 700,000 SH   SOLE   700,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 36,288 1,250,000 SH   SOLE   1,250,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 23,224 800,000 SH Call SOLE   800,000 0 0
MICROSOFT CORP COM 594918104 98,610 1,000,000 SH   SOLE   1,000,000 0 0
MIMEDX GROUP INC COM 602496101 5,112 800,000 SH Put SOLE   800,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 299,592 3,164,924 SH   SOLE   3,164,924 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 433,401 4,578,500 SH Call SOLE   4,578,500 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 23,074 295,100 SH Put SOLE   295,100 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 293,207 10,566,012 SH   SOLE   10,566,012 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 83,836 3,021,100 SH Call SOLE   3,021,100 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 7,500 400,000 SH Put SOLE   400,000 0 0
PAYPAL HLDGS INC COM 70450Y103 275,523 3,308,785 SH   SOLE   3,308,785 0 0
PAYPAL HLDGS INC COM 70450Y103 179,688 2,157,900 SH Call SOLE   2,157,900 0 0
PENNEY J C INC COM 708160106 4,680 2,000,000 SH   SOLE   2,000,000 0 0
PERRIGO CO PLC SHS G97822103 43,039 590,300 SH Put SOLE   590,300 0 0
PUBLIC STORAGE COM 74460D109 33,462 147,500 SH Put SOLE   147,500 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 9,320 200,000 SH Put SOLE   200,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 78,390 1,300,000 SH   SOLE   1,300,000 0 0
ROKU INC COM CL A 77543R102 76,716 1,800,000 SH   SOLE   1,800,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 72,520 700,000 SH   SOLE   700,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 41,440 400,000 SH Call SOLE   400,000 0 0
SALESFORCE COM INC COM 79466L302 255,093 1,870,182 SH   SOLE   1,870,182 0 0
SERVICENOW INC COM 81762P102 43,118 250,000 SH   SOLE   250,000 0 0
SHERWIN WILLIAMS CO COM 824348106 36,681 90,000 SH   SOLE   90,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 98,717 1,770,700 SH Put SOLE   1,770,700 0 0
SIMON PPTY GROUP INC NEW COM 828806109 50,223 295,100 SH Put SOLE   295,100 0 0
SMUCKER J M CO COM NEW 832696405 31,717 295,100 SH Put SOLE   295,100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 136,218 1,150,880 SH   SOLE   1,150,880 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 34,052 287,700 SH Call SOLE   287,700 0 0
TAL ED GROUP SPONSORED ADS 874080104 18,400 500,000 SH Call SOLE   500,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 41,596 1,770,800 SH Put SOLE   1,770,800 0 0
THOR INDS INC COM 885160101 297,724 3,057,030 SH   SOLE   3,057,030 0 0
THOR INDS INC COM 885160101 168,134 1,726,400 SH Call SOLE   1,726,400 0 0
TRACTOR SUPPLY CO COM 892356106 22,947 300,000 SH Put SOLE   300,000 0 0
URBAN OUTFITTERS INC COM 917047102 53,460 1,200,000 SH Put SOLE   1,200,000 0 0
US FOODS HLDG CORP COM 912008109 49,166 1,300,000 SH   SOLE   1,300,000 0 0
VISA INC COM CL A 92826C839 276,287 2,085,973 SH   SOLE   2,085,973 0 0
VISTEON CORP COM NEW 92839U206 12,924 100,000 SH   SOLE   100,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 20,220 200,000 SH Call SOLE   200,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 20,220 200,000 SH   SOLE   200,000 0 0
WENDYS CO COM 95058W100 54,976 3,200,000 SH   SOLE   3,200,000 0 0
WENDYS CO COM 95058W100 22,334 1,300,000 SH Call SOLE   1,300,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 10,431 300,000 SH Put SOLE   300,000 0 0
WORKDAY INC CL A 98138H101 90,840 750,000 SH   SOLE   750,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 26,562 600,000 SH   SOLE   600,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 13,949 237,100 SH Call SOLE   237,100 0 0
WYNN RESORTS LTD COM 983134107 92,037 550,000 SH   SOLE   550,000 0 0
YANDEX N V SHS CLASS A N97284108 206,583 5,754,408 SH   SOLE   5,754,408 0 0
YANDEX N V SHS CLASS A N97284108 108,454 3,021,000 SH Call SOLE   3,021,000 0 0
YUM CHINA HLDGS INC COM 98850P109 11,538 300,000 SH Put SOLE   300,000 0 0
ZUMIEZ INC COM 989817101 7,515 300,000 SH Put SOLE   300,000 0 0