| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RENT A CENTER INC-NEW | 100,000 | 1,585,000 | 0.06% | Put | |
| 2 | Wingstop Inc | 130,000 | 2,948,000 | 0.11% | ||
| 3 | GENERAC HLDGS INC | 100,000 | 3,724,000 | 0.14% | Put | |
| 4 | CROCS INC | 400,000 | 3,848,000 | 0.15% | Put | |
| 5 | SOLAREDGE TECHNOLOGIES INC | 200,000 | 5,028,000 | 0.19% | Put | |
| 6 | CARDTRONICS INC COM | 150,000 | 5,399,000 | 0.20% | Put | |
| 7 | SPROUTS FMRS MKT INC | 200,000 | 5,808,000 | 0.22% | Put | |
| 8 | O REILLY AUTOMOTIVE INC NEW | 25,000 | 6,842,000 | 0.26% | ||
| 9 | AUTONATION INC | 150,000 | 7,002,000 | 0.26% | Call | |
| 10 | CST BRANDS INC | 200,000 | 7,658,000 | 0.29% | Put | |
| 11 | GAMESTOP CORP NEW | 300,000 | 9,519,000 | 0.36% | Put | |
| 12 | FASTENAL CO | 200,000 | 9,800,000 | 0.37% | Put | |
| 13 | WILLIAMS SONOMA INC | 200,000 | 10,948,000 | 0.41% | ||
| 14 | TESLA INC | 50,000 | 11,489,000 | 0.43% | Put | |
| 15 | FINANCIAL ENGINES INC | 400,000 | 12,572,000 | 0.47% | Put | |
| 16 | BUCKLE INC | 400,000 | 13,548,000 | 0.51% | Put | |
| 17 | SKECHERS U S A INC | 450,000 | 13,703,000 | 0.52% | ||
| 18 | LAS VEGAS SANDS CORP | 270,000 | 13,954,000 | 0.53% | ||
| 19 | VISA INC | 200,000 | 15,296,000 | 0.58% | Call | |
| 20 | EXPEDIA INC DEL | 150,000 | 16,173,000 | 0.61% | Call | |
| 21 | LOWES COS INC | 250,000 | 18,938,000 | 0.71% | Call | |
| 22 | DAVE & BUSTERS ENTMT INC | 500,000 | 19,390,000 | 0.73% | ||
| 23 | SOLARCITY CORP | 800,000 | 19,664,000 | 0.74% | Put | |
| 24 | POLARIS INDS INC | 200,000 | 19,696,000 | 0.74% | Call | |
| 25 | SALESFORCE COM INC | 275,000 | 20,303,000 | 0.77% | ||
| 26 | GILDAN ACTIVEWEAR INC | 700,000 | 21,357,000 | 0.81% | ||
| 27 | CTRIP COM INTL LTD | 500,000 | 22,130,000 | 0.84% | Call | |
| 28 | AMAZON COM INC | 40,000 | 23,746,000 | 0.90% | Call | |
| 29 | JACK IN THE BOX INC | 375,000 | 23,951,000 | 0.90% | ||
| 30 | TRACTOR SUPPLY CO | 275,000 | 24,877,000 | 0.94% | ||
| 31 | SEAWORLD ENTERTAINMENT INCORPORATED | 1,200,000 | 25,272,000 | 0.95% | Put | |
| 32 | SUMMIT MATLS INC CL A | 1,350,000 | 26,258,000 | 0.99% | ||
| 33 | DEL FRISCOS RESTAURANT GROUP COM | 1,700,000 | 28,186,000 | 1.06% | ||
| 34 | WYNN RESORTS LTD | 325,000 | 30,365,000 | 1.15% | ||
| 35 | NIKE INC | 500,000 | 30,735,000 | 1.16% | Call | |
| 36 | CTRIP COM INTL LTD | 700,000 | 30,982,000 | 1.17% | ||
| 37 | SIGNET JEWELERS LIMITED | 250,000 | 31,008,000 | 1.17% | Call | |
| 38 | HANESBRANDS INC | 1,100,000 | 31,174,000 | 1.18% | ||
| 39 | ALIBABA GROUP HLDG LTD | 400,000 | 31,612,000 | 1.19% | ||
| 40 | JD COM INC | 1,200,000 | 31,800,000 | 1.20% | ||
| 41 | FACEBOOK INC | 300,000 | 34,230,000 | 1.29% | Call | |
| 42 | KATE SPADE & CO | 1,350,000 | 34,452,000 | 1.30% | ||
| 43 | HILTON WORLDWIDE | 1,600,000 | 36,032,000 | 1.36% | ||
| 44 | BUFFALO WILD WINGS INC | 245,000 | 36,289,000 | 1.37% | ||
| 45 | AUTONATION INC | 825,000 | 38,511,000 | 1.45% | ||
| 46 | NEWELL BRANDS | 900,000 | 39,861,000 | 1.50% | ||
| 47 | DOLLAR TREE INC | 500,000 | 41,230,000 | 1.56% | Call | |
| 48 | POLARIS INDS INC | 425,000 | 41,854,000 | 1.58% | ||
| 49 | Seritage Growth Properties | 850,000 | 42,475,000 | 1.60% | ||
| 50 | MONSTER BEVERAGE CORP NEW | 325,000 | 43,349,000 | 1.64% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003355, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
