The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 3,083 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 12,504 | 6,603 | SH | SOLE | 6,603 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 4,532 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 3,564 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BRINKER INTL INC | COM | 109641100 | 2,951 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 4,335 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 3,915 | 111,851 | SH | SOLE | 111,851 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 5,522 | 119,859 | SH | SOLE | 119,859 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 11,945 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 352 | 100 | SH | Call | SOLE | 100 | 0 | 0 | |
HAYMAKER ACQUISITION CORP II | UNIT 10/31/2026 | 42087L200 | 1,671 | 163,680 | SH | SOLE | 163,680 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 3,257 | 251,100 | SH | SOLE | 251,100 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 5,437 | 66,805 | SH | SOLE | 66,805 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 75 | 750 | SH | Call | SOLE | 750 | 0 | 0 | |
LAS VEGAS SANDS CORP | COM | 517834107 | 121 | 500 | SH | Call | SOLE | 500 | 0 | 0 | |
LAS VEGAS SANDS CORP | COM | 517834107 | 7,091 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 3,966 | 203,500 | SH | SOLE | 203,500 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 2,208 | 12,250 | SH | SOLE | 12,250 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 9,528 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 4,985 | 92,943 | SH | SOLE | 92,943 | 0 | 0 | ||
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 8,913 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 2,408 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
PLAYAGS INC | COM | 72814N104 | 6,133 | 315,317 | SH | SOLE | 315,317 | 0 | 0 | ||
POLARIS INDS INC | COM | 731068102 | 6,842 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 7,170 | 59,155 | SH | SOLE | 59,155 | 0 | 0 | ||
THE REALREAL INC | COM | 88339P101 | 145 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 6,610 | 125,000 | SH | SOLE | 125,000 | 0 | 0 |