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 |
AMAZON COM INC | COM | 023135106 | 2,059 | 18,000 | SH | Call | SOLE | 18,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 4,119 | 36,000 | SH | Call | SOLE | 36,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 15,086 | 133,500 | SH | SOLE | 133,500 | 0 | 0 | ||
BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 11,294 | 548,005 | SH | SOLE | 548,005 | 0 | 0 | ||
BRAGG GAMING GROUP INC | COM NEW | 104833306 | 1,176 | 291,700 | SH | SOLE | 291,700 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 12,632 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 21,650 | 69,256 | SH | SOLE | 69,256 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 7,196 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 15,516 | 554,555 | SH | SOLE | 554,555 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 13,875 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 5,270 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 9,047 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
HUMANCO ACQUISITION CORP | COM CL A | 44487N109 | 1,990 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 6,320 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
IRON SPARK I INC | CLASS A COM | 46301G103 | 3,604 | 362,899 | SH | SOLE | 362,899 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 7,797 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 7,504 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 8,387 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
MEMBERSHIP COLLECTIVE GROUP | COM CL A | 586001109 | 2,408 | 510,251 | SH | SOLE | 510,251 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 8,819 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 8,813 | 1,049,179 | SH | SOLE | 1,049,179 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 6,778 | 157,800 | SH | SOLE | 157,800 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 9,802 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 5,899 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 9,330 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 7,846 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 3,927 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 14,317 | 565,000 | SH | SOLE | 565,000 | 0 | 0 |