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 | 1,512,000 | 18,000 | SH | Call | SOLE | 18,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 9,114,000 | 108,500 | SH | SOLE | 108,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 3,024,000 | 36,000 | SH | Call | SOLE | 36,000 | 0 | 0 | |
BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 10,461,248 | 408,005 | SH | SOLE | 408,005 | 0 | 0 | ||
BRAGG GAMING GROUP INC | COM NEW | 104833306 | 1,095,616 | 282,481 | SH | SOLE | 282,481 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 18,433,100 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 8,991,450 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 26,446,745 | 66,256 | SH | SOLE | 66,256 | 0 | 0 | ||
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 17,875,897 | 654,555 | SH | SOLE | 654,555 | 0 | 0 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 473,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 13,924,300 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 2,437,050 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
HIBBETT INC | COM | 428567101 | 8,868,600 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 8,845,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 14,137,387 | 294,100 | SH | SOLE | 294,100 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 7,210,500 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 8,009,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
MEMBERSHIP COLLECTIVE GROUP | COM CL A | 586001109 | 2,936,839 | 785,251 | SH | SOLE | 785,251 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 5,415,300 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 10,119,906 | 1,084,663 | SH | SOLE | 1,084,663 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 13,790,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 9,865,950 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 10,702,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 9,687,600 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 14,408,129 | 419,695 | SH | SOLE | 419,695 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 19,753,250 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
WENDYS CO | COM | 95058W100 | 5,657,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 |