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 |
| 8X8 INC NEW | CALL | 282914900 | 1,386 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| AMERICAN OUTDOOR BRANDS CORP | COM | 02874P103 | 1,750 | 210,863 | SH | SOLE | 210,863 | 0 | 0 | ||
| APTARGROUP INC | COM | 038336103 | 8,461 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| BRINKER INTL INC | CALL | 109641900 | 1,201 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CAL MAINE FOODS INC | CALL | 128030902 | 4,398 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 8,262 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 10,497 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| CLEARWATER PAPER CORP | CALL | 18538R903 | 4,384 | 201,000 | SH | Call | SOLE | 201,000 | 0 | 0 | |
| CLEARWATER PAPER CORP | COM | 18538R103 | 12,898 | 591,402 | SH | SOLE | 591,402 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 2,916 | 152,100 | SH | SOLE | 152,100 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 8,306 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 8,366 | 113,875 | SH | SOLE | 113,875 | 0 | 0 | ||
| EURONAV NV ANTWERPEN | CALL | B38564908 | 2,256 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| EURONET WORLDWIDE INC | COM | 298736109 | 4,286 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GAMESTOP CORP NEW | PUT | 36467W959 | 88 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| GRAND CANYON ED INC | COM | 38526M106 | 17,546 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 8,586 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 10,897 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,674 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 3,402 | 11,300 | SH | SOLE | 11,300 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 8,006 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 8,122 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 8,854 | 431,287 | SH | SOLE | 431,287 | 0 | 0 | ||
| RENEWABLE ENERGY GROUP INC | CALL | 75972A901 | 1,642 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| RENEWABLE ENERGY GROUP INC | CALL | 75972A901 | 2,566 | 125,000 | SH | Call | SOLE | 125,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 9,717 | 67,486 | SH | SOLE | 67,486 | 0 | 0 | ||
| SEABOARD CORP | COM | 811543107 | 18,835 | 6,696 | SH | SOLE | 6,696 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 11,261 | 92,730 | SH | SOLE | 92,730 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 5,916 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| STANDARD DIVERSIFIED INC | COM CL A | 85336L109 | 6,073 | 557,189 | SH | SOLE | 557,189 | 0 | 0 | ||
| STURM RUGER & CO INC | COM | 864159108 | 3,801 | 74,664 | SH | SOLE | 74,664 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 7,650 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| TURNING PT BRANDS INC | COM | 90041L105 | 9,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 5,208 | 89,994 | SH | SOLE | 89,994 | 0 | 0 | ||
| WALKER & DUNLOP INC | COM | 93148P102 | 11,074 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||