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 | 7,123 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 10,684 | 75,000 | SH | Call | SOLE | 0 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 16,553 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 13,794 | 5,000 | SH | Put | SOLE | 5,000 | 0 | 0 | |
AMC NETWORKS INC | CL A | 00164V103 | 4,678 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 6,208 | 475,000 | SH | Put | SOLE | 475,000 | 0 | 0 | |
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 6,634 | 546,000 | SH | SOLE | 546,000 | 0 | 0 | ||
BED BATH & BEYOND INC | COM | 075896100 | 1,590 | 150,000 | SH | Call | SOLE | 0 | 0 | 0 | |
BOSTON BEER INC | CL A | 100557107 | 3,971 | 7,400 | SH | SOLE | 7,400 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 10,142 | 51,500 | SH | SOLE | 51,500 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 2,014 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 8,414 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 5,500 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 5,500 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 10,201 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 3,575 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 8,269 | 62,100 | SH | SOLE | 62,100 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 3,866 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 16,024 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 4,006 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ELDORADO RESORTS INC | COM | 28470R102 | 8,012 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 4,622 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 9,042 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 8,220 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
GAP INC | COM | 364760108 | 4,417 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 9,244 | 54,500 | SH | SOLE | 54,500 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 6,135 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 4,516 | 400,000 | SH | Call | SOLE | 0 | 0 | 0 | |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 10,176 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 5,988 | 400,000 | SH | Call | SOLE | 0 | 0 | 0 | |
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 5,007 | 75,000 | SH | Call | SOLE | 0 | 0 | 0 | |
LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 689 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LITHIA MTRS INC | CL A | 536797103 | 5,297 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 12,836 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
MACERICH CO | COM | 554382101 | 1,794 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 19,319 | 235,000 | SH | Call | SOLE | 0 | 0 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 15,772 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
OMNICOM GROUP INC | COM | 681919106 | 5,460 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 14,984 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 10,454 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
PLANET FITNESS INC | CL A | 72703H101 | 5,148 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 9,086 | 150,000 | SH | Call | SOLE | 0 | 0 | 0 | |
POLARIS INC | COM | 731068102 | 5,784 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
RH | COM | 74967X103 | 13,774 | 55,339 | SH | SOLE | 55,339 | 0 | 0 | ||
SIMON PPTY GROUP INC NEW | COM | 828806109 | 3,419 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 15,418 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 4,536 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 17,268 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 16,189 | 225,000 | SH | Call | SOLE | 0 | 0 | 0 | |
TJX COS INC NEW | COM | 872540109 | 7,584 | 150,000 | SH | Call | SOLE | 0 | 0 | 0 | |
V F CORP | COM | 918204108 | 2,438 | 40,000 | SH | Call | SOLE | 0 | 0 | 0 | |
WYNDHAM DESTINATIONS INC | COM | 98310W108 | 6,200 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 8,256 | 95,000 | SH | SOLE | 95,000 | 0 | 0 |