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 |
AARONS INC | COM PAR $0.50 | 002535300 | 5,768 | 253,200 | SH | SOLE | 253,200 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,839 | 66,018 | SH | SOLE | 66,018 | 0 | 0 | ||
BOSTON BEER INC | CL A | 100557107 | 6,212 | 16,900 | SH | SOLE | 16,900 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 13,999 | 254,108 | SH | SOLE | 254,108 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 9,102 | 68,700 | SH | SOLE | 68,700 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 15,191 | 405,200 | SH | SOLE | 405,200 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 5,827 | 40,645 | SH | SOLE | 40,645 | 0 | 0 | ||
COTY INC | COM CL A | 222070203 | 3,097 | 600,284 | SH | SOLE | 600,284 | 0 | 0 | ||
LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 7,442 | 273,700 | SH | SOLE | 273,700 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 6,597 | 1,400,600 | SH | SOLE | 1,400,600 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 11,154 | 420,100 | SH | SOLE | 420,100 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 8,531 | 552,500 | SH | SOLE | 552,500 | 0 | 0 | ||
PURPLE INNOVATION INC | COM | 74640Y106 | 2,538 | 446,800 | SH | SOLE | 446,800 | 0 | 0 | ||
RH | COM | 74967X103 | 4,069 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 9,491 | 214,200 | SH | SOLE | 214,200 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 11,493 | 96,900 | SH | SOLE | 96,900 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 9,316 | 100,200 | SH | SOLE | 100,200 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 8,762 | 183,261 | SH | SOLE | 183,261 | 0 | 0 |