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 | 17,460 | 308,200 | SH | SOLE | 308,200 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 24,582 | 83,618 | SH | SOLE | 83,618 | 0 | 0 | ||
BOSTON BEER INC | CL A | 100557107 | 9,717 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 23,958 | 107,408 | SH | SOLE | 107,408 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 15,615 | 87,900 | SH | SOLE | 87,900 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 22,612 | 412,400 | SH | SOLE | 412,400 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 11,705 | 1,703,800 | SH | SOLE | 1,703,800 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 18,508 | 186,500 | SH | SOLE | 186,500 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 28,737 | 692,300 | SH | SOLE | 692,300 | 0 | 0 | ||
RH | COM | 74967X103 | 12,473 | 32,600 | SH | SOLE | 32,600 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 17,668 | 114,700 | SH | SOLE | 114,700 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 19,248 | 116,500 | SH | SOLE | 116,500 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 21,755 | 138,200 | SH | SOLE | 138,200 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 22,297 | 400,661 | SH | SOLE | 400,661 | 0 | 0 | ||
TURTLE BEACH CORP | COM NEW | 900450206 | 12,906 | 709,100 | SH | SOLE | 709,100 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 16,193 | 225,500 | SH | SOLE | 225,500 | 0 | 0 |