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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 11,594 | 49,818 | SH | SOLE | 49,818 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 20,770 | 86,708 | SH | SOLE | 86,708 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 15,701 | 87,900 | SH | SOLE | 87,900 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 29,538 | 328,600 | SH | SOLE | 328,600 | 0 | 0 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 20,356 | 504,600 | SH | SOLE | 504,600 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 15,435 | 1,953,800 | SH | SOLE | 1,953,800 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 22,303 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 35,909 | 544,900 | SH | SOLE | 544,900 | 0 | 0 | ||
PROG HOLDINGS INC | COM NPV | 74319R101 | 16,603 | 308,200 | SH | SOLE | 308,200 | 0 | 0 | ||
RH | COM | 74967X103 | 18,483 | 41,300 | SH | SOLE | 41,300 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 21,119 | 106,100 | SH | SOLE | 106,100 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 22,836 | 109,900 | SH | SOLE | 109,900 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 20,566 | 116,500 | SH | SOLE | 116,500 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 23,858 | 349,361 | SH | SOLE | 349,361 | 0 | 0 | ||
TURTLE BEACH CORP | COM NEW | 900450206 | 15,281 | 709,100 | SH | SOLE | 709,100 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 24,349 | 215,800 | SH | SOLE | 215,800 | 0 | 0 |