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 |
CARVANA CO | CL A | 146869102 | 20,100 | 76,601 | SH | SOLE | 76,601 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 19,003 | 87,900 | SH | SOLE | 87,900 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 24,649 | 290,979 | SH | SOLE | 290,979 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 16,290 | 330,100 | SH | SOLE | 330,100 | 0 | 0 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 16,472 | 422,138 | SH | SOLE | 422,138 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 21,257 | 2,053,800 | SH | SOLE | 2,053,800 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 16,529 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 32,169 | 434,536 | SH | SOLE | 434,536 | 0 | 0 | ||
PROG HOLDINGS INC | COM NPV | 74319R101 | 16,255 | 375,500 | SH | SOLE | 375,500 | 0 | 0 | ||
RH | COM | 74967X103 | 24,640 | 41,300 | SH | SOLE | 41,300 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 27,864 | 124,821 | SH | SOLE | 124,821 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 19,419 | 109,900 | SH | SOLE | 109,900 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 23,075 | 116,500 | SH | SOLE | 116,500 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 23,110 | 349,361 | SH | SOLE | 349,361 | 0 | 0 | ||
TURTLE BEACH CORP | COM NEW | 900450206 | 15,143 | 567,777 | SH | SOLE | 567,777 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 27,055 | 215,800 | SH | SOLE | 215,800 | 0 | 0 |