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 |
ALBERTSONS COS INC | COMMON STOCK | 013091103 | 13,740 | 413,232 | SH | SOLE | 413,232 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 39,053 | 14,041 | SH | SOLE | 14,041 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 81,365 | 24,959 | SH | SOLE | 24,959 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 20,899 | 8,899 | SH | SOLE | 8,899 | 0 | 0 | ||
BUMBLE INC | COM CL A | 12047B105 | 5,880 | 202,904 | SH | SOLE | 202,904 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 18,390 | 11,624 | SH | SOLE | 11,624 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 28,941 | 466,789 | SH | SOLE | 466,789 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 1,326 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 9,637 | 35,200 | SH | SOLE | 35,200 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 27,023 | 168,738 | SH | SOLE | 168,738 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 7,982 | 50,400 | SH | SOLE | 50,400 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 21,987 | 125,106 | SH | SOLE | 125,106 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 22,066 | 61,744 | SH | SOLE | 61,744 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 11,972 | 48,415 | SH | SOLE | 48,415 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 17,889 | 426,532 | SH | SOLE | 426,532 | 0 | 0 | ||
OLAPLEX HLDGS INC | COM | 679369108 | 3,517 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 28,033 | 40,926 | SH | SOLE | 40,926 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 9,668 | 222,256 | SH | SOLE | 222,256 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 14,500 | 355,739 | SH | SOLE | 355,739 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 10,151 | 282,044 | SH | SOLE | 282,044 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 9,127 | 59,364 | SH | SOLE | 59,364 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 17,909 | 84,388 | SH | SOLE | 84,388 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 20,820 | 248,659 | SH | SOLE | 248,659 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 11,209 | 185,023 | SH | SOLE | 185,023 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 18,999 | 532,493 | SH | SOLE | 532,493 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 33,979 | 85,326 | SH | SOLE | 85,326 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 14,487 | 55,663 | SH | SOLE | 55,663 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 13,092 | 110,457 | SH | SOLE | 110,457 | 0 | 0 |