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 |
AMAZON COM INC | COM | 023135106 | 48,082 | 452,708 | SH | SOLE | 452,708 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 24,629 | 11,460 | SH | SOLE | 11,460 | 0 | 0 | ||
BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 23,415 | 375,730 | SH | SOLE | 375,730 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 12,430 | 7,107 | SH | SOLE | 7,107 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 40,315 | 164,257 | SH | SOLE | 164,257 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 51,261 | 131,536 | SH | SOLE | 131,536 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 9,879 | 38,792 | SH | SOLE | 38,792 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 33,106 | 400,897 | SH | SOLE | 400,897 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 20,300 | 74,465 | SH | SOLE | 74,465 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 32,122 | 236,172 | SH | SOLE | 236,172 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 22,277 | 70,613 | SH | SOLE | 70,613 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 25,528 | 411,149 | SH | SOLE | 411,149 | 0 | 0 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 36,157 | 390,046 | SH | SOLE | 390,046 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 15,486 | 24,513 | SH | SOLE | 24,513 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 18,082 | 108,499 | SH | SOLE | 108,499 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 6,746 | 109,154 | SH | SOLE | 109,154 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 2,682 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 18,323 | 81,832 | SH | SOLE | 81,832 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 7,622 | 214,214 | SH | SOLE | 214,214 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,093 | 163,985 | SH | SOLE | 163,985 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 14,727 | 263,694 | SH | SOLE | 263,694 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 40,306 | 104,560 | SH | SOLE | 104,560 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 25,796 | 131,019 | SH | SOLE | 131,019 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 25,131 | 206,705 | SH | SOLE | 206,705 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 38,190 | 336,450 | SH | SOLE | 336,450 | 0 | 0 |