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 | 6,518,660 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 23,317,476 | 277,589 | SH | SOLE | 277,589 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 9,640,664 | 690,592 | SH | SOLE | 690,592 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 6,912,400 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 9,529,720 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
CELSIUS HLDGS INC | COM NEW | 15118V207 | 18,449,725 | 177,333 | SH | SOLE | 177,333 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 9,453,461 | 119,983 | SH | SOLE | 119,983 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 26,179,990 | 1,779,741 | SH | SOLE | 1,779,741 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 9,930,302 | 24,878 | SH | SOLE | 24,878 | 0 | 0 | ||
HALEON PLC | SPON ADS | 405552100 | 18,352,624 | 2,294,078 | SH | SOLE | 2,294,078 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 20,612,272 | 428,797 | SH | SOLE | 428,797 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 24,744,097 | 596,387 | SH | SOLE | 596,387 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 19,190,379 | 159,468 | SH | SOLE | 159,468 | 0 | 0 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 19,769,820 | 194,719 | SH | SOLE | 194,719 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 22,922,493 | 195,902 | SH | SOLE | 195,902 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 6,320,125 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 11,958,313 | 492,517 | SH | SOLE | 492,517 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 12,410,606 | 157,495 | SH | SOLE | 157,495 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 12,156,861 | 187,983 | SH | SOLE | 187,983 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 12,750,080 | 448,000 | SH | SOLE | 448,000 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 18,499,000 | 650,000 | SH | Call | SOLE | 650,000 | 0 | 0 | |
ROSS STORES INC | COM | 778296103 | 15,426,399 | 132,906 | SH | SOLE | 132,906 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 15,832,475 | 377,413 | SH | SOLE | 377,413 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 6,591,360 | 192,000 | SH | SOLE | 192,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 10,782,377 | 135,457 | SH | SOLE | 135,457 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 31,178,621 | 890,309 | SH | SOLE | 890,309 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 23,964,152 | 187,103 | SH | SOLE | 187,103 | 0 | 0 |