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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 31,136 | 468,000 | SH | Call | SOLE | 468,000 | 0 | 0 | |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 29,680 | 123,729 | SH | SOLE | 123,729 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 35,092 | 12,113 | SH | SOLE | 12,113 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 50,562 | 15,164 | SH | SOLE | 15,164 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 20,681 | 70,946 | SH | SOLE | 70,946 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 24,970 | 14,283 | SH | SOLE | 14,283 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 11,666 | 90,983 | SH | SOLE | 90,983 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 6,264 | 17,100 | SH | SOLE | 17,100 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 43,460 | 77,012 | SH | SOLE | 77,012 | 0 | 0 | ||
DOORDASH INC | CL A | 25809K105 | 8,810 | 59,169 | SH | SOLE | 59,169 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 13,750 | 196,231 | SH | SOLE | 196,231 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 18,130 | 70,141 | SH | SOLE | 70,141 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 12,576 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
MATTEL INC | COM | 577081102 | 16,103 | 746,904 | SH | SOLE | 746,904 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 33,627 | 99,975 | SH | SOLE | 99,975 | 0 | 0 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 20,456 | 212,993 | SH | SOLE | 212,993 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 12,250 | 159,300 | SH | SOLE | 159,300 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 5,993 | 68,856 | SH | SOLE | 68,856 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 9,275 | 213,710 | SH | SOLE | 213,710 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 29,079 | 163,621 | SH | SOLE | 163,621 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 19,750 | 419,944 | SH | SOLE | 419,944 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 12,435 | 163,789 | SH | SOLE | 163,789 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 12,548 | 290,323 | SH | SOLE | 290,323 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 27,390 | 653,220 | SH | SOLE | 653,220 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 31,648 | 76,751 | SH | SOLE | 76,751 | 0 | 0 | ||
UNDER ARMOUR INC | CL A | 904311107 | 30,439 | 1,436,471 | SH | SOLE | 1,436,471 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 11,919 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
YETI HLDGS INC | COM | 98585X104 | 7,099 | 85,700 | SH | SOLE | 85,700 | 0 | 0 |