The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 830 | 1,000 | SH | Call | SOLE | 1,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,172 | 5,029 | SH | SOLE | 5,029 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,586 | 4,230 | SH | SOLE | 4,230 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 8,821 | 9,950 | SH | SOLE | 9,950 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 4,581 | 93,200 | SH | SOLE | 93,200 | 0 | 0 | ||
| BOJANGLES INC | COM | 097488100 | 3,729 | 181,900 | SH | SOLE | 181,900 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 6,959 | 426,649 | SH | SOLE | 426,649 | 0 | 0 | ||
| CASEYS GEN STORES INC | COM | 147528103 | 6,173 | 54,994 | SH | SOLE | 54,994 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 6,386 | 153,100 | SH | SOLE | 153,100 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 3,700 | 80,500 | SH | SOLE | 80,500 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 2,667 | 54,800 | SH | SOLE | 54,800 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 2,090 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| DOLBY LABORATORIES INC | COM | 25659T107 | 7,410 | 141,377 | SH | SOLE | 141,377 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 4,998 | 63,700 | SH | SOLE | 63,700 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 6,936 | 652,525 | SH | SOLE | 652,525 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 493 | 15,000 | SH | Put | SOLE | 15,000 | 0 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 7,708 | 222,000 | SH | SOLE | 222,000 | 0 | 0 | ||
| ISHARES TR | U.S. REAL ES ETF | 464287739 | 10,533 | 134,200 | SH | SOLE | 134,200 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 3,111 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 326 | 1,630 | SH | SOLE | 1,630 | 0 | 0 | ||
| OOMA INC | COM | 683416101 | 9,299 | 934,600 | SH | SOLE | 934,600 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 5,681 | 190,700 | SH | SOLE | 190,700 | 0 | 0 | ||
| RH | COM | 74967X103 | 2,128 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| RYANAIR HLDGS PLC | SPONSORED ADR NE | 783513203 | 4,522 | 54,500 | SH | SOLE | 54,500 | 0 | 0 | ||
| SIMPSON MANUFACTURING CO INC | COM | 829073105 | 6,158 | 142,900 | SH | SOLE | 142,900 | 0 | 0 | ||