The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
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 6,009 5,035 SH   SOLE   5,035 0 0
ALPHABET INC CAP STK CL A 02079K305 16,054 13,300 SH   SOLE   13,300 0 0
AMAZON COM INC COM 023135106 11,878 5,930 SH   SOLE   5,930 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 31,648 1,515,000 SH Put SOLE   1,515,000 0 0
CROCS INC COM 227046109 7,640 358,834 SH   SOLE   358,834 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 10,376 156,686 SH   SOLE   156,686 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,041 242,800 SH   SOLE   242,800 0 0
DOLBY LABORATORIES INC COM 25659T107 8,610 123,055 SH   SOLE   123,055 0 0
DOLLAR TREE INC COM 256746108 8,767 107,500 SH   SOLE   107,500 0 0
FOOT LOCKER INC COM 344849104 5,149 101,000 SH Put SOLE   101,000 0 0
FUNKO INC COM CL A 361008105 22,551 951,935 SH   SOLE   951,935 0 0
GARMIN LTD SHS H2906T109 11,740 167,600 SH   SOLE   167,600 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 8,658 376,269 SH   SOLE   376,269 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 10,332 186,802 SH   SOLE   186,802 0 0
ISHARES TR U.S. REAL ES ETF 464287739 14,484 181,000 SH   SOLE   181,000 0 0
KRAFT HEINZ CO COM 500754106 20,391 370,000 SH Call SOLE   370,000 0 0
LOVESAC COMPANY COM 54738L109 3,622 145,000 SH   SOLE   145,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 6,997 60,000 SH Call SOLE   60,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 19,192 164,572 SH   SOLE   164,572 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 11,457 565,520 SH   SOLE   565,520 0 0
NORDSTROM INC COM 655664100 6,998 117,000 SH   SOLE   117,000 0 0
OOMA INC COM 683416101 22,840 1,375,881 SH   SOLE   1,375,881 0 0
PROLOGIS INC COM 74340W103 10,853 160,100 SH   SOLE   160,100 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 7,530 78,402 SH   SOLE   78,402 0 0
SIMON PPTY GROUP INC NEW COM 828806109 7,070 40,000 SH Put SOLE   40,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 24,645 1,267,095 SH   SOLE   1,267,095 0 0
SIMPLY GOOD FOODS CO COM 82900L102 805 41,400 SH Call SOLE   41,400 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 16,228 113,417 SH   SOLE   113,417 0 0
SONOS INC COM 83570H108 2,807 175,000 SH   SOLE   175,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 8,204 89,500 SH   SOLE   89,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,033 22,300 SH   SOLE   22,300 0 0
TWITTER INC COM 90184L102 10,502 369,000 SH   SOLE   369,000 0 0
TWITTER INC COM 90184L102 996 35,000 SH Call SOLE   35,000 0 0
UXIN LTD ADS 91818X108 3,597 529,710 SH   SOLE   529,710 0 0