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
Estimated average burden
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 A 02079K305 36,815 34,000 SH   SOLE   34,000 0 0
AMAZON COM INC COM 023135106 32,192 17,000 SH   SOLE   17,000 0 0
CARGURUS INC COM CL A 141788109 41,419 1,147,033 SH   SOLE   1,147,033 0 0
CARVANA CO CL A 146869102 13,457 215,000 SH   SOLE   215,000 0 0
COTY INC COM CL A 222070203 15,947 1,190,102 SH   SOLE   1,190,102 0 0
CROCS INC COM 227046109 55,592 2,814,775 SH   SOLE   2,814,775 0 0
CROCS INC COM 227046109 9,875 500,000 SH Call SOLE   500,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 10,575 261,299 SH   SOLE   261,299 0 0
DEL TACO RESTAURANTS INC COM 245496104 14,777 1,152,674 SH   SOLE   1,152,674 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,700 400,000 SH   SOLE   400,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 24,871 385,000 SH   SOLE   385,000 0 0
DOLLAR TREE INC COM 256746108 21,478 200,000 SH   SOLE   200,000 0 0
FUNKO INC COM CL A 361008105 33,091 1,366,280 SH   SOLE   1,366,280 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 13,550 250,000 SH   SOLE   250,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 18,597 416,687 SH   SOLE   416,687 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 31,151 1,458,375 SH   SOLE   1,458,375 0 0
NOODLES & CO COM CL A 65540B105 21,129 2,681,355 SH   SOLE   2,681,355 0 0
OOMA INC COM 683416101 16,700 1,593,478 SH   SOLE   1,593,478 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 16,250 2,500,000 SH Put SOLE   2,500,000 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 38,484 600,000 SH   SOLE   600,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 25,604 1,063,296 SH   SOLE   1,063,296 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 9,375 250,000 SH   SOLE   250,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 14,712 180,800 SH   SOLE   180,800 0 0
STITCH FIX INC COM CL A 860897107 25,934 810,696 SH   SOLE   810,696 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 9,550 2,500,000 SH Put SOLE   2,500,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 11,598 250,000 SH   SOLE   250,000 0 0