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 |
| AMAZON COM INC | COM | 023135106 | 14,484 | 4,600 | SH | SOLE | 4,600 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 4,443 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 6,984 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| AZEK CO INC | CL A | 05478C105 | 5,918 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 3,296 | 220,000 | SH | Call | SOLE | 220,000 | 0 | 0 | |
| CITI TRENDS INC | COM | 17306X102 | 6,501 | 260,260 | SH | SOLE | 260,260 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 7,406 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 3,836 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 5,043 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 8,803 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 8,284 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 7,835 | 61,693 | SH | SOLE | 61,693 | 0 | 0 | ||
| GROWGENERATION CORP | COM | 39986L109 | 5,593 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| HAYMAKER ACQUISITION CORP II | UNIT 10/31/2026 | 42087L200 | 2,591 | 249,655 | SH | SOLE | 249,655 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 5,147 | 277,755 | SH | SOLE | 277,755 | 0 | 0 | ||
| KONTOOR BRANDS INC | COM | 50050N103 | 4,249 | 175,565 | SH | SOLE | 175,565 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 9,543 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 6,548 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MICHAELS COS INC | COM | 59408Q106 | 1,486 | 153,891 | SH | SOLE | 153,891 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 7,817 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 8,717 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 4,998 | 81,115 | SH | SOLE | 81,115 | 0 | 0 | ||
| POLARIS INC | COM | 731068102 | 5,189 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| PURPLE INNOVATION INC | COM | 74640Y106 | 9,556 | 384,400 | SH | SOLE | 384,400 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 6,283 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 5,599 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 14,923 | 94,796 | SH | SOLE | 94,796 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 5,565 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TWIN RIV WORLDWIDE HLDGS INC | COM | 90171V204 | 6,568 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 7,540 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||