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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 8,396 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,655 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 19,542 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 5,270 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| ARKO CORP | COM | 041242108 | 1,777 | 197,433 | SH | SOLE | 197,433 | 0 | 0 | ||
| AZEK CO INC | CL A | 05478C105 | 6,537 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| BALLYS CORPORATION | COM | 05875B106 | 3,747 | 74,597 | SH | SOLE | 74,597 | 0 | 0 | ||
| BULL HORN HLDGS CORP | UNIT 10/13/2025 | G1686P114 | 2,845 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CITI TRENDS INC | COM | 17306X102 | 12,099 | 243,533 | SH | SOLE | 243,533 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 11,476 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GROWGENERATION CORP | COM | 39986L109 | 7,092 | 176,335 | SH | SOLE | 176,335 | 0 | 0 | ||
| HYDROFARM HLDGS GROUP INC | COM | 44888K209 | 3,944 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 5,929 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 5,950 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 6,265 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| NORTHERN STAR ACQUISITION CO | UNIT 08/29/2025 | 665742201 | 4,710 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 8,909 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 6,261 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| PURPLE INNOVATION INC | COM | 74640Y106 | 11,180 | 339,400 | SH | SOLE | 339,400 | 0 | 0 | ||
| PVH CORPORATION | COM | 693656100 | 7,042 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 10,422 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 4,912 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 6,828 | 216,159 | SH | SOLE | 216,159 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 6,954 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 9,320 | 52,796 | SH | SOLE | 52,796 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 9,591 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||