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 A 02079K305 139,075 79,352 SH   SOLE   79,352 0 0
ARK ETF TR INNOVATION ETF 00214Q104 93,368 750,000 SH Put SOLE   750,000 0 0
AURORA CANNABIS INC COM 05156X884 12,465 1,500,000 SH Put SOLE   1,500,000 0 0
BAIDU INC SPON ADR REP A 056752108 52,462 242,612 SH   SOLE   242,612 0 0
BED BATH & BEYOND INC COM 075896100 13,320 750,000 SH Put SOLE   750,000 0 0
BOSTON BEER INC CL A 100557107 51,703 52,000 SH   SOLE   52,000 0 0
BRINKER INTL INC COM 109641100 52,343 925,281 SH   SOLE   925,281 0 0
CANOPY GROWTH CORP COM 138035100 12,320 500,000 SH Put SOLE   500,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 74,643 3,446,126 SH   SOLE   3,446,126 0 0
CHEESECAKE FACTORY INC COM 163072101 32,448 875,540 SH   SOLE   875,540 0 0
CINTAS CORP COM 172908105 22,975 65,000 SH   SOLE   65,000 0 0
COCA COLA CO COM 191216100 74,034 1,350,000 SH   SOLE   1,350,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 150,736 3,025,000 SH   SOLE   3,025,000 0 0
COPART INC COM 217204106 50,900 400,000 SH Call SOLE   400,000 0 0
COPART INC COM 217204106 136,794 1,075,000 SH   SOLE   1,075,000 0 0
DARDEN RESTAURANTS INC COM 237194105 32,170 270,067 SH   SOLE   270,067 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 23,878 795,390 SH   SOLE   795,390 0 0
DOLLAR GEN CORP NEW COM 256677105 42,060 200,000 SH Put SOLE   200,000 0 0
DOLLAR TREE INC COM 256746108 52,861 489,276 SH   SOLE   489,276 0 0
EXPEDIA GROUP INC COM NEW 30212P303 65,222 492,612 SH   SOLE   492,612 0 0
EXPEDIA GROUP INC COM NEW 30212P303 26,480 200,000 SH Call SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 71,650 262,300 SH   SOLE   262,300 0 0
FACEBOOK INC CL A 30303M102 40,974 150,000 SH Call SOLE   150,000 0 0
FEDEX CORP COM 31428X106 80,870 311,495 SH   SOLE   311,495 0 0
FERRARI N V COM N3167Y103 4,590 20,000 SH   SOLE   20,000 0 0
FIVE BELOW INC COM 33829M101 41,120 235,000 SH   SOLE   235,000 0 0
FIVERR INTL LTD ORD SHS M4R82T106 28,290 145,000 SH   SOLE   145,000 0 0
FORD MTR CO DEL COM 345370860 10,988 1,250,000 SH   SOLE   1,250,000 0 0
G III APPAREL GROUP LTD COM 36237H101 26,114 1,100,000 SH   SOLE   1,100,000 0 0
GAP INC COM 364760108 24,228 1,200,000 SH   SOLE   1,200,000 0 0
GARTNER INC COM 366651107 4,806 30,000 SH   SOLE   30,000 0 0
GENERAL MTRS CO COM 37045V100 4,164 100,000 SH   SOLE   100,000 0 0
GENERAL MTRS CO COM 37045V100 41,640 1,000,000 SH Call SOLE   1,000,000 0 0
GOODRX HLDGS INC COM CL A 38246G108 15,128 375,000 SH   SOLE   375,000 0 0
HASBRO INC COM 418056107 42,859 458,186 SH   SOLE   458,186 0 0
HERSHEY CO COM 427866108 11,425 75,000 SH   SOLE   75,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 41,329 371,459 SH   SOLE   371,459 0 0
HORMEL FOODS CORP COM 440452100 18,644 400,000 SH Put SOLE   400,000 0 0
HUMANCO ACQUISITION CORP UNIT 12/08/2023 44487N208 16,530 1,500,000 SH   SOLE   1,500,000 0 0
IAA INC COM 449253103 48,735 750,000 SH   SOLE   750,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 98,030 500,000 SH Put SOLE   500,000 0 0
JACK IN THE BOX INC COM 466367109 33,726 363,430 SH   SOLE   363,430 0 0
JD.COM INC SPON ADR CL A 47215P106 78,994 898,677 SH   SOLE   898,677 0 0
JETBLUE AWYS CORP COM 477143101 45,957 3,160,744 SH   SOLE   3,160,744 0 0
KOHLS CORP COM 500255104 40,690 1,000,000 SH Call SOLE   1,000,000 0 0
KROGER CO COM 501044101 22,232 700,000 SH Put SOLE   700,000 0 0
L BRANDS INC COM 501797104 161,991 4,355,766 SH   SOLE   4,355,766 0 0
L BRANDS INC COM 501797104 37,190 1,000,000 SH Call SOLE   1,000,000 0 0
LAMB WESTON HLDGS INC COM 513272104 84,646 1,075,000 SH   SOLE   1,075,000 0 0
LAS VEGAS SANDS CORP COM 517834107 27,280 457,725 SH   SOLE   457,725 0 0
LAUDER ESTEE COS INC CL A 518439104 99,821 375,000 SH   SOLE   375,000 0 0
LEAR CORP COM NEW 521865204 26,240 165,000 SH   SOLE   165,000 0 0
LESLIES INC COM 527064109 13,875 500,000 SH   SOLE   500,000 0 0
LOWES COS INC COM 548661107 40,128 250,000 SH Put SOLE   250,000 0 0
LULULEMON ATHLETICA INC COM 550021109 43,504 125,000 SH   SOLE   125,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 19,788 150,000 SH Put SOLE   150,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 104,351 292,349 SH   SOLE   292,349 0 0
MASTERCARD INCORPORATED CL A 57636Q104 71,388 200,000 SH Call SOLE   200,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 13,557 300,000 SH Put SOLE   300,000 0 0
NIKE INC CL B 654106103 78,472 554,690 SH   SOLE   554,690 0 0
NORDSTROM INC COM 655664100 43,694 1,400,000 SH   SOLE   1,400,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 17,115 752,964 SH   SOLE   752,964 0 0
PAYPAL HLDGS INC COM 70450Y103 41,518 177,275 SH   SOLE   177,275 0 0
PEPSICO INC COM 713448108 61,545 415,000 SH   SOLE   415,000 0 0
PINTEREST INC CL A 72352L106 30,796 467,311 SH   SOLE   467,311 0 0
POST HLDGS INC COM 737446104 59,091 585,000 SH   SOLE   585,000 0 0
PVH CORPORATION COM 693656100 53,987 575,000 SH   SOLE   575,000 0 0
RALPH LAUREN CORP CL A 751212101 25,935 250,000 SH   SOLE   250,000 0 0
ROSS STORES INC COM 778296103 36,843 300,000 SH   SOLE   300,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 43,811 220,000 SH   SOLE   220,000 0 0
SEAWORLD ENTMT INC COM 81282V100 57,282 1,813,298 SH   SOLE   1,813,298 0 0
SIMON PPTY GROUP INC NEW COM 828806109 34,112 400,000 SH Call SOLE   400,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 10,660 125,000 SH   SOLE   125,000 0 0
SKECHERS U S A INC CL A 830566105 17,970 500,000 SH Call SOLE   500,000 0 0
SNAP INC CL A 83304A106 23,839 476,104 SH   SOLE   476,104 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 112,164 300,000 SH Put SOLE   300,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714 38,592 600,000 SH Put SOLE   600,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 5,924 75,000 SH   SOLE   75,000 0 0
SPIRIT AIRLS INC COM 848577102 9,287 379,831 SH   SOLE   379,831 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 6,752 330,000 SH   SOLE   330,000 0 0
TARGET CORP COM 87612E106 13,481 76,364 SH   SOLE   76,364 0 0
TEMPUR SEALY INTL INC COM 88023U101 42,255 1,565,000 SH   SOLE   1,565,000 0 0
TESLA INC COM 88160R101 21,170 30,000 SH Put SOLE   30,000 0 0
TJX COS INC NEW COM 872540109 37,809 553,659 SH   SOLE   553,659 0 0
TRACTOR SUPPLY CO COM 892356106 21,087 150,000 SH Put SOLE   150,000 0 0
TWITTER INC COM 90184L102 37,667 695,610 SH   SOLE   695,610 0 0
UBER TECHNOLOGIES INC COM 90353T100 37,496 735,213 SH   SOLE   735,213 0 0
ULTA BEAUTY INC COM 90384S303 42,341 147,449 SH   SOLE   147,449 0 0
UNDER ARMOUR INC CL A 904311107 35,564 2,071,312 SH   SOLE   2,071,312 0 0
UNDER ARMOUR INC CL A 904311107 8,585 500,000 SH Call SOLE   500,000 0 0
UNION PAC CORP COM 907818108 34,356 165,000 SH   SOLE   165,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 28,498 658,914 SH   SOLE   658,914 0 0
VAIL RESORTS INC COM 91879Q109 13,948 50,000 SH Put SOLE   50,000 0 0
VISA INC COM CL A 92826C839 53,278 243,578 SH   SOLE   243,578 0 0
VISA INC COM CL A 92826C839 65,619 300,000 SH Call SOLE   300,000 0 0
WALMART INC COM 931142103 36,038 250,000 SH Put SOLE   250,000 0 0
WINNEBAGO INDS INC COM 974637100 35,908 599,066 SH   SOLE   599,066 0 0
YATSEN HLDG LTD ADS 985194109 45,475 2,675,000 SH   SOLE   2,675,000 0 0