The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 12,806 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
ARKO CORP | *W EXP 12/22/202 | 041242116 | 181 | 83,218 | SH | SOLE | 83,218 | 0 | 0 | ||
AZEK CO INC | CL A | 05478C105 | 8,950 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 9,770 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
BLOOMIN BRANDS INC | COM | 094235108 | 7,750 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 12,060 | 135,700 | SH | SOLE | 135,700 | 0 | 0 | ||
BRAGG GAMING GROUP INC | COM NEW | 104833306 | 2,841 | 295,700 | SH | SOLE | 295,700 | 0 | 0 | ||
BRILLIANT EARTH GROUP INC | CL A COM | 109504100 | 3,484 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 15,596 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 13,474 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
CITI TRENDS INC | COM | 17306X102 | 9,317 | 127,703 | SH | SOLE | 127,703 | 0 | 0 | ||
COTY INC | COM CL A | 222070203 | 786 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
COTY INC | COM CL A | 222070203 | 7,860 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 7,091 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 13,508 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 1,445 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 12,273 | 424,825 | SH | SOLE | 424,825 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 9,954 | 47,599 | SH | SOLE | 47,599 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 1,046 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
FERRARI N V | COM | N3167Y103 | 3,137 | 15,000 | SH | Call | SOLE | 15,000 | 0 | 0 | |
GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 7,973 | 427,300 | SH | SOLE | 427,300 | 0 | 0 | ||
HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 3,073 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
HUMANCO ACQUISITION CORP | COM CL A | 44487N109 | 1,978 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 11,976 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
IRON SPARK I INC | CLASS A COM | 46301G103 | 5,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 4,867 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
OLAPLEX HLDGS INC | COM | 679369108 | 3,675 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 7,478 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 12,699 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 8,131 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 2,548 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 5,095 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
PURPLE INNOVATION INC | COM | 74640Y106 | 1,051 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
PVH CORPORATION | COM | 693656100 | 11,821 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 10,190 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
RH | COM | 74967X103 | 16,673 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 9,681 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 6,318 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 6,094 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 5,802 | 104,999 | SH | SOLE | 104,999 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 9,757 | 70,000 | SH | SOLE | 70,000 | 0 | 0 |