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 | 6,674 | 169,400 | SH | SOLE | 169,400 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 8,802 | 2,700 | SH | Call | SOLE | 2,700 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 9,780 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
AZEK CO INC | CL A | 05478C105 | 8,073 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 8,950 | 387,790 | SH | SOLE | 387,790 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 13,384 | 141,192 | SH | SOLE | 141,192 | 0 | 0 | ||
BRAGG GAMING GROUP INC | COM NEW | 104833306 | 2,108 | 291,700 | SH | SOLE | 291,700 | 0 | 0 | ||
BRC INC | COM CL A | 05601U105 | 7,773 | 372,467 | SH | SOLE | 372,467 | 0 | 0 | ||
BRILLIANT EARTH GROUP INC | CL A COM | 109504100 | 6,752 | 656,200 | SH | SOLE | 656,200 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 4,003 | 51,740 | SH | SOLE | 51,740 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 20,123 | 73,503 | SH | SOLE | 73,503 | 0 | 0 | ||
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 14,837 | 564,555 | SH | SOLE | 564,555 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 11,866 | 95,477 | SH | SOLE | 95,477 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 15,266 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
HUMANCO ACQUISITION CORP | COM CL A | 44487N109 | 1,964 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 6,170 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
IRON SPARK I INC | CLASS A COM | 46301G103 | 5,010 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
JETBLUE AWYS CORP | COM | 477143101 | 4,859 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 5,432 | 222,993 | SH | SOLE | 222,993 | 0 | 0 | ||
MEMBERSHIP COLLECTIVE GROUP | COM CL A | 586001109 | 1,009 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 5,977 | 404,128 | SH | SOLE | 404,128 | 0 | 0 | ||
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 9,231 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 6,873 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
RH | COM | 74967X103 | 3,516 | 10,783 | SH | SOLE | 10,783 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 14,888 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 10,502 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 7,136 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 9,956 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
UNDER ARMOUR INC | CL A | 904311107 | 4,798 | 281,916 | SH | SOLE | 281,916 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 6,312 | 200,000 | SH | SOLE | 200,000 | 0 | 0 |