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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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
ADVANCE AUTO PARTS INC COM 00751Y106 7,123 50,000 SH   SOLE   50,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 11,828 750,000 SH   SOLE   750,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,347 117,510 SH   SOLE   117,510 0 0
AMAZON COM INC COM 023135106 133,924 48,544 SH   SOLE   48,544 0 0
APTIV PLC SHS G6095L109 54,544 700,000 SH   SOLE   700,000 0 0
AUTONATION INC COM 05329W102 7,516 200,000 SH   SOLE   200,000 0 0
BOSTON BEER INC CL A 100557107 30,321 56,500 SH   SOLE   56,500 0 0
BURLINGTON STORES INC COM 122017106 53,793 273,157 SH   SOLE   273,157 0 0
CAMPBELL SOUP CO COM 134429109 31,019 625,000 SH   SOLE   625,000 0 0
CANOPY GROWTH CORP COM 138035100 6,464 400,000 SH Put SOLE   400,000 0 0
CARMAX INC COM 143130102 50,087 559,314 SH   SOLE   559,314 0 0
CARVANA CO CL A 146869102 20,022 166,575 SH   SOLE   166,575 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,027 6,677 SH   SOLE   6,677 0 0
COCA COLA CO COM 191216100 71,488 1,600,000 SH   SOLE   1,600,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 30,774 815,000 SH   SOLE   815,000 0 0
COLGATE PALMOLIVE CO COM 194162103 25,641 350,000 SH   SOLE   350,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 17,495 100,000 SH Call SOLE   100,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 52,485 300,000 SH   SOLE   300,000 0 0
COPART INC COM 217204106 42,884 515,000 SH   SOLE   515,000 0 0
DARDEN RESTAURANTS INC COM 237194105 63,279 835,143 SH   SOLE   835,143 0 0
DOLLAR GEN CORP NEW COM 256677105 38,102 200,000 SH   SOLE   200,000 0 0
DOLLAR TREE INC COM 256746108 33,678 363,383 SH   SOLE   363,383 0 0
EXPEDIA GROUP INC COM NEW 30212P303 69,389 844,152 SH   SOLE   844,152 0 0
EXPEDIA GROUP INC COM NEW 30212P303 16,440 200,000 SH Call SOLE   200,000 0 0
FIVE BELOW INC COM 33829M101 82,046 767,426 SH   SOLE   767,426 0 0
GAP INC COM 364760108 6,310 500,000 SH Call SOLE   500,000 0 0
GAP INC COM 364760108 79,965 6,336,364 SH   SOLE   6,336,364 0 0
GENERAL MTRS CO COM 37045V100 12,650 500,000 SH Call SOLE   500,000 0 0
HANESBRANDS INC COM 410345102 16,935 1,500,000 SH   SOLE   1,500,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 3,149 70,000 SH   SOLE   70,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 15,578 212,093 SH   SOLE   212,093 0 0
IAA INC COM 449253103 44,356 1,150,000 SH   SOLE   1,150,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 123,800 500,000 SH Put SOLE   500,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 71,590 500,000 SH Put SOLE   500,000 0 0
ISHARES TR U.S. REAL ES ETF 464287739 33,494 425,000 SH   SOLE   425,000 0 0
ISHARES TR MSCI CHINA ETF 46429B671 10,472 160,000 SH   SOLE   160,000 0 0
JACK IN THE BOX INC COM 466367109 7,105 95,900 SH   SOLE   95,900 0 0
KEURIG DR PEPPER INC COM 49271V100 41,890 1,475,000 SH   SOLE   1,475,000 0 0
KRAFT HEINZ CO COM 500754106 37,630 1,180,000 SH   SOLE   1,180,000 0 0
L BRANDS INC COM 501797104 87,289 5,830,913 SH   SOLE   5,830,913 0 0
L BRANDS INC COM 501797104 22,455 1,500,000 SH Call SOLE   1,500,000 0 0
LAMB WESTON HLDGS INC COM 513272104 25,572 400,000 SH   SOLE   400,000 0 0
LANCASTER COLONY CORP COM 513847103 7,750 50,000 SH   SOLE   50,000 0 0
LAS VEGAS SANDS CORP COM 517834107 3,586 78,735 SH   SOLE   78,735 0 0
LAUDER ESTEE COS INC CL A 518439104 28,302 150,000 SH Call SOLE   150,000 0 0
LEAR CORP COM NEW 521865204 34,181 313,527 SH   SOLE   313,527 0 0
MASTERCARD INCORPORATED CL A 57636Q104 53,809 181,972 SH   SOLE   181,972 0 0
MOHAWK INDS INC COM 608190104 10,176 100,000 SH Put SOLE   100,000 0 0
NIKE INC CL B 654106103 24,513 250,000 SH   SOLE   250,000 0 0
PEPSICO INC COM 713448108 33,065 250,000 SH   SOLE   250,000 0 0
POST HLDGS INC COM 737446104 49,505 565,000 SH   SOLE   565,000 0 0
PROCTER AND GAMBLE CO COM 742718109 38,860 325,000 SH   SOLE   325,000 0 0
RH COM 74967X103 3,852 15,478 SH   SOLE   15,478 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,336 324,777 SH   SOLE   324,777 0 0
SANDERSON FARMS INC COM 800013104 20,317 175,310 SH   SOLE   175,310 0 0
SEAWORLD ENTMT INC COM 81282V100 41,470 2,800,157 SH   SOLE   2,800,157 0 0
SEAWORLD ENTMT INC COM 81282V100 22,215 1,500,000 SH Call SOLE   1,500,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 127,710 1,000,000 SH Put SOLE   1,000,000 0 0
SHOPIFY INC CL A 82509L107 2,818 2,969 SH   SOLE   2,969 0 0
SKECHERS U S A INC CL A 830566105 36,692 1,169,294 SH   SOLE   1,169,294 0 0
SKECHERS U S A INC CL A 830566105 12,552 400,000 SH Call SOLE   400,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 308,360 1,000,000 SH Put SOLE   1,000,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714 32,160 750,000 SH Put SOLE   750,000 0 0
SQUARE INC CL A 852234103 3,918 37,331 SH   SOLE   37,331 0 0
TARGET CORP COM 87612E106 71,958 600,000 SH Put SOLE   600,000 0 0
TEXAS ROADHOUSE INC COM 882681109 34,536 656,954 SH   SOLE   656,954 0 0
TORTOISE ACQUISITION CORP CL A 89154L100 6,311 230,000 SH   SOLE   230,000 0 0
V F CORP COM 918204108 18,282 300,000 SH   SOLE   300,000 0 0
VALVOLINE INC COM 92047W101 29,478 1,525,000 SH   SOLE   1,525,000 0 0
VISA INC COM CL A 92826C839 4,911 25,421 SH   SOLE   25,421 0 0
WAYFAIR INC CL A 94419L101 39,522 200,000 SH Put SOLE   200,000 0 0
WILLIAMS SONOMA INC COM 969904101 12,302 150,000 SH Put SOLE   150,000 0 0