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 |
| QURATE RETAIL INC | COM SER A | 74915M100 | 4,198 | 382,671 | SH | SOLE | 382,671 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 3,236 | 327,884 | SH | SOLE | 327,884 | 0 | 0 | ||
| RUSH STREET INTERACTIVE INC | COM | 782011100 | 5,686 | 262,615 | SH | SOLE | 262,615 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 12,551 | 223,291 | SH | SOLE | 223,291 | 0 | 0 | ||
| SONOS INC | COM | 83570H108 | 4,231 | 180,869 | SH | SOLE | 180,869 | 0 | 0 | ||
| BRINKER INTL INC | COM | 109641100 | 10,076 | 178,117 | SH | SOLE | 178,117 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 5,657 | 174,936 | SH | SOLE | 174,936 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 5,844 | 154,313 | SH | SOLE | 154,313 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 2,854 | 145,912 | SH | SOLE | 145,912 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 8,322 | 81,718 | SH | SOLE | 81,718 | 0 | 0 | ||
| PERSHING SQUARE TONTINE HLDG | COM CL A | 71531R109 | 1,936 | 69,836 | SH | SOLE | 69,836 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 1,984 | 68,945 | SH | SOLE | 68,945 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 1,392 | 65,689 | SH | SOLE | 65,689 | 0 | 0 | ||
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 1,293 | 62,389 | SH | SOLE | 62,389 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 4,950 | 41,554 | SH | SOLE | 41,554 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 4,893 | 27,007 | SH | SOLE | 27,007 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 3,823 | 25,195 | SH | SOLE | 25,195 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 3,917 | 22,189 | SH | SOLE | 22,189 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 1,392 | 21,125 | SH | SOLE | 21,125 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 3,027 | 18,861 | SH | SOLE | 18,861 | 0 | 0 | ||
| RH | COM | 74967X103 | 6,624 | 14,802 | SH | SOLE | 14,802 | 0 | 0 | ||
| MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 2,027 | 14,769 | SH | SOLE | 14,769 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 2,473 | 11,365 | SH | SOLE | 11,365 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 1,343 | 9,879 | SH | SOLE | 9,879 | 0 | 0 | ||
| MICROSTRATEGY INC | CL A NEW | 594972408 | 2,234 | 5,750 | SH | SOLE | 5,750 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 4,553 | 1,398 | SH | SOLE | 1,398 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 2,272 | 1,020 | SH | SOLE | 1,020 | 0 | 0 | ||