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
Estimated average burden
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
ALTICE USA INC CL A 02156K103 2,130 65,466 SH   SOLE   65,466 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2,627 89,828 SH   SOLE   89,828 0 0
BRINKER INTL INC COM 109641100 11,453 161,175 SH   SOLE   161,175 0 0
CHEESECAKE FACTORY INC COM 163072101 4,798 81,995 SH   SOLE   81,995 0 0
COTY INC COM CL A 222070203 3,790 420,664 SH   SOLE   420,664 0 0
DARDEN RESTAURANTS INC COM 237194105 5,115 36,022 SH   SOLE   36,022 0 0
DICKS SPORTING GOODS INC COM 253393102 13,296 174,599 SH   SOLE   174,599 0 0
DISH NETWORK CORPORATION CL A 25470M109 4,536 125,292 SH   SOLE   125,292 0 0
ECHOSTAR CORP CL A 278768106 1,404 58,501 SH   SOLE   58,501 0 0
FACEBOOK INC CL A 30303M102 5,040 17,113 SH   SOLE   17,113 0 0
FTAC OLYMPUS ACQUISITION COR CL A SHS G37288100 1,321 124,951 SH   SOLE   124,951 0 0
FUSION ACQUISITION CORP CL A 36118H105 1,562 156,860 SH   SOLE   156,860 0 0
INTEL CORP COM 458140100 6,407 100,114 SH   SOLE   100,114 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2,033 157,560 SH   SOLE   157,560 0 0
LOWES COS INC COM 548661107 6,397 33,639 SH   SOLE   33,639 0 0
LYFT INC CL A COM 55087P104 1,865 29,514 SH   SOLE   29,514 0 0
NEWS CORP NEW CL A 65249B109 3,859 151,733 SH   SOLE   151,733 0 0
OUTFRONT MEDIA INC COM 69007J106 1,640 75,146 SH   SOLE   75,146 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,060 18,317 SH   SOLE   18,317 0 0
PINTEREST INC CL A 72352L106 1,789 24,160 SH   SOLE   24,160 0 0
QURATE RETAIL INC COM SER A 74915M100 1,556 132,300 SH   SOLE   132,300 0 0
RH COM 74967X103 6,567 11,007 SH   SOLE   11,007 0 0
SHYFT GROUP INC COM 825698103 2,988 80,317 SH   SOLE   80,317 0 0
SONOS INC COM 83570H108 3,445 91,945 SH   SOLE   91,945 0 0
SQUARE INC CL A 852234103 3,434 15,126 SH   SOLE   15,126 0 0
T-MOBILE US INC COM 872590104 4,593 36,662 SH   SOLE   36,662 0 0
TARGET CORP COM 87612E106 6,210 31,351 SH   SOLE   31,351 0 0
TRIPADVISOR INC COM 896945201 8,264 153,632 SH   SOLE   153,632 0 0
WAYFAIR INC CL A 94419L101 4,978 15,816 SH   SOLE   15,816 0 0
WILLIAMS SONOMA INC COM 969904101 11,315 63,141 SH   SOLE   63,141 0 0
ZILLOW GROUP INC CL A 98954M101 1,117 8,503 SH   SOLE   8,503 0 0
ZYNGA INC CL A 98986T108 2,318 227,032 SH   SOLE   227,032 0 0