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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 8,316 207,785 SH   SOLE   207,785 0 0
ACADEMY SPORTS & OUTDOORS IN CALL 00402L907 2,281 57,000 SH Call SOLE   57,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,264 41,434 SH   SOLE   41,434 0 0
ALPHABET INC CAP STK CL A 02079K305 3,510 1,313 SH   SOLE   1,313 0 0
ALTICE USA INC CL A 02156K103 3,448 166,405 SH   SOLE   166,405 0 0
AMC ENTMT HLDGS INC PUT 00165C954 2,664 70,000 SH Put SOLE   70,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2,088 80,927 SH   SOLE   80,927 0 0
BLOOMIN BRANDS INC COM 094235108 2,848 113,937 SH   SOLE   113,937 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 3,485 31,041 SH   SOLE   31,041 0 0
CHEESECAKE FACTORY INC COM 163072101 2,494 53,068 SH   SOLE   53,068 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,838 1,011 SH   SOLE   1,011 0 0
COMCAST CORP NEW CL A 20030N101 4,551 81,363 SH   SOLE   81,363 0 0
COTY INC COM CL A 222070203 2,033 258,659 SH   SOLE   258,659 0 0
CYRUSONE INC COM 23283R100 2,768 35,755 SH   SOLE   35,755 0 0
DARDEN RESTAURANTS INC COM 237194105 7,154 47,233 SH   SOLE   47,233 0 0
DICKS SPORTING GOODS INC COM 253393102 10,880 90,837 SH   SOLE   90,837 0 0
DISH NETWORK CORPORATION CL A 25470M109 8,311 191,226 SH   SOLE   191,226 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 14,014 1,240,176 SH   SOLE   1,240,176 0 0
FOOT LOCKER INC COM 344849104 1,132 24,801 SH   SOLE   24,801 0 0
FOX CORP CL A COM 35137L105 3,461 86,291 SH   SOLE   86,291 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 3,886 139,434 SH   SOLE   139,434 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 3,851 81,646 SH   SOLE   81,646 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,599 123,005 SH   SOLE   0 0 123,005
LOWES COS INC COM 548661107 2,458 12,119 SH   SOLE   12,119 0 0
OVERSTOCK COM INC DEL COM 690370101 2,556 32,804 SH   SOLE   32,804 0 0
QURATE RETAIL INC COM SER A 74915M100 1,798 176,403 SH   SOLE   176,403 0 0
RALPH LAUREN CORP CL A 751212101 3,799 34,212 SH   SOLE   34,212 0 0
RH COM 74967X103 5,726 8,586 SH   SOLE   8,586 0 0
RUSH STREET INTERACTIVE INC COM 782011100 1,559 81,166 SH   SOLE   81,166 0 0
SHYFT GROUP INC COM 825698103 11,511 302,853 SH   SOLE   302,853 0 0
SONOS INC COM 83570H108 1,868 57,712 SH   SOLE   57,712 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 2,387 21,584 SH   SOLE   21,584 0 0
SQUARE INC CL A 852234103 3,373 14,063 SH   SOLE   14,063 0 0
TARGET CORP COM 87612E106 2,747 12,007 SH   SOLE   12,007 0 0
TRACTOR SUPPLY CO COM 892356106 5,302 26,170 SH   SOLE   26,170 0 0
TRAVEL PLUS LEISURE CO COM 894164102 4,664 85,529 SH   SOLE   85,529 0 0
TRIPADVISOR INC COM 896945201 1,331 39,331 SH   SOLE   39,331 0 0
URBAN OUTFITTERS INC COM 917047102 1,904 64,138 SH   SOLE   64,138 0 0
WILLIAMS SONOMA INC COM 969904101 13,381 75,457 SH   SOLE   75,457 0 0