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 |
ABERCROMBIE & FITCH CO | CL A | 002896207 | 12,606 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 48,024 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 31,992 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 6,267 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
AGCO CORP | COM | 001084102 | 43,764 | 357,171 | SH | SOLE | 357,171 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 10,065 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 8,021 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 16,425 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 12,900 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 27,494 | 80,008 | SH | SOLE | 80,008 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 6,792 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
AVAYA HLDGS CORP | COM | 05351X101 | 4,191 | 211,764 | SH | SOLE | 211,764 | 0 | 0 | ||
BALLYS CORPORATION | COM | 05875B106 | 3,510 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 28,836 | 457,500 | SH | SOLE | 457,500 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 14,243 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 12,086 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 19,294 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 65,832 | 691,000 | SH | SOLE | 691,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 14,487 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 28,357 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 76,912 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 2,210 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
CHEESECAKE FACTORY INC | COM | 163072101 | 11,816 | 251,400 | SH | SOLE | 251,400 | 0 | 0 | ||
CHILDRENS PL INC NEW | COM | 168905107 | 17,928 | 238,212 | SH | SOLE | 238,212 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 27,263 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 30,010 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CITI TRENDS INC | COM | 17306X102 | 4,378 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
CNH INDL N V | SHS | N20944109 | 9,949 | 598,996 | SH | SOLE | 598,996 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 22,793 | 280,081 | SH | SOLE | 280,081 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 4,477 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 21,522 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 8,179 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 8,397 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 19,019 | 52,800 | SH | SOLE | 52,800 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 4,192 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 10,150 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
DUTCH BROS INC | CL A | 26701L100 | 1,516 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 36,801 | 494,374 | SH | SOLE | 494,374 | 0 | 0 | ||
F45 TRAINING HLDGS INC | COM | 30322L101 | 543 | 36,300 | SH | SOLE | 36,300 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 42,424 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 10,965 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 7,301 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 5,039 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 13,794 | 114,200 | SH | SOLE | 114,200 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 4,566 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FORTIVE CORP | COM | 34959J108 | 37,129 | 526,124 | SH | SOLE | 526,124 | 0 | 0 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 31,851 | 214,266 | SH | SOLE | 214,266 | 0 | 0 | ||
GAP INC | COM | 364760108 | 1,816 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 40,511 | 257,079 | SH | SOLE | 257,079 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 32,249 | 1,821,986 | SH | SOLE | 1,821,986 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 31,247 | 166,311 | SH | SOLE | 166,311 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 27,413 | 207,500 | SH | SOLE | 207,500 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 2,920 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
JOANN INC | COM | 47768J101 | 2,228 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 2,825 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 8,052 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 20,610 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
LESLIES INC | COM | 527064109 | 2,804 | 136,500 | SH | SOLE | 136,500 | 0 | 0 | ||
LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 4,902 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
LITHIA MTRS INC | COM | 536797103 | 2,028 | 6,398 | SH | SOLE | 6,398 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 1,792 | 79,300 | SH | SOLE | 79,300 | 0 | 0 | ||
MADDEN STEVEN LTD | COM | 556269108 | 4,819 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 22,394 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 15,672 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
MERITAGE HOMES CORP | COM | 59001A102 | 28,130 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,473 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 2,070 | 113,400 | SH | SOLE | 113,400 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 11,933 | 132,946 | SH | SOLE | 132,946 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 726 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 340 | 28,800 | SH | SOLE | 28,800 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 794 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 6,678 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
OLAPLEX HLDGS INC | COM | 679369108 | 1,225 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 8,579 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
OVERSTOCK COM INC DEL | COM | 690370101 | 1,112 | 14,271 | SH | SOLE | 14,271 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 2,337 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 11,594 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 11,987 | 258,000 | SH | SOLE | 258,000 | 0 | 0 | ||
PETCO HEALTH & WELLNESS CO I | COM | 71601V105 | 3,515 | 166,564 | SH | SOLE | 166,564 | 0 | 0 | ||
POLARIS INC | COM | 731068102 | 3,590 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PVH CORPORATION | COM | 693656100 | 8,737 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 28,171 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
RH | COM | 74967X103 | 11,337 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 24,906 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
SAIA INC | COM | 78709Y105 | 2,545 | 10,692 | SH | SOLE | 10,692 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 44,671 | 164,703 | SH | SOLE | 164,703 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 4,264 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 26,785 | 118,863 | SH | SOLE | 118,863 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 1,103 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 25,914 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 52,907 | 1,140,000 | SH | SOLE | 1,140,000 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 1,142 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
TEXTRON INC | COM | 883203101 | 10,472 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
THE REALREAL INC | COM | 88339P101 | 5,873 | 445,600 | SH | SOLE | 445,600 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 52,568 | 92,009 | SH | SOLE | 92,009 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 12,890 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 9,897 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
TORRID HLDGS INC | COM | 89142B107 | 2,469 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 20,444 | 258,983 | SH | SOLE | 258,983 | 0 | 0 | ||
UNDER ARMOUR INC | CL A | 904311107 | 2,018 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 15,681 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 21,852 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 23,384 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 16,029 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
WERNER ENTERPRISES INC | COM | 950755108 | 5,312 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 19,584 | 169,821 | SH | SOLE | 169,821 | 0 | 0 | ||
WINNEBAGO INDS INC | COM | 974637100 | 23,729 | 327,524 | SH | SOLE | 327,524 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 19,493 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 7,933 | 90,000 | SH | SOLE | 90,000 | 0 | 0 |