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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 2,406 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 13,667 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,389 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,414 | 50 | SH | Call | SOLE | 0 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,828 | 100 | SH | Call | SOLE | 0 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 14,076 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 2,840 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 31,667 | 1,600 | SH | Put | SOLE | 0 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 5,666 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 7,167 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 39,639 | 1,500 | SH | Put | SOLE | 0 | 0 | 0 | |
| CROCS INC | COM | 227046109 | 2,765 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 7,364 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 20,265 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 3,676 | 700 | SH | Call | SOLE | 0 | 0 | 0 | |
| GENERAL MLS INC | COM | 370334104 | 10,504 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 13,784 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| LEGGETT & PLATT INC | COM | 524660107 | 3,223 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 9,857 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 7,268 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,859 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,038 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 14,693 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 2,182 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 11,738 | 262,471 | SH | SOLE | 262,471 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 3,803 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | SEMICONDUCTOR ET | 92189F676 | 22,036 | 2,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| WAITR HLDGS INC | COM | 930752100 | 881 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| WENDYS CO | COM | 95058W100 | 5,482 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||