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 |
CAESARS ENTMT CORP | COM | 127686103 | 3,879 | 290,525 | SH | SOLE | 290,525 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 1,264 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 39,479 | 520,756 | SH | SOLE | 520,756 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 18,227 | 456,464 | SH | SOLE | 456,464 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 21,973 | 455,681 | SH | SOLE | 455,681 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 47,253 | 544,266 | SH | SOLE | 544,266 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 23,534 | 163,502 | SH | SOLE | 163,502 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 34,702 | 657,229 | SH | SOLE | 657,229 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 29,805 | 1,285,250 | SH | SOLE | 1,285,250 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 65,228 | 1,021,105 | SH | SOLE | 1,021,105 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 30,722 | 1,224,461 | SH | SOLE | 1,224,461 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 19,020 | 339,757 | SH | SOLE | 339,757 | 0 | 0 | ||
TRIVAGO N V | SPON ADS A SHS | 89686D105 | 9,030 | 832,214 | SH | SOLE | 832,214 | 0 | 0 |