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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 23,242 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 19,360 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 43,695 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 27,244 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 60,481 | 865,000 | SH | SOLE | 865,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 42,185 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 49,243 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 26,852 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 47,029 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 29,155 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 18,291 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 30,425 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||