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
AMAZON COM INC COM 023135106 38,008 32,500 SH   SOLE   32,500 0 0
BURLINGTON STORES INC COM 122017106 46,136 375,000 SH   SOLE   375,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 37,714 165,000 SH   SOLE   165,000 0 0
DOLLAR GEN CORP NEW COM 256677105 39,529 425,000 SH   SOLE   425,000 0 0
DOLLAR TREE INC COM 256746108 64,386 600,000 SH   SOLE   600,000 0 0
HOME DEPOT INC COM 437076102 37,906 200,000 SH   SOLE   200,000 0 0
NIKE INC CL B 654106103 29,711 475,000 SH   SOLE   475,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 44,500 185,000 SH   SOLE   185,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 29,203 475,000 SH   SOLE   475,000 0 0
US FOODS HLDG CORP COM 912008109 41,509 1,300,000 SH   SOLE   1,300,000 0 0
VAIL RESORTS INC COM 91879Q109 42,494 200,000 SH   SOLE   200,000 0 0