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 |
|
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 |