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 |
| AMAZON COM INC | COM | 023135106 | 42,495 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 41,396 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 36,114 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 22,185 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 17,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 48,875 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 40,191 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 24,977 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 15,415 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 46,733 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 18,504 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 40,657 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 41,128 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||