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-CL C | COM | 02079K107 | 3,183 | 1,100 | SH | SOLE | 1,100 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 4,501 | 1,350 | SH | SOLE | 1,350 | 0 | 0 | ||
| BOSTON BEER COMPANY INC-CL A | COM | 100557107 | 1,010 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| CHANGE HEALTHCARE INC | COM | 15912K100 | 2,138 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COMSCORE INC | COM | 20564W105 | 2,237 | 669,646 | SH | SOLE | 669,646 | 0 | 0 | ||
| MARTEN TRANSPORT LTD | COM | 573075108 | 10,150 | 591,500 | SH | SOLE | 591,500 | 0 | 0 | ||
| MOLSON COORS BEVERAGE CO | COM | 60871R209 | 8,507 | 183,545 | SH | SOLE | 183,545 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 11,310 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC-A | COM | 69608A108 | 1,821 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN NATIONAL GAMING INC | COM | 707569109 | 3,417 | 65,900 | SH | SOLE | 65,900 | 0 | 0 | ||
| PINTEREST INC- CLASS A | COM | 72352L106 | 7,796 | 214,470 | SH | SOLE | 214,470 | 0 | 0 | ||
| REALREAL INC/THE | COM | 88339P101 | 511 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| ROBLOX CORP -CLASS A | COM | 771049103 | 5,158 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ROKU INC | COM | 77543R102 | 7,531 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| SONOS INC | COM | 83570H108 | 3,636 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 2,581 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| TUESDAY MORNING CO NEW | COM | 89904V101 | 3,249 | 1,425,112 | SH | SOLE | 1,425,112 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 7,045 | 163,000 | SH | SOLE | 163,000 | 0 | 0 | ||
| VIZIO HOLDINGS CORP-A | COM | 92858V101 | 291 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 15,192 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||