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 |
| ALPHABET INC-CL C | COM | 02079K107 | 3,910 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 5,216 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | ||
| BOSTON BEER COMPANY INC-CL A | COM | 100557107 | 1,165 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| COMSCORE INC | COM | 20564W105 | 1,949 | 669,646 | SH | SOLE | 669,646 | 0 | 0 | ||
| DASEKE INC | COM | 23753F107 | 101 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 7,752 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| MARTEN TRANSPORT LTD | COM | 573075108 | 10,505 | 591,500 | SH | SOLE | 591,500 | 0 | 0 | ||
| MOLSON COORS BEVERAGE CO | COM | 60871R209 | 9,958 | 186,545 | SH | SOLE | 186,545 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 13,582 | 501,000 | SH | SOLE | 501,000 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC-A | COM | 69608A108 | 1,373 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN NATIONAL GAMING INC | COM | 707569109 | 3,135 | 73,900 | SH | SOLE | 73,900 | 0 | 0 | ||
| PINTEREST INC- CLASS A | COM | 72352L106 | 7,065 | 287,064 | SH | SOLE | 287,064 | 0 | 0 | ||
| REALREAL INC/THE | COM | 88339P101 | 370 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| ROBLOX CORP -CLASS A | COM | 771049103 | 92 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| ROKU INC | COM | 77543R102 | 6,639 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| SNAP INC - A | COM | 83304A106 | 540 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SONOS INC | COM | 83570H108 | 3,443 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 2,060 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| TUESDAY MORNING CO NEW | COM | 89904V101 | 1,568 | 1,425,112 | SH | SOLE | 1,425,112 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 7,106 | 183,661 | SH | SOLE | 183,661 | 0 | 0 | ||
| UNITED PARCEL SERVICE-CL B | COM | 911312106 | 2,156 | 10,055 | SH | SOLE | 10,055 | 0 | 0 | ||
| VIZIO HOLDINGS CORP-A | COM | 92858V101 | 220 | 24,800 | SH | SOLE | 24,800 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 15,637 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||