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 |
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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 |
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 11,753 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 13,761 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
ARKO CORP | *W EXP 12/22/202 | 041242116 | 166 | 83,218 | SH | SOLE | 83,218 | 0 | 0 | ||
AZEK CO INC | CL A | 05478C105 | 5,308 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 8,405 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BULL HORN HLDGS CORP | UNIT 10/13/2025 | G1686P114 | 2,566 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 9,856 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 6,333 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
COTY INC | COM CL A | 222070203 | 4,670 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 4,263 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 7,681 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 11,280 | 364,825 | SH | SOLE | 364,825 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 15,682 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 3,091 | 15,000 | SH | Call | SOLE | 15,000 | 0 | 0 | |
FERRARI N V | COM | N3167Y103 | 1,030 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
FERRARI N V | COM | N3167Y103 | 13,517 | 65,599 | SH | SOLE | 65,599 | 0 | 0 | ||
GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 8,353 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
GROWGENERATION CORP | COM | 39986L109 | 6,077 | 126,335 | SH | SOLE | 126,335 | 0 | 0 | ||
HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 7,646 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
HUMANCO ACQUISITION CORP | COM CL A | 44487N109 | 1,952 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 10,782 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
IRON SPARK I INC | CLASS A COM | 46301G103 | 4,990 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 11,890 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 5,475 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 7,507 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 4,561 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 6,299 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 14,099 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
PURPLE INNOVATION INC | COM | 74640Y106 | 2,641 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
PVH CORPORATION | COM | 693656100 | 12,373 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 13,090 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
RH | COM | 74967X103 | 13,580 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 7,173 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 9,540 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 6,522 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 12,087 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 5,772 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 4,758 | 15,070 | SH | SOLE | 15,070 | 0 | 0 |