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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 4,952 | 112,800 | SH | SOLE | 112,800 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 20,006 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| ARKO CORP | *W EXP 12/22/202 | 041242116 | 147 | 83,218 | SH | SOLE | 83,218 | 0 | 0 | ||
| AZEK CO INC | CL A | 05478C105 | 9,248 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 13,685 | 196,090 | SH | SOLE | 196,090 | 0 | 0 | ||
| BELLRING BRANDS INC | COM CL A | 079823100 | 4,280 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BLOOMIN BRANDS INC | COM | 094235108 | 8,392 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BOOT BARN HLDGS INC | COM | 099406100 | 10,643 | 86,496 | SH | SOLE | 86,496 | 0 | 0 | ||
| BRAGG GAMING GROUP INC | COM NEW | 104833306 | 2,010 | 395,700 | SH | SOLE | 395,700 | 0 | 0 | ||
| BRILLIANT EARTH GROUP INC | CL A COM | 109504100 | 3,814 | 211,200 | SH | SOLE | 211,200 | 0 | 0 | ||
| BUCKLE INC | COM | 118440106 | 4,231 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 3,956 | 42,300 | SH | SOLE | 42,300 | 0 | 0 | ||
| CITI TRENDS INC | COM | 17306X102 | 9,426 | 99,481 | SH | SOLE | 99,481 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 8,400 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 18,644 | 554,555 | SH | SOLE | 554,555 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 15,529 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 1,927 | 253,562 | SH | SOLE | 253,562 | 0 | 0 | ||
| GUESS INC | COM | 401617105 | 4,475 | 188,979 | SH | SOLE | 188,979 | 0 | 0 | ||
| HUMANCO ACQUISITION CORP | COM CL A | 44487N109 | 1,956 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 10,119 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| IRON SPARK I INC | CLASS A COM | 46301G103 | 4,970 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 10,472 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 4,992 | 274,128 | SH | SOLE | 274,128 | 0 | 0 | ||
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 10,070 | 1,005,000 | SH | SOLE | 1,005,000 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 6,674 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 9,407 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| PVH CORPORATION | COM | 693656100 | 6,187 | 58,011 | SH | SOLE | 58,011 | 0 | 0 | ||
| RH | COM | 74967X103 | 12,478 | 23,283 | SH | SOLE | 23,283 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 9,405 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| SILVERBOX ENGAGED MERGER CO | COM CL A | 82836L101 | 7,105 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 2,352 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 11,522 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 8,623 | 406,916 | SH | SOLE | 406,916 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 10,255 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||