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 | 4,371 | 122,993 | SH | SOLE | 122,993 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,912 | 18,000 | SH | Call | SOLE | 18,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 8,337 | 78,500 | SH | SOLE | 78,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 3,824 | 36,000 | SH | Call | SOLE | 36,000 | 0 | 0 | |
AZEK CO INC | CL A | 05478C105 | 6,612 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 12,170 | 488,935 | SH | SOLE | 488,935 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 11,108 | 161,192 | SH | SOLE | 161,192 | 0 | 0 | ||
BRAGG GAMING GROUP INC | COM NEW | 104833306 | 1,346 | 291,700 | SH | SOLE | 291,700 | 0 | 0 | ||
BRILLIANT EARTH GROUP INC | CL A COM | 109504100 | 2,761 | 581,200 | SH | SOLE | 581,200 | 0 | 0 | ||
CELSIUS HLDGS INC | COM NEW | 15118V207 | 9,463 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 20,986 | 82,185 | SH | SOLE | 82,185 | 0 | 0 | ||
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 16,512 | 599,555 | SH | SOLE | 599,555 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 6,111 | 83,477 | SH | SOLE | 83,477 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 21,100 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 8,915 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
HUMANCO ACQUISITION CORP | COM CL A | 44487N109 | 1,968 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 5,568 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
IRON SPARK I INC | CLASS A COM | 46301G103 | 5,187 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 4,640 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
MEMBERSHIP COLLECTIVE GROUP | COM CL A | 586001109 | 3,080 | 475,251 | SH | SOLE | 475,251 | 0 | 0 | ||
ON HLDG AG | NAMEN AKT A | H5919C104 | 4,423 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 6,847 | 955,000 | SH | SOLE | 955,000 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 9,555 | 207,800 | SH | SOLE | 207,800 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 6,801 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 9,720 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 9,693 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 7,710 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 15,568 | 540,000 | SH | SOLE | 540,000 | 0 | 0 |