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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 45,550 | 200,900 | SH | SOLE | 200,900 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 30,529 | 21,740 | SH | SOLE | 21,740 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 16,542 | 7,100 | SH | SOLE | 7,100 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 14,333 | 108,046 | SH | SOLE | 108,046 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 39,484 | 729,700 | SH | SOLE | 729,700 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 46,436 | 405,700 | SH | SOLE | 405,700 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 12,599 | 73,200 | SH | SOLE | 73,200 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 45,945 | 1,035,728 | SH | SOLE | 1,035,728 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 195,847 | 1,450,000 | SH | Put | SOLE | 1,450,000 | 0 | 0 | |
| LAMB WESTON HLDGS INC | COM | 513272104 | 66,653 | 860,260 | SH | SOLE | 860,260 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 31,598 | 213,344 | SH | SOLE | 213,344 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 71,227 | 568,500 | SH | SOLE | 568,500 | 0 | 0 | ||