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 |
| AARONS INC | COM PAR $0.50 | 002535300 | 5,711 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 14,474 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | 8,575 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 10,126 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| BOOT BARN HLDGS INC | COM | 099406100 | 3,117 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 11,070 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 5,163 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | CALL | 194162903 | 6,884 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 13,283 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 7,348 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 6,239 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 9,405 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 6,393 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 5,459 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| G-III APPAREL GROUP LTD | COM | 36237H101 | 5,300 | 158,203 | SH | SOLE | 158,203 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 12,666 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| HOSTESS BRANDS INC | CL A | 44109J106 | 3,490 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| L BRANDS INC | CALL | 501797904 | 1,812 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| MONDELEZ INTL INC | CL A | 609207105 | 12,668 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 7,092 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 4,299 | 192,173 | SH | SOLE | 192,173 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 8,186 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 1,959 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 7,658 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 6,870 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 7,637 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 9,992 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 6,447 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 9,608 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 4,657 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SANDERSON FARMS INC | COM | 800013104 | 4,494 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
| SCOTTS MIRACLE GRO CO | CL A | 810186106 | 3,185 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 7,072 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||