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 |
AARONS INC | COM PAR $0.50 | 002535300 | 2,278 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 5,353 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,834 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 13,648 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
BED BATH & BEYOND INC | COM | 075896100 | 1,684 | 400,000 | SH | Call | SOLE | 0 | 0 | 0 | |
BEST BUY INC | COM | 086516101 | 4,845 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 4,203 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 9,825 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 2,634 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 3,210 | 175,002 | SH | SOLE | 175,002 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 7,635 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,309 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 9,266 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 2,723 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
DARDEN RESTAURANTS INC | COM | 237194105 | 4,085 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 10,571 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 4,213 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 288 | 20,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 7,513 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 5,627 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 7,298 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 4,327 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 7,212 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
IAA INC | COM | 449253103 | 5,992 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 4,481 | 25,000 | SH | Call | SOLE | 0 | 0 | 0 | |
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 10,779 | 395,863 | SH | SOLE | 395,863 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 4,546 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 4,546 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 10,229 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 12,506 | 225,000 | SH | Call | SOLE | 0 | 0 | 0 | |
MATCH GROUP INC | COM | 57665R106 | 9,246 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 10,060 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 2,887 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 637 | 7,700 | SH | SOLE | 7,700 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 4,137 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 1,644 | 150,000 | SH | Call | SOLE | 0 | 0 | 0 | |
OMNICOM GROUP INC | COM | 681919106 | 5,490 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 7,181 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 6,575 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 15,828 | 325,000 | SH | Call | SOLE | 0 | 0 | 0 | |
PVH CORPORATION | COM | 693656100 | 2,823 | 75,000 | SH | Put | SOLE | 75,000 | 0 | 0 | |
RH | COM | 74967X103 | 6,239 | 62,100 | SH | Call | SOLE | 0 | 0 | 0 | |
ROSS STORES INC | COM | 778296103 | 4,349 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 2,413 | 75,000 | SH | Put | SOLE | 75,000 | 0 | 0 | |
SIMON PPTY GROUP INC NEW | COM | 828806109 | 4,115 | 75,000 | SH | Call | SOLE | 0 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 15,465 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
SPDR SER TR | S&P RETAIL ETF | 78464A714 | 3,723 | 125,000 | SH | Call | SOLE | 0 | 0 | 0 | |
STARBUCKS CORP | COM | 855244109 | 3,944 | 60,000 | SH | Call | SOLE | 0 | 0 | 0 | |
TJX COS INC NEW | COM | 872540109 | 11,235 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 4,393 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 4,241 | 125,000 | SH | Call | SOLE | 0 | 0 | 0 | |
YUM BRANDS INC | COM | 988498101 | 6,853 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
YUM BRANDS INC | COM | 988498101 | 10,965 | 160,000 | SH | SOLE | 160,000 | 0 | 0 |