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 | 13,495 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 2,699 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 6,422 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 11,009 | 60,000 | SH | Call | SOLE | 0 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 12,376 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
BESPOKE CAP ACQUISITION CORP | CL A REST VTG | 086344108 | 1,391 | 139,700 | SH | SOLE | 139,700 | 0 | 0 | ||
BLOOMIN BRANDS INC | COM | 094235108 | 8,115 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 13,118 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CALERES INC | COM | 129500104 | 7,049 | 323,368 | SH | SOLE | 323,368 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 6,173 | 230,771 | SH | SOLE | 230,771 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 9,180 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 5,100 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
CHEFS WHSE INC | COM | 163086101 | 6,244 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
DESIGNER BRANDS INC | CL A | 250565108 | 3,899 | 224,100 | SH | SOLE | 224,100 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 5,066 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 18,073 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 12,909 | 75,000 | SH | Call | SOLE | 0 | 0 | 0 | |
IAA INC | COM | 449253103 | 1,379 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
IHEARTMEDIA INC | COM CL A | 45174J509 | 13,681 | 753,800 | SH | SOLE | 753,800 | 0 | 0 | ||
IHEARTMEDIA INC | COM CL A | 45174J509 | 7,260 | 400,000 | SH | Call | SOLE | 0 | 0 | 0 | |
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 9,871 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 7,223 | 450,000 | SH | Call | SOLE | 0 | 0 | 0 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 19,148 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 21,651 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 14,543 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 10,180 | 35,000 | SH | Call | SOLE | 0 | 0 | 0 | |
LITHIA MTRS INC | CL A | 536797103 | 18,139 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 15,112 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 32,971 | 240,000 | SH | Call | SOLE | 0 | 0 | 0 | |
NEWS CORP NEW | CL A | 65249B109 | 12,028 | 473,000 | SH | SOLE | 473,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 9,714 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 22,209 | 300,000 | SH | Call | SOLE | 0 | 0 | 0 | |
RENT A CTR INC NEW | COM | 76009N100 | 7,208 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
RENT A CTR INC NEW | COM | 76009N100 | 5,766 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
RH | COM | 74967X103 | 26,847 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
RH | COM | 74967X103 | 11,932 | 20,000 | SH | Call | SOLE | 0 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 33,614 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 39,633 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
TAPESTRY INC | COM | 876030107 | 22,666 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 4,121 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
TEMPUR SEALY INTL INC | COM | 88023U101 | 13,893 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
THOMSON REUTERS CORP. | COM NEW | 884903709 | 3,503 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
THOMSON REUTERS CORP. | COM NEW | 884903709 | 22,173 | 253,200 | SH | Call | SOLE | 0 | 0 | 0 | |
WYNN RESORTS LTD | COM | 983134107 | 6,820 | 54,400 | SH | SOLE | 54,400 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 6,269 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 |