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 |
ABERCROMBIE & FITCH CO | CL A | 002896207 | 7,429 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 19,383 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 16,496 | 400,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 14,651 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 20,641 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 4,741 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
BLOOMIN BRANDS INC | COM | 094235108 | 5,276 | 194,413 | SH | SOLE | 194,413 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 7,686 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
BUCKLE INC | COM | 118440106 | 4,104 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
BUCKLE INC | COM | 118440106 | 9,950 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 4,150 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CALERES INC | COM | 129500104 | 11,462 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 11,798 | 206,300 | SH | SOLE | 206,300 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 11,652 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
DARDEN RESTAURANTS INC | COM | 237194105 | 7,300 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
EXPEDIA GROUP INC | COM NEW | 30212P303 | 12,278 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 10,431 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 4,228 | 40,000 | SH | Call | SOLE | 0 | 0 | 0 | |
HANESBRANDS INC | COM | 410345102 | 8,170 | 437,600 | SH | Call | SOLE | 0 | 0 | 0 | |
IHEARTMEDIA INC | COM CL A | 45174J509 | 13,196 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 34,406 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 14,772 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 12,525 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
LITHIA MTRS INC | COM | 536797103 | 13,058 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
NEWS CORP NEW | CL A | 65249B109 | 6,185 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 9,982 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 7,394 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 23,174 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
OUTFRONT MEDIA INC | COM | 69007J106 | 4,715 | 196,230 | SH | SOLE | 196,230 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 6,018 | 141,600 | SH | SOLE | 141,600 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 4,250 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
RH | COM | 74967X103 | 17,654 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 2,869 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 11,035 | 500,000 | SH | Call | SOLE | 0 | 0 | 0 | |
SEAWORLD ENTMT INC | COM | 81282V100 | 4,994 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 9,988 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
SHIFT4 PMTS INC | CL A | 82452J109 | 4,182 | 44,620 | SH | SOLE | 44,620 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 77,051 | 180,000 | SH | Put | SOLE | 180,000 | 0 | 0 | |
TAPESTRY INC | COM | 876030107 | 12,174 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 8,696 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
TARGET CORP | COM | 87612E106 | 8,461 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 15,915 | 406,100 | SH | SOLE | 406,100 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 5,879 | 150,000 | SH | Call | SOLE | 0 | 0 | 0 | |
THOMSON REUTERS CORP. | COM NEW | 884903709 | 6,935 | 69,820 | SH | SOLE | 69,820 | 0 | 0 | ||
THOMSON REUTERS CORP. | COM NEW | 884903709 | 15,891 | 160,000 | SH | Call | SOLE | 0 | 0 | 0 |