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 | 13,404 | 234,700 | SH | SOLE | 234,700 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,666 | 59,718 | SH | SOLE | 59,718 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 9,854 | 107,055 | SH | SOLE | 107,055 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 13,007 | 448,500 | SH | SOLE | 448,500 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 4,468 | 23,545 | SH | SOLE | 23,545 | 0 | 0 | ||
COTY INC | COM CL A | 222070203 | 7,907 | 702,853 | SH | SOLE | 702,853 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 7,377 | 176,100 | SH | SOLE | 176,100 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 7,355 | 1,327,600 | SH | SOLE | 1,327,600 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 8,656 | 304,800 | SH | SOLE | 304,800 | 0 | 0 | ||
PURPLE INNOVATION INC | COM | 74640Y106 | 4,268 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
RH | COM | 74967X103 | 4,391 | 20,566 | SH | SOLE | 20,566 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 7,875 | 195,800 | SH | SOLE | 195,800 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 10,982 | 89,700 | SH | SOLE | 89,700 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 8,058 | 131,961 | SH | SOLE | 131,961 | 0 | 0 |