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 |
CARVANA CO | CL A | 146869102 | 12,683 | 42,021 | SH | SOLE | 42,021 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 16,478 | 84,660 | SH | SOLE | 84,660 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 23,991 | 300,979 | SH | SOLE | 300,979 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 16,297 | 389,700 | SH | SOLE | 389,700 | 0 | 0 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 27,563 | 765,438 | SH | SOLE | 765,438 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 19,915 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 20,651 | 1,654,738 | SH | SOLE | 1,654,738 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 23,626 | 190,500 | SH | SOLE | 190,500 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 41,025 | 519,636 | SH | SOLE | 519,636 | 0 | 0 | ||
PROG HOLDINGS INC | COM NPV | 74319R101 | 26,703 | 554,800 | SH | SOLE | 554,800 | 0 | 0 | ||
RH | COM | 74967X103 | 20,651 | 30,414 | SH | SOLE | 30,414 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 34,276 | 124,821 | SH | SOLE | 124,821 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 19,454 | 109,900 | SH | SOLE | 109,900 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 21,020 | 86,954 | SH | SOLE | 86,954 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 21,954 | 325,633 | SH | SOLE | 325,633 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 23,125 | 189,088 | SH | SOLE | 189,088 | 0 | 0 |