The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 5,889,398 145,994 SH   SOLE   145,994 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 5,791,244 89,620 SH   SOLE   89,620 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 6,810,497 2,634 SH   SOLE   2,634 0 0
B & G FOODS INC NEW COM 05508R106 BBG001SQD861 4,061,925 386,850 SH   SOLE   386,850 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 3,596,440 53,952 SH   SOLE   53,952 0 0
BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 6,093,826 106,722 SH   SOLE   106,722 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 1,043,830 22,266 SH   SOLE   22,266 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 4,636,936 107,262 SH   SOLE   107,262 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 BBG001S5PL01 560,334 30,223 SH   SOLE   30,223 0 0
CHOICE HOTELS INTL INC COM 169905106 BBG001S997X6 4,638,389 40,939 SH   SOLE   40,939 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 9,295,727 65,192 SH   SOLE   65,192 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 7,636,503 129,586 SH   SOLE   129,586 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 6,181,670 77,552 SH   SOLE   77,552 0 0
CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 6,179,325 215,608 SH   SOLE   215,608 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 5,076,750 21,000 SH   SOLE   21,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 4,603,398 6,974 SH   SOLE   6,974 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 4,955,617 30,162 SH   SOLE   30,162 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 10,636,864 78,241 SH   SOLE   78,241 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 5,664,900 86,965 SH   SOLE   86,965 0 0
HARLEY DAVIDSON INC COM 412822108 BBG001S5RTY5 1,869,814 50,755 SH   SOLE   50,755 0 0
HERSHEY CO COM 427866108 BBG001S5S148 8,055,886 43,209 SH   SOLE   43,209 0 0
HILTON GRAND VACATIONS INC COM 43283X105 BBG00CBYY6L2 1,092,775 27,197 SH   SOLE   27,197 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 5,355,813 29,413 SH   SOLE   29,413 0 0
KELLANOVA COM 487836108 BBG001S5SJL0 6,867,202 122,826 SH   SOLE   122,826 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 3,281,742 27,008 SH   SOLE   27,008 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 8,686,158 234,888 SH   SOLE   234,888 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 2,526,840 11,205 SH   SOLE   11,205 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 8,163,810 27,533 SH   SOLE   27,533 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 5,579,536 91,154 SH   SOLE   91,154 0 0
NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 1,555,777 179,237 SH   SOLE   179,237 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 3,395,586 3,574 SH   SOLE   3,574 0 0
PAPA JOHNS INTL INC COM 698813102 BBG001S6XNB4 2,296,734 30,129 SH   SOLE   30,129 0 0
PEPSICO INC COM 713448108 BBG001S695T1 9,342,389 55,007 SH   SOLE   55,007 0 0
POLARIS INC COM 731068102 BBG001S7HWZ4 1,003,330 10,587 SH   SOLE   10,587 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 3,838,381 9,627 SH   SOLE   9,627 0 0
POST HLDGS INC COM 737446104 BBG001WTBC45 4,225,999 47,990 SH   SOLE   47,990 0 0
SHAKE SHACK INC CL A 819047101 BBG0063GCHJ6 2,042,154 27,552 SH   SOLE   27,552 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 BBG001S8H000 2,361,859 94,173 SH   SOLE   94,173 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 9,086,966 63,804 SH   SOLE   63,804 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 5,520,151 45,162 SH   SOLE   45,162 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 3,490,576 37,209 SH   SOLE   37,209 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 3,348,102 6,833 SH   SOLE   6,833 0 0
V F CORP COM 918204108 BBG001S5X749 4,794,019 255,001 SH   SOLE   255,001 0 0
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 953,144 4,465 SH   SOLE   4,465 0 0
WENDYS CO COM 95058W100 BBG001S7HBX2 4,242,939 217,810 SH   SOLE   217,810 0 0
WK KELLOGG CO COM SHS 92942W107 BBG018CYVVX4 1,744,217 132,741 SH   SOLE   132,741 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 3,989,783 49,618 SH   SOLE   49,618 0 0
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 1,089,129 11,954 SH   SOLE   11,954 0 0
YUM BRANDS INC COM 988498101 BBG001S7JQ30 4,047,585 30,978 SH   SOLE   30,978 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 3,012,530 71,000 SH   SOLE   71,000 0 0