The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 39,440 | 2,831,331 | SH | SOLE | 2,831,331 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 18,050 | 1,218,746 | SH | SOLE | 1,218,746 | 0 | 0 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 23,628 | 1,577,332 | SH | SOLE | 1,577,332 | 0 | 0 | ||
| BLOOMIN BRANDS INC | COM | 094235108 | 834 | 54,600 | SH | SOLE | 54,600 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 10,357 | 3,836,068 | SH | SOLE | 3,836,068 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 52,804 | 11,656,438 | SH | SOLE | 11,656,438 | 0 | 0 | ||
| GROUPON INC | COM NEW | 399473206 | 9,849 | 482,790 | SH | SOLE | 482,790 | 0 | 0 | ||
| GUESS INC | COM | 401617105 | 4,837 | 416,263 | SH | SOLE | 416,263 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 276 | 14,895 | SH | SOLE | 14,895 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 509 | 74,918 | SH | SOLE | 74,918 | 0 | 0 | ||
| MACYS INC. | COM | 55616P104 | 1,224 | 214,788 | SH | SOLE | 214,788 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,173 | 53,950 | SH | SOLE | 53,950 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 1,192 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PETIQ INC | COM CL A | 71639T106 | 4,777 | 145,110 | SH | SOLE | 145,110 | 0 | 0 | ||
| PROSHARES TR | ULTRAPRO SHORT S | 74347B268 | 1,740 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 37,131 | 3,933,391 | SH | SOLE | 3,933,391 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 11,140 | 1,281,892 | SH | SOLE | 1,281,892 | 0 | 0 | ||
| SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 16,337 | 1,398,700 | SH | SOLE | 1,398,700 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 23,482 | 1,502,353 | SH | SOLE | 1,502,353 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 3,212 | 286,018 | SH | SOLE | 286,018 | 0 | 0 | ||
| ZYNERBA PHARMACEUTICALS INC | COM | 98986X109 | 1,292 | 390,381 | SH | SOLE | 390,381 | 0 | 0 | ||