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 |
Alphabet Class A | CAP STK CL A | 02079K305 | 15,560 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Amazon Com | COM | 23135106 | 13,518 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Ashland | COM | 44209104 | 13,351 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
Axalta Coating Systems | COM | G0750C108 | 3,998 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
B and G Foods | COM | 05508R106 | 1,751 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Berry Plastics Group | COM | 08579W103 | 11,759 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
Buffalo Wild Wings | COM | 119848109 | 2,395 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Cable One | COM | 12685J105 | 781 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | ||
Childrens Place | COM | 168905107 | 4,140 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Costco Wholesale | COM | 22160K105 | 4,845 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
Dollar General | COM | 256677105 | 5,031 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
Dollar Tree | COM | 256746108 | 5,792 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Dr Pepper Snapple Group | COM | 26138E109 | 7,922 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
Energizer Holdings | COM | 29272W109 | 2,555 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Gildan Activewear | COM | 375916103 | 2,896 | 101,899 | SH | SOLE | 101,899 | 0 | 0 | ||
GIS Put 55 Jan 2016 | COM | 370334104 | 17,298 | 3,000 | SH | Put | SOLE | 3,000 | 0 | 0 | |
GIS Put 57.5 Jan 2016 | COM | 370334104 | 17,298 | 3,000 | SH | Put | SOLE | 3,000 | 0 | 0 | |
HAIN Put 45 Feb 2016 | COM | 405217100 | 8,078 | 2,000 | SH | Put | SOLE | 2,000 | 0 | 0 | |
Hershey Foods | COM | 427866108 | 1,785 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
HOG Put 50 Jan 2016 | COM | 412822108 | 4,539 | 1,000 | SH | Put | SOLE | 1,000 | 0 | 0 | |
IHS Class A | CL A | 451734107 | 2,369 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
L Brands | COM | 501797104 | 4,791 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
lululemon athletica | COM | 550021109 | 5,247 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Mattel | COM | 577081102 | 13,585 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
Mead Johnson Nutrition | COM | 582839106 | 2,566 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
Nike Class B | CL B | 654106103 | 25,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
Panera Bread Class A | CL A | 69840W108 | 7,791 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Reynolds American | COM | 761713106 | 4,615 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Salesforce.com | COM | 79466L302 | 5,880 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Scotts Miracle Gro | CL A | 810186106 | 16,128 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
Starbucks | COM | 855244109 | 3,002 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Target | COM | 87612E106 | 5,446 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Tesla Motors | COM | 88160R101 | 2,400 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
VFC Put 62.5 Jan 2016 | COM | 918204108 | 7,470 | 1,200 | SH | Put | SOLE | 1,200 | 0 | 0 | |
Zayo Group Holdings | COM | 98919V105 | 5,318 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
Zebra Technologies Class A | CL A | 989207105 | 5,224 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Zoetis Class A | CL A | 98978V103 | 1,917 | 40,000 | SH | SOLE | 40,000 | 0 | 0 |