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
Estimated average burden
hours per response: 23.8
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
AMAZON COM INC COM 023135106 27,229 13,594 SH   SOLE   13,594 0 0
BURLINGTON STORES INC COM 122017106 26,353 161,756 SH   SOLE   161,756 0 0
CHURCHILL DOWNS INC COM 171484108 12,297 44,281 SH   SOLE   44,281 0 0
CONSTELLATION BRANDS INC CL A 21036P108 38,142 176,896 SH   SOLE   176,896 0 0
DOLLAR TREE INC COM 256746108 12,350 151,443 SH   SOLE   151,443 0 0
ELECTRONIC ARTS INC COM 285512109 21,867 181,481 SH   SOLE   181,481 0 0
FERRARI N V COM N3167Y103 31,865 232,744 SH   SOLE   232,744 0 0
KROGER CO COM 501044101 2,351 80,766 SH   SOLE   80,766 0 0
LAMB WESTON HLDGS INC COM 513272104 17,842 267,905 SH   SOLE   267,905 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 36,552 616,606 SH   SOLE   616,606 0 0
TARGET CORP COM 87612E106 1,043 11,820 SH   SOLE   11,820 0 0
TIFFANY & CO NEW COM 886547108 18,383 142,535 SH   SOLE   142,535 0 0
TJX COS INC NEW COM 872540109 9,179 163,876 SH   SOLE   163,876 0 0
US FOODS HLDG CORP COM 912008109 14,488 470,099 SH   SOLE   470,099 0 0
VAIL RESORTS INC COM 91879Q109 22,195 80,879 SH   SOLE   80,879 0 0