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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 11,812 | 75,015 | SH | SOLE | 75,015 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 14,768 | 90,787 | SH | SOLE | 90,787 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 15,731 | 64,487 | SH | SOLE | 64,487 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 10,622 | 66,049 | SH | SOLE | 66,049 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 16,574 | 183,506 | SH | SOLE | 183,506 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 10,241 | 102,984 | SH | SOLE | 102,984 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 8,297 | 112,797 | SH | SOLE | 112,797 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 21,348 | 408,178 | SH | SOLE | 408,178 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 16,912 | 534,500 | SH | SOLE | 534,500 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 22,441 | 106,447 | SH | SOLE | 106,447 | 0 | 0 | ||