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 |
| AMAZON.COM INC | COMM | 023135106 | 13,614 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| CHANGE HEALTHCARE INC | COMM | 15912K100 | 4,645 | 210,160 | SH | SOLE | 210,160 | 0 | 0 | ||
| CHUY`S HOLDINGS INC | COMM | 171604101 | 2,192 | 49,451 | SH | SOLE | 49,451 | 0 | 0 | ||
| COMSCORE INC | COMM | 20564W105 | 2,451 | 669,646 | SH | SOLE | 669,646 | 0 | 0 | ||
| FEDEX CORP | COMM | 31428X106 | 1,420 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| GENERAL MOTORS CO | COMM | 37045V100 | 391 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
| HANCOCK HOLDING CO | COMM | 410120109 | 3,130 | 74,500 | SH | SOLE | 74,500 | 0 | 0 | ||
| MARTEN TRANSPORT LTD | COMM | 573075108 | 9,953 | 586,500 | SH | SOLE | 586,500 | 0 | 0 | ||
| MOLSON COORS BEVERAGE CO | COMM | 60871R209 | 9,388 | 183,545 | SH | SOLE | 183,545 | 0 | 0 | ||
| NORDSTROM INC | COMM | 655664100 | 13,032 | 344,114 | SH | SOLE | 344,114 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC-A | COMM | 69608A108 | 2,585 | 111,002 | SH | SOLE | 111,002 | 0 | 0 | ||
| PENN NATIONAL GAMING INC | COMM | 707569109 | 5,232 | 49,900 | SH | SOLE | 49,900 | 0 | 0 | ||
| PINTEREST INC- CLASS A | COMM | 72352L106 | 20,584 | 278,050 | SH | SOLE | 278,050 | 0 | 0 | ||
| ROBLOX CORP -CLASS A | COMM | 771049103 | 1,426 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| ROKU INC | COMM | 77543R102 | 3,030 | 9,300 | SH | SOLE | 9,300 | 0 | 0 | ||
| SCORE MEDIA AND GAMING INC | COMM | 80919D202 | 538 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SONOS INC | COMM | 83570H108 | 3,747 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TJX COMPANIES INC | COMM | 872540109 | 2,249 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| TRIPADVISOR INC | COMM | 896945201 | 18,880 | 351,000 | SH | SOLE | 351,000 | 0 | 0 | ||
| TUESDAY MORNING CO NEW | COMM | 89904V101 | 514 | 167,824 | SH | SOLE | 167,824 | 0 | 0 | ||
| TWITTER INC | COMM | 90184L102 | 6,363 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WAL-MART STORES INC | COMM | 931142103 | 14,262 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| WW INTERNATIONAL INC | COMM | 98262P101 | 2,675 | 85,532 | SH | SOLE | 85,532 | 0 | 0 | ||