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 |
| ALPHABET INC-CL C | COM | 02079K107 | 3,062 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 3,452 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| COMSCORE INC | COM | 20564W105 | 1,379 | 669,646 | SH | SOLE | 669,646 | 0 | 0 | ||
| COSTCO WHOLESALE CORP | COM | 22160K105 | 2,396 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
| COSTCO WHOLESALE CORP | COM | 22160K105 | 7,429 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| DASEKE INC | COM | 23753F107 | 192 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 6,504 | 28,690 | SH | SOLE | 28,690 | 0 | 0 | ||
| HUNT (JB) TRANSPRT SVCS INC | COM | 445658107 | 7,905 | 50,200 | SH | SOLE | 50,200 | 0 | 0 | ||
| HUNT (JB) TRANSPRT SVCS INC | COM | 445658107 | 2,000 | 12,700 | SH | Call | SOLE | 12,700 | 0 | 0 | |
| HUNT (JB) TRANSPRT SVCS INC | COM | 445658107 | 1,575 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 | |
| MARTEN TRANSPORT LTD | COM | 573075108 | 9,949 | 591,500 | SH | SOLE | 591,500 | 0 | 0 | ||
| MOLSON COORS BEVERAGE CO | COM | 60871R209 | 6,323 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 5,271 | 249,450 | SH | SOLE | 249,450 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC-A | COM | 69608A108 | 934 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
| PENN NATIONAL GAMING INC | COM | 707569109 | 2,248 | 73,900 | SH | SOLE | 73,900 | 0 | 0 | ||
| PINTEREST INC- CLASS A | COM | 72352L106 | 6,648 | 366,064 | SH | SOLE | 366,064 | 0 | 0 | ||
| REALREAL INC/THE | COM | 88339P101 | 127 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| ROBLOX CORP -CLASS A | COM | 771049103 | 986 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ROKU INC | COM | 77543R102 | 5,561 | 67,700 | SH | SOLE | 67,700 | 0 | 0 | ||
| SNAP INC - A | COM | 83304A106 | 440 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| SNAP INC - A | COM | 83304A106 | 2,363 | 180,000 | SH | Call | SOLE | 180,000 | 0 | 0 | |
| SNAP INC - A | COM | 83304A106 | 263 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| SONOS INC | COM | 83570H108 | 2,201 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 1,899 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| TUESDAY MORNING CO NEW | COM | 89904V101 | 521 | 1,447,510 | SH | SOLE | 1,447,510 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 6,863 | 183,561 | SH | SOLE | 183,561 | 0 | 0 | ||
| VIZIO HOLDINGS CORP-A | COM | 92858V101 | 409 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 12,766 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||