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 |
| AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 6,025 | 500,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| AON PLC | SHS CL A | G0408V102 | 10,237 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 5,905 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 4,564 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 116,203 | 203,700 | SH | Call | SOLE | 0 | 0 | 0 | |
| BROWN FORMAN CORP | CL B | 115637209 | 2,867 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 12,454 | 168,000 | SH | SOLE | 138,000 | 0 | 30,000 | ||
| COPART INC | COM | 217204106 | 5,945 | 187,000 | SH | SOLE | 187,000 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 3,595 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 5,950 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 5,872 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 6,313 | 128,100 | SH | Call | SOLE | 0 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 1,728 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 8,866 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 6,179 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 5,900 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 13,889 | 235,400 | SH | SOLE | 196,000 | 0 | 39,400 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 1,969 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 74,372 | 340,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 2,415 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 3,811 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 5,986 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 7,905 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 28,929 | 80,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| UNILEVER N V | N Y SHS NEW | 904784709 | 3,371 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| UNILEVER PLC | SPON ADR NEW | 904767704 | 6,722 | 124,200 | SH | SOLE | 80,000 | 0 | 44,200 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 8,943 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||
| WELLS FARGO & CO NEW | *W EXP 10/28/201 | 949746119 | 888 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 5,873 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||