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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 3,583,078 82,143 SH   SOLE   82,143 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 3,674,160 20,369 SH   SOLE   20,369 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 4,172,547 68,650 SH   SOLE   68,650 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 7,100,667 2,253 SH   SOLE   2,253 0 0
B & G FOODS INC NEW COM 05508R106 BBG001SQD861 4,394,150 384,104 SH   SOLE   384,104 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 5,789,116 76,525 SH   SOLE   76,525 0 0
BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 4,051,189 78,481 SH   SOLE   78,481 0 0
BURLINGTON STORES INC COM 122017106 BBG004S641P3 3,204,222 13,800 SH   SOLE   13,800 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 833,247 19,050 SH   SOLE   19,050 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 4,079,354 91,774 SH   SOLE   91,774 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 BBG001S5PL01 422,569 25,861 SH   SOLE   25,861 0 0
CELSIUS HLDGS INC COM NEW 15118V207 BBG001SQSKT3 1,824,240 22,000 SH   SOLE   22,000 0 0
CHOICE HOTELS INTL INC COM 169905106 BBG001S997X6 3,668,825 29,037 SH   SOLE   29,037 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 6,626,601 43,280 SH   SOLE   43,280 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 6,783,577 110,879 SH   SOLE   110,879 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 5,975,088 66,353 SH   SOLE   66,353 0 0
CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 1,346,842 45,440 SH   SOLE   45,440 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 5,664,022 20,842 SH   SOLE   20,842 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,133,459 4,277 SH   SOLE   4,277 0 0
COTY INC COM CL A 222070203 BBG001S8GLM1 3,492,320 292,000 SH   SOLE   292,000 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 3,598,740 21,530 SH   SOLE   21,530 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 12,956,413 83,022 SH   SOLE   83,022 0 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 3,065,909 15,640 SH   SOLE   15,640 0 0
FRESHPET INC COM 358039105 BBG001V04FM0 852,730 7,360 SH   SOLE   7,360 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 8,260,448 118,057 SH   SOLE   118,057 0 0
HERSHEY CO COM 427866108 BBG001S5S148 10,371,713 53,325 SH   SOLE   53,325 0 0
HILTON GRAND VACATIONS INC COM 43283X105 BBG00CBYY6L2 1,098,624 23,271 SH   SOLE   23,271 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 5,368,159 25,166 SH   SOLE   25,166 0 0
KELLANOVA COM 487836108 BBG001S5SJL0 4,816,428 84,071 SH   SOLE   84,071 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 2,988,373 23,103 SH   SOLE   23,103 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 7,416,088 200,978 SH   SOLE   200,978 0 0
LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 1,278,360 12,000 SH   SOLE   12,000 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 1,615,492 10,480 SH   SOLE   10,480 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 2,418,896 9,587 SH   SOLE   9,587 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 3,023,350 10,723 SH   SOLE   10,723 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 1,354,252 22,845 SH   SOLE   22,845 0 0
NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 1,375,772 171,329 SH   SOLE   171,329 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 4,580,995 4,058 SH   SOLE   4,058 0 0
PAPA JOHNS INTL INC COM 698813102 BBG001S6XNB4 2,692,172 40,423 SH   SOLE   40,423 0 0
PEPSICO INC COM 713448108 BBG001S695T1 8,236,321 47,062 SH   SOLE   47,062 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 5,668,772 14,049 SH   SOLE   14,049 0 0
SHAKE SHACK INC CL A 819047101 BBG0063GCHJ6 1,392,129 13,382 SH   SOLE   13,382 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 BBG001S8H000 3,208,250 121,894 SH   SOLE   121,894 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 4,541,443 49,693 SH   SOLE   49,693 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 9,672,476 54,582 SH   SOLE   54,582 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 3,326,048 21,532 SH   SOLE   21,532 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 3,229,010 31,838 SH   SOLE   31,838 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 3,056,756 5,846 SH   SOLE   5,846 0 0
V F CORP COM 918204108 BBG001S5X749 4,159,165 271,132 SH   SOLE   271,132 0 0
WENDYS CO COM 95058W100 BBG001S7HBX2 1,548,949 82,216 SH   SOLE   82,216 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 3,783,391 49,295 SH   SOLE   49,295 0 0
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 1,045,608 10,228 SH   SOLE   10,228 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 5,273,289 132,528 SH   SOLE   132,528 0 0