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 | COM | 023135106 | 17,932 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 24,142 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 56,018 | 1,437,100 | SH | SOLE | 1,437,100 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 29,742 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 38,805 | 418,700 | SH | SOLE | 418,700 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 6,149 | 74,800 | SH | SOLE | 74,800 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 21,085 | 245,945 | SH | SOLE | 245,945 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 38,197 | 1,780,726 | SH | SOLE | 2,521,072 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 18,344 | 131,433 | SH | SOLE | 131,433 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 24,881 | 238,900 | SH | SOLE | 238,900 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 20,662 | 104,557 | SH | SOLE | 104,557 | 0 | 0 | ||