The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 45,560 | 200,900 | SH | SOLE | 200,900 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 60,891 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 12,445 | 8,340 | SH | SOLE | 8,340 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 22,904 | 177,346 | SH | SOLE | 177,346 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 1,124 | 11,300 | SH | SOLE | 11,300 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 54,614 | 1,035,728 | SH | SOLE | 1,035,728 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 33,221 | 411,860 | SH | SOLE | 411,860 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 29,126 | 213,344 | SH | SOLE | 213,344 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 45,690 | 86,500 | SH | SOLE | 86,500 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 25,477 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 82,336 | 568,500 | SH | SOLE | 568,500 | 0 | 0 | ||