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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 4,704 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 4,727 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 12,198 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 10,776 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 3,147 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| CARTERS INC | COM | 146229109 | 8,265 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 24,604 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 13,604 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 22,122 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 1,572 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 7,956 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 8,408 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| HORMEL FOODS CORP | COM | 440452100 | 5,125 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 16,569 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | CALL | 513272904 | 12,274 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 8,094 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 8,362 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 11,091 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 9,327 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 18,049 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 22,069 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 7,822 | 71,004 | SH | SOLE | 71,004 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 20,271 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| SMUCKER J M CO | COM NEW | 832696405 | 6,002 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 9,567 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 7,280 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 5,936 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| THREDUP INC | CL A | 88556E102 | 5,184 | 239,006 | SH | SOLE | 239,006 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 5,892 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| VINTAGE WINE ESTATES INC | COM | 92747V106 | 2,502 | 245,067 | SH | SOLE | 245,067 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 6,207 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||