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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 6,219 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,771 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| BOSTON BEER INC | CL A | 100557107 | 7,954 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| BROWN FORMAN CORP | CL B | 115637209 | 10,326 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| CAMPBELL SOUP CO | COM | 134429109 | 7,494 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 4,200 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 17,441 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 7,361 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 3,500 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| GUESS INC | COM | 401617105 | 4,881 | 215,786 | SH | SOLE | 215,786 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 10,625 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| HOSTESS BRANDS INC | CL A | 44109J106 | 3,660 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 9,050 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 12,022 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| MURPHY USA INC | COM | 626755102 | 7,198 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 3,901 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 15,572 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | PUT | 71377A953 | 7,142 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 15,316 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 5,822 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 11,827 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 7,639 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 8,055 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 10,439 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| SANDERSON FARMS INC | COM | 800013104 | 1,252 | 9,470 | SH | SOLE | 9,470 | 0 | 0 | ||
| SCOTTS MIRACLE GRO CO | PUT | 810186956 | 11,948 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
| SCOTTS MIRACLE GRO CO | CL A | 810186106 | 10,953 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 10,267 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 11,768 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 6,312 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 4,920 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 6,444 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VESPER HEALTHCARE ACQSTN COR | COM CL A | 92538T104 | 3,959 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||