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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 6,422 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 13,557 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| CAMPBELL SOUP CO | COM | 134429109 | 5,464 | 108,700 | SH | SOLE | 108,700 | 0 | 0 | ||
| CELSIUS HLDGS INC | COM NEW | 15118V207 | 2,191 | 45,600 | SH | SOLE | 45,600 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 15,648 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 10,011 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| EDGEWELL PERS CARE CO | COM | 28035Q102 | 4,752 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 5,729 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| GAP INC | COM | 364760108 | 5,720 | 192,077 | SH | SOLE | 192,077 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 11,467 | 187,000 | SH | SOLE | 187,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 6,656 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 2,833 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 6,645 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 6,590 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 13,438 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 3,479 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 10,572 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 10,157 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 7,874 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 4,945 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 8,409 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| THREDUP INC | CL A | 88556E102 | 3,266 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 5,410 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 6,671 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| VESPER HEALTHCARE ACQSTN COR | COM CL A | 92538T104 | 6,480 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||