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 |
| ALTRIA GROUP INC | COM | 02209S103 | 11,848 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 10,003 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 10,120 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 7,936 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 9,737 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CLOROX CO DEL | COM | 189054109 | 13,077 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 26,052 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 22,372 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 1,575 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 10,924 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 13,448 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| GAP INC | COM | 364760108 | 10,590 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 8,423 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| KEURIG DR PEPPER INC | COM | 49271V100 | 14,744 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 9,507 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 10,723 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 24,010 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 25,698 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 16,910 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SOVOS BRANDS INC | COM | 84612U107 | 6,020 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| THREDUP INC | CL A | 88556E102 | 2,297 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 10,249 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 12,191 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| WALDENCAST ACQUISITION CORP | CLASS A ORD SHS | G9460C100 | 3,483 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||