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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 5,686 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 4,298 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | |||
| BUNGE LIMITED | COM | G16962105 | 6,802 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| BURLINGTON STORES INC | COM | 122017106 | 3,406 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 1,532 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 3,691 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| CHURCHILL DOWNS INC | COM | 171484108 | 5,746 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| COCA COLA CO | COM | 191216100 | 11,009 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 13,496 | 261,500 | SH | SOLE | 261,500 | 0 | 0 | |||
| COLGATE PALMOLIVE CO | COM | 194162103 | 18,432 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||
| DICKS SPORTING GOODS INC | COM | 253393102 | 3,769 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 5,572 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| HOME DEPOT INC | COM | 437076102 | 1,371 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| HORMEL FOODS CORP | COM | 440452100 | 3,552 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| INGREDION INC | COM | 457187102 | 4,408 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| KIMBERLY-CLARK CORP | COM | 494368103 | 12,164 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| KRAFT HEINZ CO | COM | 500754106 | 16,210 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 3,359 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 13,905 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| PEPSICO INC | COM | 713448108 | 18,333 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 9,196 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| POST HLDGS INC | COM | 737446104 | 14,411 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| SIMPLY GOOD FOODS CO | COM | 82900L102 | 7,743 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| WALDENCAST ACQUISITION CORP | CLASS A ORD SHS | G9460C100 | 3,448 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| WALMART INC | COM | 931142103 | 12,158 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||