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 |
| PAPA JOHNS INTL INC | COM | 698813102 | 12,506 | 147,386 | SH | SOLE | 147,386 | 0 | 0 | ||
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 2,690 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 7,642 | 139,348 | SH | SOLE | 139,348 | 0 | 0 | ||
| DIAMONDROCK HOSPITALITY CO | COM | 252784301 | 1,096 | 132,864 | SH | SOLE | 132,864 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 5,128 | 120,951 | SH | SOLE | 120,951 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 3,718 | 118,797 | SH | SOLE | 118,797 | 0 | 0 | ||
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 3,917 | 105,072 | SH | SOLE | 105,072 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 4,364 | 101,667 | SH | SOLE | 101,667 | 0 | 0 | ||
| WYNDHAM DESTINATIONS INC | COM | 98310W108 | 3,864 | 86,144 | SH | SOLE | 86,144 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 7,010 | 75,544 | SH | SOLE | 75,544 | 0 | 0 | ||
| WENDYS CO | COM | 95058W100 | 1,089 | 49,700 | SH | SOLE | 49,700 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 2,384 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 2,637 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 3,611 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 2,516 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 4,052 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 3,089 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 1,387 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 2,448 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 2,146 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 2,369 | 8,250 | SH | SOLE | 8,250 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 2,436 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 849 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 449 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 424 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 5,512 | 4,650 | SH | SOLE | 4,650 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,570 | 3,750 | SH | SOLE | 3,750 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,781 | 1,775 | SH | SOLE | 1,775 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 351 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,387 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| PEBBLEBROOK HOTEL TR | COM | 70509V100 | 9 | 467 | SH | SOLE | 467 | 0 | 0 | ||