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 |
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 3,703 | 208,831 | SH | SOLE | 208,831 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 5,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GAP INC | COM | 364760108 | 3,079 | 91,500 | SH | SOLE | 91,500 | 0 | 0 | ||
| TRAVEL PLUS LEISURE CO | COM | 894164102 | 4,449 | 74,833 | SH | SOLE | 74,833 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 4,652 | 61,816 | SH | SOLE | 61,816 | 0 | 0 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 4,776 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 2,437 | 52,609 | SH | SOLE | 52,609 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 4,617 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 1,040 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 2,013 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 2,360 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 1,446 | 34,025 | SH | SOLE | 34,025 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 5,566 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 3,465 | 33,178 | SH | SOLE | 33,178 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 1,623 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 1,814 | 29,500 | SH | SOLE | 29,500 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 6,549 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 3,136 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 1,020 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 2,284 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 2,652 | 23,795 | SH | SOLE | 23,795 | 0 | 0 | ||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 4,193 | 21,850 | SH | SOLE | 21,850 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 2,397 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 3,226 | 15,655 | SH | SOLE | 15,655 | 0 | 0 | ||
| SIMPLY GOOD FOODS CO | COM | 82900L102 | 565 | 15,474 | SH | SOLE | 15,474 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 2,197 | 15,274 | SH | SOLE | 15,274 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 3,003 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| HERSHEY CO | COM | 427866108 | 1,742 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 1,999 | 5,750 | SH | SOLE | 5,750 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 1,210 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,412 | 1,864 | SH | SOLE | 1,864 | 0 | 0 | ||
| GAP INC | CALL | 364760908 | 121 | 75,000 | SH | Call | SOLE | 750 | 0 | 0 | |
| SPDR SER TR | PUT | 78464A954 | 2,524 | 75,000 | SH | Put | SOLE | 75,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 4,067 | 16,000 | SH | Put | SOLE | 30,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | PUT | 81369Y957 | 4,281 | 10,000 | SH | Put | SOLE | 10,000 | 0 | 0 | |
| ISHARES TR | PUT | 464287955 | 3,506 | 12,500 | SH | Put | SOLE | 17,500 | 0 | 0 | |
| INVESCO QQQ TR | PUT | 46090E953 | 6,463 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | PUT | 81369Y958 | 2,140 | 5,000 | SH | Put | SOLE | 5,000 | 0 | 0 | |