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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,665 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 3,449 | 1,050 | SH | SOLE | 1,050 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 4,255 | 129,483 | SH | SOLE | 129,483 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 1,397 | 22,077 | SH | SOLE | 22,077 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 1,607 | 14,315 | SH | SOLE | 14,315 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 2,624 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 12,009 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 2,774 | 19,500 | SH | SOLE | 19,500 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 3,653 | 22,289 | SH | SOLE | 22,289 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,957 | 20,500 | SH | SOLE | 20,500 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 2,947 | 14,092 | SH | SOLE | 14,092 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 9,096 | 196,374 | SH | SOLE | 196,374 | 0 | 0 | ||
| GAP INC | COM | 364760108 | 1,362 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 1,893 | 14,330 | SH | SOLE | 14,330 | 0 | 0 | ||
| INVESCO QQQ TR | PUT | 46090E953 | 55,575 | 7,500 | SH | Put | SOLE | 7,500 | 0 | 0 | |
| JACK IN THE BOX INC | COM | 466367109 | 1,415 | 14,542 | SH | SOLE | 14,542 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 2,117 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 4,219 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 2,437 | 63,627 | SH | SOLE | 63,627 | 0 | 0 | ||
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 4,174 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 5,956 | 41,013 | SH | SOLE | 41,013 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 3,339 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 628 | 30,580 | SH | SOLE | 30,580 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 571 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 5,914 | 75,289 | SH | SOLE | 75,289 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 384 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 924 | 10,385 | SH | SOLE | 10,385 | 0 | 0 | ||
| RUSH STREET INTERACTIVE INC | COM | 782011100 | 1,345 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 4,074 | 27,838 | SH | SOLE | 27,838 | 0 | 0 | ||
| SIMPLY GOOD FOODS CO | COM | 82900L102 | 2,271 | 65,856 | SH | SOLE | 65,856 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 1,994 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 3,887 | 58,906 | SH | SOLE | 58,906 | 0 | 0 | ||
| TRAVEL PLUS LEISURE CO | COM | 894164102 | 3,687 | 67,619 | SH | SOLE | 67,619 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 1,883 | 31,181 | SH | SOLE | 31,181 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 2,262 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 2,273 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| WENDYS CO | COM | 95058W100 | 1,750 | 80,734 | SH | SOLE | 80,734 | 0 | 0 | ||