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 |
| VICI PPTYS INC | COM | 925652109 | 1,883 | 62,533 | SH | SOLE | 62,533 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 1,803 | 44,138 | SH | SOLE | 44,138 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 1,901 | 39,067 | SH | SOLE | 39,067 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,363 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 612 | 21,166 | SH | SOLE | 21,166 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 592 | 16,078 | SH | SOLE | 16,078 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 640 | 13,600 | SH | SOLE | 13,600 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 1,225 | 13,101 | SH | SOLE | 13,101 | 0 | 0 | ||
| TRAVEL PLUS LEISURE CO | COM | 894164102 | 572 | 10,358 | SH | SOLE | 10,358 | 0 | 0 | ||
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 337 | 10,031 | SH | SOLE | 10,031 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 1,583 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 681 | 8,975 | SH | SOLE | 8,975 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 640 | 8,867 | SH | SOLE | 8,867 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 296 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 1,206 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,021 | 4,067 | SH | SOLE | 4,067 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 1,349 | 3,250 | SH | SOLE | 3,250 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 468 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 259 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
| HERSHEY CO | COM | 427866108 | 484 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 2,417 | 725 | SH | SOLE | 725 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 168 | 500 | SH | SOLE | 500 | 0 | 0 | ||