The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,726 60,000 SH   SOLE   60,000 0 0
ALTRIA GROUP INC COM 02209S103 56,149 1,125,000 SH   SOLE   1,125,000 0 0
AMAZON COM INC COM 023135106 24,022 13,000 SH Call SOLE   13,000 0 0
AMAZON COM INC COM 023135106 35,626 19,280 SH   SOLE   19,280 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 8,820 600,000 SH Put SOLE   600,000 0 0
B & G FOODS INC NEW COM 05508R106 9,862 550,000 SH   SOLE   550,000 0 0
BAIDU INC SPON ADR REP A 056752108 42,471 336,007 SH   SOLE   336,007 0 0
BELLRING BRANDS INC COM CL A 079823100 6,485 304,612 SH   SOLE   304,612 0 0
BIG LOTS INC COM 089302103 24,520 853,770 SH   SOLE   853,770 0 0
BOOKING HLDGS INC COM 09857L108 51,097 24,880 SH   SOLE   24,880 0 0
BURLINGTON STORES INC COM 122017106 47,615 208,812 SH   SOLE   208,812 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 25,368 700,000 SH Put SOLE   700,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 12,708 250,000 SH Put SOLE   250,000 0 0
CARTERS INC COM 146229109 29,478 269,595 SH   SOLE   269,595 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 58,162 69,480 SH   SOLE   69,480 0 0
COLGATE PALMOLIVE CO COM 194162103 8,965 130,227 SH   SOLE   130,227 0 0
CONAGRA BRANDS INC COM 205887102 23,968 700,000 SH Put SOLE   700,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 34,155 180,000 SH   SOLE   180,000 0 0
DARDEN RESTAURANTS INC COM 237194105 1,947 17,857 SH   SOLE   17,857 0 0
DOLLAR GEN CORP NEW COM 256677105 35,554 227,938 SH   SOLE   227,938 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 20,578 405,000 SH   SOLE   405,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 37,466 573,400 SH   SOLE   573,400 0 0
G-III APPAREL GROUP LTD COM 36237H101 13,400 400,000 SH   SOLE   400,000 0 0
GENERAC HLDGS INC COM 368736104 16,094 160,000 SH   SOLE   160,000 0 0
HASBRO INC COM 418056107 3,036 28,746 SH   SOLE   28,746 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 32,416 680,000 SH   SOLE   680,000 0 0
HOME DEPOT INC COM 437076102 38,217 175,000 SH   SOLE   175,000 0 0
IAA INC COM 449253103 49,413 1,050,000 SH   SOLE   1,050,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 63,783 300,000 SH Put SOLE   300,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 43,630 1,000,000 SH Put SOLE   1,000,000 0 0
ISHARES TR U.S. REAL ES ETF 464287739 37,232 400,000 SH   SOLE   400,000 0 0
JETBLUE AWYS CORP COM 477143101 43,217 2,308,587 SH   SOLE   2,308,587 0 0
KEURIG DR PEPPER INC COM 49271V100 12,675 437,811 SH   SOLE   437,811 0 0
KEURIG DR PEPPER INC COM 49271V100 23,160 800,000 SH Call SOLE   800,000 0 0
KRAFT HEINZ CO COM 500754106 25,704 800,000 SH Call SOLE   800,000 0 0
L BRANDS INC COM 501797104 5,436 300,000 SH   SOLE   300,000 0 0
L BRANDS INC COM 501797104 22,650 1,250,000 SH Call SOLE   1,250,000 0 0
LAS VEGAS SANDS CORP COM 517834107 41,902 606,925 SH   SOLE   606,925 0 0
LEAR CORP COM NEW 521865204 1,372 10,000 SH   SOLE   10,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 24,528 623,175 SH   SOLE   623,175 0 0
LYFT INC CL A COM 55087P104 19,359 450,000 SH Put SOLE   450,000 0 0
MASTERCARD INC CL A 57636Q104 26,042 87,218 SH   SOLE   87,218 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 50,840 800,000 SH   SOLE   800,000 0 0
NETFLIX INC COM 64110L106 36,325 112,263 SH   SOLE   112,263 0 0
NETFLIX INC COM 64110L106 64,714 200,000 SH Call SOLE   200,000 0 0
NIKE INC CL B 654106103 76,974 759,791 SH   SOLE   759,791 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 49,654 113,298 SH   SOLE   113,298 0 0
PHILIP MORRIS INTL INC COM 718172109 42,834 503,391 SH   SOLE   503,391 0 0
POST HLDGS INC COM 737446104 7,103 65,107 SH   SOLE   65,107 0 0
PROCTER & GAMBLE CO COM 742718109 3,747 30,000 SH   SOLE   30,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 31,625 236,871 SH   SOLE   236,871 0 0
SANDERSON FARMS INC COM 800013104 33,773 191,650 SH   SOLE   191,650 0 0
SKECHERS U S A INC CL A 830566105 36,560 846,500 SH   SOLE   846,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 96,558 300,000 SH Put SOLE   300,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 33,118 515,129 SH   SOLE   515,129 0 0
STARBUCKS CORP COM 855244109 9,249 105,201 SH   SOLE   105,201 0 0
TAPESTRY INC COM 876030107 2,023 75,000 SH   SOLE   75,000 0 0
TYSON FOODS INC CL A 902494103 35,313 387,885 SH   SOLE   387,885 0 0
UNION PACIFIC CORP COM 907818108 3,616 20,000 SH   SOLE   20,000 0 0
UNITED AIRLINES HLDGS INC COM 910047109 31,690 359,747 SH   SOLE   359,747 0 0
US FOODS HLDG CORP COM 912008109 43,229 1,031,954 SH   SOLE   1,031,954 0 0
VISTEON CORP COM NEW 92839U206 4,303 49,689 SH   SOLE   49,689 0 0
WAYFAIR INC CL A 94419L101 18,074 200,000 SH Put SOLE   200,000 0 0
WINNEBAGO INDS INC COM 974637100 16,689 315,000 SH   SOLE   315,000 0 0
WYNN RESORTS LTD COM 983134107 27,315 196,694 SH   SOLE   196,694 0 0