The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 10,500 | 506,500 | SH | SOLE | 506,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 27,684 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 13,235 | 370,000 | SH | Put | SOLE | 370,000 | 0 | 0 | |
| CALLAWAY GOLF CO | COM | 131193104 | 15,607 | 650,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 16,800 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 17,850 | 425,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 23,154 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 8,271 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 11,912 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 11,912 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 21,184 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 18,536 | 140,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| FOLEY TRASIMENE ACQUISITION | COM CL A | 344328109 | 7,097 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 5,901 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 20,327 | 155,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| HASBRO INC | COM | 418056107 | 16,370 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 11,693 | 125,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 3,158 | 100,738 | SH | SOLE | 100,738 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 16,347 | 964,978 | SH | SOLE | 964,978 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 9,317 | 550,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 87,847 | 280,000 | SH | Put | SOLE | 280,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 39,212 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 13,314 | 358,000 | SH | SOLE | 358,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 7,438 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 17,880 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 4,260 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 17,560 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 16,097 | 55,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| MATCH GROUP INC NEW | COM | 57667L107 | 13,471 | 89,100 | SH | SOLE | 89,100 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 24,420 | 14,577 | SH | SOLE | 14,577 | 0 | 0 | ||
| MSG NETWORK INC | CL A | 553573106 | 430 | 29,200 | SH | Put | SOLE | 29,200 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 20,507 | 144,960 | SH | SOLE | 144,960 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 24,757 | 175,000 | SH | Put | SOLE | 175,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 9,368 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 10,874 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 9,885 | 150,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| PVH CORPORATION | COM | 693656100 | 9,389 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| RED ROCK RESORTS INC | CL A | 75700L108 | 5,008 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| RH | COM | 74967X103 | 22,376 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 22,376 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 18,910 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 21,896 | 110,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 2,659 | 77,988 | SH | SOLE | 77,988 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 8,762 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 48,604 | 130,000 | SH | Put | SOLE | 130,000 | 0 | 0 | |
| TAPESTRY INC | COM | 876030107 | 13,986 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 27,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VIACOMCBS INC | CL B | 92556H206 | 7,079 | 190,000 | SH | Put | SOLE | 190,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 9,843 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 903 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||