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
Estimated average burden
hours per response: 23.8
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
AARONS INC COM PAR $0.50 002535300 11,495 253,200 SH   SOLE   253,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,240 66,018 SH   SOLE   66,018 0 0
BOSTON BEER INC CL A 100557107 6,869 12,800 SH   SOLE   12,800 0 0
CARVANA CO CL A 146869102 16,925 140,808 SH   SOLE   140,808 0 0
CASEYS GEN STORES INC COM 147528103 10,272 68,700 SH   SOLE   68,700 0 0
CHEWY INC CL A 16679L109 10,386 232,400 SH   SOLE   232,400 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,111 40,645 SH   SOLE   40,645 0 0
NOODLES & CO COM CL A 65540B105 8,474 1,400,600 SH   SOLE   1,400,600 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 11,947 206,800 SH   SOLE   206,800 0 0
PINTEREST INC CL A 72352L106 17,463 787,700 SH   SOLE   787,700 0 0
PURPLE INNOVATION INC COM 74640Y106 5,808 322,670 SH   SOLE   322,670 0 0
RH COM 74967X103 10,603 42,600 SH   SOLE   42,600 0 0
SEA LTD SPONSORED ADS 81141R100 14,746 137,500 SH   SOLE   137,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 17,670 126,600 SH   SOLE   126,600 0 0
TARGET CORP COM 87612E106 11,141 92,900 SH   SOLE   92,900 0 0
TJX COS INC NEW COM 872540109 10,515 207,961 SH   SOLE   207,961 0 0
TURTLE BEACH CORP COM NEW 900450206 9,225 626,700 SH   SOLE   626,700 0 0
VROOM INC COM 92918V109 2,086 40,000 SH   SOLE   40,000 0 0
WYNN RESORTS LTD COM 983134107 12,544 168,400 SH   SOLE   168,400 0 0