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 13,404 234,700 SH   SOLE   234,700 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,666 59,718 SH   SOLE   59,718 0 0
CARVANA CO CL A 146869102 9,854 107,055 SH   SOLE   107,055 0 0
CHEWY INC CL A 16679L109 13,007 448,500 SH   SOLE   448,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,468 23,545 SH   SOLE   23,545 0 0
COTY INC COM CL A 222070203 7,907 702,853 SH   SOLE   702,853 0 0
CROCS INC COM 227046109 7,377 176,100 SH   SOLE   176,100 0 0
NOODLES & CO COM CL A 65540B105 7,355 1,327,600 SH   SOLE   1,327,600 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 8,656 304,800 SH   SOLE   304,800 0 0
PURPLE INNOVATION INC COM 74640Y106 4,268 490,000 SH   SOLE   490,000 0 0
RH COM 74967X103 4,391 20,566 SH   SOLE   20,566 0 0
SEA LTD SPONSORED ADS 81141R100 7,875 195,800 SH   SOLE   195,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,982 89,700 SH   SOLE   89,700 0 0
TJX COS INC NEW COM 872540109 8,058 131,961 SH   SOLE   131,961 0 0