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 |
| BALLYS CORPORATION | COM | 05875B106 | 3,974 | 129,285 | SH | SOLE | 129,285 | 0 | 0 | ||
| BRP INC | COM SUN VTG | 05577W200 | 4,273 | 52,100 | SH | SOLE | 52,100 | 0 | 0 | ||
| CARROLS RESTAURANT GROUP INC | COM | 14574X104 | 165 | 72,800 | SH | SOLE | 72,800 | 0 | 0 | ||
| CLOROX CO DEL | COM | 189054109 | 3,476 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 4,958 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 3,185 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 2,073 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 5,601 | 623,000 | SH | SOLE | 623,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 1,994 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 977 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
| EDGEWELL PERS CARE CO | COM | 28035Q102 | 4,400 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| F45 TRAINING HLDGS INC | COM | 30322L101 | 3,840 | 358,882 | SH | SOLE | 358,882 | 0 | 0 | ||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 5,866 | 70,803 | SH | SOLE | 70,803 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 4,913 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 5,218 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 6,278 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 9,537 | 119,366 | SH | SOLE | 119,366 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 4,256 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 823 | 16,174 | SH | SOLE | 16,174 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 5,824 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 838 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 6,186 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 2,889 | 11,100 | SH | SOLE | 11,100 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 2,978 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||