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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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
BRP INC COM SUN VTG 05577W200 1,329 21,600 SH   SOLE   21,600 0 0
COLGATE PALMOLIVE CO COM 194162103 6,571 82,000 SH   SOLE   82,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 13,448 57,700 SH   SOLE   57,700 0 0
DOMINOS PIZZA INC COM 25754A201 12,393 31,800 SH   SOLE   31,800 0 0
EDGEWELL PERS CARE CO COM 28035Q102 6,662 193,000 SH   SOLE   193,000 0 0
F45 TRAINING HLDGS INC COM 30322L101 812 206,557 SH   SOLE   206,557 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 7,411 109,803 SH   SOLE   109,803 0 0
FRESHPET INC COM 358039105 2,564 49,406 SH   SOLE   49,406 0 0
LAMB WESTON HLDGS INC COM 513272104 5,620 78,639 SH   SOLE   78,639 0 0
MATTEL INC COM 577081102 3,573 160,000 SH   SOLE   160,000 0 0
MCDONALDS CORP COM 580135101 3,037 12,300 SH   SOLE   12,300 0 0
NORDSTROM INC COM 655664100 4,163 197,000 SH   SOLE   197,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 3,733 63,538 SH   SOLE   63,538 0 0
PEPSICO INC COM 713448108 3,167 19,000 SH   SOLE   19,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,125 144,000 SH   SOLE   144,000 0 0
SMUCKER J M CO COM NEW 832696405 10,369 81,000 SH   SOLE   81,000 0 0
STARBUCKS CORP COM 855244109 3,208 42,000 SH   SOLE   42,000 0 0
TARGET CORP COM 87612E106 2,825 20,000 SH   SOLE   20,000 0 0
WALMART INC COM 931142103 10,737 88,315 SH   SOLE   88,315 0 0
WENDYS CO COM 95058W100 3,776 200,000 SH   SOLE   200,000 0 0