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
AMAZON COM INC COM 023135106 38,885 344,114 SH   SOLE   344,114 0 0
AUTOZONE INC COM 053332102 9,639 4,500 SH   SOLE   4,500 0 0
BATH & BODY WORKS INC COM 070830104 18,433 565,426 SH   SOLE   565,426 0 0
BUMBLE INC COM CL A 12047B105 2,561 119,181 SH   SOLE   119,181 0 0
DECKERS OUTDOOR CORP COM 243537107 12,543 40,123 SH   SOLE   40,123 0 0
DOLLAR GEN CORP NEW COM 256677105 24,554 102,366 SH   SOLE   102,366 0 0
DOLLAR TREE INC COM 256746108 6,385 46,915 SH   SOLE   46,915 0 0
DOMINOS PIZZA INC COM 25754A201 13,959 45,000 SH Call SOLE   45,000 0 0
DOMINOS PIZZA INC COM 25754A201 47,734 153,881 SH   SOLE   153,881 0 0
ETSY INC COM 29786A106 16,245 162,239 SH   SOLE   162,239 0 0
FIVE BELOW INC COM 33829M101 28,851 209,566 SH   SOLE   209,566 0 0
JD.COM INC SPON ADR CL A 47215P106 7,400 147,114 SH   SOLE   147,114 0 0
LAS VEGAS SANDS CORP COM 517834107 39,842 1,061,886 SH   SOLE   1,061,886 0 0
LAUDER ESTEE COS INC CL A 518439104 12,547 58,116 SH   SOLE   58,116 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 30,724 404,052 SH   SOLE   404,052 0 0
LULULEMON ATHLETICA INC COM 550021109 25,252 90,328 SH   SOLE   90,328 0 0
MATCH GROUP INC NEW COM 57667L107 13,912 291,350 SH   SOLE   291,350 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 17,516 201,426 SH   SOLE   201,426 0 0
PAYPAL HLDGS INC COM 70450Y103 36,025 418,552 SH   SOLE   418,552 0 0
PEPSICO INC COM 713448108 21,032 128,827 SH   SOLE   128,827 0 0
PINDUODUO INC SPONSORED ADS 722304102 14,233 227,432 SH   SOLE   227,432 0 0
PINTEREST INC CL A 72352L106 11,743 504,000 SH   SOLE   504,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 33,890 637,261 SH   SOLE   637,261 0 0
ROSS STORES INC COM 778296103 40,705 483,026 SH   SOLE   483,026 0 0
SMUCKER J M CO COM NEW 832696405 19,855 144,493 SH   SOLE   144,493 0 0
TJX COS INC NEW COM 872540109 15,505 249,596 SH   SOLE   249,596 0 0
UBER TECHNOLOGIES INC COM 90353T100 20,149 760,324 SH   SOLE   760,324 0 0
WALMART INC COM 931142103 17,769 137,000 SH   SOLE   137,000 0 0