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
ABERCROMBIE & FITCH CO CL A 002896207 12,670 622,290 SH   SOLE   622,290 0 0
ADVANTAGE SOLUTIONS INC COM CLA A 00791N102 49,802 3,781,494 SH   SOLE   3,781,494 0 0
AT HOME GROUP INC COM 04650Y100 4,484 290,053 SH   SOLE   290,053 0 0
BED BATH & BEYOND INC COM 075896100 7,819 440,251 SH   SOLE   440,251 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 10,084 465,546 SH   SOLE   465,546 0 0
CHILDRENS PL INC COM 168905107 1,325 26,447 SH   SOLE   26,447 0 0
COTY INC COM CL A 222070203 31,151 4,437,498 SH   SOLE   4,437,498 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 4,109 136,876 SH   SOLE   136,876 0 0
FISKER INC CL A COM STK 33813J106 34,092 2,327,072 SH   SOLE   2,327,072 0 0
GOPRO INC CL A 38268T103 83,720 10,111,103 SH   SOLE   10,111,103 0 0
GROUPON INC COM NEW 399473206 17,792 468,284 SH   SOLE   468,284 0 0
GUESS INC COM 401617105 2,442 107,948 SH   SOLE   107,948 0 0
HANESBRANDS INC COM 410345102 2,345 160,851 SH   SOLE   160,851 0 0
HYDROFARM HLDGS GROUP INC COM 44888K209 1,200 22,827 SH   SOLE   22,827 0 0
IMMUNOME INC COM 45257U108 4,033 416,667 SH   SOLE   416,667 0 0
JUNIPER INDL HLDGS INC COM CL A 48205G106 1,426 133,132 SH   SOLE   133,132 0 0
LAS VEGAS SANDS CORP COM 517834107 8,572 143,826 SH   SOLE   143,826 0 0
MACERICH CO COM 554382101 2,888 270,624 SH   SOLE   270,624 0 0
MGM RESORTS INTERNATIONAL COM 552953101 9,515 301,972 SH   SOLE   301,972 0 0
NORWEGIAN CRUISE LINE HLDG L SH G66721104 1,962 77,134 SH   SOLE   77,134 0 0
PROSHARES TR ULTRAPRO SHORT S 74347B268 592 100,000 SH   SOLE   100,000 0 0
REALOGY HLDGS CORP COM 75605Y106 27,549 2,099,758 SH   SOLE   2,099,758 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 16,499 1,265,277 SH   SOLE   1,265,277 0 0
SPDR S&P 500 ETF TR PUT 78462F953 5,340 3,000,000 SH   SOLE   3,000,000 0 0
TAPESTRY INC COM 876030107 3,433 110,441 SH   SOLE   110,441 0 0
UNITED NAT FOODS INC COM 911163103 23,961 1,500,348 SH   SOLE   1,500,348 0 0
WYNN RESORTS LTD COM 983134107 2,033 18,018 SH   SOLE   18,018 0 0