Q4 2019 Holdings
Filed 2020-02-14 | 19 holdings | $9.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $4.2M | 93,991 | 43.9% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $4.1M | 142,367 | 43.3% |
| BJS Restaurants Inc(BJRI) | COM | 09180C106 | $1.2M | 30,828 | 12.3% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $10.3K | 35,000 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $7.9K | 90,000 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $5.6K | 34,000 | 0.1% |
| Performance Food Group Co(PFGC) | COM | 71377A103 | $5.3K | 103,300 | 0.1% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $5.2K | 30,835 | 0.1% |
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $4.1K | 65,000 | 0.0% |
| Purple Innovation Inc(PRPL) | COM | 74640Y106 | $3.1K | 355,000 | 0.0% |
| Haymaker Acquisition Corp II | UNIT 10/31/2026 | 42087L200 | $2.8K | 263,680 | 0.0% |
| Onespaworld Holdings Limited(OSW) | COM | P73684113 | $2.6K | 152,800 | 0.0% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $1.8K | 30,000 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $1.6K | 40,700 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR)Call | COM | 075896100 | $1.5K | 2,000 | 0.0% |
| Ferrari N V(RACE)Call | COM | N3167Y103 | $335 | 100 | 0.0% |
| Buckle Inc(BKE)Put | COM | 118440106 | $74 | 500 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $52 | 2,982 | 0.0% |