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
Expires: July 31, 2015
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
ADVANCE AUTO PARTS INC COM 00751Y106 9,475,499 203,818 SH SOLE 203,818 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 2,237,750 104,033 SH SOLE 104,033 0 0
AMAZON COM INC COM 023135106 12,088,608 55,101 SH SOLE 55,101 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 2,322,414 40,090 SH SOLE 40,090 0 0
BOSTON BEER INC CL A 100557107 5,770,094 30,240 SH SOLE 30,240 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 9,860,969 208,345 SH SOLE 208,345 0 0
BROWN FORMAN CORP CL B 115637209 1,659,002 61,650 SH SOLE 61,650 0 0
BURLINGTON STORES INC COM 122017106 12,036,328 51,738 SH SOLE 51,738 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,199,374 42,652 SH SOLE 42,652 0 0
CELSIUS HLDGS INC COM NEW 15118V207 4,586,950 98,878 SH SOLE 98,878 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,199,504 163,838 SH SOLE 163,838 0 0
CHOICE HOTELS INTL INC COM 169905106 1,031,027 8,126 SH SOLE 8,126 0 0
CHURCH & DWIGHT CO INC COM 171340102 6,444,368 67,052 SH SOLE 67,052 0 0
CLOROX CO DEL COM 189054109 3,283,554 27,347 SH SOLE 27,347 0 0
COCA COLA CO COM 191216100 10,213,965 144,367 SH SOLE 144,367 0 0
COLGATE PALMOLIVE CO COM 194162103 2,211,870 24,333 SH SOLE 24,333 0 0
CONAGRA BRANDS INC COM 205887102 4,982,848 243,422 SH SOLE 243,422 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,672,983 28,725 SH SOLE 28,725 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,474,529 4,520 SH SOLE 4,520 0 0
DOLLAR GEN CORP NEW COM 256677105 8,441,930 73,806 SH SOLE 73,806 0 0
DOLLAR TREE INC COM 256746108 5,324,192 53,758 SH SOLE 53,758 0 0
DUTCH BROS INC CL A 26701L100 5,937,798 86,848 SH SOLE 86,848 0 0
E L F BEAUTY INC COM 26856L103 496,142 3,987 SH SOLE 3,987 0 0
FRESHPET INC COM 358039105 3,274,585 48,184 SH SOLE 48,184 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,252,011 12,210 SH SOLE 12,210 0 0
KIMBERLY-CLARK CORP COM 494368103 1,332,001 10,332 SH SOLE 10,332 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 2,633,623 142,435 SH SOLE 142,435 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,720,856 62,264 SH SOLE 62,264 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,675,068 48,708 SH SOLE 48,708 0 0
NEWELL BRANDS INC COM 651229106 525,760 97,363 SH SOLE 97,363 0 0
PAPA JOHNS INTL INC COM 698813102 4,484,911 91,641 SH SOLE 91,641 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 4,451,086 50,887 SH SOLE 50,887 0 0
PHILIP MORRIS INTL INC COM 718172109 8,023,737 44,055 SH SOLE 44,055 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 2,454,851 37,032 SH SOLE 37,032 0 0
SIMPLY GOOD FOODS CO COM 82900L102 2,343,441 74,183 SH SOLE 74,183 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 2,479,680 81,488 SH SOLE 81,488 0 0
TARGET CORP COM 87612E106 2,962,755 30,033 SH SOLE 30,033 0 0
TEXAS ROADHOUSE INC COM 882681109 4,527,826 24,160 SH SOLE 24,160 0 0
THE CAMPBELLS COMPANY COM 134429109 1,715,389 55,967 SH SOLE 55,967 0 0
TJX COS INC NEW COM 872540109 6,894,076 55,827 SH SOLE 55,827 0 0
TRAVEL PLUS LEISURE CO COM 894164102 900,130 17,441 SH SOLE 17,441 0 0
US FOODS HLDG CORP COM 912008109 1,139,517 14,797 SH SOLE 14,797 0 0
V F CORP COM 918204108 3,028,140 257,714 SH SOLE 257,714 0 0
WALMART INC COM 931142103 3,933,494 40,228 SH SOLE 40,228 0 0
WINGSTOP INC COM 974155103 9,183,573 27,272 SH SOLE 27,272 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,988,853 36,804 SH SOLE 36,804 0 0