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 4,636,261 74,514 SH SOLE 74,514 0 0
ALBERTSONS COMPANIES INC COMMON STOCK 013091103 2,279,940 168,510 SH SOLE 168,510 0 0
AMAZON COM INC COM 023135106 3,402,542 14,276 SH SOLE 14,276 0 0
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 1,459,139 17,708 SH SOLE 17,708 0 0
AUTOZONE INC COM 053332102 1,201,673 376 SH SOLE 376 0 0
B & G FOODS INC COM 05508R106 1,043,472 262,179 SH SOLE 262,179 0 0
BOSTON BEER INC CL A 100557107 2,106,126 11,897 SH SOLE 11,897 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 10,047,796 162,691 SH SOLE 162,691 0 0
BURLINGTON STORES INC COM 122017106 5,599,757 17,676 SH SOLE 17,676 0 0
CELSIUS HLDGS INC COM NEW 15118V207 3,993,001 136,373 SH SOLE 136,373 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,928,820 56,730 SH SOLE 56,730 0 0
CHOICE HOTELS INTL INC COM 169905106 1,001,803 9,085 SH SOLE 9,085 0 0
CHURCH & DWIGHT CO INC COM 171340102 4,135,710 42,689 SH SOLE 42,689 0 0
COCA COLA CO COM 191216100 7,568,106 93,123 SH SOLE 93,123 0 0
COLGATE PALMOLIVE CO COM 194162103 3,050,102 33,269 SH SOLE 33,269 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,969,268 35,727 SH SOLE 35,727 0 0
DOLLAR GEN CORP COM 256677105 7,890,100 68,544 SH SOLE 68,544 0 0
DOLLAR TREE INC COM 256746108 5,926,792 49,002 SH SOLE 49,002 0 0
DOMINOS PIZZA INC COM 25754A201 2,712,318 9,162 SH SOLE 9,162 0 0
DUTCH BROS INC CL A 26701L100 6,119,433 85,217 SH SOLE 85,217 0 0
E L F BEAUTY INC COM 26856L103 3,766,526 50,899 SH SOLE 50,899 0 0
FRESHPET INC COM 358039105 3,156,121 53,385 SH SOLE 53,385 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,489,053 4,506 SH SOLE 4,506 0 0
KIMBERLY-CLARK CORP COM 494368103 1,681,347 15,317 SH SOLE 15,317 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 952,876 38,376 SH SOLE 38,376 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,128,400 22,380 SH SOLE 22,380 0 0
MCDONALDS CORP COM 580135101 8,430,428 31,188 SH SOLE 31,188 0 0
MONDELEZ INTL INC CL A 609207105 1,230,951 21,282 SH SOLE 21,282 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,966,711 20,461 SH SOLE 20,461 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 2,467,442 116,885 SH SOLE 116,885 0 0
PAPA JOHNS INTL INC COM 698813102 3,593,716 97,735 SH SOLE 97,735 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 6,963,958 62,295 SH SOLE 62,295 0 0
PHILIP MORRIS INTL INC COM 718172109 9,543,726 52,754 SH SOLE 52,754 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 6,544,611 20,611 SH SOLE 20,611 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 1,325,073 62,210 SH SOLE 62,210 0 0
TEXAS ROADHOUSE INC COM 882681109 1,214,257 6,284 SH SOLE 6,284 0 0
TJX COS INC NEW COM 872540109 4,984,805 32,903 SH SOLE 32,903 0 0
TRAVEL PLUS LEISURE CO COM 894164102 647,668 8,474 SH SOLE 8,474 0 0
US FOODS HLDG CORP COM 912008109 1,808,700 17,689 SH SOLE 17,689 0 0
V F CORP COM 918204108 1,722,694 103,279 SH SOLE 103,279 0 0
WALMART INC COM 931142103 8,227,546 72,643 SH SOLE 72,643 0 0
WINGSTOP INC COM 974155103 5,258,832 30,326 SH SOLE 30,326 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,849,420 21,962 SH SOLE 21,962 0 0