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 1,526,400 39,229 SH SOLE 39,229 0 0
AMAZON COM INC COM 023135106 1,528,535 6,135 SH SOLE 6,135 0 0
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 1,351,040 18,389 SH SOLE 18,389 0 0
AUTOZONE INC COM 053332102 444,313 157 SH SOLE 157 0 0
BOSTON BEER INC CL A 100557107 1,443,704 8,802 SH SOLE 8,802 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 8,056,368 148,095 SH SOLE 148,095 0 0
BURLINGTON STORES INC COM 122017106 6,715,821 25,135 SH SOLE 25,135 0 0
CASEYS GEN STORES INC COM 147528103 4,198,374 6,900 SH SOLE 6,900 0 0
CELSIUS HLDGS INC COM NEW 15118V207 1,557,993 56,965 SH SOLE 56,965 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,811,632 88,001 SH SOLE 88,001 0 0
CHOICE HOTELS INTL INC COM 169905106 388,953 3,798 SH SOLE 3,798 0 0
CHURCH & DWIGHT CO INC COM 171340102 2,716,739 28,834 SH SOLE 28,834 0 0
COCA COLA CO COM 191216100 3,345,671 38,867 SH SOLE 38,867 0 0
COLGATE PALMOLIVE CO COM 194162103 1,185,863 13,899 SH SOLE 13,899 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,166,245 28,005 SH SOLE 28,005 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 6,281,346 6,900 SH SOLE 6,900 0 0
DOLLAR GEN CORP COM 256677105 8,465,068 70,790 SH SOLE 70,790 0 0
DOMINOS PIZZA INC COM 25754A201 1,147,207 3,829 SH SOLE 3,829 0 0
DUTCH BROS INC CL A 26701L100 1,889,016 48,989 SH SOLE 48,989 0 0
E L F BEAUTY INC COM 26856L103 1,237,690 12,258 SH SOLE 12,258 0 0
FRESHPET INC COM 358039105 747,820 12,992 SH SOLE 12,992 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 598,702 1,882 SH SOLE 1,882 0 0
HOME DEPOT INC COM 437076102 1,422,450 5,000 SH SOLE 5,000 0 0
KIMBERLY-CLARK CORP COM 494368103 623,552 6,400 SH SOLE 6,400 0 0
KRAFT HEINZ CO COM 500754106 3,294,400 145,000 SH SOLE 145,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 316,678 16,075 SH SOLE 16,075 0 0
MCCORMICK & CO INC COM NON VTG 579780206 990,594 21,349 SH SOLE 21,349 0 0
MCDONALDS CORP COM 580135101 6,472,786 28,028 SH SOLE 28,028 0 0
MONDELEZ INTL INC CL A 609207105 514,078 8,891 SH SOLE 8,891 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 637,660 15,321 SH SOLE 15,321 0 0
PAPA JOHNS INTL INC COM 698813102 893,661 45,352 SH SOLE 45,352 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 4,394,219 48,019 SH SOLE 48,019 0 0
PHILIP MORRIS INTL INC COM 718172109 7,794,425 40,847 SH SOLE 40,847 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 4,787,075 18,006 SH SOLE 18,006 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 412,164 38,484 SH SOLE 38,484 0 0
TEXAS ROADHOUSE INC COM 882681109 410,393 2,625 SH SOLE 2,625 0 0
TJX COS INC NEW COM 872540109 9,135,476 69,046 SH SOLE 69,046 0 0
TRAVEL PLUS LEISURE CO COM 894164102 1,147,194 18,542 SH SOLE 18,542 0 0
V F CORP COM 918204108 389,743 27,720 SH SOLE 27,720 0 0
WALMART INC COM 931142103 9,217,184 88,695 SH SOLE 88,695 0 0
WINGSTOP INC COM 974155103 3,695,326 35,070 SH SOLE 35,070 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 659,060 9,174 SH SOLE 9,174 0 0