| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVANCE AUTO PARTS INC | 245,000 | 39,599 | 10.09% | ||
| 2 | ALPHABET INC | 37,500 | 26,382 | 6.72% | ||
| 3 | AMAZON COM INC | 42,500 | 30,414 | 7.75% | ||
| 4 | ARAMARK | 1,075,000 | 35,926 | 9.15% | ||
| 5 | BURLINGTON STORES INC | 575,000 | 38,358 | 9.77% | ||
| 6 | DOLLAR GEN CORP NEW | 300,000 | 28,200 | 7.18% | ||
| 7 | DOLLAR TREE INC | 425,000 | 40,052 | 10.20% | ||
| 8 | HOME DEPOT INC | 250,000 | 31,923 | 8.13% | ||
| 9 | KRAFT HEINZ CO | 525,000 | 46,452 | 11.83% | ||
| 10 | LOWES COS INC | 475,000 | 37,606 | 9.58% | ||
| 11 | MACYS INC | 300,000 | 10,083 | 2.57% | Call | |
| 12 | VAIL RESORTS INC | 200,000 | 27,646 | 7.04% |
