| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| JACKJACK IN THE BOX INC | 13.36% | NEW | 300,000 | $11M |
| GMEGAMESTOP CORP NEW | 13.34% | Add 27.7% | 3,000,000 | $11M |
| QRVOQORVO INC | 12.81% | Add 66.7% | 125,000 | $10M |
| METAFACEBOOK INC | 12.72% | NEW | 60,000 | $10M |
| MAXRUSDMAXAR TECHNOLOGIES INC | 12.21% | Add 38.5% | 900,000 | $10M |
| BABOEING CO | 11.37% | NEW | 60,000 | $9M |
| TLRDQTAILORED BRANDS INC | 8.84% | Add 21.2% | 4,000,000 | $7M |
| DISCAUSDDISCOVERY INC | 8.65% | NEW | 350,000 | $7M |
| MIKUSDMICHAELS COS INC | 6.69% | NEW | 3,250,000 | $5M |
| LVSLAS VEGAS SANDS CORP · calls | 40.50% | NEW | 68,500 | $3M |
| WOOFOOT LOCKER INC · calls | 30.70% | NEW | 100,000 | $2M |
| QRVOQORVO INC · calls | 14.59% | NEW | 13,000 | $1M |
| CBRLCRACKER BARREL OLD CTRY STOR · calls | 7.77% | NEW | 6,700 | $558,000 |
| WYNNWYNN RESORTS LTD · calls | 6.45% | NEW | 7,700 | $463,000 |