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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   800,621 59,570 SH   SOLE   59,570 0 0
AMAZON COM INC COM 023135106   2,796,473 27,074 SH   SOLE   27,074 0 0
ABERCROMBIE & FITCH CO CL A 002896207   781,218 28,152 SH   SOLE   28,152 0 0
BARK INC COM 68622E104   202,214 139,458 SH   SOLE   139,458 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104   3,416,954 147,029 SH   SOLE   147,029 0 0
BATH & BODY WORKS INC COM 070830104   4,090,888 111,834 SH   SOLE   111,834 0 0
BEST BUY INC COM 086516101   1,559,686 19,927 SH   SOLE   19,927 0 0
BJS RESTAURANTS INC COM 09180C106   2,259,953 77,555 SH   SOLE   77,555 0 0
BUCKLE INC COM 118440106   606,730 17,000 SH   SOLE   17,000 0 0
BLOOMIN BRANDS INC COM 094235108   4,084,455 159,238 SH   SOLE   159,238 0 0
BURLINGTON STORES INC COM 122017106   2,491,085 12,326 SH   SOLE   12,326 0 0
CHEWY INC CL A 16679L109   2,061,357 55,146 SH   SOLE   55,146 0 0
KRISPY KREME INC COM 50101L106   1,456,164 93,644 SH   SOLE   93,644 0 0
DOMINOS PIZZA INC COM 25754A201   1,577,438 4,782 SH   SOLE   4,782 0 0
DARDEN RESTAURANTS INC COM 237194105   1,559,823 10,053 SH   SOLE   10,053 0 0
DESTINATION XL GROUP INC COM 25065K104   5,855,235 1,062,656 SH   SOLE   1,062,656 0 0
BRINKER INTL INC COM 109641100   29,886,962 786,499 SH   SOLE   786,499 0 0
GEN DIGITAL INC COM 668771108   665,585 38,787 SH   SOLE   38,787 0 0
GOPRO INC CL A 38268T103   1,153,701 229,364 SH   SOLE   229,364 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   23,766,267 2,395,793 SH   SOLE   2,395,793 0 0
HAVERTY FURNITURE COS INC COM 419596101   991,444 31,070 SH   SOLE   31,070 0 0
JACK IN THE BOX INC COM 466367109   4,696,926 53,624 SH   SOLE   53,624 0 0
J JILL INC COM 46620W201   208,945 8,024 SH   SOLE   8,024 0 0
JOANN INC COM 47768J101   25,741 16,189 SH   SOLE   16,189 0 0
NORDSTROM INC COM 655664100   676,978 41,609 SH   SOLE   41,609 0 0
KURA SUSHI USA INC CL A COM 501270102   1,323,318 20,099 SH   SOLE   20,099 0 0
LANDS END INC NEW COM 51509F105   264,646 27,227 SH   SOLE   27,227 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   2,694,576 147,810 SH   SOLE   147,810 0 0
LL FLOORING HOLDINGS INC COM 55003T107   433,375 114,046 SH   SOLE   114,046 0 0
LOWES COS INC COM 548661107   1,318,802 6,595 SH   SOLE   6,595 0 0
LYFT INC CL A COM 55087P104   974,509 105,125 SH   SOLE   105,125 0 0
LEGALZOOM COM INC COM 52466B103   1,917,169 204,389 SH   SOLE   204,389 0 0
LA Z BOY INC COM 505336107   1,714,470 58,957 SH   SOLE   58,957 0 0
MCDONALDS CORP COM 580135101   1,033,718 3,697 SH   SOLE   3,697 0 0
MATCH GROUP INC NEW COM 57667L107   914,949 23,833 SH   SOLE   23,833 0 0
OVERSTOCK COM INC DEL COM 690370101   6,938,421 342,300 SH   SOLE   342,300 0 0
OXFORD INDS INC COM 691497309   12,826,123 121,471 SH Call SOLE   121,471 0 0
PETMED EXPRESS INC COM 716382106   1,587,671 97,763 SH   SOLE   97,763 0 0
CHILDRENS PL INC NEW COM 168905107   6,489,467 161,229 SH   SOLE   161,229 0 0
PORTILLOS INC COM CL A 73642K106   1,732,231 81,059 SH   SOLE   81,059 0 0
PAYPAL HLDGS INC COM 70450Y103   1,562,238 20,572 SH   SOLE   20,572 0 0
PAPA JOHNS INTL INC COM 698813102   3,348,772 44,692 SH   SOLE   44,692 0 0
THE REALREAL INC COM 88339P101   405,119 321,523 SH   SOLE   321,523 0 0
RENT THE RUNWAY INC COM CL A 76010Y103   723,943 254,015 SH   SOLE   254,015 0 0
ROLLINS INC COM 775711104   1,464,346 39,018 SH   SOLE   39,018 0 0
ROVER GROUP INC COM CL A 77936F103   183,057 40,410 SH   SOLE   40,410 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101   966,629 67,502 SH   SOLE   67,502 0 0
REVOLVE GROUP INC CL A 76156B107   913,636 34,739 SH   SOLE   34,739 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   24,822,025 1,593,198 SH   SOLE   1,593,198 0 0
STARBUCKS CORP COM 855244109   7,633,354 73,306 SH   SOLE   73,306 0 0
STITCH FIX INC COM CL A 860897107   2,390,765 467,860 SH   SOLE   467,860 0 0
SHERWIN WILLIAMS CO COM 824348106   1,317,602 5,862 SH   SOLE   5,862 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   1,086,748 7,940 SH   SOLE   7,940 0 0
THREDUP INC CL A 88556E102   1,134,867 448,564 SH   SOLE   448,564 0 0
TEXAS ROADHOUSE INC COM 882681109   2,754,557 25,491 SH   SOLE   25,491 0 0
ULTA BEAUTY INC COM 90384S303   477,461 875 SH   SOLE   875 0 0
URBAN OUTFITTERS INC COM 917047102   2,315,757 83,541 SH   SOLE   83,541 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   923,443 23,745 SH   SOLE   23,745 0 0
WINGSTOP INC COM 974155103   2,325,591 12,668 SH   SOLE   12,668 0 0
WIX COM LTD SHS M98068105   3,992,000 40,000 SH   SOLE   40,000 0 0
WALMART INC COM 931142103   2,101,163 14,250 SH   SOLE   14,250 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105   2,976,957 330,773 SH   SOLE   330,773 0 0
WILLIAMS SONOMA INC COM 969904101   2,868,135 23,575 SH   SOLE   23,575 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   1,130,174 37,189 SH   SOLE   37,189 0 0