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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBERTSONS COS INC COMMON STOCK 013091103 1,801 54,154 SH   SOLE   54,154 0 0
ABERCROMBIE & FITCH CO CL A 002896207 35,559 1,111,557 SH   SOLE   1,111,557 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 8,382 212,741 SH   SOLE   212,741 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104 5,795 316,988 SH   SOLE   316,988 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 4,194 62,038 SH   SOLE   62,038 0 0
BLOOMIN BRANDS INC COM 094235108 3,005 136,961 SH   SOLE   136,961 0 0
BOOT BARN HLDGS INC COM 099406100 7,579 79,960 SH   SOLE   79,960 0 0
BASSETT FURNITURE INDS INC COM 070203104 872 52,685 SH   SOLE   52,685 0 0
CHEESECAKE FACTORY INC COM 163072101 2,576 64,751 SH   SOLE   64,751 0 0
AVIS BUDGET GROUP COM 053774105 680 2,581 SH   SOLE   2,581 0 0
CHICOS FAS INC COM 168615102 1,430 297,845 SH   SOLE   297,845 0 0
CROCS INC COM 227046109 28,598 374,322 SH   SOLE   374,322 0 0
DILLARDS INC CL A 254067101 11,523 42,935 SH   SOLE   42,935 0 0
DINE BRANDS GLOBAL INC COM 254423106 2,010 25,783 SH   SOLE   25,783 0 0
DICKS SPORTING GOODS INC COM 253393102 2,067 20,670 SH   SOLE   20,670 0 0
DOLLAR TREE INC COM 256746108 2,026 12,653 SH   SOLE   12,653 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 1,754 66,761 SH   SOLE   66,761 0 0
EVENTBRITE INC COM CL A 29975E109 1,849 125,191 SH   SOLE   125,191 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 1,186 45,494 SH   SOLE   45,494 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 1,140 38,565 SH   SOLE   38,565 0 0
KURA SUSHI USA INC CL A COM 501270102 639 11,585 SH   SOLE   11,585 0 0
LYFT INC CL A COM 55087P104 1,975 51,421 SH   SOLE   51,421 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,036 2,973 SH   SOLE   2,973 0 0
OXFORD INDS INC COM 691497309 413 4,559 SH   SOLE   4,559 0 0
POOL CORP COM 73278L105 2,903 6,866 SH   SOLE   6,866 0 0
PORTILLOS INC COM CL A 73642K106 2,676 108,976 SH   SOLE   108,976 0 0
RH COM 74967X103 3,424 10,500 SH   SOLE   10,500 0 0
RALPH LAUREN CORP CL A 751212101 2,162 19,058 SH   SOLE   19,058 0 0
ROVER GROUP INC COM CL A 77936F103 517 89,537 SH   SOLE   89,537 0 0
REVOLVE GROUP INC CL A 76156B107 3,620 67,419 SH   SOLE   67,419 0 0
STARBUCKS CORP COM 855244109 3,870 42,541 SH   SOLE   42,541 0 0
SEAWORLD ENTMT INC COM 81282V100 1,738 23,343 SH   SOLE   23,343 0 0
SIGNET JEWELERS LIMITED SHS G81276100 28,751 395,479 SH   SOLE   395,479 0 0
CONTAINER STORE GROUP INC COM 210751103 2,230 272,952 SH   SOLE   272,952 0 0
TILLYS INC CL A 886885102 6,511 695,671 SH   SOLE   695,671 0 0
TAPESTRY INC COM 876030107 2,883 77,611 SH   SOLE   77,611 0 0
TRACTOR SUPPLY CO COM 892356106 3,393 14,538 SH   SOLE   14,538 0 0
TEXAS ROADHOUSE INC COM 882681109 2,314 27,633 SH   SOLE   27,633 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,035 57,048 SH   SOLE   57,048 0 0
ULTA BEAUTY INC COM 90384S303 3,849 9,666 SH   SOLE   9,666 0 0