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
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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
ABERCROMBIE & FITCH CO CL A 002896207   4,162,500 150,000 SH   SOLE   150,000 0 0
ACADEMY SPORTS AND OUTDOORS IN COM 00402L107   19,234,069 294,775 SH   SOLE   294,775 0 0
AIRBNB INC COM CL A 009066101   3,732,000 30,000 SH   SOLE   30,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,742,450 65,000 SH   SOLE   65,000 0 0
AMAZON COM INC COM 023135106   8,779,650 85,000 SH   SOLE   85,000 0 0
APTIV PLC SHS G6095L109   9,053,733 80,700 SH   SOLE   80,700 0 0
AUTOZONE INC COM 053332102   22,123,350 9,000 SH   SOLE   9,000 0 0
BOEING CO COM 097023105   12,963,328 61,024 SH   SOLE   61,024 0 0
BOOKING HOLDINGS INC COM 09857L108   7,957,230 3,000 SH   SOLE   3,000 0 0
BOOT BARN HLDGS INC COM 099406100   10,292,752 134,300 SH   SOLE   134,300 0 0
BOYD GAMING CORP COM 103304101   31,386,740 489,500 SH   SOLE   489,500 0 0
BRUNSWICK CORP COM 117043109   16,563,590 201,995 SH   SOLE   201,995 0 0
BURLINGTON STORES INC COM 122017106   16,147,790 79,900 SH   SOLE   79,900 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   18,791,850 385,000 SH   SOLE   385,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,813,185 59,855 SH   SOLE   59,855 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   6,833,160 4,000 SH   SOLE   4,000 0 0
CHURCHILL DOWNS INC COM 171484108   8,523,778 33,160 SH   SOLE   33,160 0 0
COPA HOLDINGS SA CL A P31076105   14,605,799 158,157 SH   SOLE   158,157 0 0
COSTCO WHSL CORP NEW COM 22160K105   7,453,050 15,000 SH   SOLE   15,000 0 0
CROCS INC COM 227046109   21,937,340 173,500 SH   SOLE   173,500 0 0
CSX CORP COM 126408103   4,491,000 150,000 SH   SOLE   150,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   1,269,255 34,500 SH   SOLE   34,500 0 0
DECKERS OUTDOOR CORP COM 243537107   17,982,000 40,000 SH   SOLE   40,000 0 0
DICKS SPORTING GOODS INC COM 253393102   12,060,650 85,000 SH   SOLE   85,000 0 0
DISNEY WALT CO COM 254687106   8,010,400 80,000 SH   SOLE   80,000 0 0
DOLLAR TREE INC COM 256746108   5,384,273 37,508 SH   SOLE   37,508 0 0
DOORDASH INC CL A 25809K105   953,400 15,000 SH   SOLE   15,000 0 0
DYCOM INDS INC COM 267475101   8,248,973 88,083 SH   SOLE   88,083 0 0
E L F BEAUTY INC COM 26856L103   2,824,605 34,300 SH   SOLE   34,300 0 0
ENERSYS COM 29275Y102   44,403,499 511,090 SH   SOLE   511,090 0 0
FEDEX CORP COM 31428X106   7,083,190 31,000 SH   SOLE   31,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   34,058,500 35,000 SH   SOLE   35,000 0 0
FIVE BELOW INC COM 33829M101   3,439,699 16,700 SH   SOLE   16,700 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   982,200 10,000 SH   SOLE   10,000 0 0
FOOT LOCKER INC COM 344849104   4,564,350 115,000 SH   SOLE   115,000 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   1,867,500 375,000 SH   SOLE   375,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   12,226,680 54,000 SH   SOLE   54,000 0 0
HARLEY DAVIDSON INC COM 412822108   2,422,486 63,800 SH   SOLE   63,800 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   28,174,000 200,000 SH   SOLE   200,000 0 0
INGERSOLL RAND INC COM 45687V106   4,802,643 82,548 SH   SOLE   82,548 0 0
KIRBY CORP COM 497266106   4,182,000 60,000 SH   SOLE   60,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   9,327,779 164,860 SH   SOLE   164,860 0 0
LAS VEGAS SANDS CORP COM 517834107   7,181,250 125,000 SH   SOLE   125,000 0 0
LAUDER ESTEE COS INC CL A 518439104   12,323,000 50,000 SH   SOLE   50,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   2,058,840 129,000 SH   SOLE   129,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,390,100 48,430 SH   SOLE   48,430 0 0
LULULEMON ATHLETICA INC COM 550021109   9,104,750 25,000 SH   SOLE   25,000 0 0
MACYS INC COM 55616P104   1,049,400 60,000 SH   SOLE   60,000 0 0
MALIBU BOATS INC COM CL A 56117J100   11,197,591 198,363 SH   SOLE   198,363 0 0
MARINEMAX INC COM 567908108   6,472,056 225,115 SH   SOLE   225,115 0 0
MARTIN MARIETTA MATLS INC COM 573284106   42,856,807 120,703 SH   SOLE   120,703 0 0
MCDONALDS CORP COM 580135101   13,980,500 50,000 SH   SOLE   50,000 0 0
MERITAGE HOMES CORP COM 59001A102   4,795,216 41,069 SH   SOLE   41,069 0 0
META PLATFORMS INC CL A 30303M102   23,313,400 110,000 SH   SOLE   110,000 0 0
NETFLIX INC COM 64110L106   20,728,800 60,000 SH   SOLE   60,000 0 0
NIKE INC CL B 654106103   14,716,800 120,000 SH   SOLE   120,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   5,594,250 30,000 SH   SOLE   30,000 0 0
O-I GLASS INC COM 67098H104   3,658,059 161,077 SH   SOLE   161,077 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   8,521,000 25,000 SH   SOLE   25,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   7,292,050 235,000 SH   SOLE   0 0 0
ONEWATER MARINE INC CL A COM 68280L101   4,738,649 169,419 SH   SOLE   169,419 0 0
PINDUODUO INC SPONSORED ADS 722304102   759,000 10,000 SH   SOLE   0 0 0
PENN ENTERTAINMENT INC COM 707569109   741,500 25,000 SH   SOLE   25,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   4,115,468 29,021 SH   SOLE   29,021 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   6,335,700 105,000 SH   SOLE   105,000 0 0
PLANET FITNESS INC CL A 72703H101   5,436,900 70,000 SH   SOLE   70,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   3,477,101 362,198 SH   SOLE   362,198 0 0
PVH CORPORATION COM 693656100   26,132,618 293,098 SH   SOLE   293,098 0 0
RED ROCK RESORTS INC CL A 75700L108   5,954,285 133,594 SH   SOLE   133,594 0 0
ROSS STORES INC COM 778296103   3,183,900 30,000 SH   SOLE   30,000 0 0
SAIA INC COM 78709Y105   8,842,600 32,500 SH   SOLE   32,500 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   6,931,725 200,745 SH   SOLE   200,745 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,357,700 85,000 SH   SOLE   85,000 0 0
TAPESTRY INC COM 876030107   24,249,375 562,500 SH   SOLE   562,500 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   2,526,000 200,000 SH   SOLE   200,000 0 0
THE TRADE DESK INC COM C LA 88339J105   7,015,127 115,172 SH   SOLE   115,172 0 0
THOR INDS INC COM 885160101   1,592,800 20,000 SH   SOLE   20,000 0 0
TIMKEN CO COM 887389104   12,443,096 152,265 SH   SOLE   152,265 0 0
TJX COS INC NEW COM 872540109   17,239,200 220,000 SH   SOLE   220,000 0 0
TRACTOR SUPPLY CO COM 892356106   10,506,288 44,700 SH   SOLE   44,700 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,170,000 100,000 SH   SOLE   100,000 0 0
ULTA BEAUTY INC COM 90384S303   11,731,905 21,500 SH   SOLE   21,500 0 0
UNITED STATES STL CORP NEW COM 912909108   8,065,709 309,031 SH   SOLE   309,031 0 0
VAIL RESORTS INC COM 91879Q109   8,178,800 35,000 SH   SOLE   35,000 0 0
WALMART INC COM 931142103   22,117,500 150,000 SH   SOLE   150,000 0 0
WINNEBAGO INDS INC COM 974637100   2,693,609 46,683 SH   SOLE   46,683 0 0