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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   10,532,851 200,473 SH   SOLE   200,473 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,236,746 9,618 SH   SOLE   9,618 0 0
ARHAUS INC COM CL A 04035M102   2,370,118 243,089 SH   SOLE   243,089 0 0
BLOCK INC CL A 852234103   2,858,215 45,484 SH   SOLE   45,484 0 0
BLOOMIN BRANDS INC COM 094235108   2,070,911 102,928 SH   SOLE   102,928 0 0
BOOT BARN HLDGS INC COM 099406100   2,983,704 47,724 SH   SOLE   47,724 0 0
CERIDIAN HCM HLDG INC COM 15677J108   3,390,520 52,853 SH   SOLE   52,853 0 0
CHEESECAKE FACTORY INC COM 163072101   3,129,587 98,694 SH   SOLE   98,694 0 0
COTY INC COM CL A 222070203   2,260,439 264,070 SH   SOLE   264,070 0 0
DECKERS OUTDOOR CORP COM 243537107   10,563,769 26,465 SH   SOLE   26,465 0 0
DICKS SPORTING GOODS INC COM 253393102   14,252,922 118,488 SH   SOLE   118,488 0 0
DISH NETWORK CORPORATION CL A 25470M109   796,419 56,725 SH   SOLE   56,725 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   2,296,138 104,560 SH   SOLE   104,560 0 0
FERGUSON PLC NEW SHS G3421J106   7,578,966 59,691 SH   SOLE   59,691 0 0
GITLAB INC CLASS A COM 37637K108   2,704,998 59,529 SH   SOLE   59,529 0 0
HASHICORP INC COM CL A 418100103   10,148,553 371,198 SH   SOLE   371,198 0 0
HIBBETT INC COM 428567101   1,513,461 22,185 SH   SOLE   22,185 0 0
LULULEMON ATHLETICA INC COM 550021109   3,511,365 10,960 SH   SOLE   10,960 0 0
MONGODB INC CL A 60937P106   3,115,190 15,826 SH   SOLE   15,826 0 0
NETFLIX INC COM 64110L106   4,114,461 13,953 SH   SOLE   13,953 0 0
RALPH LAUREN CORP CL A 751212101   4,892,521 46,300 SH   SOLE   46,300 0 0
REMITLY GLOBAL INC COM 75960P104   2,678,796 233,956 SH   SOLE   233,956 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   5,394,246 109,129 SH   SOLE   109,129 0 0
SHYFT GROUP INC COM 825698103   18,115,010 728,681 SH   SOLE   728,681 0 0
SONOS INC COM 83570H108   1,165,525 68,966 SH   SOLE   68,966 0 0
STARBUCKS CORP COM 855244109   2,706,374 27,282 SH   SOLE   27,282 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,902,936 27,878 SH   SOLE   27,878 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,977,098 86,720 SH   SOLE   86,720 0 0
TEXAS ROADHOUSE INC COM 882681109   1,871,933 20,582 SH   SOLE   20,582 0 0
TRACTOR SUPPLY CO COM 892356106   4,332,022 19,256 SH   SOLE   19,256 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   2,126,099 60,711 SH   SOLE   60,711 0 0
WILLIAMS SONOMA INC COM 969904101   15,442,145 134,373 SH   SOLE   134,373 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   11,879,586 173,374 SH   SOLE   173,374 0 0
ZILLOW GROUP INC CL A 98954M101   5,971,565 191,335 SH   SOLE   191,335 0 0