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   18,541,962 284,168 SH   SOLE   284,168 0 0
AVIS BUDGET GROUP COM 053774105   868,418 4,458 SH   SOLE   4,458 0 0
BLOCK INC CL A 852234103   5,732,412 83,502 SH   SOLE   83,502 0 0
BOOT BARN HLDGS INC COM 099406100   8,349,238 108,941 SH   SOLE   108,941 0 0
CERIDIAN HCM HLDG INC COM 15677J108   2,217,541 30,286 SH   SOLE   30,286 0 0
CHEESECAKE FACTORY INC COM 163072101   1,806,232 51,533 SH   SOLE   51,533 0 0
COTY INC COM CL A 222070203   4,302,887 356,790 SH   SOLE   356,790 0 0
DECKERS OUTDOOR CORP COM 243537107   9,228,812 20,529 SH   SOLE   20,529 0 0
DICKS SPORTING GOODS INC COM 253393102   13,762,479 96,994 SH   SOLE   96,994 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   4,216,960 139,866 SH   SOLE   139,866 0 0
FERGUSON PLC NEW SHS G3421J106   10,084,215 75,396 SH   SOLE   75,396 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   1,313,103 13,369 SH   SOLE   13,369 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   1,429,091 62,762 SH   SOLE   62,762 0 0
HASHICORP INC COM CL A 418100103   8,682,318 296,426 SH   SOLE   296,426 0 0
LOWES COS INC COM 548661107   2,912,563 14,565 SH   SOLE   14,565 0 0
NETFLIX INC COM 64110L106   2,755,548 7,976 SH   SOLE   7,976 0 0
RALPH LAUREN CORP CL A 751212101   4,635,416 39,731 SH   SOLE   39,731 0 0
REMITLY GLOBAL INC COM 75960P104   7,467,085 440,536 SH   SOLE   440,536 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   1,504,567 32,454 SH   SOLE   32,454 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   8,711,804 133,412 SH   SOLE   133,412 0 0
SHYFT GROUP INC COM 825698103   11,874,431 521,953 SH   SOLE   521,953 0 0
SPLUNK INC COM 848637104   3,419,752 35,667 SH   SOLE   35,667 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   892,841 7,484 SH   SOLE   7,484 0 0
TEMPUR SEALY INTL INC COM 88023U101   4,908,094 124,287 SH   SOLE   124,287 0 0
TEXAS ROADHOUSE INC COM 882681109   2,437,185 22,554 SH   SOLE   22,554 0 0
TRACTOR SUPPLY CO COM 892356106   5,661,644 24,088 SH   SOLE   24,088 0 0
URBAN OUTFITTERS INC COM 917047102   3,437,557 124,010 SH   SOLE   124,010 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   3,884,596 257,258 SH   SOLE   257,258 0 0
WILLIAMS SONOMA INC COM 969904101   15,175,747 124,739 SH   SOLE   124,739 0 0
WORKDAY INC CL A 98138H101   4,467,047 21,628 SH   SOLE   21,628 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   16,085,853 176,264 SH   SOLE   176,264 0 0
ZILLOW GROUP INC CL A 98954M101   9,586,119 219,362 SH   SOLE   219,362 0 0