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   942,000 25,000 SH   SOLE   25,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   9,458,750 175,000 SH   SOLE   175,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,197,000 10,000 SH   SOLE   10,000 0 0
AMAZON COM INC COM 023135106   3,910,800 30,000 SH   SOLE   30,000 0 0
APTIV PLC SHS G6095L109   3,515,367 34,434 SH   SOLE   34,434 0 0
AUTOLIV INC COM 052800109   4,396,568 51,700 SH   SOLE   51,700 0 0
AUTOZONE INC COM 053332102   12,466,800 5,000 SH   SOLE   5,000 0 0
AVIS BUDGET GROUP COM 053774105   15,438,198 67,513 SH   SOLE   67,513 0 0
BOOKING HOLDINGS INC COM 09857L108   17,552,145 6,500 SH   SOLE   6,500 0 0
BOOT BARN HLDGS INC COM 099406100   6,775,200 80,000 SH   SOLE   80,000 0 0
BOYD GAMING CORP COM 103304101   34,685,000 500,000 SH   SOLE   500,000 0 0
BRUNSWICK CORP COM 117043109   10,136,447 116,995 SH   SOLE   116,995 0 0
BURLINGTON STORES INC COM 122017106   11,017,300 70,000 SH   SOLE   70,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   11,723,100 230,000 SH   SOLE   230,000 0 0
CARLISLE COS INC COM 142339100   11,979,951 46,700 SH   SOLE   46,700 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   6,417,000 3,000 SH   SOLE   3,000 0 0
CHURCHILL DOWNS INC COM 171484108   9,229,754 66,320 SH   SOLE   66,320 0 0
COPA HOLDINGS SA CL A P31076105   21,010,200 190,000 SH   SOLE   190,000 0 0
CROCS INC COM 227046109   24,882,972 221,300 SH   SOLE   221,300 0 0
CSX CORP COM 126408103   1,705,000 50,000 SH   SOLE   50,000 0 0
DECKERS OUTDOOR CORP COM 243537107   15,302,668 29,001 SH   SOLE   29,001 0 0
DICKS SPORTING GOODS INC COM 253393102   15,201,850 115,000 SH   SOLE   115,000 0 0
DISNEY WALT CO COM 254687106   2,232,000 25,000 SH   SOLE   25,000 0 0
DOMINOS PIZZA INC COM 25754A201   11,794,650 35,000 SH   SOLE   35,000 0 0
DYCOM INDS INC COM 267475101   4,067,193 35,787 SH   SOLE   35,787 0 0
E L F BEAUTY INC COM 26856L103   9,629,589 84,300 SH   SOLE   84,300 0 0
ENERSYS COM 29275Y102   51,294,908 472,677 SH   SOLE   472,677 0 0
FEDEX CORP COM 31428X106   12,395,000 50,000 SH   SOLE   50,000 0 0
FIVE BELOW INC COM 33829M101   6,132,048 31,200 SH   SOLE   31,200 0 0
FLOWSERVE CORP COM 34354P105   15,548,575 418,535 SH   SOLE   418,535 0 0
GLOBANT S A COM L44385109   3,594,400 20,000 SH   SOLE   20,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   12,130,700 47,000 SH   SOLE   47,000 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   5,517,000 300,000 SH   SOLE   300,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   37,843,000 260,000 SH   SOLE   260,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   22,559,246 331,072 SH   SOLE   331,072 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   3,333,600 60,000 SH   SOLE   60,000 0 0
LAS VEGAS SANDS CORP COM 517834107   6,670,000 115,000 SH   SOLE   115,000 0 0
LAUDER ESTEE COS INC CL A 518439104   1,571,040 8,000 SH   SOLE   8,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   4,838,820 246,000 SH   SOLE   246,000 0 0
LULULEMON ATHLETICA INC COM 550021109   6,434,500 17,000 SH   SOLE   17,000 0 0
MACYS INC COM 55616P104   6,259,500 390,000 SH   SOLE   390,000 0 0
MALIBU BOATS INC COM CL A 56117J100   3,130,274 53,363 SH   SOLE   53,363 0 0
MARINEMAX INC COM 567908108   911,662 26,688 SH   SOLE   26,688 0 0
MARRIOTT INTL INC NEW CL A 571903202   7,347,600 40,000 SH   SOLE   40,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   69,254,885 150,003 SH   SOLE   150,003 0 0
MASTEC INC COM 576323109   19,092,147 161,839 SH   SOLE   161,839 0 0
MCDONALDS CORP COM 580135101   22,380,750 75,000 SH   SOLE   75,000 0 0
META PLATFORMS INC CL A 30303M102   35,872,500 125,000 SH   SOLE   125,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   16,470,000 375,000 SH   SOLE   375,000 0 0
MICROSOFT CORP COM 594918104   49,378,300 145,000 SH   SOLE   145,000 0 0
MONARCH CASINO & RESORT INC COM 609027107   301,949 4,286 SH   SOLE   4,286 0 0
NETFLIX INC COM 64110L106   13,214,700 30,000 SH   SOLE   30,000 0 0
NIKE INC CL B 654106103   6,622,200 60,000 SH   SOLE   60,000 0 0
NVIDIA CORPORATION COM 67066G104   15,361,548 36,314 SH   SOLE   36,314 0 0
O-I GLASS INC COM 67098H104   4,865,885 228,124 SH   SOLE   228,124 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   13,939,575 37,700 SH   SOLE   37,700 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   26,054,597 449,760 SH   SOLE   449,760 0 0
ON HLDG AG NAMEN AKT A H5919C104   5,115,000 155,000 SH   SOLE   155,000 0 0
ONEWATER MARINE INC CL A COM 68280L101   2,560,682 70,659 SH   SOLE   70,659 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   3,169,469 19,021 SH   SOLE   19,021 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   5,421,600 90,000 SH   SOLE   90,000 0 0
PLANET FITNESS INC CL A 72703H101   5,732,400 85,000 SH   SOLE   85,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   4,494,892 552,198 SH   SOLE   552,198 0 0
PVH CORPORATION COM 693656100   35,814,855 421,500 SH   SOLE   421,500 0 0
RED ROCK RESORTS INC CL A 75700L108   9,045,381 193,360 SH   SOLE   193,360 0 0
ROSS STORES INC COM 778296103   5,606,500 50,000 SH   SOLE   50,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   20,748,000 200,000 SH   SOLE   200,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   29,862,000 270,000 SH   SOLE   270,000 0 0
SAIA INC COM 78709Y105   24,003,968 70,103 SH   SOLE   70,103 0 0
SNOWFLAKE INC CL A 833445109   4,288,457 24,369 SH   SOLE   24,369 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   15,717,845 97,900 SH   SOLE   97,900 0 0
TAPESTRY INC COM 876030107   26,857,000 627,500 SH   SOLE   627,500 0 0
TEMPUR SEALY INTL INC COM 88023U101   400,700 10,000 SH   SOLE   10,000 0 0
THE TRADE DESK INC COM CL A 88339J105   11,716,591 151,730 SH   SOLE   151,730 0 0
THOR INDS INC COM 885160101   2,070,000 20,000 SH   SOLE   20,000 0 0
TJX COS INC NEW COM 872540109   15,262,200 180,000 SH   SOLE   180,000 0 0
UNITED RENTALS INC COM 911363109   23,649,147 53,100 SH   SOLE   53,100 0 0
URBAN OUTFITTERS INC COM 917047102   1,361,643 41,100 SH   SOLE   41,100 0 0
VULCAN MATLS CO COM 929160109   18,035,200 80,000 SH   SOLE   80,000 0 0
WALMART INC COM 931142103   55,013,000 350,000 SH   SOLE   350,000 0 0
WINNEBAGO INDS INC COM 974637100   6,114,339 91,683 SH   SOLE   91,683 0 0
WYNN RESORTS LTD COM 983134107   9,504,900 90,000 SH   SOLE   90,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   6,282,500 125,000 SH   SOLE   125,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   7,280,000 50,000 SH   SOLE   50,000 0 0