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   11,131,760 205,953 SH   SOLE   205,953 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,008,820 86,800 SH Call SOLE   86,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109   1,298,136 15,399 SH   SOLE   15,399 0 0
ARHAUS INC COM CL A 04035M102   1,638,595 157,104 SH   SOLE   157,104 0 0
AT&T INC COM 00206R102   2,097,888 131,529 SH   SOLE   131,529 0 0
AUTONATION INC COM 05329W102   2,333,676 14,177 SH   SOLE   14,177 0 0
AVIS BUDGET GROUP COM 053774105   1,825,015 7,981 SH   SOLE   7,981 0 0
BLOCK INC CL A 852234103   3,139,441 47,160 SH   SOLE   47,160 0 0
BOOT BARN HLDGS INC COM 099406100   9,636,875 113,790 SH   SOLE   113,790 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   3,197,768 23,513 SH   SOLE   23,513 0 0
CERIDIAN HCM HLDG INC COM 15677J108   1,510,843 22,560 SH   SOLE   22,560 0 0
CHEESECAKE FACTORY INC COM 163072101   1,146,431 33,153 SH   SOLE   33,153 0 0
DECKERS OUTDOOR CORP COM 243537107   6,965,640 13,201 SH   SOLE   13,201 0 0
DICKS SPORTING GOODS INC COM 253393102   9,428,452 71,325 SH   SOLE   71,325 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   1,955,068 50,233 SH   SOLE   50,233 0 0
ELECTRONIC ARTS INC COM 285512109   1,612,171 12,430 SH   SOLE   12,430 0 0
FERGUSON PLC NEW SHS G3421J106   6,661,921 42,349 SH   SOLE   42,349 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   3,220,265 30,976 SH   SOLE   30,976 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   1,442,885 77,408 SH   SOLE   77,408 0 0
HASHICORP INC COM CL A 418100103   5,873,692 224,358 SH   SOLE   224,358 0 0
LEGALZOOM COM INC COM 52466B103   7,254,016 600,498 SH   SOLE   600,498 0 0
LOWES COS INC COM 548661107   4,338,857 19,224 SH   SOLE   19,224 0 0
META PLATFORMS INC CL A 30303M102   7,596,648 26,471 SH   SOLE   26,471 0 0
NETFLIX INC COM 64110L106   4,311,076 9,787 SH   SOLE   9,787 0 0
PINTEREST INC CL A 72352L106   2,934,238 107,324 SH   SOLE   107,324 0 0
RALPH LAUREN CORP CL A 751212101   4,452,733 36,113 SH   SOLE   36,113 0 0
REMITLY GLOBAL INC COM 75960P104   5,395,826 286,707 SH   SOLE   286,707 0 0
RH COM 74967X103   2,469,618 7,493 SH   SOLE   7,493 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   4,731,789 45,612 SH   SOLE   45,612 0 0
SHERWIN WILLIAMS CO COM 824348106   1,812,440 6,826 SH   SOLE   6,826 0 0
SHYFT GROUP INC COM 825698103   11,307,515 512,580 SH   SOLE   512,580 0 0
SPLUNK INC COM 848637104   3,782,745 35,656 SH   SOLE   35,656 0 0
TAPESTRY INC COM 876030107   2,672,432 62,440 SH   SOLE   62,440 0 0
TEMPUR SEALY INTL INC COM 88023U101   4,937,746 123,228 SH   SOLE   123,228 0 0
TEXAS ROADHOUSE INC COM 882681109   2,976,543 26,510 SH   SOLE   26,510 0 0
TOPBUILD CORP COM 89055F103   4,611,457 17,335 SH   SOLE   17,335 0 0
TREX CO INC COM 89531P105   2,466,498 37,622 SH   SOLE   37,622 0 0
WILLIAMS SONOMA INC COM 969904101   12,087,147 96,589 SH   SOLE   96,589 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   6,353,088 58,570 SH   SOLE   58,570 0 0
YETI HLDGS INC COM 98585X104   1,820,586 46,874 SH   SOLE   46,874 0 0
ZILLOW GROUP INC CL A 98954M101   8,192,095 166,506 SH   SOLE   166,506 0 0