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   15,951,993 295,134 SH   SOLE   295,134 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,523,154 48,487 SH   SOLE   48,487 0 0
AMAZON COM INC COM 023135106   15,718,287 120,576 SH   SOLE   120,576 0 0
BOYD GAMING CORP COM 103304101   21,860,013 315,122 SH   SOLE   315,122 0 0
CLEAR SECURE INC COM CL A 18467V109   5,900,912 254,679 SH   SOLE   254,679 0 0
CROCS INC COM 227046109   17,855,472 158,800 SH   SOLE   158,800 0 0
DECKERS OUTDOOR CORP COM 243537107   15,549,613 29,469 SH   SOLE   29,469 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   6,173,608 258,094 SH   SOLE   258,094 0 0
FIVE9 INC COM 338307101   11,565,179 140,269 SH   SOLE   140,269 0 0
GODADDY INC CL A 380237107   13,306,199 177,109 SH   SOLE   177,109 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   3,691,707 346,314 SH   SOLE   346,314 0 0
LAS VEGAS SANDS CORP COM 517834107   10,674,030 184,035 SH   SOLE   184,035 0 0
LULULEMON ATHLETICA INC COM 550021109   12,356,890 32,647 SH   SOLE   32,647 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,668,345 37,986 SH   SOLE   37,986 0 0
NETFLIX INC COM 64110L106   11,351,427 25,770 SH   SOLE   25,770 0 0
ORACLE CORP COM 68389X105   12,217,443 102,590 SH   SOLE   102,590 0 0
SALESFORCE INC COM 79466L302   11,875,136 56,211 SH   SOLE   56,211 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   13,865,740 86,364 SH   SOLE   86,364 0 0
SPROUT SOCIAL INC COM CL A 85209W109   5,607,609 121,482 SH   SOLE   121,482 0 0
T-MOBILE US INC COM 872590104   9,625,076 69,295 SH   SOLE   69,295 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   17,248,717 868,953 SH   SOLE   868,953 0 0
TYLER TECHNOLOGIES INC COM 902252105   16,116,556 38,698 SH   SOLE   38,698 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   26,705,924 1,078,156 SH   SOLE   1,078,156 0 0