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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106 11,973 78,000 SH   SOLE   78,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 10,693 722,000 SH   SOLE   722,000 0 0
AVALARA INC COM 05338G106 23,431 184,000 SH   SOLE   184,000 0 0
CAVCO INDS INC DEL COM 149568107 48,140 266,986 SH   SOLE   266,986 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 11,307 130,000 SH   SOLE   130,000 0 0
ELASTIC N V ORD SHS N14506104 15,245 141,299 SH   SOLE   141,299 0 0
FAIR ISAAC CORP COM 303250104 80,457 189,141 SH   SOLE   189,141 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 46,974 628,000 SH   SOLE   628,000 0 0
INGEVITY CORP COM 45688C107 54,253 1,097,348 SH   SOLE   1,097,348 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 32,737 71,000 SH   SOLE   71,000 0 0
PLANET FITNESS INC CL A 72703H101 94,094 1,527,000 SH   SOLE   1,527,000 0 0
PURPLE INNOVATION INC COM 74640Y106 12,181 490,000 SH   SOLE   490,000 0 0
TJX COS INC NEW COM 872540109 81,287 1,460,675 SH   SOLE   1,460,675 0 0
TREX CO INC COM 89531P105 95,085 1,328,000 SH   SOLE   1,328,000 0 0
VERTEX INC CL A 92538J106 1,380 60,000 SH   SOLE   60,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 67,656 4,056,100 SH   SOLE   4,056,100 0 0