The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 12,286 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| CAVCO INDS INC DEL | COM | 149568107 | 57,898 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | 38,884 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 20,604 | 141,000 | SH | SOLE | 141,000 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 84,833 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 38,626 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
| HYDROFARM HLDGS GROUP INC | COM | 44888K209 | 16,989 | 323,100 | SH | SOLE | 323,100 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 100,267 | 1,324,000 | SH | SOLE | 1,324,000 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 35,753 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 118,774 | 1,530,000 | SH | SOLE | 1,530,000 | 0 | 0 | ||
| PURPLE INNOVATION INC | COM | 74640Y106 | 17,656 | 536,000 | SH | SOLE | 536,000 | 0 | 0 | ||
| REPAY HLDGS CORP | COM CL A | 76029L100 | 16,432 | 603,000 | SH | SOLE | 603,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 120,259 | 1,761,000 | SH | SOLE | 1,761,000 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 107,162 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 103,686 | 4,475,000 | SH | SOLE | 4,475,000 | 0 | 0 | ||