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
ABERCROMBIE & FITCH CO CL A 002896207 17,411 375,000 SH   SOLE   375,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 29,321 710,980 SH   SOLE   710,980 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 26,531 90,000 SH   SOLE   90,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 25,643 125,000 SH   SOLE   125,000 0 0
AGCO CORP COM 001084102 53,019 406,649 SH   SOLE   406,649 0 0
AIRBNB INC COM CL A 009066101 3,829 25,000 SH   SOLE   25,000 0 0
ALPHABET INC CAP STK CL A 02079K305 9,767 4,000 SH   SOLE   4,000 0 0
AMAZON COM INC COM 023135106 20,641 6,000 SH   SOLE   6,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 40,653 1,083,204 SH   SOLE   1,083,204 0 0
APPLE INC COM 037833100 50,675 370,000 SH   SOLE   370,000 0 0
AT HOME GROUP INC COM 04650Y100 1,842 50,000 SH   SOLE   50,000 0 0
AUTOZONE INC COM 053332102 8,953 6,000 SH   SOLE   6,000 0 0
AVAYA HLDGS CORP COM 05351X101 6,763 251,412 SH   SOLE   251,412 0 0
AVIS BUDGET GROUP COM 053774105 4,942 63,449 SH   SOLE   63,449 0 0
BALLYS CORPORATION COM 05875B106 3,788 70,000 SH   SOLE   70,000 0 0
BOOKING HOLDINGS INC COM 09857L108 13,129 6,000 SH   SOLE   6,000 0 0
BOOT BARN HLDGS INC COM 099406100 9,246 110,000 SH   SOLE   110,000 0 0
BOYD GAMING CORP COM 103304101 9,838 160,000 SH   SOLE   160,000 0 0
BRINKER INTL INC COM 109641100 5,567 90,000 SH   SOLE   90,000 0 0
BRUNSWICK CORP COM 117043109 66,745 670,000 SH   SOLE   670,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,665 250,000 SH   SOLE   250,000 0 0
BURLINGTON STORES INC COM 122017106 28,979 90,000 SH   SOLE   90,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 61,213 590,000 SH   SOLE   590,000 0 0
CALLAWAY GOLF CO COM 131193104 1,687 50,000 SH   SOLE   50,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 10,866 190,000 SH   SOLE   190,000 0 0
CARMAX INC COM 143130102 4,843 37,500 SH   SOLE   37,500 0 0
CHEESECAKE FACTORY INC COM 163072101 24,728 456,400 SH   SOLE   456,400 0 0
CHILDRENS PL INC NEW COM 168905107 23,099 248,212 SH   SOLE   248,212 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 24,805 16,000 SH   SOLE   16,000 0 0
CHURCHILL DOWNS INC COM 171484108 21,836 110,136 SH   SOLE   110,136 0 0
CIRRUS LOGIC INC COM 172755100 634 7,453 SH   SOLE   7,453 0 0
CITI TRENDS INC COM 17306X102 9,570 110,000 SH   SOLE   110,000 0 0
CNH INDL N V SHS N20944109 10,684 638,996 SH   SOLE   638,996 0 0
COPA HOLDINGS SA CL A P31076105 18,833 250,000 SH   SOLE   250,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 3,685 22,761 SH   SOLE   22,761 0 0
CROCS INC COM 227046109 34,723 298,000 SH   SOLE   298,000 0 0
CUMMINS INC COM 231021106 34,353 140,900 SH   SOLE   140,900 0 0
D R HORTON INC COM 23331A109 11,748 130,000 SH   SOLE   130,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 9,941 152,896 SH   SOLE   152,896 0 0
DECKERS OUTDOOR CORP COM 243537107 16,438 42,800 SH   SOLE   42,800 0 0
DISNEY WALT CO COM 254687106 20,706 117,800 SH   SOLE   117,800 0 0
DOLLAR GEN CORP NEW COM 256677105 6,492 30,000 SH   SOLE   30,000 0 0
DOLLAR TREE INC COM 256746108 4,202 42,235 SH   SOLE   42,235 0 0
E L F BEAUTY INC COM 26856L103 1,357 50,000 SH   SOLE   50,000 0 0
ENERSYS COM 29275Y102 47,338 484,374 SH   SOLE   484,374 0 0
FACEBOOK INC CL A 30303M102 10,431 30,000 SH   SOLE   30,000 0 0
FEDEX CORP COM 31428X106 8,950 30,000 SH   SOLE   30,000 0 0
FIVE BELOW INC COM 33829M101 7,344 38,000 SH   SOLE   38,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,599 119,200 SH   SOLE   119,200 0 0
FORTIVE CORP COM 34959J108 6,974 100,000 SH   SOLE   100,000 0 0
GAP INC COM 364760108 6,225 185,000 SH   SOLE   185,000 0 0
GLOBAL PMTS INC COM 37940X102 28,131 150,000 SH   SOLE   150,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 26,681 1,555,757 SH   SOLE   1,555,757 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 26,517 171,711 SH   SOLE   171,711 0 0
GUESS INC COM 401617105 3,960 150,000 SH   SOLE   150,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 12,665 105,000 SH   SOLE   105,000 0 0
HONEST CO INC COM 438333106 2,645 163,400 SH   SOLE   163,400 0 0
IMAX CORP COM 45245E109 3,763 175,000 SH   SOLE   175,000 0 0
JABIL INC COM 466313103 37,450 644,356 SH   SOLE   644,356 0 0
JACK IN THE BOX INC COM 466367109 5,686 51,023 SH   SOLE   51,023 0 0
JOANN INC COM 47768J101 8,663 550,000 SH   SOLE   550,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,346 29,600 SH   SOLE   29,600 0 0
KOHLS CORP COM 500255104 8,514 154,500 SH   SOLE   154,500 0 0
L BRANDS INC COM 501797104 31,346 435,000 SH   SOLE   435,000 0 0
LAS VEGAS SANDS CORP COM 517834107 7,904 150,000 SH   SOLE   150,000 0 0
LENNAR CORP CL A 526057104 25,831 260,000 SH   SOLE   260,000 0 0
LESLIES INC COM 527064109 3,752 136,500 SH   SOLE   136,500 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 6,930 250,000 SH   SOLE   250,000 0 0
LITHIA MTRS INC COM 536797103 2,199 6,398 SH   SOLE   6,398 0 0
LIVEPERSON INC COM 538146101 8,392 132,696 SH   SOLE   132,696 0 0
MADDEN STEVEN LTD COM 556269108 8,752 200,000 SH   SOLE   200,000 0 0
MALIBU BOATS INC COM CL A 56117J100 12,525 170,800 SH   SOLE   170,800 0 0
MCDONALDS CORP COM 580135101 21,944 95,000 SH   SOLE   95,000 0 0
MERITAGE HOMES CORP COM 59001A102 27,283 290,000 SH   SOLE   290,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,398 150,000 SH   SOLE   150,000 0 0
MIDDLEBY CORP COM 596278101 44,462 256,621 SH   SOLE   256,621 0 0
MISTER CAR WASH INC COM 60646V105 2,691 125,000 SH   SOLE   125,000 0 0
NIKE INC CL B 654106103 1,545 10,000 SH   SOLE   10,000 0 0
NORDSTROM INC COM 655664100 8,411 230,000 SH   SOLE   230,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,412 150,000 SH   SOLE   150,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 15,228 60,000 SH   SOLE   60,000 0 0
OVERSTOCK COM INC DEL COM 690370101 1,383 15,000 SH   SOLE   15,000 0 0
PALO ALTO NETWORKS INC COM 697435105 11,132 30,000 SH   SOLE   30,000 0 0
PARKER-HANNIFIN CORP COM 701094104 63,374 206,357 SH   SOLE   206,357 0 0
PENN NATL GAMING INC COM 707569109 13,003 170,000 SH   SOLE   170,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 11,298 233,000 SH   SOLE   233,000 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 5,413 241,564 SH   SOLE   241,564 0 0
PLANET FITNESS INC CL A 72703H101 435 5,786 SH   SOLE   5,786 0 0
POLARIS INC COM 731068102 13,696 100,000 SH   SOLE   100,000 0 0
POSHMARK INC COM CL A 73739W104 955 20,000 SH   SOLE   20,000 0 0
PVH CORPORATION COM 693656100 5,380 50,000 SH   SOLE   50,000 0 0
RED ROCK RESORTS INC CL A 75700L108 17,383 409,015 SH   SOLE   409,015 0 0
RH COM 74967X103 13,580 20,000 SH   SOLE   20,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 52,424 183,287 SH   SOLE   183,287 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 15,350 180,000 SH   SOLE   180,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 1,180 14,600 SH   SOLE   14,600 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 27,246 98,863 SH   SOLE   98,863 0 0
STARBUCKS CORP COM 855244109 8,945 80,000 SH   SOLE   80,000 0 0
SYNNEX CORP COM 87162W100 5,771 47,400 SH   SOLE   47,400 0 0
TAPESTRY INC COM 876030107 36,958 850,000 SH   SOLE   850,000 0 0
TARGET CORP COM 87612E106 18,131 75,000 SH   SOLE   75,000 0 0
TELOS CORP MD COM 87969B101 17,707 520,637 SH   SOLE   520,637 0 0
TEMPUR SEALY INTL INC COM 88023U101 43,697 1,115,000 SH   SOLE   1,115,000 0 0
THE REALREAL INC COM 88339P101 10,248 518,600 SH   SOLE   518,600 0 0
THOR INDS INC COM 885160101 15,820 140,000 SH   SOLE   140,000 0 0
TRACTOR SUPPLY CO COM 892356106 4,652 25,000 SH   SOLE   25,000 0 0
UFP INDUSTRIES INC COM 90278Q108 4,338 58,356 SH   SOLE   58,356 0 0
UNITED PARCEL SERVICE INC CL B 911312106 31,196 150,000 SH   SOLE   150,000 0 0
UNITED RENTALS INC COM 911363109 25,521 80,000 SH   SOLE   80,000 0 0
V F CORP COM 918204108 6,358 77,500 SH   SOLE   77,500 0 0
WERNER ENTERPRISES INC COM 950755108 8,904 200,000 SH   SOLE   200,000 0 0
WINNEBAGO INDS INC COM 974637100 22,259 327,524 SH   SOLE   327,524 0 0
WYNN RESORTS LTD COM 983134107 17,734 145,000 SH   SOLE   145,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 7,333 60,000 SH   SOLE   60,000 0 0