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 12,606 335,000 SH   SOLE   335,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 48,024 1,200,000 SH   SOLE   1,200,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 31,992 100,000 SH   SOLE   100,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 6,267 30,000 SH   SOLE   30,000 0 0
AGCO CORP COM 001084102 43,764 357,171 SH   SOLE   357,171 0 0
AIRBNB INC COM CL A 009066101 10,065 60,000 SH   SOLE   60,000 0 0
ALPHABET INC CAP STK CL A 02079K305 8,021 3,000 SH   SOLE   3,000 0 0
AMAZON COM INC COM 023135106 16,425 5,000 SH   SOLE   5,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 12,900 500,000 SH   SOLE   500,000 0 0
ARISTA NETWORKS INC COM 040413106 27,494 80,008 SH   SOLE   80,008 0 0
AUTOZONE INC COM 053332102 6,792 4,000 SH   SOLE   4,000 0 0
AVAYA HLDGS CORP COM 05351X101 4,191 211,764 SH   SOLE   211,764 0 0
BALLYS CORPORATION COM 05875B106 3,510 70,000 SH   SOLE   70,000 0 0
BATH & BODY WORKS INC COM 070830104 28,836 457,500 SH   SOLE   457,500 0 0
BOOKING HOLDINGS INC COM 09857L108 14,243 6,000 SH   SOLE   6,000 0 0
BOOT BARN HLDGS INC COM 099406100 12,086 136,000 SH   SOLE   136,000 0 0
BOYD GAMING CORP COM 103304101 19,294 305,000 SH   SOLE   305,000 0 0
BRUNSWICK CORP COM 117043109 65,832 691,000 SH   SOLE   691,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 14,487 280,000 SH   SOLE   280,000 0 0
BURLINGTON STORES INC COM 122017106 28,357 100,000 SH   SOLE   100,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 76,912 685,000 SH   SOLE   685,000 0 0
CALLAWAY GOLF CO COM 131193104 2,210 80,000 SH   SOLE   80,000 0 0
CHEESECAKE FACTORY INC COM 163072101 11,816 251,400 SH   SOLE   251,400 0 0
CHILDRENS PL INC NEW COM 168905107 17,928 238,212 SH   SOLE   238,212 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 27,263 15,000 SH   SOLE   15,000 0 0
CHURCHILL DOWNS INC COM 171484108 30,010 125,000 SH   SOLE   125,000 0 0
CITI TRENDS INC COM 17306X102 4,378 60,000 SH   SOLE   60,000 0 0
CNH INDL N V SHS N20944109 9,949 598,996 SH   SOLE   598,996 0 0
COPA HOLDINGS SA CL A P31076105 22,793 280,081 SH   SOLE   280,081 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 4,477 40,000 SH   SOLE   40,000 0 0
CROCS INC COM 227046109 21,522 150,000 SH   SOLE   150,000 0 0
CSX CORP COM 126408103 8,179 275,000 SH   SOLE   275,000 0 0
D R HORTON INC COM 23331A109 8,397 100,000 SH   SOLE   100,000 0 0
DECKERS OUTDOOR CORP COM 243537107 19,019 52,800 SH   SOLE   52,800 0 0
DICKS SPORTING GOODS INC COM 253393102 4,192 35,000 SH   SOLE   35,000 0 0
DISNEY WALT CO COM 254687106 10,150 60,000 SH   SOLE   60,000 0 0
DUTCH BROS INC CL A 26701L100 1,516 35,000 SH   SOLE   35,000 0 0
ENERSYS COM 29275Y102 36,801 494,374 SH   SOLE   494,374 0 0
F45 TRAINING HLDGS INC COM 30322L101 543 36,300 SH   SOLE   36,300 0 0
FACEBOOK INC CL A 30303M102 42,424 125,000 SH   SOLE   125,000 0 0
FEDEX CORP COM 31428X106 10,965 50,000 SH   SOLE   50,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,301 60,000 SH   SOLE   60,000 0 0
FIVE BELOW INC COM 33829M101 5,039 28,500 SH   SOLE   28,500 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 13,794 114,200 SH   SOLE   114,200 0 0
FOOT LOCKER INC COM 344849104 4,566 100,000 SH   SOLE   100,000 0 0
FORTIVE CORP COM 34959J108 37,129 526,124 SH   SOLE   526,124 0 0
GALLAGHER ARTHUR J & CO COM 363576109 31,851 214,266 SH   SOLE   214,266 0 0
GAP INC COM 364760108 1,816 80,000 SH   SOLE   80,000 0 0
GLOBAL PMTS INC COM 37940X102 40,511 257,079 SH   SOLE   257,079 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 32,249 1,821,986 SH   SOLE   1,821,986 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 31,247 166,311 SH   SOLE   166,311 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 27,413 207,500 SH   SOLE   207,500 0 0
JACK IN THE BOX INC COM 466367109 2,920 30,000 SH   SOLE   30,000 0 0
JOANN INC COM 47768J101 2,228 200,000 SH   SOLE   200,000 0 0
KOHLS CORP COM 500255104 2,825 60,000 SH   SOLE   60,000 0 0
LAS VEGAS SANDS CORP COM 517834107 8,052 220,000 SH   SOLE   220,000 0 0
LENNAR CORP CL A 526057104 20,610 220,000 SH   SOLE   220,000 0 0
LESLIES INC COM 527064109 2,804 136,500 SH   SOLE   136,500 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 4,902 200,000 SH   SOLE   200,000 0 0
LITHIA MTRS INC COM 536797103 2,028 6,398 SH   SOLE   6,398 0 0
MACYS INC COM 55616P104 1,792 79,300 SH   SOLE   79,300 0 0
MADDEN STEVEN LTD COM 556269108 4,819 120,000 SH   SOLE   120,000 0 0
MALIBU BOATS INC COM CL A 56117J100 22,394 320,000 SH   SOLE   320,000 0 0
MCDONALDS CORP COM 580135101 15,672 65,000 SH   SOLE   65,000 0 0
MERITAGE HOMES CORP COM 59001A102 28,130 290,000 SH   SOLE   290,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,473 150,000 SH   SOLE   150,000 0 0
MISTER CAR WASH INC COM 60646V105 2,070 113,400 SH   SOLE   113,400 0 0
NETAPP INC COM 64110D104 11,933 132,946 SH   SOLE   132,946 0 0
NIKE INC CL B 654106103 726 5,000 SH   SOLE   5,000 0 0
NOODLES & CO COM CL A 65540B105 340 28,800 SH   SOLE   28,800 0 0
NORDSTROM INC COM 655664100 794 30,000 SH   SOLE   30,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6,678 250,000 SH   SOLE   250,000 0 0
OLAPLEX HLDGS INC COM 679369108 1,225 50,000 SH   SOLE   50,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 8,579 30,000 SH   SOLE   30,000 0 0
OVERSTOCK COM INC DEL COM 690370101 1,112 14,271 SH   SOLE   14,271 0 0
PAPA JOHNS INTL INC COM 698813102 2,337 18,400 SH   SOLE   18,400 0 0
PENN NATL GAMING INC COM 707569109 11,594 160,000 SH   SOLE   160,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 11,987 258,000 SH   SOLE   258,000 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 3,515 166,564 SH   SOLE   166,564 0 0
POLARIS INC COM 731068102 3,590 30,000 SH   SOLE   30,000 0 0
PVH CORPORATION COM 693656100 8,737 85,000 SH   SOLE   85,000 0 0
RED ROCK RESORTS INC CL A 75700L108 28,171 550,000 SH   SOLE   550,000 0 0
RH COM 74967X103 11,337 17,000 SH   SOLE   17,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 24,906 280,000 SH   SOLE   280,000 0 0
SAIA INC COM 78709Y105 2,545 10,692 SH   SOLE   10,692 0 0
SALESFORCE COM INC COM 79466L302 44,671 164,703 SH   SOLE   164,703 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,264 54,000 SH   SOLE   54,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 26,785 118,863 SH   SOLE   118,863 0 0
STARBUCKS CORP COM 855244109 1,103 10,000 SH   SOLE   10,000 0 0
TAPESTRY INC COM 876030107 25,914 700,000 SH   SOLE   700,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 52,907 1,140,000 SH   SOLE   1,140,000 0 0
TEXAS ROADHOUSE INC COM 882681109 1,142 12,500 SH   SOLE   12,500 0 0
TEXTRON INC COM 883203101 10,472 150,000 SH   SOLE   150,000 0 0
THE REALREAL INC COM 88339P101 5,873 445,600 SH   SOLE   445,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 52,568 92,009 SH   SOLE   92,009 0 0
THOR INDS INC COM 885160101 12,890 105,000 SH   SOLE   105,000 0 0
TJX COS INC NEW COM 872540109 9,897 150,000 SH   SOLE   150,000 0 0
TORRID HLDGS INC COM 89142B107 2,469 160,000 SH   SOLE   160,000 0 0
TYSON FOODS INC CL A 902494103 20,444 258,983 SH   SOLE   258,983 0 0
UNDER ARMOUR INC CL A 904311107 2,018 100,000 SH   SOLE   100,000 0 0
UNION PAC CORP COM 907818108 15,681 80,000 SH   SOLE   80,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 21,852 120,000 SH   SOLE   120,000 0 0
VAIL RESORTS INC COM 91879Q109 23,384 70,000 SH   SOLE   70,000 0 0
WALMART INC COM 931142103 16,029 115,000 SH   SOLE   115,000 0 0
WERNER ENTERPRISES INC COM 950755108 5,312 120,000 SH   SOLE   120,000 0 0
WESCO INTL INC COM 95082P105 19,584 169,821 SH   SOLE   169,821 0 0
WINNEBAGO INDS INC COM 974637100 23,729 327,524 SH   SOLE   327,524 0 0
WYNN RESORTS LTD COM 983134107 19,493 230,000 SH   SOLE   230,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 7,933 90,000 SH   SOLE   90,000 0 0