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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 11,999 273,318 SH   SOLE   273,318 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 6,123 241,816 SH   SOLE   241,816 0 0
AT&T INC COM 00206R102 5,775 234,771 SH   SOLE   234,771 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 2,682 28,676 SH   SOLE   28,676 0 0
CHEESECAKE FACTORY INC COM 163072101 3,137 80,138 SH   SOLE   80,138 0 0
CITI TRENDS INC COM 17306X102 2,711 28,615 SH   SOLE   28,615 0 0
COTY INC COM CL A 222070203 5,358 510,317 SH   SOLE   510,317 0 0
DARDEN RESTAURANTS INC COM 237194105 6,482 43,033 SH   SOLE   43,033 0 0
DICKS SPORTING GOODS INC COM 253393102 13,767 119,723 SH   SOLE   119,723 0 0
DISH NETWORK CORPORATION CL A 25470M109 5,935 182,957 SH   SOLE   182,957 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 5,291 158,991 SH   SOLE   158,991 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 12,998 1,154,392 SH   SOLE   1,154,392 0 0
EBAY INC. COM 278642103 2,578 38,761 SH   SOLE   38,761 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 2,557 73,297 SH   SOLE   73,297 0 0
FIVE BELOW INC COM 33829M101 6,975 33,714 SH   SOLE   33,714 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 1,803 61,155 SH   SOLE   61,155 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2,987 194,079 SH   SOLE   0 0 194,079
LOWES COS INC COM 548661107 5,384 20,828 SH   SOLE   20,828 0 0
LULULEMON ATHLETICA INC COM 550021109 1,872 4,782 SH   SOLE   4,782 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,119 11,464 SH   SOLE   11,464 0 0
META PLATFORMS INC CL A 30303M102 3,700 10,999 SH   SOLE   10,999 0 0
MOGO INC COM 60800C109 1,127 329,498 SH   SOLE   329,498 0 0
RH COM 74967X103 5,030 9,386 SH   SOLE   9,386 0 0
SHYFT GROUP INC COM 825698103 15,616 317,851 SH   SOLE   317,851 0 0
SONOS INC COM 83570H108 1,901 63,801 SH   SOLE   63,801 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 3,033 23,997 SH   SOLE   23,997 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,340 9,998 SH   SOLE   9,998 0 0
TEXAS ROADHOUSE INC COM 882681109 5,304 59,407 SH   SOLE   59,407 0 0
TJX COS INC NEW COM 872540109 3,500 46,106 SH   SOLE   46,106 0 0
TRACTOR SUPPLY CO COM 892356106 4,690 19,658 SH   SOLE   19,658 0 0
WILLIAMS SONOMA INC COM 969904101 11,669 68,992 SH   SOLE   68,992 0 0