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 10,484 266,095 SH   SOLE   266,095 0 0
ACADEMY SPORTS & OUTDOORS IN CALL 00402L907 600 285 SH Call SOLE   285 0 0
ALTERYX INC COM CL A 02156B103 4,658 65,120 SH   SOLE   65,120 0 0
AMAZON COM INC COM 023135106 6,429 1,972 SH   SOLE   1,972 0 0
AMC NETWORKS INC CL A 00164V103 3,042 74,861 SH   SOLE   74,861 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 3,026 180,124 SH   SOLE   180,124 0 0
BLOCK INC CL A 852234103 7,428 54,780 SH   SOLE   54,780 0 0
BOOKING HOLDINGS INC COM 09857L108 3,290 1,401 SH   SOLE   1,401 0 0
CHEESECAKE FACTORY INC COM 163072101 3,810 95,753 SH   SOLE   95,753 0 0
CIENA CORP COM NEW 171779309 2,291 37,786 SH   SOLE   37,786 0 0
COTY INC COM CL A 222070203 4,841 538,444 SH   SOLE   538,444 0 0
DECKERS OUTDOOR CORP COM 243537107 4,982 18,197 SH   SOLE   18,197 0 0
DICKS SPORTING GOODS INC COM 253393102 12,356 123,534 SH   SOLE   123,534 0 0
DISH NETWORK CORPORATION CL A 25470M109 9,432 298,005 SH   SOLE   298,005 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 3,541 140,698 SH   SOLE   140,698 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 3,313 376,103 SH   SOLE   376,103 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 1,882 63,767 SH   SOLE   63,767 0 0
INFINERA CORP COM 45667G103 5,573 642,760 SH   SOLE   642,760 0 0
LOWES COS INC COM 548661107 2,513 12,431 SH   SOLE   12,431 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,604 10,085 SH   SOLE   10,085 0 0
NETFLIX INC COM 64110L106 2,919 7,792 SH   SOLE   7,792 0 0
NORDSTROM INC COM 655664100 2,735 100,884 SH   SOLE   100,884 0 0
OUTFRONT MEDIA INC COM 69007J106 1,860 65,411 SH   SOLE   65,411 0 0
QUALYS INC COM 74758T303 1,139 8,000 SH   SOLE   8,000 0 0
RALPH LAUREN CORP CL A 751212101 2,692 23,735 SH   SOLE   23,735 0 0
REMITLY GLOBAL INC COM 75960P104 4,146 420,093 SH   SOLE   420,093 0 0
RH COM 74967X103 5,860 17,970 SH   SOLE   17,970 0 0
SHYFT GROUP INC COM 825698103 16,534 457,882 SH   SOLE   457,882 0 0
SNAP INC CL A 83304A106 7,646 212,438 SH   SOLE   212,438 0 0
SONOS INC COM 83570H108 2,987 105,860 SH   SOLE   105,860 0 0
SWEETGREEN INC COM CL A 87043Q108 1,342 41,943 SH   SOLE   41,943 0 0
T-MOBILE US INC COM 872590104 8,201 63,894 SH   SOLE   63,894 0 0
TARGET CORP COM 87612E106 4,853 22,867 SH   SOLE   22,867 0 0
TEXAS ROADHOUSE INC COM 882681109 2,786 33,273 SH   SOLE   33,273 0 0
TRACTOR SUPPLY CO COM 892356106 5,772 24,735 SH   SOLE   24,735 0 0
WILLIAMS SONOMA INC COM 969904101 10,984 75,750 SH   SOLE   75,750 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,061 33,001 SH   SOLE   33,001 0 0