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 13,426 377,768 SH   SOLE   377,768 0 0
AIRBNB INC COM CL A 009066101 1,703 19,115 SH   SOLE   19,115 0 0
AMAZON COM INC COM 023135106 3,428 32,280 SH   SOLE   32,280 0 0
AMC NETWORKS INC CL A 00164V103 1,699 58,330 SH   SOLE   58,330 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 745 66,593 SH   SOLE   66,593 0 0
BLOCK INC CL A 852234103 3,686 59,977 SH   SOLE   59,977 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,052 4,281 SH   SOLE   4,281 0 0
COTY INC COM CL A 222070203 5,914 738,327 SH   SOLE   738,327 0 0
DECKERS OUTDOOR CORP COM 243537107 7,085 27,745 SH   SOLE   27,745 0 0
DICKS SPORTING GOODS INC COM 253393102 11,039 146,460 SH   SOLE   146,460 0 0
DISH NETWORK CORPORATION CL A 25470M109 4,402 245,487 SH   SOLE   245,487 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 5,773 254,658 SH   SOLE   254,658 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 5,354 688,152 SH   SOLE   688,152 0 0
FERGUSON PLC NEW SHS G3421J106 4,113 37,152 SH   SOLE   37,152 0 0
FOX CORP CL A COM 35137L105 2,353 73,164 SH   SOLE   73,164 0 0
HIBBETT INC COM 428567101 692 15,825 SH   SOLE   15,825 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,177 3,732 SH   SOLE   3,732 0 0
META PLATFORMS INC CL A 30303M102 3,384 20,988 SH   SOLE   20,988 0 0
RALPH LAUREN CORP CL A 751212101 1,401 15,632 SH   SOLE   15,632 0 0
REMITLY GLOBAL INC COM 75960P104 2,037 265,878 SH   SOLE   265,878 0 0
RH COM 74967X103 2,452 11,552 SH   SOLE   11,552 0 0
SHYFT GROUP INC COM 825698103 9,142 491,743 SH   SOLE   491,743 0 0
SOFI TECHNOLOGIES INC COM 83406F102 718 136,199 SH   SOLE   136,199 0 0
STARBUCKS CORP COM 855244109 5,071 66,380 SH   SOLE   66,380 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,334 19,046 SH   SOLE   19,046 0 0
TEXAS ROADHOUSE INC COM 882681109 3,667 50,094 SH   SOLE   50,094 0 0
TRACTOR SUPPLY CO COM 892356106 5,098 26,301 SH   SOLE   26,301 0 0
WILLIAMS SONOMA INC COM 969904101 13,010 117,262 SH   SOLE   117,262 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 8,812 141,016 SH   SOLE   141,016 0 0
ZILLOW GROUP INC CL A 98954M101 3,036 95,443 SH   SOLE   95,443 0 0