The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 30,749 | 729,000 | SH | SOLE | 729,000 | 0 | 0 | ||
| ADTRAN HOLDINGS INC | COM | 00486H105 | 17,782 | 908,157 | SH | SOLE | 908,157 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 5,252 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 4,671 | 17,665 | SH | SOLE | 17,665 | 0 | 0 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 7,174 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,696 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 23,165 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| AMETEK INC | COM | 031100100 | 13,360 | 117,806 | SH | SOLE | 117,806 | 0 | 0 | ||
| ARHAUS INC | COM CL A | 04035M102 | 917 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 6,426 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 1,410 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 10,922 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 9,038 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| BOOT BARN HLDGS INC | COM | 099406100 | 2,338 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 21,180 | 444,500 | SH | SOLE | 444,500 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 15,776 | 241,040 | SH | SOLE | 241,040 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 4,062 | 125,910 | SH | SOLE | 125,910 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 13,646 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| CHART INDS INC | COM | 16115Q308 | 2,369 | 12,848 | SH | SOLE | 12,848 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 17,447 | 105,157 | SH | SOLE | 105,157 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 7,027 | 38,160 | SH | SOLE | 38,160 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 4,043 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COPA HOLDINGS SA | CL A | P31076105 | 10,216 | 152,450 | SH | SOLE | 152,450 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 8,145 | 118,623 | SH | SOLE | 118,623 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 1,332 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 3,603 | 116,100 | SH | SOLE | 116,100 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 3,605 | 34,452 | SH | SOLE | 34,452 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 8,961 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 17,013 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 5,925 | 19,100 | SH | SOLE | 19,100 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 6,558 | 68,653 | SH | SOLE | 68,653 | 0 | 0 | ||
| ENERSYS | COM | 29275Y102 | 34,962 | 601,024 | SH | SOLE | 601,024 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,405 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 29,789 | 312,093 | SH | SOLE | 312,093 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 2,227 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 2,848 | 117,206 | SH | SOLE | 117,206 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 1,557 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 20,716 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| HERC HLDGS INC | COM | 42704L104 | 1,325 | 12,755 | SH | SOLE | 12,755 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 2,035 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 19,299 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 6,344 | 83,430 | SH | SOLE | 83,430 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 12,611 | 262,777 | SH | SOLE | 262,777 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 26,530 | 82,367 | SH | SOLE | 82,367 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 635 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 8,653 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 9,135 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,035 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 11,630 | 10,728 | SH | SOLE | 10,728 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 8,173 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 9,418 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 6,899 | 27,732 | SH | SOLE | 27,732 | 0 | 0 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 867 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
| PENN ENTERTAINMENT INC | COM | 707569109 | 3,576 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 4,430 | 45,005 | SH | SOLE | 45,005 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 5,369 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 2,330 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 8,917 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 4,382 | 127,914 | SH | SOLE | 127,914 | 0 | 0 | ||
| RYDER SYS INC | COM | 783549108 | 5,527 | 73,219 | SH | SOLE | 73,219 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 2,850 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 3,641 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 1,297 | 22,679 | SH | SOLE | 22,679 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 5,892 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 6,473 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 815 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 10,946 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 2,052 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 5,568 | 63,806 | SH | SOLE | 63,806 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 8,375 | 140,172 | SH | SOLE | 140,172 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 27,895 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 2,099 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 7,454 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 8,124 | 20,250 | SH | SOLE | 20,250 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 1,615 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 5,402 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 9,016 | 41,812 | SH | SOLE | 41,812 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 5,414 | 34,331 | SH | SOLE | 34,331 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 26,924 | 225,529 | SH | SOLE | 225,529 | 0 | 0 | ||
| WESTROCK COFFEE CO | COM | 96145W103 | 612 | 59,239 | SH | SOLE | 59,239 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 1,862 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 2,836 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||