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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS AND OUTDOORS IN COM 00402L107   22,492,164 428,096 SH   SOLE   428,096 0 0
ADTRAN HOLDINGS INC COM 00486H105   3,811,101 202,826 SH   SOLE   202,826 0 0
AIRBNB INC COM CL A 009066101   855,000 10,000 SH   SOLE   10,000 0 0
ALPHABET INC CAP STK CL A 02079K305   3,529,200 40,000 SH   SOLE   40,000 0 0
AMAZON COM INC COM 023135106   4,200,000 50,000 SH   SOLE   50,000 0 0
AUTOZONE INC COM 053332102   9,864,720 4,000 SH   SOLE   4,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   1,905,143 28,796 SH   SOLE   28,796 0 0
BOEING CO COM 097023105   7,619,600 40,000 SH   SOLE   40,000 0 0
BOYD GAMING CORP COM 103304101   23,965,935 439,500 SH   SOLE   439,500 0 0
BRUNSWICK CORP COM 117043109   17,589,971 244,034 SH   SOLE   244,034 0 0
BURLINGTON STORES INC COM 122017106   5,859,764 28,900 SH   SOLE   28,900 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   6,485,856 155,910 SH   SOLE   155,910 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   267,150 15,000 SH   SOLE   15,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   20,062,000 350,000 SH   SOLE   350,000 0 0
CHART INDS INC COM 16115Q308   1,768,781 15,350 SH   SOLE   15,350 0 0
CHEGG INC COM 163092109   3,158,750 125,000 SH   SOLE   125,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   10,497,200 70,000 SH   SOLE   70,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,387,490 1,000 SH   SOLE   1,000 0 0
CHUBB LIMITED COM H1467J104   15,442,000 70,000 SH   SOLE   70,000 0 0
CHURCHILL DOWNS INC COM 171484108   7,011,019 33,160 SH   SOLE   33,160 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   3,499,084 39,953 SH   SOLE   39,953 0 0
COPA HOLDINGS SA CL A P31076105   25,871,442 311,067 SH   SOLE   311,067 0 0
CROCS INC COM 227046109   15,754,879 145,300 SH   SOLE   145,300 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   3,349,080 94,500 SH   SOLE   94,500 0 0
DECKERS OUTDOOR CORP COM 243537107   5,987,400 15,000 SH   SOLE   15,000 0 0
DICKS SPORTING GOODS INC COM 253393102   9,623,200 80,000 SH   SOLE   80,000 0 0
DOMINOS PIZZA INC COM 25754A201   4,191,440 12,100 SH   SOLE   12,100 0 0
DOORDASH INC CL A 25809K105   976,400 20,000 SH   SOLE   20,000 0 0
ENERSYS COM 29275Y102   42,792,126 579,525 SH   SOLE   579,525 0 0
FABRINET SHS G3323L100   4,414,999 34,433 SH   SOLE   34,433 0 0
FIVE BELOW INC COM 33829M101   7,375,479 41,700 SH   SOLE   41,700 0 0
FOOT LOCKER INC COM 344849104   377,900 10,000 SH   SOLE   10,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   17,081,039 94,700 SH   SOLE   94,700 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   18,954,000 150,000 SH   SOLE   150,000 0 0
JUNIPER NETWORKS INC COM 48203R104   11,186,000 350,000 SH   SOLE   350,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   3,661,363 69,860 SH   SOLE   69,860 0 0
LAS VEGAS SANDS CORP COM 517834107   2,403,500 50,000 SH   SOLE   50,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   4,074,908 58,430 SH   SOLE   58,430 0 0
LULULEMON ATHLETICA INC COM 550021109   2,178,584 6,800 SH   SOLE   6,800 0 0
MACYS INC COM 55616P104   5,162,500 250,000 SH   SOLE   250,000 0 0
MALIBU BOATS INC COM CL A 56117J100   12,940,014 242,777 SH   SOLE   242,777 0 0
MARINEMAX INC COM 567908108   4,257,471 136,370 SH   SOLE   136,370 0 0
MCDONALDS CORP COM 580135101   9,223,550 35,000 SH   SOLE   35,000 0 0
MERITAGE HOMES CORP COM 59001A102   3,688,000 40,000 SH   SOLE   40,000 0 0
NETFLIX INC COM 64110L106   10,320,800 35,000 SH   SOLE   35,000 0 0
NIKE INC CL B 654106103   9,360,800 80,000 SH   SOLE   80,000 0 0
NVIDIA CORPORATION COM 67066G104   8,768,400 60,000 SH   SOLE   60,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,837,800 10,000 SH   SOLE   10,000 0 0
ONEWATER MARINE INC CL A COM 68280L101   4,520,259 158,051 SH   SOLE   158,051 0 0
PENN ENTERTAINMENT INC COM 707569109   5,049,000 170,000 SH   SOLE   170,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,873,250 25,000 SH   SOLE   25,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   6,130,950 105,000 SH   SOLE   105,000 0 0
PINTEREST INC CL A 72352L106   607,000 25,000 SH   SOLE   25,000 0 0
PLANET FITNESS INC CL A 72703H101   3,152,000 40,000 SH   SOLE   40,000 0 0
PVH CORPORATION COM 693656100   6,042,504 85,600 SH   SOLE   85,600 0 0
RED ROCK RESORTS INC CL A 75700L108   5,117,839 127,914 SH   SOLE   127,914 0 0
ROSS STORES INC COM 778296103   5,803,500 50,000 SH   SOLE   50,000 0 0
RYDER SYS INC COM 783549108   5,589,997 66,890 SH   SOLE   66,890 0 0
SAIA INC COM 78709Y105   1,048,400 5,000 SH   SOLE   5,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100   1,725,432 25,374 SH   SOLE   25,374 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,973,750 25,000 SH   SOLE   25,000 0 0
TAPESTRY INC COM 876030107   2,665,600 70,000 SH   SOLE   70,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   1,716,500 50,000 SH   SOLE   50,000 0 0
TEXAS ROADHOUSE INC COM 882681109   800,906 8,806 SH   SOLE   8,806 0 0
THE TRADE DESK INC COM C LA 88339J105   5,387,311 120,172 SH   SOLE   120,172 0 0
THOR INDS INC COM 885160101   1,509,800 20,000 SH   SOLE   20,000 0 0
TJX COS INC NEW COM 872540109   13,532,000 170,000 SH   SOLE   170,000 0 0
TRACTOR SUPPLY CO COM 892356106   10,056,159 44,700 SH   SOLE   44,700 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,473,000 100,000 SH   SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109   28,397,703 79,899 SH   SOLE   79,899 0 0
VAIL RESORTS INC COM 91879Q109   10,962,670 45,994 SH   SOLE   45,994 0 0
WALMART INC COM 931142103   2,835,800 20,000 SH   SOLE   20,000 0 0
WINNEBAGO INDS INC COM 974637100   2,460,194 46,683 SH   SOLE   46,683 0 0
WOLFSPEED INC COM 977852102   7,245,334 104,944 SH   SOLE   104,944 0 0