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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   7,105,800 65,000 SH   SOLE   65,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207   4,411,000 50,000 SH   SOLE   50,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   10,560,000 160,000 SH   SOLE   160,000 0 0
AIRBNB INC COM CL A 009066101   12,252,600 90,000 SH   SOLE   90,000 0 0
ALPHABET INC CAP STK CL A 02079K305   4,889,150 35,000 SH   SOLE   35,000 0 0
AMAZON COM INC COM 023135106   13,674,600 90,000 SH   SOLE   90,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   2,116,000 100,000 SH   SOLE   100,000 0 0
ANSYS INC COM 03662Q105   8,382,528 23,100 SH   SOLE   23,100 0 0
ATKORE INC COM 047649108   5,776,000 36,100 SH   SOLE   36,100 0 0
AVIS BUDGET GROUP COM 053774105   7,090,400 40,000 SH   SOLE   40,000 0 0
BATH & BODY WORKS INC COM 070830104   5,395,000 125,000 SH   SOLE   125,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   1,305,964 26,800 SH   SOLE   26,800 0 0
BLOCK INC CL A 852234103   18,906,583 244,429 SH   SOLE   244,429 0 0
BOEING CO COM 097023105   5,213,200 20,000 SH   SOLE   20,000 0 0
BOOKING HOLDINGS INC COM 09857L108   22,351,033 6,301 SH   SOLE   6,301 0 0
BOYD GAMING CORP COM 103304101   7,513,200 120,000 SH   SOLE   120,000 0 0
BRUNSWICK CORP COM 117043109   3,646,991 37,695 SH   SOLE   37,695 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   8,347,000 50,000 SH   SOLE   50,000 0 0
BURLINGTON STORES INC COM 122017106   6,806,800 35,000 SH   SOLE   35,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   25,784,000 550,000 SH   SOLE   550,000 0 0
CARLISLE COS INC COM 142339100   5,936,170 19,000 SH   SOLE   19,000 0 0
CARTERS INC COM 146229109   4,483,664 59,870 SH   SOLE   59,870 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   19,439,160 8,500 SH   SOLE   8,500 0 0
CHURCHILL DOWNS INC COM 171484108   15,695,058 116,320 SH   SOLE   116,320 0 0
COPA HOLDINGS SA CL A P31076105   27,543,326 259,085 SH   SOLE   259,085 0 0
CUMMINS INC COM 231021106   6,132,992 25,600 SH   SOLE   25,600 0 0
DECKERS OUTDOOR CORP COM 243537107   9,500,396 14,213 SH   SOLE   14,213 0 0
DICKS SPORTING GOODS INC COM 253393102   16,164,500 110,000 SH   SOLE   110,000 0 0
DOMINOS PIZZA INC COM 25754A201   2,514,603 6,100 SH   SOLE   6,100 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   11,456,250 325,000 SH   SOLE   325,000 0 0
E L F BEAUTY INC COM 26856L103   8,660,400 60,000 SH   SOLE   60,000 0 0
EATON CORP PLC SHS G29183103   19,356,630 80,378 SH   SOLE   80,378 0 0
FEDEX CORP COM 31428X106   12,648,500 50,000 SH   SOLE   50,000 0 0
FOX FACTORY HLDG CORP COM 35138V102   5,735,800 85,000 SH   SOLE   85,000 0 0
GENERAL DYNAMICS CORP COM 369550108   11,711,117 45,100 SH   SOLE   45,100 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   13,713,300 45,000 SH   SOLE   45,000 0 0
HCI GROUP INC COM 40416E103   16,246,174 185,883 SH   SOLE   185,883 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   40,059,800 220,000 SH   SOLE   220,000 0 0
HONEYWELL INTL INC COM 438516106   55,058,941 262,548 SH   SOLE   262,548 0 0
INTEL CORP COM 458140100   4,136,530 82,319 SH   SOLE   82,319 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   16,579,546 250,522 SH   SOLE   250,522 0 0
KOHLS CORP COM 500255104   6,022,800 210,000 SH   SOLE   210,000 0 0
LAS VEGAS SANDS CORP COM 517834107   4,921,000 100,000 SH   SOLE   100,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   4,312,880 286,000 SH   SOLE   286,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   7,020,000 75,000 SH   SOLE   75,000 0 0
LOUISIANA PAC CORP COM 546347105   7,083,000 100,000 SH   SOLE   100,000 0 0
LUMENTUM HLDGS INC COM 55024U109   1,289,532 24,600 SH   SOLE   24,600 0 0
MACYS INC COM 55616P104   3,521,000 175,000 SH   SOLE   175,000 0 0
MALIBU BOATS INC COM CL A 56117J100   3,767,724 68,729 SH   SOLE   68,729 0 0
MARINEMAX INC COM 567908108   1,038,163 26,688 SH   SOLE   26,688 0 0
MARRIOTT INTL INC NEW CL A 571903202   7,892,850 35,000 SH   SOLE   35,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   24,432,122 48,971 SH   SOLE   48,971 0 0
MCDONALDS CORP COM 580135101   11,860,400 40,000 SH   SOLE   40,000 0 0
META PLATFORMS INC CL A 30303M102   24,777,200 70,000 SH   SOLE   70,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   6,702,000 150,000 SH   SOLE   150,000 0 0
MICROSOFT CORP COM 594918104   54,525,800 145,000 SH   SOLE   145,000 0 0
NETFLIX INC COM 64110L106   13,389,200 27,500 SH   SOLE   27,500 0 0
NIKE INC CL B 654106103   1,628,550 15,000 SH   SOLE   15,000 0 0
NVIDIA CORPORATION COM 67066G104   41,251,826 83,300 SH   SOLE   83,300 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   11,795,103 29,100 SH   SOLE   29,100 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   11,711,269 154,319 SH   SOLE   154,319 0 0
ON HLDG AG NAMEN AKT A H5919C104   4,854,600 180,000 SH   SOLE   180,000 0 0
ONEWATER MARINE INC CL A COM 68280L101   2,387,568 70,659 SH   SOLE   70,659 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,250,511 14,021 SH   SOLE   14,021 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   2,766,000 40,000 SH   SOLE   40,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   5,262,617 608,395 SH   SOLE   608,395 0 0
PVH CORPORATION COM 693656100   34,804,200 285,000 SH   SOLE   285,000 0 0
RED ROCK RESORTS INC CL A 75700L108   1,287,013 24,133 SH   SOLE   24,133 0 0
ROKU INC COM CL A 77543R102   5,041,300 55,000 SH   SOLE   55,000 0 0
ROSS STORES INC COM 778296103   11,071,200 80,000 SH   SOLE   80,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   12,949,000 100,000 SH   SOLE   100,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   42,086,682 315,587 SH   SOLE   315,587 0 0
SAIA INC COM 78709Y105   6,573,300 15,000 SH   SOLE   15,000 0 0
SHARKNINJA INC COM SHS G8068L108   25,585,000 500,000 SH   SOLE   500,000 0 0
SHERWIN WILLIAMS CO COM 824348106   9,357,000 30,000 SH   SOLE   30,000 0 0
SHUTTERSTOCK INC COM 825690100   1,207,000 25,000 SH   SOLE   25,000 0 0
SKECHERS U S A INC CL A 830566105   7,792,500 125,000 SH   SOLE   125,000 0 0
SNOWFLAKE INC CL A 833445109   40,297,500 202,500 SH   SOLE   202,500 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   12,365,376 389,093 SH   SOLE   389,093 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   5,637,300 30,000 SH   SOLE   30,000 0 0
TAPESTRY INC COM 876030107   25,943,688 704,800 SH   SOLE   704,800 0 0
TARGET CORP COM 87612E106   27,059,800 190,000 SH   SOLE   190,000 0 0
TE CONNECTIVITY LTD SHS H84989104   1,595,659 11,357 SH   SOLE   11,357 0 0
TEMPUR SEALY INTL INC COM 88023U101   509,700 10,000 SH   SOLE   10,000 0 0
TEXAS ROADHOUSE INC COM 882681109   3,055,750 25,000 SH   SOLE   25,000 0 0
THE TRADE DESK INC COM CL A 88339J105   20,148,800 280,000 SH   SOLE   280,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   580,153 1,093 SH   SOLE   1,093 0 0
TJX COS INC NEW COM 872540109   13,133,400 140,000 SH   SOLE   140,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   1,429,047 86,191 SH   SOLE   86,191 0 0
ULTA BEAUTY INC COM 90384S303   9,799,800 20,000 SH   SOLE   20,000 0 0
UNION PAC CORP COM 907818108   9,972,172 40,600 SH   SOLE   40,600 0 0
URBAN OUTFITTERS INC COM 917047102   4,639,700 130,000 SH   SOLE   130,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   13,702,959 285,300 SH   SOLE   285,300 0 0
VIVID SEATS INC COM CL A 92854T100   3,476,000 550,000 SH   SOLE   550,000 0 0
WINNEBAGO INDS INC COM 974637100   4,943,815 67,835 SH   SOLE   67,835 0 0
WOLFSPEED INC COM 977852102   1,346,417 30,945 SH   SOLE   30,945 0 0
WYNN RESORTS LTD COM 983134107   12,299,850 135,000 SH   SOLE   135,000 0 0