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
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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
ALPHABET INC CAP STK CL A 02079K305   147,332,999 1,054,714 SH   SOLE   1,054,714 0 0
AMAZON COM INC COM 023135106   181,804,871 1,196,557 SH   SOLE   1,196,557 0 0
ATI INC COM 01741R102   21,529,954 473,498 SH   SOLE   473,498 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   199,863,239 1,197,216 SH   SOLE   1,197,216 0 0
BURLINGTON STORES INC COM 122017106   65,804,058 338,359 SH   SOLE   338,359 0 0
D R HORTON INC COM 23331A109   18,587,610 122,303 SH   SOLE   122,303 0 0
DATADOG INC CL A COM 23804L103   29,048,783 239,321 SH   SOLE   239,321 0 0
DOLLAR GEN CORP NEW COM 256677105   16,023,339 117,862 SH   SOLE   117,862 0 0
E L F BEAUTY INC COM 26856L103   89,045,078 616,912 SH   SOLE   616,912 0 0
EXXON MOBIL CORP COM 30231G102   42,692,460 427,010 SH   SOLE   427,010 0 0
GITLAB INC CLASS A COM 37637K108   68,377,708 1,086,050 SH   SOLE   1,086,050 0 0
HESS CORP COM 42809H107   40,157,354 278,561 SH   SOLE   278,561 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   108,719,368 1,885,852 SH   SOLE   1,885,852 0 0
LAMB WESTON HLDGS INC COM 513272104   108,464,640 1,003,466 SH   SOLE   1,003,466 0 0
LAS VEGAS SANDS CORP COM 517834107   98,419,065 1,999,981 SH   SOLE   1,999,981 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   10,231,447 1,153,489 SH   SOLE   1,153,489 0 0
MICROSOFT CORP COM 594918104   19,940,649 53,028 SH   SOLE   53,028 0 0
ON HLDG AG NAMEN AKT A H5919C104   121,179,500 4,493,122 SH   SOLE   4,493,122 0 0
PALO ALTO NETWORKS INC COM 697435105   128,098,821 434,410 SH   SOLE   434,410 0 0
PARKER-HANNIFIN CORP COM 701094104   49,160,836 106,709 SH   SOLE   106,709 0 0
POOL CORP COM 73278L105   47,599,595 119,384 SH   SOLE   119,384 0 0
PVH CORPORATION COM 693656100   57,262,923 468,907 SH   SOLE   468,907 0 0
RH COM 74967X103   41,205,945 141,368 SH   SOLE   141,368 0 0
SAIA INC COM 78709Y105   1,961,473 4,476 SH   SOLE   4,476 0 0
SCORPIO TANKERS INC SHS Y7542C130   980,704 16,130 SH   SOLE   16,130 0 0
SIGNET JEWELERS LIMITED SHS G81276100   152,040,514 1,417,495 SH   SOLE   1,417,495 0 0
SKECHERS U S A INC CL A 830566105   151,689,553 2,433,262 SH   SOLE   2,433,262 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   56,767,152 1,786,254 SH   SOLE   1,786,254 0 0
SPLUNK INC COM 848637104   51,159,130 335,800 SH   SOLE   335,800 0 0
TECK RESOURCES LTD CL B 878742204   45,227,928 1,069,977 SH   SOLE   1,069,977 0 0
TEMPUR SEALY INTL INC COM 88023U101   81,031,851 1,589,795 SH   SOLE   1,589,795 0 0
WALMART INC COM 931142103   68,981,334 437,560 SH   SOLE   437,560 0 0