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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
BLUEPRINT MEDICINES CORPORATIONCOM09627Y1095,73165,151SH SOLE065,15100
CARMAX INCCOM1431301029,29271,946SH SOLE071,94600
FHC HOLDINGS CORPORATIONCOM NEW35179320326,763SH SOLE06,76300
FIGS INC.CL A30260D1034,54890,777SH SOLE090,77700
FLOOR & DECORCL A3397501015,41051,179SH SOLE051,17900
FUBOTV INCCOM35953D1044,087127,271SH SOLE0127,27100
GOODRX HOLDINGS INCCOM CL A38246G1082,16160,000SH SOLE060,00000
HEARTLAND EXPRESS INCCOM4223471044,201245,232SH SOLE0245,23200
HUNT J B TRANS SVCS INCCOM44565810718,040110,707SH SOLE0110,70700
KNIGHT SWIFT TRANSN HLDGS INCCL A49904910414,258313,639SH SOLE0313,63900
LENNAR CORPCL A5260571044604,633SH SOLE04,63300
LENNAR CORP.CL B5260573028,364102,692SH SOLE0102,69200
LOWES COS INCCOM5486611074,91425,332SH SOLE025,33200
LULULEMON ATHLETICA INCCOM55002110922,49361,631SH SOLE061,63100
OLD DOMINION FGHT LINES INCCOM67958010022,15887,305SH SOLE087,30500
PULTE GROUP INCCOM7458671011,37825,255SH SOLE025,25500
RYANAIR HLDGS PLCSPONSORED ADS78351320312,845118,700SH SOLE0118,70000
TAPESTRY INCCOM8760301074,17996,110SH SOLE096,11000
TEXAS ROADHOUSE INCCOM88268110920,810216,316SH SOLE0216,31600
TOLL BROTHERS INCCOM8894781034,00969,349SH SOLE069,34900
URBAN OUTFITTERS INCCOM9170471029,433228,838SH SOLE0228,83800