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
CARMAX INC COM 143130102   4,624,689 71,946 SH   SOLE 0 71,946 0 0
FIGS INC. CL A 30260D103   1,489,580 240,643 SH   SOLE 0 240,643 0 0
FLOOR & DECOR CL A 339750101   5,026,801 51,179 SH   SOLE 0 51,179 0 0
FUBOTV INC COM 35953D104   153,947 127,229 SH   SOLE 0 127,229 0 0
GOODRX HOLDINGS INC COM CL A 38246G108   375,000 60,000 SH   SOLE 0 60,000 0 0
HEARTLAND EXPRESS INC COM 422347104   3,904,093 245,232 SH   SOLE 0 245,232 0 0
HUNT J B TRANS SVCS INC COM 445658107   17,652,504 100,607 SH   SOLE 0 100,607 0 0
KNIGHT SWIFT TRANSN HLDGS INC CL A 499049104   17,745,695 313,639 SH   SOLE 0 313,639 0 0
LENNAR CORP CL A 526057104   486,975 4,633 SH   SOLE 0 4,633 0 0
LENNAR CORP. CL B 526057302   9,171,423 102,692 SH   SOLE 0 102,692 0 0
LOWES COS INC COM 548661107   5,065,640 25,332 SH   SOLE 0 25,332 0 0
LULULEMON ATHLETICA INC COM 550021109   20,683,443 56,793 SH   SOLE 0 56,793 0 0
OLD DOMINION FGHT LINES INC COM 679580100   28,148,612 82,586 SH   SOLE 0 82,586 0 0
PULTE GROUP INC COM 745867101   1,471,861 25,255 SH   SOLE 0 25,255 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203   11,192,223 118,700 SH   SOLE 0 118,700 0 0
TEXAS ROADHOUSE INC COM 882681109   23,375,107 216,316 SH   SOLE 0 216,316 0 0
TOLL BROTHERS INC COM 889478103   4,163,020 69,349 SH   SOLE 0 69,349 0 0
URBAN OUTFITTERS INC COM 917047102   6,343,389 228,838 SH   SOLE 0 228,838 0 0