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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
A K A BRANDS HLDG CORP COM 00152K101 572 61,800 SH   SOLE   61,800 0 0
ABERCROMBIE & FITCH CO CL A 002896207 6,203 178,100 SH   SOLE   178,100 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 52,474 1,195,300 SH   SOLE   1,195,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 39,382 95,000 SH   SOLE   95,000 0 0
ADTRAN INC COM 00738A106 10,588 463,769 SH   SOLE   463,769 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 7,196 30,000 SH   SOLE   30,000 0 0
AGCO CORP COM 001084102 6,211 53,532 SH   SOLE   53,532 0 0
AIRBNB INC COM CL A 009066101 4,995 30,000 SH   SOLE   30,000 0 0
ALPHABET INC CAP STK CL A 02079K305 14,485 5,000 SH   SOLE   5,000 0 0
AMAZON COM INC COM 023135106 16,672 5,000 SH   SOLE   5,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 14,559 575,000 SH   SOLE   575,000 0 0
ARHAUS INC COM CL A 04035M102 596 45,000 SH   SOLE   45,000 0 0
AUTOZONE INC COM 053332102 8,386 4,000 SH   SOLE   4,000 0 0
BALLYS CORPORATION COM 05875B106 2,664 70,000 SH   SOLE   70,000 0 0
BATH & BODY WORKS INC COM 070830104 32,285 462,600 SH   SOLE   462,600 0 0
BOOKING HOLDINGS INC COM 09857L108 23,992 10,000 SH   SOLE   10,000 0 0
BOOT BARN HLDGS INC COM 099406100 17,301 140,600 SH   SOLE   140,600 0 0
BOYD GAMING CORP COM 103304101 24,943 380,400 SH   SOLE   380,400 0 0
BRUNSWICK CORP COM 117043109 73,614 730,810 SH   SOLE   730,810 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 29,141 340,000 SH   SOLE   340,000 0 0
BURLINGTON STORES INC COM 122017106 14,576 50,000 SH   SOLE   50,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 63,058 674,202 SH   SOLE   674,202 0 0
CALLAWAY GOLF CO COM 131193104 2,332 85,000 SH   SOLE   85,000 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 371 10,000 SH   SOLE   10,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 22,719 350,000 SH   SOLE   350,000 0 0
CARLISLE COS INC COM 142339100 39,999 161,209 SH   SOLE   161,209 0 0
CARNIVAL CORP COMMON STOCK 143658300 4,024 200,000 SH   SOLE   200,000 0 0
CATERPILLAR INC COM 149123101 62,022 300,000 SH   SOLE   300,000 0 0
CHEFS WHSE INC COM 163086101 698 20,959 SH   SOLE   20,959 0 0
CHILDRENS PL INC NEW COM 168905107 11,087 139,834 SH   SOLE   139,834 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 30,521 17,458 SH   SOLE   17,458 0 0
CHURCHILL DOWNS INC COM 171484108 27,043 112,260 SH   SOLE   112,260 0 0
CITI TRENDS INC COM 17306X102 5,391 56,900 SH   SOLE   56,900 0 0
COPA HOLDINGS SA CL A P31076105 30,923 374,093 SH   SOLE   374,093 0 0
CROCS INC COM 227046109 18,592 145,000 SH   SOLE   145,000 0 0
CS DISCO INC COM 126327105 408 11,399 SH   SOLE   11,399 0 0
D R HORTON INC COM 23331A109 10,585 97,600 SH   SOLE   97,600 0 0
DECKERS OUTDOOR CORP COM 243537107 14,652 40,000 SH   SOLE   40,000 0 0
DICKS SPORTING GOODS INC COM 253393102 13,799 120,000 SH   SOLE   120,000 0 0
DISNEY WALT CO COM 254687106 12,391 80,000 SH   SOLE   80,000 0 0
DOLLAR TREE INC COM 256746108 3,855 27,431 SH   SOLE   27,431 0 0
DOORDASH INC CL A 25809K105 10,423 70,000 SH   SOLE   70,000 0 0
DYCOM INDS INC COM 267475101 8,019 85,532 SH   SOLE   85,532 0 0
EATON CORP PLC SHS G29183103 53,574 310,000 SH   SOLE   310,000 0 0
ENERSYS COM 29275Y102 43,789 553,876 SH   SOLE   553,876 0 0
FEDEX CORP COM 31428X106 12,932 50,000 SH   SOLE   50,000 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 503 30,000 SH   SOLE   30,000 0 0
FIVE BELOW INC COM 33829M101 11,069 53,500 SH   SOLE   53,500 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 13,001 100,000 SH   SOLE   100,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 30,993 1,453,717 SH   SOLE   1,453,717 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 32,467 166,311 SH   SOLE   166,311 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 24,958 160,000 SH   SOLE   160,000 0 0
IDEX CORP COM 45167R104 9,279 39,266 SH   SOLE   39,266 0 0
JOANN INC COM 47768J101 2,076 200,000 SH   SOLE   200,000 0 0
KOHLS CORP COM 500255104 1,976 40,000 SH   SOLE   40,000 0 0
LENNAR CORP CL A 526057104 20,909 180,000 SH   SOLE   180,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 3,254 130,000 SH   SOLE   130,000 0 0
LITHIA MTRS INC COM 536797103 1,900 6,398 SH   SOLE   6,398 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,992 25,000 SH   SOLE   25,000 0 0
LUMENTUM HLDGS INC COM 55024U109 26,871 254,053 SH   SOLE   254,053 0 0
MACYS INC COM 55616P104 1,552 59,300 SH   SOLE   59,300 0 0
MADDEN STEVEN LTD COM 556269108 4,647 100,000 SH   SOLE   100,000 0 0
MALIBU BOATS INC COM CL A 56117J100 21,994 320,000 SH   SOLE   320,000 0 0
MCDONALDS CORP COM 580135101 25,467 95,000 SH   SOLE   95,000 0 0
MERITAGE HOMES CORP COM 59001A102 34,262 280,700 SH   SOLE   280,700 0 0
META PLATFORMS INC CL A 30303M102 8,409 25,000 SH   SOLE   25,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,732 150,000 SH   SOLE   150,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,074 100,000 SH   SOLE   100,000 0 0
OLAPLEX HLDGS INC COM 679369108 757 26,000 SH   SOLE   26,000 0 0
PAPA JOHNS INTL INC COM 698813102 7,341 55,000 SH   SOLE   55,000 0 0
PARKER-HANNIFIN CORP COM 701094104 47,486 149,272 SH   SOLE   149,272 0 0
PENN NATL GAMING INC COM 707569109 8,296 160,000 SH   SOLE   160,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 3,259 30,400 SH   SOLE   30,400 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 14,134 308,000 SH   SOLE   308,000 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 2,901 146,564 SH   SOLE   146,564 0 0
PVH CORPORATION COM 693656100 11,732 110,000 SH   SOLE   110,000 0 0
RED ROCK RESORTS INC CL A 75700L108 33,006 600,000 SH   SOLE   600,000 0 0
RH COM 74967X103 4,288 8,000 SH   SOLE   8,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 53,618 153,699 SH   SOLE   153,699 0 0
ROKU INC COM CL A 77543R102 6,846 30,000 SH   SOLE   30,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 26,915 350,000 SH   SOLE   350,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 8,268 95,000 SH   SOLE   95,000 0 0
SNAP INC CL A 83304A106 15,285 325,000 SH   SOLE   325,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 31,594 135,000 SH   SOLE   135,000 0 0
TAPESTRY INC COM 876030107 25,159 619,689 SH   SOLE   619,689 0 0
TEMPUR SEALY INTL INC COM 88023U101 49,499 1,052,500 SH   SOLE   1,052,500 0 0
TEXTRON INC COM 883203101 10,737 139,078 SH   SOLE   139,078 0 0
THE TRADE DESK INC COM CL A 88339J105 4,582 50,000 SH   SOLE   50,000 0 0
THOR INDS INC COM 885160101 12,971 125,000 SH   SOLE   125,000 0 0
THREDUP INC CL A 88556E102 635 49,734 SH   SOLE   49,734 0 0
TJX COS INC NEW COM 872540109 18,221 240,000 SH   SOLE   240,000 0 0
TORRID HLDGS INC COM 89142B107 501 50,681 SH   SOLE   50,681 0 0
TWITTER INC COM 90184L102 2,161 50,000 SH   SOLE   50,000 0 0
TYSON FOODS INC CL A 902494103 12,133 139,206 SH   SOLE   139,206 0 0
UNDER ARMOUR INC CL A 904311107 3,602 170,000 SH   SOLE   170,000 0 0
VAIL RESORTS INC COM 91879Q109 22,953 70,000 SH   SOLE   70,000 0 0
VITA COCO CO INC COM 92846Q107 2,817 252,200 SH   SOLE   252,200 0 0
WESCO INTL INC COM 95082P105 36,622 278,302 SH   SOLE   278,302 0 0
WINNEBAGO INDS INC COM 974637100 26,222 350,000 SH   SOLE   350,000 0 0
WOLFSPEED INC COM 977852102 9,012 80,634 SH   SOLE   80,634 0 0
WYNN RESORTS LTD COM 983134107 19,559 230,000 SH   SOLE   230,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,596 25,000 SH   SOLE   25,000 0 0