A K A BRANDS HLDG CORP COM 00152K101 499 112900 SH SOLE 112900 0 0 ACADEMY SPORTS & OUTDOORS IN COM 00402L107 47280 1200000 SH SOLE 1200000 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 16862 50000 SH SOLE 50000 0 0 ADTRAN INC COM 00738A106 17210 932811 SH SOLE 932811 0 0 AIRBNB INC COM CL A 009066101 1718 10000 SH SOLE 10000 0 0 ALBEMARLE CORP COM 012653101 11969 54123 SH SOLE 54123 0 0 ALPHABET INC CAP STK CL A 02079K305 8344 3000 SH SOLE 3000 0 0 AMAZON COM INC COM 023135106 9780 3000 SH SOLE 3000 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 588 35000 SH SOLE 35000 0 0 AUTOZONE INC COM 053332102 4089 2000 SH SOLE 2000 0 0 AVAYA HLDGS CORP COM 05351X101 933 73642 SH SOLE 73642 0 0 BALLYS CORPORATION COM 05875B106 1537 50000 SH SOLE 50000 0 0 BATH & BODY WORKS INC COM 070830104 15659 327600 SH SOLE 327600 0 0 BOOKING HOLDINGS INC COM 09857L108 4697 2000 SH SOLE 2000 0 0 BOOT BARN HLDGS INC COM 099406100 16266 171600 SH SOLE 171600 0 0 BOYD GAMING CORP COM 103304101 18116 275400 SH SOLE 275400 0 0 BRUNSWICK CORP COM 117043109 28716 355000 SH SOLE 355000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 6454 100000 SH SOLE 100000 0 0 BURLINGTON STORES INC COM 122017106 2368 13000 SH SOLE 13000 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 28474 368075 SH SOLE 368075 0 0 CALLAWAY GOLF CO COM 131193104 937 40000 SH SOLE 40000 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 18732 364500 SH SOLE 364500 0 0 CATERPILLAR INC COM 149123101 36321 163005 SH SOLE 163005 0 0 CHART INDS INC COM 16115Q308 4741 27600 SH SOLE 27600 0 0 CHILDRENS PL INC NEW COM 168905107 968 19625 SH SOLE 19625 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 9492 6000 SH SOLE 6000 0 0 CHURCHILL DOWNS INC COM 171484108 19685 88760 SH SOLE 88760 0 0 COPA HOLDINGS SA CL A P31076105 25853 309093 SH SOLE 309093 0 0 CORNING INC COM 219350105 5654 153190 SH SOLE 153190 0 0 CROCS INC COM 227046109 8610 112700 SH SOLE 112700 0 0 D R HORTON INC COM 23331A109 1311 17600 SH SOLE 17600 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 2701 55000 SH SOLE 55000 0 0 DECKERS OUTDOOR CORP COM 243537107 3285 12000 SH SOLE 12000 0 0 DOORDASH INC CLA A 25809K105 1758 15000 SH SOLE 15000 0 0 DYCOM INDS INC COM 267475101 4903 51474 SH SOLE 51474 0 0 ENERSYS COM 29275Y102 44818 601024 SH SOLE 601024 0 0 FEDEX CORP COM 31428X106 2314 10000 SH SOLE 10000 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 1215 15000 SH SOLE 15000 0 0 FLOWSERVE CORP COM 34354P105 6370 177430 SH SOLE 177430 0 0 FORTIVE CORP COM 34959J108 6093 100000 SH SOLE 100000 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 23553 140338 SH SOLE 140338 0 0 HERC HLDGS INC COM 42704L104 4299 25726 SH SOLE 25726 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 9104 60000 SH SOLE 60000 0 0 HUBBELL INC COM 443510607 9929 54027 SH SOLE 54027 0 0 KOHLS CORP COM 500255104 1209 20000 SH SOLE 20000 0 0 LENNAR CORP CL A 526057104 3653 45000 SH SOLE 45000 0 0 LITHIA MTRS INC COM 536797103 1891 6300 SH SOLE 6300 0 0 LIVENT CORP COM 53814L108 3959 151853 SH SOLE 151853 0 0 LUMENTUM HLDGS INC COM 55024U109 18770 192311 SH SOLE 192311 0 0 MADDEN STEVEN LTD COM 556269108 2535 65602 SH SOLE 65602 0 0 MALIBU BOATS INC COM CL A 56117J100 16675 287453 SH SOLE 287453 0 0 MCDONALDS CORP COM 580135101 1236 5000 SH SOLE 5000 0 0 MERITAGE HOMES CORP COM 59001A102 7923 100000 SH SOLE 100000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 6291 150000 SH SOLE 150000 0 0 NETFLIX INC COM 64110L106 5619 15000 SH SOLE 15000 0 0 OLAPLEX HLDGS INC COM 679369108 469 30000 SH SOLE 30000 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 12410 41549 SH SOLE 41549 0 0 PAPA JOHNS INTL INC COM 698813102 2106 20000 SH SOLE 20000 0 0 PENN NATL GAMING INC COM 707569109 3394 80000 SH SOLE 80000 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 5155 55005 SH SOLE 55005 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 16953 333000 SH SOLE 333000 0 0 PVH CORPORATION COM 693656100 7661 100000 SH SOLE 100000 0 0 RED ROCK RESORTS INC CL A 75700L108 21449 441700 SH SOLE 441700 0 0 ROKU INC COM CL A 77543R102 1253 10000 SH SOLE 10000 0 0 SAIA INC COM 78709Y105 9753 40000 SH SOLE 40000 0 0 SIGNET JEWELERS LIMITED SHS G81276100 3272 45000 SH SOLE 45000 0 0 SNAP INC CL A 83304A106 2699 75000 SH SOLE 75000 0 0 SOUTHWESTERN ENERGY CO COM 845467109 7087 988358 SH SOLE 988358 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 4193 27764 SH SOLE 27764 0 0 TAPESTRY INC COM 876030107 11499 309529 SH SOLE 309529 0 0 TEXAS ROADHOUSE INC COM 882681109 4882 58306 SH SOLE 58306 0 0 THE TRADE DESK INC COM CL A 88339J105 2770 40000 SH SOLE 40000 0 0 THOR INDS INC COM 885160101 1968 25000 SH SOLE 25000 0 0 TJX COS INC NEW COM 872540109 4544 75000 SH SOLE 75000 0 0 UNDER ARMOUR INC CL A 904311107 1702 100000 SH SOLE 100000 0 0 UNITED PARCEL SERVICE INC CL B 911312106 8578 40000 SH SOLE 40000 0 0 UNITED RENTALS INC COM 911363109 7411 20864 SH SOLE 20864 0 0 VAIL RESORTS INC COM 91879Q109 6507 25000 SH SOLE 25000 0 0 WESCO INTL INC COM 95082P105 35610 273630 SH SOLE 273630 0 0 WINNEBAGO INDS INC COM 974637100 5403 100000 SH SOLE 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