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    <meetingDate>05/14/2024</meetingDate>
    <voteDescription>Advisory approval of executive compensation</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>ABERCROMBIE &amp; FITCH CO.</issuerName>
    <cusip>002896207</cusip>
    <isin>US0028962076</isin>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the company's named executive officers for the fiscal year ended February 3, 2024</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <sharesVoted>15500</sharesVoted>
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    <issuerName>ACADEMY SPORTS AND OUTDOORS, INC.</issuerName>
    <cusip>00402L107</cusip>
    <isin>US00402L1070</isin>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>Approval, by a non-binding advisory vote, the fiscal 2023 compensation paid to the Company's named executive officers</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>AMAZON.COM, INC.</issuerName>
    <cusip>023135106</cusip>
    <isin>US0231351067</isin>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>AMERICAN EAGLE OUTFITTERS, INC.</issuerName>
    <cusip>02553E106</cusip>
    <isin>US02553E1064</isin>
    <meetingDate>06/27/2024</meetingDate>
    <voteDescription>Hold an advisory vote on the compensation of our named executive officers</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>211611</sharesVoted>
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        <howVoted>For</howVoted>
        <sharesVoted>211611</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>AUTOZONE, INC.</issuerName>
    <cusip>053332102</cusip>
    <isin>US0533321024</isin>
    <meetingDate>12/20/2023</meetingDate>
    <voteDescription>Approval of an advisory vote on the compensation of named executive officers</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>6500</sharesVoted>
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        <howVoted>For</howVoted>
        <sharesVoted>6500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>AUTOZONE, INC.</issuerName>
    <cusip>053332102</cusip>
    <isin>US0533321024</isin>
    <meetingDate>12/20/2023</meetingDate>
    <voteDescription>Approval vote on the frequency of future advisory votes on named executive officer compensation</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>6500</sharesVoted>
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        <howVoted>1 Year</howVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>AVIS BUDGET GROUP, INC.</issuerName>
    <cusip>053774105</cusip>
    <isin>US0537741052</isin>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Advisory approval of the compensation of our named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>48955</sharesVoted>
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        <sharesVoted>48955</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BATH &amp; BODY WORKS, INC.</issuerName>
    <cusip>070830104</cusip>
    <isin>US0708301041</isin>
    <meetingDate>06/27/2024</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>250000</sharesVoted>
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        <howVoted>For</howVoted>
        <sharesVoted>250000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BEST BUY CO., INC.</issuerName>
    <cusip>086516101</cusip>
    <isin>US0865161014</isin>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>To approve in a non-binding advisory vote our named executive officer compensation</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>65015</sharesVoted>
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        <howVoted>For</howVoted>
        <sharesVoted>65015</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BLOCK, INC.</issuerName>
    <cusip>852234103</cusip>
    <isin>US8522341036</isin>
    <meetingDate>06/18/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>50000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>50000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BOOKING HOLDINGS INC.</issuerName>
    <cusip>09857L108</cusip>
    <isin>US09857L1089</isin>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>Advisory vote to approve 2023 executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>6580</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>6580</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BOOT BARN HOLDINGS, INC.</issuerName>
    <cusip>099406100</cusip>
    <isin>US0994061002</isin>
    <meetingDate>08/30/2023</meetingDate>
    <voteDescription>To vote on a non-binding advisory resolution to approve the compensation paid to named executive for fiscal 2023 ("say-on-pay")</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>70627</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>70627</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BOYD GAMING CORPORATION</issuerName>
    <cusip>103304101</cusip>
    <isin>US1033041013</isin>
    <meetingDate>05/09/2024</meetingDate>
    <voteDescription>Advisory vote on executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>99997</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>99997</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BRUNSWICK CORPORATION</issuerName>
    <cusip>117043109</cusip>
    <isin>US1170431092</isin>
    <meetingDate>05/01/2024</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>4774</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>4774</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>BUILDERS FIRSTSOURCE, INC.</issuerName>
    <cusip>12008R107</cusip>
    <isin>US12008R1077</isin>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>Advisory vote on the compensation of the named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>40000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>40000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CAESARS ENTERTAINMENT, INC.</issuerName>
    <cusip>12769G100</cusip>
    <isin>US12769G1004</isin>
    <meetingDate>06/11/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>330665</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>330665</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CARLISLE COMPANIES INCORPORATED</issuerName>
    <cusip>142339100</cusip>
    <isin>US1423391002</isin>
    <meetingDate>05/01/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the Company's named executive officer compensation in 2023</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>1006</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>1006</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CARTER'S, INC.</issuerName>
    <cusip>146229109</cusip>
    <isin>US1462291097</isin>
    <meetingDate>05/16/2024</meetingDate>
    <voteDescription>Advisory approval of compensation for our named executive officers for 2023 (the "say-on-pay" vote)</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>15000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>15000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CELESTICA INC.</issuerName>
    <cusip>15101Q108</cusip>
    <isin>CA15101Q1081</isin>
    <meetingDate>04/25/2024</meetingDate>
    <voteDescription>Advisory resolution on Celestica Inc.'s approach to executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>133452</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>133452</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CHIPOTLE MEXICAN GRILL, INC.</issuerName>
    <cusip>169656105</cusip>
    <isin>US1696561059</isin>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay")</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>2500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>2500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CHURCHILL DOWNS INCORPORATED</issuerName>
    <cusip>171484108</cusip>
    <isin>US1714841087</isin>
    <meetingDate>04/23/2024</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>74508</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>74508</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CRISPR THERAPEUTICS AG</issuerName>
    <cusip>H17182108</cusip>
    <isin>CH0334081137</isin>
    <meetingDate>05/30/2024</meetingDate>
    <voteDescription>Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>9198</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>9198</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CROCS, INC.</issuerName>
    <cusip>227046109</cusip>
    <isin>US2270461096</isin>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>104481</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>104481</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DECKERS OUTDOOR CORPORATION</issuerName>
    <cusip>243537107</cusip>
    <isin>US2435371073</isin>
    <meetingDate>09/11/2023</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as disclosed in the "Compensation Discussion and Analysis" section of the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>29001</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>29001</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DECKERS OUTDOOR CORPORATION</issuerName>
    <cusip>243537107</cusip>
    <isin>US2435371073</isin>
    <meetingDate>09/11/2023</meetingDate>
    <voteDescription>"FOR" the approval, on a non-binding advisory basis, the frequency of future advisory votes on compensation of Named Executive Officer shall occur every "ONE YEAR".</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>29001</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>29001</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>DELL TECHNOLOGIES INC.</issuerName>
    <cusip>24703L202</cusip>
    <isin>US24703L2025</isin>
    <meetingDate>06/27/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>182719</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>182719</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DELTA AIR LINES, INC.</issuerName>
    <cusip>247361702</cusip>
    <isin>US2473617023</isin>
    <meetingDate>06/20/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of Delta's named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>102880</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>102880</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>DICK'S SPORTING GOODS, INC.</issuerName>
    <cusip>253393102</cusip>
    <isin>US2533931026</isin>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>Non-binding advisory vote to approve compensation of named executive officers for 2023, as disclosed in the Company's 2024 proxy statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>3611</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>3611</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DOLLAR GENERAL CORPORATION</issuerName>
    <cusip>256677105</cusip>
    <isin>US2566771059</isin>
    <meetingDate>05/29/2024</meetingDate>
    <voteDescription>To approve, on an advisory (non- binding) basic , the resolution regarding the compensation of dollar General Corporation's named executive officer as disclosed in the Proxy Statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>149000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>149000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DRAFTKINGS INC.</issuerName>
    <cusip>26142V105</cusip>
    <isin>US26142V1052</isin>
    <meetingDate>05/13/2024</meetingDate>
    <voteDescription>To conduct a non-binding advisory vote on executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>275000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>275000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DUPONT DE NEMOURS, INC.</issuerName>
    <cusip>26614N102</cusip>
    <isin>US26614N1028</isin>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>Advisory Resolution to Approve Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>192500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>192500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DUPONT DE NEMOURS, INC.</issuerName>
    <cusip>26614N102</cusip>
    <isin>US26614N1028</isin>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>Advisory Resolution on the Frequency of Future Advisory Votes to Approve Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>192500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>192500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>E.L.F. BEAUTY, INC.</issuerName>
    <cusip>26856L103</cusip>
    <isin>US26856L1035</isin>
    <meetingDate>08/24/2023</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation paid to the Company's named executive officers,</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>62940</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>62940</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ELI LILLY AND COMPANY</issuerName>
    <cusip>532457108</cusip>
    <isin>US5324571083</isin>
    <meetingDate>05/06/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation paid to the company's named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>20000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>20000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ENERSYS</issuerName>
    <cusip>29275Y102</cusip>
    <isin>US29275Y1029</isin>
    <meetingDate>08/03/2023</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of EnerSys' named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>492811</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>492811</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EXPEDIA GROUP, INC.</issuerName>
    <cusip>30212P303</cusip>
    <isin>US30212P3038</isin>
    <meetingDate>06/25/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>20002</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>20002</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FEDEX CORPORATION</issuerName>
    <cusip>31428X106</cusip>
    <isin>US31428X1063</isin>
    <meetingDate>09/21/2023</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>50000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>50000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FEDEX CORPORATION</issuerName>
    <cusip>31428X106</cusip>
    <isin>US31428X1063</isin>
    <meetingDate>09/21/2023</meetingDate>
    <voteDescription>Advisory vote on the frequency of future advisory votes on executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>50000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>50000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FLYWIRE CORPORATION</issuerName>
    <cusip>302492103</cusip>
    <isin>US3024921039</isin>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>The advisory approval of the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>7413</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>7413</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FOOT LOCKER, INC.</issuerName>
    <cusip>344849104</cusip>
    <isin>US3448491049</isin>
    <meetingDate>05/21/2024</meetingDate>
    <voteDescription>Vote, on an Advisory Basis, to Approve the Company's Named Executive Officers' Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>35028</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>35028</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FOX FACTORY HOLDING CORP.</issuerName>
    <cusip>35138V102</cusip>
    <isin>US35138V1026</isin>
    <meetingDate>05/03/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the resolution approving the compensation of Fox Factory Holding Corp.'s named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>85000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>85000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FOX FACTORY HOLDING CORP.</issuerName>
    <cusip>35138V102</cusip>
    <isin>US35138V1026</isin>
    <meetingDate>05/03/2024</meetingDate>
    <voteDescription>To vote on an advisory resolution on the frequency of future advisory votes on the Company's executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>85000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>85000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>GROUP 1 AUTOMOTIVE, INC.</issuerName>
    <cusip>398905109</cusip>
    <isin>US3989051095</isin>
    <meetingDate>05/15/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>63374</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>63374</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HCA HEALTHCARE, INC.</issuerName>
    <cusip>40412C101</cusip>
    <isin>US40412C1018</isin>
    <meetingDate>04/25/2024</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>29527</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>29527</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HCA HEALTHCARE, INC.</issuerName>
    <cusip>40412C101</cusip>
    <isin>US40412C1018</isin>
    <meetingDate>04/25/2024</meetingDate>
    <voteDescription>Advisory vote to approve the frequency of future advisory votes to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>29527</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>29527</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HCI GROUP, INC.</issuerName>
    <cusip>40416E103</cusip>
    <isin>US40416E1038</isin>
    <meetingDate>06/11/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of the named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>32148</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>32148</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HILTON WORLDWIDE HOLDINGS INC.</issuerName>
    <cusip>43300A203</cusip>
    <isin>US43300A2033</isin>
    <meetingDate>05/15/2024</meetingDate>
    <voteDescription>Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>230000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>230000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INTERNATIONAL PAPER COMPANY</issuerName>
    <cusip>460146103</cusip>
    <isin>US4601461035</isin>
    <meetingDate>05/13/2024</meetingDate>
    <voteDescription>A Non-Binding Resolution to Approve the Compensation of the Company's Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>150900</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>150900</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KNIFE RIVER CORPORATION</issuerName>
    <cusip>498894104</cusip>
    <isin>US4988941047</isin>
    <meetingDate>05/14/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve the Frequency of Future Advisory Votes to Approve the Compensation Paid to the Company's Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>250522</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>250522</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KNIFE RIVER CORPORATION</issuerName>
    <cusip>498894104</cusip>
    <isin>US4988941047</isin>
    <meetingDate>05/14/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve the Compensation Paid to the Company's Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>250522</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>250522</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KOHL'S CORPORATION</issuerName>
    <cusip>500255104</cusip>
    <isin>US5002551043</isin>
    <meetingDate>05/15/2024</meetingDate>
    <voteDescription>To approve, by an advisory vote, the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>82873</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>82873</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LAS VEGAS SANDS CORP.</issuerName>
    <cusip>517834107</cusip>
    <isin>US5178341070</isin>
    <meetingDate>05/09/2024</meetingDate>
    <voteDescription>An advisory (non-binding) vote to approve the compensation of the named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>100000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>100000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LIFE TIME GROUP HOLDINGS, INC.</issuerName>
    <cusip>53190C102</cusip>
    <isin>US53190C1027</isin>
    <meetingDate>04/26/2024</meetingDate>
    <voteDescription>To approve, by a non-binding vote, the named executive officer compensation as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>285779</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>285779</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LOUISIANA-PACIFIC CORPORATION</issuerName>
    <cusip>546347105</cusip>
    <isin>US5463471053</isin>
    <meetingDate>05/10/2024</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>209910</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>209910</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MACY'S INC.</issuerName>
    <cusip>55616P104</cusip>
    <isin>US55616P1049</isin>
    <meetingDate>05/17/2024</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>145000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>145000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MALIBU BOATS, INC.</issuerName>
    <cusip>56117J100</cusip>
    <isin>US56117J1007</isin>
    <meetingDate>10/26/2023</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>841</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
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    <cusip>567908108</cusip>
    <isin>US5679081084</isin>
    <meetingDate>02/22/2024</meetingDate>
    <voteDescription>To approve (on an advisory basis) our executive compensation ("say-on-pay')</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>MARINEMAX, INC.</issuerName>
    <cusip>567908108</cusip>
    <isin>US5679081084</isin>
    <meetingDate>02/22/2024</meetingDate>
    <voteDescription>To approve (on an advisory basis) the frequency of future non-binding advisory votes on the Company's executive compensation</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <cusip>552953101</cusip>
    <isin>US5529531015</isin>
    <meetingDate>05/01/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>108566</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>108566</sharesVoted>
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    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <meetingDate>12/07/2023</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation (''say-on-pay vote'')</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>112177</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>112177</sharesVoted>
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    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <meetingDate>12/07/2023</meetingDate>
    <voteDescription>Advisory Vote on the Frequency of Advisory Vote on Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>112177</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>1 Year</howVoted>
        <sharesVoted>112177</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>64110L106</cusip>
    <isin>US64110L1061</isin>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>Advisory approval of named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>22500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>22500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>NIKE, INC.</issuerName>
    <cusip>654106103</cusip>
    <isin>US6541061031</isin>
    <meetingDate>09/12/2023</meetingDate>
    <voteDescription>To approve executive compensation by an advisory vote</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>40000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>40000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>NIKE, INC.</issuerName>
    <cusip>654106103</cusip>
    <isin>US6541061031</isin>
    <meetingDate>09/12/2023</meetingDate>
    <voteDescription>To hold an advisory vote on the frequency of advisory votes on executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>40000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>1 Year</howVoted>
        <sharesVoted>40000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>67066G104</cusip>
    <isin>US67066G1040</isin>
    <meetingDate>06/26/2024</meetingDate>
    <voteDescription>Advisory approval of our executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>50251</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>50251</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>O'REILLY AUTOMOTIVE, INC.</issuerName>
    <cusip>67103H107</cusip>
    <isin>US67103H1077</isin>
    <meetingDate>05/16/2024</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>15000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>15000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>OKTA, INC.</issuerName>
    <cusip>679295105</cusip>
    <isin>US6792951054</isin>
    <meetingDate>06/20/2024</meetingDate>
    <voteDescription>To approve, on an advisory non-binding basis, the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>48689</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>48689</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>OLLIE'S BARGAIN OUTLET HOLDINGS, INC.</issuerName>
    <cusip>681116109</cusip>
    <isin>US6811161099</isin>
    <meetingDate>06/13/2024</meetingDate>
    <voteDescription>To approve a non-binding advisory proposal regarding named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>12718</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>12718</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>OLLIE'S BARGAIN OUTLET HOLDINGS, INC.</issuerName>
    <cusip>681116109</cusip>
    <isin>US6811161099</isin>
    <meetingDate>06/13/2024</meetingDate>
    <voteDescription>To approve a non-binding advisory proposal regarding the frequency of holding a non-binding advisory vote regarding the Company's named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>12718</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>1 Year</howVoted>
        <sharesVoted>12718</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>ONEWATER MARINE INC.</issuerName>
    <cusip>68280L101</cusip>
    <isin>US68280L1017</isin>
    <meetingDate>02/22/2024</meetingDate>
    <voteDescription>Approval of, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>49443</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>49443</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PACKAGING CORPORATION OF AMERICA</issuerName>
    <cusip>695156109</cusip>
    <isin>US6951561090</isin>
    <meetingDate>05/08/2024</meetingDate>
    <voteDescription>Proposal to approve our executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>194334</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>194334</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PAPA JOHN'S INTERNATIONAL, INC.</issuerName>
    <cusip>698813102</cusip>
    <isin>US6988131024</isin>
    <meetingDate>05/02/2024</meetingDate>
    <voteDescription>Advisory approval of the Company's executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>13400</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>13400</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PAYPAL HOLDINGS, INC.</issuerName>
    <cusip>70450Y103</cusip>
    <isin>US70450Y1038</isin>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>320478</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>320478</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PENSKE AUTOMOTIVE GROUP, INC.</issuerName>
    <cusip>70959W103</cusip>
    <isin>US70959W1036</isin>
    <meetingDate>05/09/2024</meetingDate>
    <voteDescription>Approval, by non-binding vote, of executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>4572</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>4572</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PERFORMANCE FOOD GROUP COMPANY</issuerName>
    <cusip>71377A103</cusip>
    <isin>US71377A1034</isin>
    <meetingDate>11/30/2023</meetingDate>
    <voteDescription>To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>39980</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>39980</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PINTEREST, INC.</issuerName>
    <cusip>72352L106</cusip>
    <isin>US72352L1061</isin>
    <meetingDate>05/23/2024</meetingDate>
    <voteDescription>Approve, on a non-binding advisory basis, the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>264997</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>264997</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PLAYA HOTELS &amp; RESORTS N V</issuerName>
    <cusip>N70544106</cusip>
    <isin>NL0012170237</isin>
    <meetingDate>05/16/2024</meetingDate>
    <voteDescription>A non-binding, advisory vote to approve the compensation of the Company's named executive officers ("Say-on-Pay")</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>608395</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>608395</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PORTILLO'S INC.</issuerName>
    <cusip>73642K106</cusip>
    <isin>US73642K1060</isin>
    <meetingDate>06/03/2024</meetingDate>
    <voteDescription>Advisory Vote on Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>45000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>45000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PORTILLO'S INC.</issuerName>
    <cusip>73642K106</cusip>
    <isin>US73642K1060</isin>
    <meetingDate>06/03/2024</meetingDate>
    <voteDescription>Advisory Vote on Frequency of Advisory Vote on Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>45000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>45000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PVH CORP.</issuerName>
    <cusip>693656100</cusip>
    <isin>US6936561009</isin>
    <meetingDate>06/20/2024</meetingDate>
    <voteDescription>Approval of the advisory resolution on executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>46</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>46</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Q2 HOLDINGS INC</issuerName>
    <cusip>74736L109</cusip>
    <isin>US74736L1098</isin>
    <meetingDate>06/11/2024</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>18015</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>18015</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>RED ROCK RESORTS, INC.</issuerName>
    <cusip>75700L108</cusip>
    <isin>US75700L1089</isin>
    <meetingDate>05/30/2024</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>888</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <sharesVoted>888</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>ROKU, INC.</issuerName>
    <cusip>77543R102</cusip>
    <isin>US77543R1023</isin>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>Advisory vote to approve our named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>36691</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>36691</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>ROSS STORES, INC.</issuerName>
    <cusip>778296103</cusip>
    <isin>US7782961038</isin>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Advisory vote to approve the resolution on the compensation of the named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>105000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>105000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>ROYAL CARIBBEAN CRUISES LTD.</issuerName>
    <cusip>V7780T103</cusip>
    <isin>LR0008862868</isin>
    <meetingDate>05/29/2024</meetingDate>
    <voteDescription>Advisory approval of the Company's compensation of its named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>10129</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>10129</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
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  <proxyTable>
    <issuerName>SHAKE SHACK INC.</issuerName>
    <cusip>819047101</cusip>
    <isin>US8190471016</isin>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>55000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>55000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>SHAKE SHACK INC.</issuerName>
    <cusip>819047101</cusip>
    <isin>US8190471016</isin>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the frequency of future Say-on-Pay votes</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>55000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>55000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>SOUNDHOUND AI, INC.</issuerName>
    <cusip>836100107</cusip>
    <isin>US8361001071</isin>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>302900</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>302900</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>SOUNDHOUND AI, INC.</issuerName>
    <cusip>836100107</cusip>
    <isin>US8361001071</isin>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>To select, on a non-binding, advisory basis, the frequency of conducting future stockholder advisory votes on named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>302900</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>302900</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>TAPESTRY, INC.</issuerName>
    <cusip>876030107</cusip>
    <isin>US8760301072</isin>
    <meetingDate>11/02/2023</meetingDate>
    <voteDescription>Advisory vote to approve the Company's executive compensation, as discssed and described in the proxy statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>385909</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>385909</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>TAPESTRY, INC.</issuerName>
    <cusip>876030107</cusip>
    <isin>US8760301072</isin>
    <meetingDate>11/02/2023</meetingDate>
    <voteDescription>Advisory vote to approve the frequency of future advisory votes on our executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>385909</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>385909</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>TARGET CORPORATION</issuerName>
    <cusip>87612E106</cusip>
    <isin>US87612E1064</isin>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>200000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>200000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>TEXAS ROADHOUSE,INC.</issuerName>
    <cusip>882681109</cusip>
    <isin>US8826811098</isin>
    <meetingDate>05/16/2024</meetingDate>
    <voteDescription>Say on Pay- An Advisory Vote on the Approval of Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>75019</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>75019</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>THE HOME DEPOT, INC.</issuerName>
    <cusip>437076102</cusip>
    <isin>US4370761029</isin>
    <meetingDate>05/16/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation ("Say-on-Pay")</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>55000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>55000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE SHERWIN-WILLIAMS COMPANY</issuerName>
    <cusip>824348106</cusip>
    <isin>US8243481061</isin>
    <meetingDate>04/17/2024</meetingDate>
    <voteDescription>Advisory approval of the compensation of the named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>26832</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>26832</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>THE TIMKEN COMPANY</issuerName>
    <cusip>887389104</cusip>
    <isin>US8873891043</isin>
    <meetingDate>05/03/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of our named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>57347</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>57347</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE TJX COMPANIES, INC.</issuerName>
    <cusip>872540109</cusip>
    <isin>US8725401090</isin>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>Advisory approval of TJX's executive compensation (the say-on-pay vote)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>195000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>195000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE TRADE DESK, INC.</issuerName>
    <cusip>88339J105</cusip>
    <isin>US88339J1051</isin>
    <meetingDate>05/28/2024</meetingDate>
    <voteDescription>The approval, on a non-binding advisory basis, of the frequency of future non-binding advisory votes on named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>135000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>135000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THERMO FISHER SCIENTIFIC INC.</issuerName>
    <cusip>883556102</cusip>
    <isin>US8835561023</isin>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>An advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>7443</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>7443</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>THOR INDUSTRIES, INC.</issuerName>
    <cusip>885160101</cusip>
    <isin>US8851601018</isin>
    <meetingDate>12/15/2023</meetingDate>
    <voteDescription>Advisory vote on the frequency of holding the "Say on Pay" vote</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>9608</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>9608</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THOR INDUSTRIES, INC.</issuerName>
    <cusip>885160101</cusip>
    <isin>US8851601018</isin>
    <meetingDate>12/15/2023</meetingDate>
    <voteDescription>Non-binding advisory vote to approve the compensation of our named executive officers (NEOs)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>9608</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>9608</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>UNION PACIFIC CORPORATION</issuerName>
    <cusip>907818108</cusip>
    <isin>US9078181081</isin>
    <meetingDate>05/09/2024</meetingDate>
    <voteDescription>An advisory vote to approve executive compensation ("Say On Pay")</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>15600</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>15600</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>UNITED PARCEL SERVICE, INC.</issuerName>
    <cusip>911312106</cusip>
    <isin>US9113121068</isin>
    <meetingDate>05/02/2024</meetingDate>
    <voteDescription>To approve on an advisory basis named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>26964</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>26964</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>UNITED PARKS &amp; RESORTS INC.</issuerName>
    <cusip>81282V100</cusip>
    <isin>US81282V1008</isin>
    <meetingDate>06/13/2024</meetingDate>
    <voteDescription>Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>27011</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>27011</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>URBAN OUTFITTERS, INC.</issuerName>
    <cusip>917047102</cusip>
    <isin>US9170471026</isin>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>250000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>250000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>VERTIV HOLDINGS CO</issuerName>
    <cusip>92537N108</cusip>
    <isin>US92537N1081</isin>
    <meetingDate>06/19/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the 2023 compensation of our named executive officers as disclosed in the Proxy Statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>235682</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>235682</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WALMART INC.</issuerName>
    <cusip>931142103</cusip>
    <isin>US9311421039</isin>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>330000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>330000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>WINNEBAGO INDUSTRIES, INC.</issuerName>
    <cusip>974637100</cusip>
    <isin>US9746371007</isin>
    <meetingDate>12/14/2023</meetingDate>
    <voteDescription>Approve, on an advisory basis, the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>80868</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>80868</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WINNEBAGO INDUSTRIES, INC.</issuerName>
    <cusip>974637100</cusip>
    <isin>US9746371007</isin>
    <meetingDate>12/14/2023</meetingDate>
    <voteDescription>Approve, on an advisory basis, the frequency of future advisory votes on the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>80868</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>80868</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WYNN RESORTS, LIMITED</issuerName>
    <cusip>983134107</cusip>
    <isin>US9831341071</isin>
    <meetingDate>05/02/2024</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>135000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>135000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
