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
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   6,573,263 50,920 SH   SOLE   50,920 0 0
ABERCROMBIE & FITCH CO CL A 002896207   17,189,050 115,000 SH   SOLE   115,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   9,348,625 162,500 SH   SOLE   162,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   40,455,850 115,000 SH   SOLE   115,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   1,653,005 198,440 SH   SOLE   198,440 0 0
AES CORP COM 00130H105   7,722,000 600,000 SH   SOLE   600,000 0 0
ALPHABET INC CAP STK CL A 02079K305   3,786,000 20,000 SH   SOLE   20,000 0 0
AMAZON COM INC COM 023135106   38,393,250 175,000 SH   SOLE   175,000 0 0
AMER SPORTS INC COM SHS G0260P102   30,212,374 1,080,557 SH   SOLE   1,080,557 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   2,167,100 130,000 SH   SOLE   130,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207   6,229,564 815,388 SH   SOLE   815,388 0 0
AUTOZONE INC COM 053332102   3,202,000 1,000 SH   SOLE   1,000 0 0
AXALTA COATING SYS LTD COM G0750C108   7,740,051 226,185 SH   SOLE   226,185 0 0
BATH & BODY WORKS INC COM 070830104   15,508,000 400,000 SH   SOLE   400,000 0 0
BILL HOLDINGS INC COM 090043100   4,053,374 47,850 SH   SOLE   47,850 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   6,838,862 120,700 SH   SOLE   120,700 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   6,114,846 68,437 SH   SOLE   68,437 0 0
BOEING CO COM 097023105   7,080,000 40,000 SH   SOLE   40,000 0 0
BOOT BARN HLDGS INC COM 099406100   16,745,746 110,300 SH   SOLE   110,300 0 0
BROADCOM INC COM 11135F101   4,636,800 20,000 SH   SOLE   20,000 0 0
BURLINGTON STORES INC COM 122017106   14,253,000 50,000 SH   SOLE   50,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   3,342,000 100,000 SH   SOLE   100,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   10,591,000 425,000 SH   SOLE   425,000 0 0
CARTERS INC COM 146229109   4,191,055 77,340 SH   SOLE   77,340 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   12,060,000 200,000 SH   SOLE   200,000 0 0
CHURCHILL DOWNS INC COM 171484108   10,005,217 74,923 SH   SOLE   74,923 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   9,255,259 120,089 SH   SOLE   120,089 0 0
COPA HOLDINGS SA CL A P31076105   20,212,400 230,000 SH   SOLE   230,000 0 0
CORNING INC COM 219350105   10,453,640 219,984 SH   SOLE   219,984 0 0
CUSTOMERS BANCORP INC COM 23204G100   5,257,440 108,000 SH   SOLE   108,000 0 0
D R HORTON INC COM 23331A109   3,495,500 25,000 SH   SOLE   25,000 0 0
DAVE INC CLASS A COM NEW 23834J201   3,216,127 37,001 SH   SOLE   37,001 0 0
DECKERS OUTDOOR CORP COM 243537107   34,542,563 170,085 SH   SOLE   170,085 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   7,562,500 125,000 SH   SOLE   125,000 0 0
DICKS SPORTING GOODS INC COM 253393102   44,686,502 195,274 SH   SOLE   195,274 0 0
DISNEY WALT CO COM 254687106   8,908,000 80,000 SH   SOLE   80,000 0 0
DOORDASH INC CL A 25809K105   8,387,500 50,000 SH   SOLE   50,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   26,505,000 712,500 SH   SOLE   712,500 0 0
DUPONT DE NEMOURS INC COM 26614N102   5,744,370 75,336 SH   SOLE   75,336 0 0
ELEMENT SOLUTIONS INC COM 28618M106   11,175,442 439,459 SH   SOLE   439,459 0 0
ENERSYS COM 29275Y102   12,388,855 134,035 SH   SOLE   134,035 0 0
FERRARI N V COM N3167Y103   7,434,700 17,500 SH   SOLE   17,500 0 0
FLUTTER ENTMT PLC SHS G3643J108   10,338,000 40,000 SH   SOLE   40,000 0 0
FTAI AVIATION LTD SHS G3730V105   76,510,447 531,175 SH   SOLE   531,175 0 0
GALLAGHER ARTHUR J & CO COM 363576109   47,299,061 166,634 SH   SOLE   166,634 0 0
GAP INC COM 364760108   12,434,106 526,200 SH   SOLE   526,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   48,672,700 85,000 SH   SOLE   85,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   38,786,697 92,025 SH   SOLE   92,025 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   23,480,200 95,000 SH   SOLE   95,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   2,559,900 15,000 SH   SOLE   15,000 0 0
INTERFACE INC COM 458665304   2,485,892 102,090 SH   SOLE   102,090 0 0
JACOBS SOLUTIONS INC COM 46982L108   6,681,000 50,000 SH   SOLE   50,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113   318,785 10,300 SH   SOLE   10,300 0 0
LENNAR CORP CL A 526057104   2,045,550 15,000 SH   SOLE   15,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   16,624,795 751,573 SH   SOLE   751,573 0 0
LITHIA MTRS INC COM 536797103   18,987,396 53,122 SH   SOLE   53,122 0 0
LUMENTUM HLDGS INC COM 55024U109   34,587,316 411,999 SH   SOLE   411,999 0 0
LYFT INC CL A COM 55087P104   1,935,000 150,000 SH   SOLE   150,000 0 0
MACYS INC COM 55616P104   5,079,000 300,000 SH   SOLE   300,000 0 0
MALIBU BOATS INC COM CL A 56117J100   1,182,206 31,450 SH   SOLE   31,450 0 0
MAPLEBEAR INC COM 565394103   10,355,000 250,000 SH   SOLE   250,000 0 0
MARINEMAX INC COM 567908108   8,188,015 282,833 SH   SOLE   282,833 0 0
MCDONALDS CORP COM 580135101   4,348,350 15,000 SH   SOLE   15,000 0 0
MERITAGE HOMES CORP COM 59001A102   9,266,424 60,242 SH   SOLE   60,242 0 0
META PLATFORMS INC CL A 30303M102   26,347,950 45,000 SH   SOLE   45,000 0 0
MKS INSTRS INC COM 55306N104   5,577,766 53,432 SH   SOLE   53,432 0 0
NETFLIX INC COM 64110L106   26,739,600 30,000 SH   SOLE   30,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   5,212,242 344,725 SH   SOLE   344,725 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   4,451,058 172,991 SH   SOLE   172,991 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   15,526,795 141,500 SH   SOLE   141,500 0 0
OMNICOM GROUP INC COM 681919106   1,720,800 20,000 SH   SOLE   20,000 0 0
ONEMAIN HLDGS INC COM 68268W103   5,030,545 96,500 SH   SOLE   96,500 0 0
ONEWATER MARINE INC CL A COM 68280L101   1,228,053 70,659 SH   SOLE   70,659 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   11,858,000 10,000 SH   SOLE   10,000 0 0
PACCAR INC COM 693718108   11,874,715 114,158 SH   SOLE   114,158 0 0
PARKER-HANNIFIN CORP COM 701094104   15,510,228 24,386 SH   SOLE   24,386 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,137,361 14,021 SH   SOLE   14,021 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   3,382,000 40,000 SH   SOLE   40,000 0 0
PINTEREST INC CL A 72352L106   1,450,000 50,000 SH   SOLE   50,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   806,488 63,754 SH   SOLE   63,754 0 0
PVH CORPORATION COM 693656100   7,740,900 73,200 SH   SOLE   73,200 0 0
RALPH LAUREN CORP CL A 751212101   18,824,870 81,500 SH   SOLE   81,500 0 0
RED ROCK RESORTS INC CL A 75700L108   1,156,000 25,000 SH   SOLE   25,000 0 0
REDDIT INC CL A 75734B100   6,537,600 40,000 SH   SOLE   40,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   30,261,732 105,888 SH   SOLE   105,888 0 0
ROKU INC COM CL A 77543R102   4,460,400 60,000 SH   SOLE   60,000 0 0
ROSS STORES INC COM 778296103   15,127,000 100,000 SH   SOLE   100,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   29,989,700 130,000 SH   SOLE   130,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   2,179,500 50,000 SH   SOLE   50,000 0 0
SEMTECH CORP COM 816850101   5,239,870 84,719 SH   SOLE   84,719 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   2,867,328 104,647 SH   SOLE   104,647 0 0
SHAKE SHACK INC CL A 819047101   10,384,000 80,000 SH   SOLE   80,000 0 0
SHARKNINJA INC COM SHS G8068L108   21,857,320 224,500 SH   SOLE   224,500 0 0
SIGNET JEWELERS LIMITED SHS G81276100   3,667,543 45,441 SH   SOLE   45,441 0 0
SKECHERS U S A INC CL A 830566105   2,248,371 33,438 SH   SOLE   33,438 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   2,461,049 141,929 SH   SOLE   141,929 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   15,658,300 35,000 SH   SOLE   35,000 0 0
STARBUCKS CORP COM 855244109   7,300,000 80,000 SH   SOLE   80,000 0 0
TAPESTRY INC COM 876030107   65,501,426 1,002,624 SH   SOLE   1,002,624 0 0
TEXAS ROADHOUSE INC COM 882681109   2,706,450 15,000 SH   SOLE   15,000 0 0
THE TRADE DESK INC COM CL A 88339J105   1,762,950 15,000 SH   SOLE   15,000 0 0
TJX COS INC NEW COM 872540109   7,782,459 64,419 SH   SOLE   64,419 0 0
TOLL BROTHERS INC COM 889478103   45,342,000 360,000 SH   SOLE   360,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   21,260,959 412,754 SH   SOLE   412,754 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,032,000 100,000 SH   SOLE   100,000 0 0
ULTA BEAUTY INC COM 90384S303   9,568,460 22,000 SH   SOLE   22,000 0 0
UNION PAC CORP COM 907818108   4,560,800 20,000 SH   SOLE   20,000 0 0
URBAN OUTFITTERS INC COM 917047102   4,116,000 75,000 SH   SOLE   75,000 0 0
VAIL RESORTS INC COM 91879Q109   8,435,250 45,000 SH   SOLE   45,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,816,600 60,000 SH   SOLE   60,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   3,727,800 90,000 SH   SOLE   90,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   11,629,637 263,950 SH   SOLE   263,950 0 0
VIVID SEATS INC COM CL A 92854T100   463,000 100,000 SH   SOLE   100,000 0 0
WALMART INC COM 931142103   18,973,500 210,000 SH   SOLE   210,000 0 0
WAYFAIR INC CL A 94419L101   3,833,680 86,500 SH   SOLE   86,500 0 0
WYNN RESORTS LTD COM 983134107   2,154,000 25,000 SH   SOLE   25,000 0 0
YETI HLDGS INC COM 98585X104   5,794,369 150,464 SH   SOLE   150,464 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   1,851,250 25,000 SH   SOLE   25,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   1,051,000 100,000 SH   SOLE   100,000 0 0