The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
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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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   3,463,813 77,300 SH   SOLE   77,300 0 0
AIRBNB INC COM CL A 009066101   21,174,400 160,000 SH   SOLE   160,000 0 0
ALASKA AIR GROUP INC COM 011659109   6,858,373 138,609 SH   SOLE   138,609 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,268,200 20,000 SH   SOLE   20,000 0 0
ALPHABET INC CAP STK CL A 02079K305   4,405,750 25,000 SH   SOLE   25,000 0 0
AMAZON COM INC COM 023135106   35,102,400 160,000 SH   SOLE   160,000 0 0
AMBARELLA INC SHS G037AX101   2,890,013 43,745 SH   SOLE   43,745 0 0
AMER SPORTS INC COM SHS G0260P102   30,504,120 787,000 SH   SOLE   787,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   962,000 100,000 SH   SOLE   100,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207   9,063,000 900,000 SH   SOLE   900,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   4,071,817 951,359 SH   SOLE   951,359 0 0
ARLO TECHNOLOGIES INC COM 04206A101   1,531,861 90,322 SH   SOLE   90,322 0 0
AUTOZONE INC COM 053332102   21,159,711 5,700 SH   SOLE   5,700 0 0
BATH & BODY WORKS INC COM 070830104   299,600 10,000 SH   SOLE   10,000 0 0
BEST BUY INC COM 086516101   1,879,640 28,000 SH   SOLE   28,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   2,459,000 50,000 SH   SOLE   50,000 0 0
BOOKING HOLDINGS INC COM 09857L108   17,367,720 3,000 SH   SOLE   3,000 0 0
BOOT BARN HLDGS INC COM 099406100   14,288,000 94,000 SH   SOLE   94,000 0 0
BRINKER INTL INC COM 109641100   4,508,250 25,000 SH   SOLE   25,000 0 0
BURLINGTON STORES INC COM 122017106   11,632,000 50,000 SH   SOLE   50,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   2,839,000 100,000 SH   SOLE   100,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   1,585,400 20,000 SH   SOLE   20,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   37,565,757 176,564 SH   SOLE   176,564 0 0
CARLISLE COS INC COM 142339100   17,656,592 47,286 SH   SOLE   47,286 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   22,496,000 800,000 SH   SOLE   800,000 0 0
CELANESE CORP DEL COM 150870103   8,842,619 159,816 SH   SOLE   159,816 0 0
CHURCHILL DOWNS INC COM 171484108   17,675,000 175,000 SH   SOLE   175,000 0 0
CISCO SYS INC COM 17275R102   19,079,500 275,000 SH   SOLE   275,000 0 0
COPA HOLDINGS SA CL A P31076105   5,502,459 50,036 SH   SOLE   50,036 0 0
D R HORTON INC COM 23331A109   12,892,000 100,000 SH   SOLE   100,000 0 0
DAVE INC CLASS A COM NEW 23834J201   14,855,151 55,345 SH   SOLE   55,345 0 0
DECKERS OUTDOOR CORP COM 243537107   6,699,550 65,000 SH   SOLE   65,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   30,527,400 249,000 SH   SOLE   249,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   3,688,500 75,000 SH   SOLE   75,000 0 0
DEXCOM INC COM 252131107   8,729,000 100,000 SH   SOLE   100,000 0 0
DICKS SPORTING GOODS INC COM 253393102   28,286,830 143,000 SH   SOLE   143,000 0 0
DISNEY WALT CO COM 254687106   12,401,000 100,000 SH   SOLE   100,000 0 0
DOLLAR TREE INC COM 256746108   7,229,920 73,000 SH   SOLE   73,000 0 0
DOORDASH INC CL A 25809K105   9,860,400 40,000 SH   SOLE   40,000 0 0
DOVER CORP COM 260003108   55,522,904 303,023 SH   SOLE   303,023 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   23,589,500 550,000 SH   SOLE   550,000 0 0
F5 INC COM 315616102   12,780,257 43,423 SH   SOLE   43,423 0 0
FEDEX CORP COM 31428X106   7,955,850 35,000 SH   SOLE   35,000 0 0
FERRARI N V COM N3167Y103   14,722,200 30,000 SH   SOLE   30,000 0 0
FIVE BELOW INC COM 33829M101   10,232,040 78,000 SH   SOLE   78,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   26,202,600 60,000 SH   SOLE   60,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   5,326,800 20,000 SH   SOLE   20,000 0 0
HOME DEPOT INC COM 437076102   22,365,040 61,000 SH   SOLE   61,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   6,193,386 204,200 SH   SOLE   204,200 0 0
LITTELFUSE INC COM 537008104   9,241,288 40,759 SH   SOLE   40,759 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   33,281,600 220,000 SH   SOLE   220,000 0 0
LPL FINL HLDGS INC COM 50212V100   28,685,580 76,501 SH   SOLE   76,501 0 0
LULULEMON ATHLETICA INC COM 550021109   2,375,800 10,000 SH   SOLE   10,000 0 0
LUMENTUM HLDGS INC COM 55024U109   23,144,163 243,469 SH   SOLE   243,469 0 0
LYFT INC CL A COM 55087P104   7,092,000 450,000 SH   SOLE   450,000 0 0
MALIBU BOATS INC COM CL A 56117J100   985,643 31,450 SH   SOLE   31,450 0 0
MAPLEBEAR INC COM 565394103   9,048,000 200,000 SH   SOLE   200,000 0 0
MARINEMAX INC COM 567908108   7,124,349 283,387 SH   SOLE   283,387 0 0
MARTIN MARIETTA MATLS INC COM 573284106   26,089,324 47,525 SH   SOLE   47,525 0 0
MERITAGE HOMES CORP COM 59001A102   3,234,919 48,304 SH   SOLE   48,304 0 0
META PLATFORMS INC CL A 30303M102   29,523,600 40,000 SH   SOLE   40,000 0 0
MKS INC. COM 55306N104   17,746,690 178,610 SH   SOLE   178,610 0 0
NETFLIX INC COM 64110L106   26,782,600 20,000 SH   SOLE   20,000 0 0
NIKE INC CL B 654106103   2,131,200 30,000 SH   SOLE   30,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   3,549,000 175,000 SH   SOLE   175,000 0 0
NVIDIA CORPORATION COM 67066G104   47,397,000 300,000 SH   SOLE   300,000 0 0
ODDITY TECH LTD SHS CL A M7518J104   377,350 5,000 SH   SOLE   5,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   31,613,231 239,894 SH   SOLE   239,894 0 0
ON SEMICONDUCTOR CORP COM 682189105   13,102,500 250,000 SH   SOLE   250,000 0 0
ONDAS HLDGS INC COM NEW 68236H204   1,469,816 765,529 SH   SOLE   765,529 0 0
ONEWATER MARINE INC CL A COM 68280L101   946,124 70,659 SH   SOLE   70,659 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   14,060,280 156,000 SH   SOLE   156,000 0 0
OSHKOSH CORP COM 688239201   11,164,615 98,332 SH   SOLE   98,332 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   6,593,000 950,000 SH   SOLE   950,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,408,948 14,021 SH   SOLE   14,021 0 0
PINTEREST INC CL A 72352L106   9,861,500 275,000 SH   SOLE   275,000 0 0
PULTE GROUP INC COM 745867101   2,636,500 25,000 SH   SOLE   25,000 0 0
RALPH LAUREN CORP CL A 751212101   23,826,155 86,868 SH   SOLE   86,868 0 0
ROSS STORES INC COM 778296103   19,902,480 156,000 SH   SOLE   156,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   36,011,100 115,000 SH   SOLE   115,000 0 0
SEMTECH CORP COM 816850101   1,557,736 34,509 SH   SOLE   34,509 0 0
SHARKNINJA INC COM SHS G8068L108   14,353,550 145,000 SH   SOLE   145,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100   7,358,375 92,500 SH   SOLE   92,500 0 0
SOUTHWEST AIRLS CO COM 844741108   4,866,000 150,000 SH   SOLE   150,000 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   1,689,012 60,150 SH   SOLE   60,150 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   26,856,900 35,000 SH   SOLE   35,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   26,456,700 870,000 SH   SOLE   870,000 0 0
TAPESTRY INC COM 876030107   62,784,150 715,000 SH   SOLE   715,000 0 0
TERADYNE INC COM 880770102   5,395,200 60,000 SH   SOLE   60,000 0 0
THE TRADE DESK INC COM CL A 88339J105   14,038,050 195,000 SH   SOLE   195,000 0 0
TIMKEN CO COM 887389104   19,022,610 262,200 SH   SOLE   262,200 0 0
TJX COS INC NEW COM 872540109   3,632,952 29,419 SH   SOLE   29,419 0 0
TOLL BROTHERS INC COM 889478103   5,706,500 50,000 SH   SOLE   50,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   9,066,436 209,145 SH   SOLE   209,145 0 0
UBER TECHNOLOGIES INC COM 90353T100   16,794,000 180,000 SH   SOLE   180,000 0 0
ULTA BEAUTY INC COM 90384S303   64,568,516 138,020 SH   SOLE   138,020 0 0
UNION PAC CORP COM 907818108   11,504,000 50,000 SH   SOLE   50,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   14,755,837 185,305 SH   SOLE   185,305 0 0
URBAN OUTFITTERS INC COM 917047102   13,419,900 185,000 SH   SOLE   185,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   40,530,048 315,630 SH   SOLE   315,630 0 0
WALMART INC COM 931142103   488,900 5,000 SH   SOLE   5,000 0 0
WAYFAIR INC CL A 94419L101   24,291,500 475,000 SH   SOLE   475,000 0 0
WINGSTOP INC COM 974155103   10,102,200 30,000 SH   SOLE   30,000 0 0
WYNN RESORTS LTD COM 983134107   2,341,750 25,000 SH   SOLE   25,000 0 0