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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABERCROMBIE & FITCH CO CL A 002896207   233,894 2,734 SH   SOLE   2,734 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   14,294,015 285,766 SH   SOLE   285,766 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   32,885,580 256,218 SH   SOLE   256,218 0 0
AIRBNB INC COM CL A 009066101   7,227,647 59,526 SH   SOLE   59,526 0 0
ALASKA AIR GROUP INC COM 011659109   10,951,600 220,000 SH   SOLE   220,000 0 0
AMAZON COM INC COM 023135106   4,391,400 20,000 SH   SOLE   20,000 0 0
AMER SPORTS INC COM SHS G0260P102   23,758,193 683,689 SH   SOLE   683,689 0 0
AMERESCO INC CL A 02361E108   3,108,836 92,580 SH   SOLE   92,580 0 0
AUTOZONE INC COM 053332102   22,309,248 5,200 SH   SOLE   5,200 0 0
BEST BUY INC COM 086516101   18,073,180 239,000 SH   SOLE   239,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   9,366,750 207,000 SH   SOLE   207,000 0 0
BLACK ROCK COFFEE BAR INC CL A 092244102   5,487,800 230,000 SH   SOLE   230,000 0 0
BLOCK INC CL A 852234103   5,420,250 75,000 SH   SOLE   75,000 0 0
BOOKING HOLDINGS INC COM 09857L108   24,296,715 4,500 SH   SOLE   4,500 0 0
BOOT BARN HLDGS INC COM 099406100   23,366,520 141,000 SH   SOLE   141,000 0 0
BRINKER INTL INC COM 109641100   4,649,156 36,700 SH   SOLE   36,700 0 0
BRINKS CO COM 109696104   12,244,007 104,775 SH   SOLE   104,775 0 0
BURLINGTON STORES INC COM 122017106   20,105,500 79,000 SH   SOLE   79,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   15,226,000 115,000 SH   SOLE   115,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   4,053,750 150,000 SH   SOLE   150,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   1,489,800 20,000 SH   SOLE   20,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   7,251,954 34,114 SH   SOLE   34,114 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   16,294,560 818,000 SH   SOLE   818,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   33,329,038 1,152,855 SH   SOLE   1,152,855 0 0
CARVANA CO CL A 146869102   11,317,200 30,000 SH   SOLE   30,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207   6,323,900 110,000 SH   SOLE   110,000 0 0
CHURCHILL DOWNS INC COM 171484108   24,252,500 250,000 SH   SOLE   250,000 0 0
CITIZENS FINL GROUP INC COM 174610105   69,673,622 1,310,640 SH   SOLE   1,310,640 0 0
COPA HOLDINGS SA CL A P31076105   5,945,278 50,036 SH   SOLE   50,036 0 0
COREWEAVE INC COM CL A 21873S108   27,370,000 200,000 SH   SOLE   200,000 0 0
CUSTOMERS BANCORP INC COM 23204G100   17,298,013 264,617 SH   SOLE   264,617 0 0
D R HORTON INC COM 23331A109   27,962,550 165,000 SH   SOLE   165,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   2,837,500 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102   34,490,322 155,208 SH   SOLE   155,208 0 0
DISNEY WALT CO COM 254687106   9,160,000 80,000 SH   SOLE   80,000 0 0
DOORDASH INC CL A 25809K105   32,638,800 120,000 SH   SOLE   120,000 0 0
DOVER CORP COM 260003108   341,835 2,049 SH   SOLE   2,049 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   24,310,000 650,000 SH   SOLE   650,000 0 0
EBAY INC. COM 278642103   12,733,000 140,000 SH   SOLE   140,000 0 0
ETSY INC COM 29786A106   2,655,600 40,000 SH   SOLE   40,000 0 0
FIVE BELOW INC COM 33829M101   20,652,450 133,500 SH   SOLE   133,500 0 0
GENERAL MTRS CO COM 37045V100   9,145,500 150,000 SH   SOLE   150,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   31,854,000 40,000 SH   SOLE   40,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   20,519,219 46,900 SH   SOLE   46,900 0 0
HIVE DIGITAL TECHNOLOGIES LT COM NEW 433921103   6,517,090 1,617,144 SH   SOLE   1,617,144 0 0
HOME DEPOT INC COM 437076102   18,638,740 46,000 SH   SOLE   46,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   21,990,000 200,000 SH   SOLE   200,000 0 0
KONTOOR BRANDS INC COM 50050N103   1,595,400 20,000 SH   SOLE   20,000 0 0
LATAM AIRLINES GROUP SA SPONSORED ADR 51817R205   4,525,000 100,000 SH   SOLE   100,000 0 0
LAUDER ESTEE COS INC CL A 518439104   18,064,600 205,000 SH   SOLE   205,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   7,567,920 274,200 SH   SOLE   274,200 0 0
LITTELFUSE INC COM 537008104   26,932,637 103,983 SH   SOLE   103,983 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   9,804,000 60,000 SH   SOLE   60,000 0 0
LYFT INC CL A COM 55087P104   2,751,250 125,000 SH   SOLE   125,000 0 0
MAPLEBEAR INC COM 565394103   11,028,000 300,000 SH   SOLE   300,000 0 0
MARINEMAX INC COM 567908108   6,671,593 263,387 SH   SOLE   263,387 0 0
MERITAGE HOMES CORP COM 59001A102   4,585,109 63,304 SH   SOLE   63,304 0 0
META PLATFORMS INC CL A 30303M102   36,719,000 50,000 SH   SOLE   50,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   3,466,000 100,000 SH   SOLE   100,000 0 0
MICRON TECHNOLOGY INC COM 595112103   11,712,400 70,000 SH   SOLE   70,000 0 0
MODINE MFG CO COM 607828100   17,661,816 124,239 SH   SOLE   124,239 0 0
NETFLIX INC COM 64110L106   44,360,040 37,000 SH   SOLE   37,000 0 0
NIKE INC CL B 654106103   3,486,500 50,000 SH   SOLE   50,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   3,694,500 150,000 SH   SOLE   150,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   27,424,699 213,588 SH   SOLE   213,588 0 0
ON HLDG AG NAMEN AKT A H5919C104   7,565,446 178,641 SH   SOLE   178,641 0 0
ONEWATER MARINE INC CL A COM 68280L101   1,119,239 70,659 SH   SOLE   70,659 0 0
ORACLE CORP COM 68389X105   31,671,561 112,614 SH   SOLE   112,614 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   21,130,760 196,000 SH   SOLE   196,000 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108   20,972,230 685,367 SH   SOLE   685,367 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   9,000,000 1,000,000 SH   SOLE   1,000,000 0 0
PINTEREST INC CL A 72352L106   18,990,434 590,315 SH   SOLE   590,315 0 0
PULTE GROUP INC COM 745867101   10,570,400 80,000 SH   SOLE   80,000 0 0
RALPH LAUREN CORP CL A 751212101   46,093,320 147,000 SH   SOLE   147,000 0 0
REDDIT INC CL A 75734B100   6,899,700 30,000 SH   SOLE   30,000 0 0
ROBERT HALF INC. COM 770323103   1,359,200 40,000 SH   SOLE   40,000 0 0
ROSS STORES INC COM 778296103   32,565,743 213,700 SH   SOLE   213,700 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   25,886,400 80,000 SH   SOLE   80,000 0 0
SAIA INC COM 78709Y105   7,484,000 25,000 SH   SOLE   25,000 0 0
SHAKE SHACK INC CL A 819047101   2,808,300 30,000 SH   SOLE   30,000 0 0
SHARKNINJA INC COM SHS G8068L108   22,562,825 218,738 SH   SOLE   218,738 0 0
SIGNET JEWELERS LIMITED SHS G81276100   8,968,520 93,500 SH   SOLE   93,500 0 0
SOUTHWEST AIRLS CO COM 844741108   797,750 25,000 SH   SOLE   25,000 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   811,035 30,150 SH   SOLE   30,150 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   38,555,426 55,237 SH   SOLE   55,237 0 0
STUBHUB HLDGS INC CL A 86384P109   842,000 50,000 SH   SOLE   50,000 0 0
SYSCO CORP COM 871829107   2,470,200 30,000 SH   SOLE   30,000 0 0
TAPESTRY INC COM 876030107   54,005,940 477,000 SH   SOLE   477,000 0 0
TIMKEN CO COM 887389104   20,519,780 272,942 SH   SOLE   272,942 0 0
TJX COS INC NEW COM 872540109   5,781,600 40,000 SH   SOLE   40,000 0 0
TOLL BROTHERS INC COM 889478103   6,907,000 50,000 SH   SOLE   50,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   1,645,187 22,755 SH   SOLE   22,755 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,347,750 75,000 SH   SOLE   75,000 0 0
ULTA BEAUTY INC COM 90384S303   69,339,929 126,822 SH   SOLE   126,822 0 0
UNITED AIRLS HLDGS INC COM 910047109   9,167,500 95,000 SH   SOLE   95,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   2,088,250 25,000 SH   SOLE   25,000 0 0
UNUSUAL MACHS INC COM SHS 91532F102   6,313,325 418,101 SH   SOLE   418,101 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   220,540 8,126 SH   SOLE   8,126 0 0
VULCAN MATLS CO COM 929160109   12,304,800 40,000 SH   SOLE   40,000 0 0
WALMART INC COM 931142103   5,668,300 55,000 SH   SOLE   55,000 0 0
WAYFAIR INC CL A 94419L101   35,999,990 403,000 SH   SOLE   403,000 0 0
WINGSTOP INC COM 974155103   355,372 1,412 SH   SOLE   1,412 0 0
WOLVERINE WORLD WIDE INC COM 978097103   5,199,880 189,500 SH   SOLE   189,500 0 0
WYNN RESORTS LTD COM 983134107   15,392,400 120,000 SH   SOLE   120,000 0 0