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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   5,274,077 105,566 SH   SOLE   105,566 0 0
AIRBNB INC COM CL A 009066101   18,322,200 135,000 SH   SOLE   135,000 0 0
ALASKA AIR GROUP INC COM 011659109   7,042,000 140,000 SH   SOLE   140,000 0 0
ALPHABET INC CAP STK CL A 02079K305   14,085,000 45,000 SH   SOLE   45,000 0 0
AMAZON COM INC COM 023135106   28,852,500 125,000 SH   SOLE   125,000 0 0
AMER SPORTS INC COM SHS G0260P102   36,976,500 990,000 SH   SOLE   990,000 0 0
AUTOZONE INC COM 053332102   10,852,800 3,200 SH   SOLE   3,200 0 0
BEST BUY INC COM 086516101   7,415,844 110,800 SH   SOLE   110,800 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   2,126,800 52,000 SH   SOLE   52,000 0 0
BLACK ROCK COFFEE BAR INC CL A 092244102   5,117,500 230,000 SH   SOLE   230,000 0 0
BOOKING HOLDINGS INC COM 09857L108   26,776,650 5,000 SH   SOLE   5,000 0 0
BOOT BARN HLDGS INC COM 099406100   15,052,891 85,300 SH   SOLE   85,300 0 0
BRINKER INTL INC COM 109641100   9,013,056 62,800 SH   SOLE   62,800 0 0
BRINKS CO COM 109696104   2,875,644 24,635 SH   SOLE   24,635 0 0
BURLINGTON STORES INC COM 122017106   24,123,308 83,515 SH   SOLE   83,515 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,607,600 10,000 SH   SOLE   10,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   21,545,200 883,000 SH   SOLE   883,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,527,000 50,000 SH   SOLE   50,000 0 0
CHURCHILL DOWNS INC COM 171484108   28,445,000 250,000 SH   SOLE   250,000 0 0
COPA HOLDINGS SA CL A P31076105   6,034,842 50,036 SH   SOLE   50,036 0 0
CUMMINS INC COM 231021106   10,209,000 20,000 SH   SOLE   20,000 0 0
CUSTOMERS BANCORP INC COM 23204G100   1,568,278 21,448 SH   SOLE   21,448 0 0
DICKS SPORTING GOODS INC COM 253393102   26,577,473 134,250 SH   SOLE   134,250 0 0
DOORDASH INC CL A 25809K105   11,324,000 50,000 SH   SOLE   50,000 0 0
DOVER CORP COM 260003108   19,397,094 99,350 SH   SOLE   99,350 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   4,307,500 125,000 SH   SOLE   125,000 0 0
DUTCH BROS INC CL A 26701L100   21,977,980 359,000 SH   SOLE   359,000 0 0
FIVE BELOW INC COM 33829M101   25,051,880 133,000 SH   SOLE   133,000 0 0
G III APPAREL GROUP LTD COM 36237H101   2,887,312 99,700 SH   SOLE   99,700 0 0
GAP INC COM 364760108   4,480,000 175,000 SH   SOLE   175,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   11,799,000 30,000 SH   SOLE   30,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   15,798,750 55,000 SH   SOLE   55,000 0 0
HIVE DIGITAL TECHNOLOGIES LT COM NEW 433921103   6,192,000 2,400,000 SH   SOLE   2,400,000 0 0
IMAX CORP COM 45245E109   2,772,000 75,000 SH   SOLE   75,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   7,288,236 274,200 SH   SOLE   274,200 0 0
LIFE360 INC COM 532206109   4,489,800 70,000 SH   SOLE   70,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106   12,248,959 51,114 SH   SOLE   51,114 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   11,666,475 81,870 SH   SOLE   81,870 0 0
LULULEMON ATHLETICA INC COM 550021109   4,156,200 20,000 SH   SOLE   20,000 0 0
LUMENTUM HLDGS INC COM 55024U109   7,371,800 20,000 SH   SOLE   20,000 0 0
LYFT INC CL A COM 55087P104   4,842,500 250,000 SH   SOLE   250,000 0 0
MACYS INC COM 55616P104   7,871,850 357,000 SH   SOLE   357,000 0 0
MADDEN STEVEN LTD COM 556269108   2,956,440 71,000 SH   SOLE   71,000 0 0
MAPLEBEAR INC COM 565394103   1,003,639 22,313 SH   SOLE   22,313 0 0
MARINEMAX INC COM 567908108   4,338,527 179,056 SH   SOLE   179,056 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,551,200 5,000 SH   SOLE   5,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   9,912,747 15,920 SH   SOLE   15,920 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   14,337,000 225,000 SH   SOLE   225,000 0 0
MKS INC. COM 55306N104   5,817,839 36,407 SH   SOLE   36,407 0 0
MODINE MFG CO COM 607828100   2,062,997 15,452 SH   SOLE   15,452 0 0
NETFLIX INC COM 64110L106   3,750,400 40,000 SH   SOLE   40,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   7,254,000 325,000 SH   SOLE   325,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   17,708,840 81,585 SH   SOLE   81,585 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   9,638,884 87,938 SH   SOLE   87,938 0 0
ON HLDG AG NAMEN AKT A H5919C104   10,086,160 217,000 SH   SOLE   217,000 0 0
ONEWATER MARINE INC CL A COM 68280L101   764,530 70,659 SH   SOLE   70,659 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   5,290,180 58,000 SH   SOLE   58,000 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108   4,477,788 141,747 SH   SOLE   141,747 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   3,850,000 625,000 SH   SOLE   625,000 0 0
PROPETRO HLDG CORP COM 74347M108   6,631,789 697,349 SH   SOLE   697,349 0 0
RALPH LAUREN CORP CL A 751212101   54,955,591 155,413 SH   SOLE   155,413 0 0
REGENERON PHARMACEUTICALS COM 75886F107   5,699,488 7,384 SH   SOLE   7,384 0 0
ROKU INC COM CL A 77543R102   11,117,404 102,474 SH   SOLE   102,474 0 0
ROSS STORES INC COM 778296103   48,583,758 269,700 SH   SOLE   269,700 0 0
SHAKE SHACK INC CL A 819047101   243,510 3,000 SH   SOLE   3,000 0 0
SHARKNINJA INC COM SHS G8068L108   56,426,806 504,261 SH   SOLE   504,261 0 0
SIGNET JEWELERS LIMITED SHS G81276100   414,400 5,000 SH   SOLE   5,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   1,534,203 33,374 SH   SOLE   33,374 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   716,666 30,150 SH   SOLE   30,150 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   40,649,700 70,000 SH   SOLE   70,000 0 0
STITCH FIX INC COM CL A 860897107   853,125 162,500 SH   SOLE   162,500 0 0
TAPESTRY INC COM 876030107   61,137,945 478,500 SH   SOLE   478,500 0 0
THE TRADE DESK INC COM CL A 88339J105   3,796,000 100,000 SH   SOLE   100,000 0 0
TIMKEN CO COM 887389104   33,323,809 396,099 SH   SOLE   396,099 0 0
TJX COS INC NEW COM 872540109   3,072,200 20,000 SH   SOLE   20,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   2,935,500 25,000 SH   SOLE   25,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   12,256,500 150,000 SH   SOLE   150,000 0 0
ULTA BEAUTY INC COM 90384S303   55,358,415 91,500 SH   SOLE   91,500 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   9,919,935 183,126 SH   SOLE   183,126 0 0
WALMART INC COM 931142103   10,026,900 90,000 SH   SOLE   90,000 0 0
WAYFAIR INC CL A 94419L101   12,895,556 128,429 SH   SOLE   128,429 0 0
WOLVERINE WORLD WIDE INC COM 978097103   1,533,675 84,500 SH   SOLE   84,500 0 0
WYNN RESORTS LTD COM 983134107   6,016,500 50,000 SH   SOLE   50,000 0 0
YETI HLDGS INC COM 98585X104   2,208,500 50,000 SH   SOLE   50,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   3,411,000 50,000 SH   SOLE   50,000 0 0