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
3M CO COM 88579Y101   28,962,461 178,880 SH   SOLE   178,880 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   4,241,700 90,000 SH   SOLE   90,000 0 0
AECOM COM 00766T100   6,424,950 92,048 SH   SOLE   92,048 0 0
AIRBNB INC COM CL A 009066101   11,448,000 80,000 SH   SOLE   80,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,075,290 17,000 SH   SOLE   17,000 0 0
AMAZON COM INC COM 023135106   27,409,100 115,000 SH   SOLE   115,000 0 0
AMER SPORTS INC COM SHS G0260P102   28,256,400 835,000 SH   SOLE   835,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   19,409,553 131,004 SH   SOLE   131,004 0 0
ARROW ELECTRS INC COM 042735100   19,186,626 89,905 SH   SOLE   89,905 0 0
BEST BUY INC COM 086516101   9,674,700 127,500 SH   SOLE   127,500 0 0
BOOT BARN HLDGS INC COM 099406100   13,650,837 83,100 SH   SOLE   83,100 0 0
BRUNSWICK CORP COM 117043109   4,953,986 58,808 SH   SOLE   58,808 0 0
BURLINGTON STORES INC COM 122017106   9,504,000 30,000 SH   SOLE   30,000 0 0
CARNIVAL CORP LTD COMMON SHARES G2004J103   9,999,500 350,000 SH   SOLE   350,000 0 0
CARTERS INC COM 146229109   8,232,000 200,000 SH   SOLE   200,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   13,600,000 400,000 SH   SOLE   400,000 0 0
CHURCHILL DOWNS INC COM 171484108   5,156,720 57,527 SH   SOLE   57,527 0 0
COHERENT CORP COM 19247G107   14,145,694 35,860 SH   SOLE   35,860 0 0
COPA HOLDINGS SA CL A P31076105   13,830,173 88,900 SH   SOLE   88,900 0 0
COREWEAVE INC COM CL A 21873S108   5,205,643 52,297 SH   SOLE   52,297 0 0
CROCS INC COM 227046109   6,032,000 50,000 SH   SOLE   50,000 0 0
D R HORTON INC COM 23331A109   13,030,400 80,000 SH   SOLE   80,000 0 0
DECKERS OUTDOOR CORP COM 243537107   4,964,500 50,000 SH   SOLE   50,000 0 0
DELTA AIR LINES INC COM NEW 247361702   7,492,800 80,000 SH   SOLE   80,000 0 0
DICKS SPORTING GOODS INC COM 253393102   30,619,350 135,000 SH   SOLE   135,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   7,851,500 50,000 SH   SOLE   50,000 0 0
DOLLAR TREE INC COM 256746108   4,233,250 35,000 SH   SOLE   35,000 0 0
DOORDASH INC CL A 25809K105   16,607,700 90,000 SH   SOLE   90,000 0 0
DOVER CORP COM 260003108   38,374,532 171,101 SH   SOLE   171,101 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,789,000 150,000 SH   SOLE   150,000 0 0
DUTCH BROS INC CL A 26701L100   17,737,070 247,000 SH   SOLE   247,000 0 0
DYCOM INDS INC COM 267475101   36,737,686 72,663 SH   SOLE   72,663 0 0
FEDEX CORP COM 31428X106   6,262,600 20,000 SH   SOLE   20,000 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105   1,510,000 10,000 SH   SOLE   10,000 0 0
FIVE BELOW INC COM 33829M101   6,292,650 35,000 SH   SOLE   35,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   10,536,400 177,500 SH   SOLE   177,500 0 0
GATES INDL CORP PLC ORD SHS G39108108   15,650,865 559,559 SH   SOLE   559,559 0 0
GENERAC HLDGS INC COM 368736104   10,582,739 36,142 SH   SOLE   36,142 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   1,339,382 4,600 SH   SOLE   4,600 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   19,861,933 440,300 SH   SOLE   440,300 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   28,089,100 85,000 SH   SOLE   85,000 0 0
HOME DEPOT INC COM 437076102   43,697,052 123,900 SH   SOLE   123,900 0 0
HOWMET AEROSPACE INC COM 443201108   30,314,234 112,751 SH   SOLE   112,751 0 0
HUNT J B TRANS SVCS INC COM 445658107   9,609,076 33,200 SH   SOLE   33,200 0 0
IDEX CORP COM 45167R104   19,530,182 86,055 SH   SOLE   86,055 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   13,627,250 175,000 SH   SOLE   175,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   12,072,304 295,600 SH   SOLE   295,600 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   11,902,150 65,000 SH   SOLE   65,000 0 0
LOWES COS INC COM 548661107   19,844,100 90,000 SH   SOLE   90,000 0 0
LUMENTUM HLDGS INC COM 55024U109   8,580,600 10,000 SH   SOLE   10,000 0 0
MAPLEBEAR INC COM 565394103   4,735,000 100,000 SH   SOLE   100,000 0 0
MARINEMAX INC COM 567908108   3,551,334 96,978 SH   SOLE   96,978 0 0
MARRIOTT INTL INC NEW CL A 571903202   18,529,500 50,000 SH   SOLE   50,000 0 0
MERCADOLIBRE INC COM 58733R102   3,394,780 2,000 SH   SOLE   2,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   20,407,368 223,765 SH   SOLE   223,765 0 0
NETFLIX INC. COM 64110L106   2,856,000 40,000 SH   SOLE   40,000 0 0
NVIDIA CORPORATION COM 67066G104   14,006,300 70,000 SH   SOLE   70,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   43,559,650 155,000 SH   SOLE   155,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   18,411,000 85,000 SH   SOLE   85,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   384,400 5,000 SH   SOLE   5,000 0 0
OMNICOM GROUP INC COM 681919106   218,490 3,000 SH   SOLE   3,000 0 0
ONEWATER MARINE INC CL A COM 68280L101   796,327 70,659 SH   SOLE   70,659 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   4,144,050 45,000 SH   SOLE   45,000 0 0
PENN ENTERTAINMENT INC COM 707569109   2,670,000 125,000 SH   SOLE   125,000 0 0
PROPETRO HLDG CORP COM 74347M108   7,038,531 490,832 SH   SOLE   490,832 0 0
RALPH LAUREN CORP CL A 751212101   30,105,750 75,000 SH   SOLE   75,000 0 0
RED ROCK RESORTS INC CL A 75700L108   9,759,000 150,000 SH   SOLE   150,000 0 0
REDDIT INC CL A 75734B100   8,679,000 50,000 SH   SOLE   50,000 0 0
ROKU INC COM CL A 77543R102   9,669,800 70,000 SH   SOLE   70,000 0 0
ROSS STORES INC COM 778296103   27,670,500 130,000 SH   SOLE   130,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   7,144,425 22,500 SH   SOLE   22,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   1,942,500 30,000 SH   SOLE   30,000 0 0
SAIA INC COM 78709Y105   10,107,840 24,000 SH   SOLE   24,000 0 0
SOUTHWEST AIRLS CO COM 844741108   2,571,000 50,000 SH   SOLE   50,000 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   6,056,050 35,000 SH   SOLE   35,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   6,886,950 15,000 SH   SOLE   15,000 0 0
TAPESTRY INC COM 876030107   42,303,820 289,000 SH   SOLE   289,000 0 0
TARGET CORP COM 87612E106   7,836,600 60,000 SH   SOLE   60,000 0 0
TOLL BROTHERS INC COM 889478103   11,532,500 70,000 SH   SOLE   70,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,216,000 100,000 SH   SOLE   100,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   4,759,650 35,000 SH   SOLE   35,000 0 0
URBAN OUTFITTERS INC COM 917047102   7,794,600 110,000 SH   SOLE   110,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   16,696,000 200,000 SH   SOLE   200,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   25,120,800 240,000 SH   SOLE   240,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   1,613,400 30,000 SH   SOLE   30,000 0 0
WAYFAIR INC CL A 94419L101   3,696,800 40,000 SH   SOLE   40,000 0 0
X-ENERGY INC COM CL A 98386P102   367,200 20,000 SH   SOLE   20,000 0 0
XPO INC COM 983793100   20,432,514 99,530 SH   SOLE   99,530 0 0
YETI HLDGS INC COM 98585X104   10,903,200 220,000 SH   SOLE   220,000 0 0