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
ADVANCED MICRO DEVICES INC COM 007903107   22,534,755 110,774 SH   SOLE   110,774 0 0
ALPHABET INC CAP STK CL A 02079K305   31,720,168 110,308 SH   SOLE   110,308 0 0
AMAZON COM INC COM 023135106   69,261,855 332,558 SH   SOLE   332,558 0 0
AMER SPORTS INC COM SHS G0260P102   14,922,932 453,309 SH   SOLE   453,309 0 0
APPLE INC COM 037833100   72,536,735 285,814 SH   SOLE   285,814 0 0
APPLIED MATLS INC COM 038222105   57,928,278 169,485 SH   SOLE   169,485 0 0
ARAMARK COM 03852U106   133,958,714 3,304,359 SH   SOLE   3,304,359 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   41,272,182 250,438 SH   SOLE   250,438 0 0
AUTODESK INC COM 052769106   35,348,607 147,655 SH   SOLE   147,655 0 0
BLACKROCK INC COM 09290D101   154,905,515 161,073 SH   SOLE   161,073 0 0
BOEING CO COM 097023105   62,999,364 316,532 SH   SOLE   316,532 0 0
BOOT BARN HLDGS INC COM 099406100   59,247,406 404,806 SH   SOLE   404,806 0 0
BRINKER INTL INC COM 109641100   34,341,182 240,535 SH   SOLE   240,535 0 0
CAPITAL ONE FINL CORP COM 14040H105   41,367,462 226,758 SH   SOLE   226,758 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   47,438,712 120,357 SH   SOLE   120,357 0 0
CELSIUS HLDGS INC COM NEW 15118V207   52,273,181 1,473,314 SH   SOLE   1,473,314 0 0
CHEWY INC CL A 16679L109   19,809,819 733,697 SH   SOLE   733,697 0 0
CHURCHILL DOWNS INC COM 171484108   51,697,075 575,499 SH   SOLE   575,499 0 0
CITIZENS FINL GROUP INC COM 174610105   75,867,567 1,265,092 SH   SOLE   1,265,092 0 0
CME GROUP INC COM 12572Q105   53,462,190 181,013 SH   SOLE   181,013 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   67,810,094 1,105,299 SH   SOLE   1,105,299 0 0
CORPAY INC COM SHS 219948106   46,873,542 161,083 SH   SOLE   161,083 0 0
CSX CORP COM 126408103   142,082,835 3,461,214 SH   SOLE   3,461,214 0 0
EVERCORE INC CLASS A 29977A105   22,316,608 74,760 SH   SOLE   74,760 0 0
F5 INC COM 315616102   102,474,031 354,177 SH   SOLE   354,177 0 0
FEDEX CORP COM 31428X106   68,639,804 192,711 SH   SOLE   192,711 0 0
FIFTH THIRD BANCORP COM 316773100   27,456,838 590,978 SH   SOLE   590,978 0 0
FISERV INC COM 337738108   31,556,183 565,523 SH   SOLE   565,523 0 0
FLEXTRONICS INTL LTD ORD Y2573F102   27,175,654 415,149 SH   SOLE   415,149 0 0
FORTINET INC COM 34959E109   54,098,231 661,995 SH   SOLE   661,995 0 0
GENERAL DYNAMICS CORP COM 369550108   55,078,230 160,475 SH   SOLE   160,475 0 0
GENERAL MTRS CO COM 37045V100   54,347,452 729,496 SH   SOLE   729,496 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   22,345,195 502,365 SH   SOLE   502,365 0 0
HOME DEPOT INC COM 437076102   55,180,835 167,779 SH   SOLE   167,779 0 0
HUNT J B TRANS SVCS INC COM 445658107   82,713,682 390,343 SH   SOLE   390,343 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   40,108,148 548,375 SH   SOLE   548,375 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   97,794,563 509,559 SH   SOLE   509,559 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   37,200,000 150,000 SH Put SOLE   150,000 0 0
KKR & CO INC COM 48251W104   48,001,765 518,938 SH   SOLE   518,938 0 0
LAM RESEARCH CORP COM NEW 512807306   35,482,944 166,072 SH   SOLE   166,072 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   52,194,543 613,909 SH   SOLE   613,909 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   56,563,671 370,885 SH   SOLE   370,885 0 0
LOCKHEED MARTIN CORP COM 539830109   45,245,844 74,862 SH   SOLE   74,862 0 0
LOUISIANA PAC CORP COM 546347105   27,469,600 377,589 SH   SOLE   377,589 0 0
LPL FINL HLDGS INC COM 50212V100   71,752,467 238,515 SH   SOLE   238,515 0 0
M/I HOMES INC COM 55305B101   40,194,335 328,251 SH   SOLE   328,251 0 0
MARRIOTT INTL INC NEW CL A 571903202   127,008,477 388,322 SH   SOLE   388,322 0 0
MASTERCARD INCORPORATED CL A 57636Q104   55,290,377 110,656 SH   SOLE   110,656 0 0
META PLATFORMS INC CL A 30303M102   31,068,948 54,304 SH   SOLE   54,304 0 0
MICROSOFT CORP COM 594918104   20,358,239 54,997 SH   SOLE   54,997 0 0
MOODYS CORP COM 615369105   38,486,411 88,221 SH   SOLE   88,221 0 0
MORGAN STANLEY COM NEW 617446448   93,024,015 565,255 SH   SOLE   565,255 0 0
MSCI INC COM 55354G100   50,424,386 93,550 SH   SOLE   93,550 0 0
NVIDIA CORPORATION COM 67066G104   29,205,373 167,462 SH   SOLE   167,462 0 0
ON HLDG AG NAMEN AKT A H5919C104   15,980,385 469,735 SH   SOLE   469,735 0 0
ON SEMICONDUCTOR CORP COM 682189105   75,495,836 1,219,248 SH   SOLE   1,219,248 0 0
ONTO INNOVATION INC COM 683344105   43,730,767 213,248 SH   SOLE   213,248 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   88,970,074 1,038,642 SH   SOLE   1,038,642 0 0
PNC FINL SVCS GROUP INC COM 693475105   96,730,012 464,847 SH   SOLE   464,847 0 0
POST HLDGS INC COM 737446104   40,296,127 407,608 SH   SOLE   407,608 0 0
PULTE GROUP INC COM 745867101   36,025,590 306,314 SH   SOLE   306,314 0 0
ROKU INC COM CL A 77543R102   38,096,851 402,630 SH   SOLE   402,630 0 0
ROSS STORES INC COM 778296103   26,831,359 123,858 SH   SOLE   123,858 0 0
RUBRIK INC. CL A 781154109   14,420,196 294,470 SH   SOLE   294,470 0 0
SHAKE SHACK INC CL A 819047101   33,223,847 375,538 SH   SOLE   375,538 0 0
SHERWIN WILLIAMS CO COM 824348106   70,283,472 219,259 SH   SOLE   219,259 0 0
SIGNET JEWELERS LIMITED SHS G81276100   17,979,229 212,420 SH   SOLE   212,420 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   43,197,238 89,083 SH   SOLE   89,083 0 0
SS&C TECH HLDGS COM 78467J100   68,989,308 1,021,005 SH   SOLE   1,021,005 0 0
STEPSTONE GROUP INC COM CL A 85914M107   40,835,054 855,722 SH   SOLE   855,722 0 0
SYNOPSYS INC COM 871607107   35,800,558 90,296 SH   SOLE   90,296 0 0
T-MOBILE US INC COM 872590104   33,727,458 160,584 SH   SOLE   160,584 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   31,811,909 94,132 SH   SOLE   94,132 0 0
TEXAS INSTRS INC COM 882508104   55,064,316 283,632 SH   SOLE   283,632 0 0
TJX COS INC NEW COM 872540109   155,662,465 974,718 SH   SOLE   974,718 0 0
TOLL BROTHERS INC COM 889478103   53,633,392 393,005 SH   SOLE   393,005 0 0
TRACTOR SUPPLY CO COM 892356106   28,234,629 623,281 SH   SOLE   623,281 0 0
TRADEWEB MKTS INC CL A 892672106   50,304,827 427,544 SH   SOLE   427,544 0 0
TURNING PT BRANDS INC COM 90041L105   20,979,139 241,723 SH   SOLE   241,723 0 0
VISTRA CORP COM 92840M102   35,575,595 236,650 SH   SOLE   236,650 0 0
WALMART INC COM 931142103   70,534,493 567,545 SH   SOLE   567,545 0 0
WASTE CONNECTIONS INC COM 94106B101   58,557,508 360,487 SH   SOLE   360,487 0 0
WATSCO INC COM 942622200   52,804,482 145,151 SH   SOLE   145,151 0 0
WINTRUST FINL CORP COM 97650W108   49,545,587 356,597 SH   SOLE   356,597 0 0
WW GRAINGER INC COM 384802104   148,608,682 136,237 SH   SOLE   136,237 0 0
YUM BRANDS INC COM 988498101   79,562,381 511,721 SH   SOLE   511,721 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   42,835,008 532,840 SH   SOLE   532,840 0 0