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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 4,735 1,939 SH   SOLE   1,939 0 0
AMAZON COM INC COM 023135106 9,443 2,745 SH   SOLE   2,745 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 9,519 91,753 SH   SOLE   91,753 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 8,439 147,559 SH   SOLE   147,559 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 8,868 5,720 SH   SOLE   5,720 0 0
CITI TRENDS INC COM 17306X102 324 3,719 SH   SOLE   3,719 0 0
CONTAINER STORE GROUP INC COM 210751103 196 15,039 SH   SOLE   15,039 0 0
COTY INC COM CL A 222070203 4,085 437,381 SH   SOLE   437,381 0 0
DECKERS OUTDOOR CORP COM 243537107 7,671 19,974 SH   SOLE   19,974 0 0
FOOT LOCKER INC COM 344849104 10,680 173,287 SH   SOLE   173,287 0 0
GRAFTECH INTL LTD COM 384313508 633 54,473 SH   SOLE   54,473 0 0
HARLEY DAVIDSON INC COM 412822108 5,653 123,378 SH   SOLE   123,378 0 0
HOWMET AEROSPACE INC COM 443201108 8,712 252,729 SH   SOLE   252,729 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 4,145 46,402 SH   SOLE   46,402 0 0
KOHLS CORP COM 500255104 9,590 174,008 SH   SOLE   174,008 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,568 15,827 SH   SOLE   15,827 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,000 70,347 SH   SOLE   70,347 0 0
MOHAWK INDS INC COM 608190104 8,276 43,061 SH   SOLE   43,061 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 2,979 168,021 SH   SOLE   168,021 0 0
ORION ENGINEERED CARBONS S A COM L72967109 433 22,794 SH   SOLE   22,794 0 0
PLANET FITNESS INC CL A 72703H101 8,069 107,231 SH   SOLE   107,231 0 0
SALESFORCE COM INC COM 79466L302 5,441 22,275 SH   SOLE   22,275 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 502 13,682 SH   SOLE   13,682 0 0
SERVICE CORP INTL COM 817565104 3,393 63,311 SH   SOLE   63,311 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,030 49,884 SH   SOLE   49,884 0 0
SKECHERS U S A INC CL A 830566105 202 4,047 SH   SOLE   4,047 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,028 42,977 SH   SOLE   42,977 0 0
TARGET CORP COM 87612E106 3,996 16,529 SH   SOLE   16,529 0 0
THOMSON REUTERS CORP. COM NEW 884903709 10,838 109,120 SH   SOLE   109,120 0 0
TJX COS INC NEW COM 872540109 6,864 101,813 SH   SOLE   101,813 0 0
TRAVEL PLUS LEISURE CO COM 894164102 6,570 110,507 SH   SOLE   110,507 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 203 9,077 SH   SOLE   9,077 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,377 67,380 SH   SOLE   67,380 0 0
UNITED RENTALS INC COM 911363109 8,903 27,908 SH   SOLE   27,908 0 0
URBAN OUTFITTERS INC COM 917047102 8,969 217,589 SH   SOLE   217,589 0 0
VROOM INC COM 92918V109 3,142 75,048 SH   SOLE   75,048 0 0
WALMART INC COM 931142103 3,790 26,874 SH   SOLE   26,874 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,780 30,926 SH   SOLE   30,926 0 0