The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 16,836,865 | 356,185 | SH | SOLE | 356,185 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 18,953,465 | 149,099 | SH | SOLE | 149,099 | 0 | 0 | |||
| BOYD GAMING CORP | COM | 103304101 | 20,616,260 | 338,916 | SH | SOLE | 338,916 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 12,568,780 | 739,340 | SH | SOLE | 739,340 | 0 | 0 | |||
| CROCS INC | COM | 227046109 | 17,275,963 | 195,806 | SH | SOLE | 195,806 | 0 | 0 | |||
| DECKERS OUTDOOR CORP | COM | 243537107 | 15,489,532 | 30,130 | SH | SOLE | 30,130 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 11,899,145 | 597,947 | SH | SOLE | 597,947 | 0 | 0 | |||
| FIVE9 INC | COM | 338307101 | 11,216,106 | 174,434 | SH | SOLE | 174,434 | 0 | 0 | |||
| GODADDY INC | CL A | 380237107 | 13,101,777 | 175,910 | SH | SOLE | 175,910 | 0 | 0 | |||
| HASBRO INC | COM | 418056107 | 7,794,268 | 117,845 | SH | SOLE | 117,845 | 0 | 0 | |||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 3,705,560 | 346,314 | SH | SOLE | 346,314 | 0 | 0 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 14,065,125 | 36,475 | SH | SOLE | 36,475 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,117,725 | 30,406 | SH | SOLE | 30,406 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 9,888,589 | 26,188 | SH | SOLE | 26,188 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 9,022,696 | 44,495 | SH | SOLE | 44,495 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 12,040,889 | 77,864 | SH | SOLE | 77,864 | 0 | 0 | |||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 9,175,675 | 183,955 | SH | SOLE | 183,955 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 10,728,950 | 76,608 | SH | SOLE | 76,608 | 0 | 0 | |||
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 10,732,754 | 775,488 | SH | SOLE | 775,488 | 0 | 0 | |||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 16,689,357 | 43,221 | SH | SOLE | 43,221 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 27,544,926 | 740,455 | SH | SOLE | 740,455 | 0 | 0 | |||
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | 7,719,249 | 924,461 | SH | SOLE | 924,461 | 0 | 0 | |||