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 | 22,228,467 | 417,436 | SH | SOLE | 417,436 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 15,996,049 | 87,818 | SH | SOLE | 87,818 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 28,953,102 | 149,822 | SH | SOLE | 149,822 | 0 | 0 | |||
| BOYD GAMING CORP | COM | 103304101 | 31,220,046 | 566,607 | SH | SOLE | 566,607 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 23,630,992 | 1,127,971 | SH | SOLE | 1,127,971 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 11,090,274 | 410,295 | SH | SOLE | 410,295 | 0 | 0 | |||
| GODADDY INC | CL A | 380237107 | 13,099,629 | 93,763 | SH | SOLE | 93,763 | 0 | 0 | |||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 10,367,399 | 820,855 | SH | SOLE | 820,855 | 0 | 0 | |||
| KONTOOR BRANDS INC | COM | 50050N103 | 11,889,933 | 179,742 | SH | SOLE | 179,742 | 0 | 0 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 18,024,753 | 60,344 | SH | SOLE | 60,344 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 13,769,537 | 207,654 | SH | SOLE | 207,654 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 9,645,361 | 12,261 | SH | SOLE | 12,261 | 0 | 0 | |||
| SKECHERS USA INC | CL A | 830566105 | 16,323,656 | 236,164 | SH | SOLE | 236,164 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 16,316,139 | 51,997 | SH | SOLE | 51,997 | 0 | 0 | |||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 17,418,013 | 488,173 | SH | SOLE | 488,173 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 24,246,669 | 139,501 | SH | SOLE | 139,501 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 15,263,002 | 86,633 | SH | SOLE | 86,633 | 0 | 0 | |||
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 28,351,634 | 1,853,048 | SH | SOLE | 1,853,048 | 0 | 0 | |||
| UNITED PARKS & RESORTS INC | COM | 81282V100 | 22,724,499 | 418,422 | SH | SOLE | 418,422 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 15,326,266 | 177,039 | SH | SOLE | 177,039 | 0 | 0 | |||
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | 31,873,553 | 1,805,867 | SH | SOLE | 1,805,867 | 0 | 0 | |||