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
CASEYS GEN STORES INC COM 147528103 15,002 79,607 SH   SOLE   79,607 0 0
CHEWY INC CL A 16679L109 18,340 269,269 SH   SOLE   269,269 0 0
COUPANG INC CL A 22266T109 10,853 389,700 SH   SOLE   389,700 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 19,874 709,530 SH   SOLE   709,530 0 0
GOODRX HLDGS INC COM CL A 38246G108 31,398 765,438 SH   SOLE   765,438 0 0
MISTER CAR WASH INC COM 60646V105 20,531 1,125,000 SH   SOLE   1,125,000 0 0
NOODLES & CO COM CL A 65540B105 19,526 1,654,738 SH   SOLE   1,654,738 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 18,298 210,200 SH   SOLE   210,200 0 0
PINTEREST INC CL A 72352L106 31,774 623,636 SH   SOLE   623,636 0 0
PROG HOLDINGS INC COM NPV 74319R101 27,928 664,800 SH   SOLE   664,800 0 0
RH COM 74967X103 19,313 28,959 SH   SOLE   28,959 0 0
SEA LTD SPONSORD ADS 81141R100 33,530 105,199 SH   SOLE   105,199 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 19,890 129,100 SH   SOLE   129,100 0 0
TARGET CORP COM 87612E106 18,029 78,807 SH   SOLE   78,807 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 16,657 641,400 SH   SOLE   641,400 0 0
TJX COS INC NEW COM 872540109 17,894 271,206 SH   SOLE   271,206 0 0