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 11,482 58,179 SH   SOLE   58,179 0 0
CHEWY INC CL A 16679L109 11,175 189,505 SH   SOLE   189,505 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 26,451 871,530 SH   SOLE   871,530 0 0
GOODRX HLDGS INC COM CL A 38246G108 27,845 852,038 SH   SOLE   852,038 0 0
MISTER CAR WASH INC COM 60646V105 25,662 1,409,200 SH   SOLE   1,409,200 0 0
NOODLES & CO COM CL A 65540B105 15,008 1,654,738 SH   SOLE   1,654,738 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 14,919 417,200 SH   SOLE   417,200 0 0
PINTEREST INC CL A 72352L106 26,864 739,036 SH   SOLE   739,036 0 0
PROG HOLDINGS INC COM NPV 74319R101 29,989 664,800 SH   SOLE   664,800 0 0
RH COM 74967X103 15,520 28,959 SH   SOLE   28,959 0 0
SEA LTD SPONSORD ADS 81141R100 21,717 97,078 SH   SOLE   97,078 0 0
SWEETGREEN INC COM CL A 87043Q108 8,624 269,500 SH   SOLE   269,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22,944 129,100 SH   SOLE   129,100 0 0
TARGET CORP COM 87612E106 13,563 58,603 SH   SOLE   58,603 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 23,674 979,900 SH   SOLE   979,900 0 0
TJX COS INC NEW COM 872540109 16,470 216,942 SH   SOLE   216,942 0 0