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
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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
AIRBNB INC COM CL A 009066101   2,077,650 24,300 SH   SOLE   24,300 0 0
APPLE INC COM 037833100   1,961,943 15,100 SH   SOLE   15,100 0 0
AZEK CO INC CL A 05478C105   2,647,696 130,300 SH   SOLE   130,300 0 0
CARVANA CO CL A 146869102   902,567 190,415 SH   SOLE   190,415 0 0
CASEYS GEN STORES INC COM 147528103   8,936,085 39,831 SH   SOLE   39,831 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   5,801,663 465,997 SH   SOLE   465,997 0 0
GLOBAL E ONLINE LTD SHS M5216V106   2,043,360 99,000 SH   SOLE   99,000 0 0
MISTER CAR WASH INC COM 60646V105   3,279,797 355,341 SH   SOLE   355,341 0 0
NETFLIX INC COM 64110L106   10,234,105 34,706 SH   SOLE   34,706 0 0
PINTEREST INC CL A 72352L106   4,877,852 200,900 SH   SOLE   200,900 0 0
PROG HOLDINGS INC COM NPV 74319R101   5,078,958 300,708 SH   SOLE   300,708 0 0
RH COM 74967X103   1,923,768 7,200 SH   SOLE   7,200 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   9,320,780 89,511 SH   SOLE   89,511 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   8,047,521 884,343 SH   SOLE   884,343 0 0
TJX COS INC NEW COM 872540109   8,367,791 105,123 SH   SOLE   105,123 0 0