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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   45,299,098 436,702 SH   SOLE   436,702 0 0
ALTERYX INC COM CL A 02156B103   70,238,544 1,193,721 SH   SOLE   1,193,721 0 0
ATI INC COM 01741R102   49,381,901 1,251,442 SH   SOLE   1,251,442 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   137,407,026 1,547,725 SH   SOLE   1,547,725 0 0
BURLINGTON STORES INC COM 122017106   56,842,242 281,258 SH   SOLE   281,258 0 0
DOLLAR TREE INC COM 256746108   76,399,607 532,216 SH   SOLE   532,216 0 0
FARFETCH LTD ORD SH CL A 30744W107   23,896,567 4,866,918 SH   SOLE   4,866,918 0 0
FORTINET INC COM 34959E109   123,099,671 1,852,237 SH   SOLE   1,852,237 0 0
HESS CORP COM 42809H107   153,834,927 1,162,422 SH   SOLE   1,162,422 0 0
INTUIT COM 461202103   88,888,694 199,378 SH   SOLE   199,378 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   105,318,691 1,861,412 SH   SOLE   1,861,412 0 0
LAMB WESTON HLDGS INC COM 513272104   257,382,381 2,462,518 SH   SOLE   2,462,518 0 0
LAS VEGAS SANDS CORP COM 517834107   87,518,411 1,523,384 SH   SOLE   1,523,384 0 0
LOUISIANA PAC CORP COM 546347105   43,513,445 802,683 SH   SOLE   802,683 0 0
MICROSOFT CORP COM 594918104   31,889,440 110,612 SH   SOLE   110,612 0 0
NORFOLK SOUTHN CORP COM 655844108   112,520,060 530,755 SH   SOLE   530,755 0 0
NUTRIEN LTD COM 67077M108   19,223,081 260,299 SH   SOLE   260,299 0 0
OCCIDENTAL PETE CORP COM 674599105   83,305,343 1,334,380 SH   SOLE   1,334,380 0 0
ON HLDG AG NAMEN AKT A H5919C104   49,590,408 1,598,144 SH   SOLE   1,598,144 0 0
PALO ALTO NETWORKS INC COM 697435105   137,136,291 686,574 SH   SOLE   686,574 0 0
PATTERSON-UTI ENERGY INC COM 703481101   31,054,070 2,654,194 SH   SOLE   2,654,194 0 0
PVH CORPORATION COM 693656100   144,176,000 1,617,048 SH   SOLE   1,617,048 0 0
RH COM 74967X103   97,892,243 401,939 SH   SOLE   401,939 0 0
ROSS STORES INC COM 778296103   13,125,097 123,670 SH   SOLE   123,670 0 0
SKECHERS U S A INC CL A 830566105   65,961,039 1,388,069 SH   SOLE   1,388,069 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   7,945,201 87,647 SH   SOLE   87,647 0 0
SPLUNK INC COM 848637104   66,949,648 698,265 SH   SOLE   698,265 0 0
TECK RESOURCES LTD CL B 878742204   78,553,293 2,152,145 SH   SOLE   2,152,145 0 0
WESTLAKE CORPORATION COM 960413102   13,204,323 113,850 SH   SOLE   113,850 0 0