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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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
AERCAP HOLDINGS NV SHS N00985106   19,458,471 310,491 SH   SOLE   310,491 0 0
ALPHABET INC CAP STK CL A 02079K305   135,989,450 1,039,198 SH   SOLE   1,039,198 0 0
AMAZON COM INC COM 023135106   145,906,302 1,147,784 SH   SOLE   1,147,784 0 0
ATI INC COM 01741R102   47,539,607 1,155,276 SH   SOLE   1,155,276 0 0
BATH & BODY WORKS INC COM 070830104   26,326,482 778,890 SH   SOLE   778,890 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   135,730,949 1,090,296 SH   SOLE   1,090,296 0 0
BURLINGTON STORES INC COM 122017106   14,871,635 109,916 SH   SOLE   109,916 0 0
EQT CORP COM 26884L109   40,321,505 993,630 SH   SOLE   993,630 0 0
GITLAB INC CLASS A COM 37637K108   57,261,182 1,266,280 SH   SOLE   1,266,280 0 0
HESS CORP COM 42809H107   183,632,589 1,200,213 SH   SOLE   1,200,213 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   111,702,606 2,227,370 SH   SOLE   2,227,370 0 0
LAMB WESTON HLDGS INC COM 513272104   176,300,694 1,906,778 SH   SOLE   1,906,778 0 0
LAS VEGAS SANDS CORP COM 517834107   17,400,406 379,590 SH   SOLE   379,590 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   68,334,737 6,909,478 SH   SOLE   6,909,478 0 0
NORFOLK SOUTHN CORP COM 655844108   33,318,587 169,190 SH   SOLE   169,190 0 0
OCCIDENTAL PETE CORP COM 674599105   65,157,167 1,004,272 SH   SOLE   1,004,272 0 0
PALO ALTO NETWORKS INC COM 697435105   130,000,497 554,515 SH   SOLE   554,515 0 0
PARKER-HANNIFIN CORP COM 701094104   20,511,344 52,658 SH   SOLE   52,658 0 0
PATTERSON-UTI ENERGY INC COM 703481101   40,167,334 2,902,264 SH   SOLE   2,902,264 0 0
POOL CORP COM 73278L105   66,038,033 185,448 SH   SOLE   185,448 0 0
PVH CORPORATION COM 693656100   85,381,488 1,115,952 SH   SOLE   1,115,952 0 0
RH COM 74967X103   46,113,108 174,433 SH   SOLE   174,433 0 0
SIGNET JEWELERS LIMITED SHS G81276100   79,287,288 1,104,126 SH   SOLE   1,104,126 0 0
SKECHERS U S A INC CL A 830566105   151,285,849 3,090,620 SH   SOLE   3,090,620 0 0
SPLUNK INC COM 848637104   50,385,026 344,513 SH   SOLE   344,513 0 0
TECK RESOURCES LTD CL B 878742204   71,935,006 1,669,413 SH   SOLE   1,669,413 0 0
THE TRADE DESK INC COM CL A 88339J105   17,909,870 229,173 SH   SOLE   229,173 0 0
TRANSOCEAN LTD REG SHS H8817H100   56,692,612 6,905,312 SH   SOLE   6,905,312 0 0
UNITED STATES STL CORP NEW COM 912909108   10,227,270 314,879 SH   SOLE   314,879 0 0
WALMART INC COM 931142103   82,102,305 513,364 SH   SOLE   513,364 0 0