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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   7,520,184 159,090 SH   SOLE   159,090 0 0
AMAZON COM INC COM 023135106   5,701,586 44,852 SH   SOLE   44,852 0 0
ATLASSIAN CORPORATION CL A 049468101   3,211,062 15,935 SH   SOLE   15,935 0 0
AUTONATION INC COM 05329W102   1,265,553 8,359 SH   SOLE   8,359 0 0
BLOCK INC CL A 852234103   1,267,031 28,627 SH   SOLE   28,627 0 0
BOOT BARN HLDGS INC COM 099406100   4,575,950 56,361 SH   SOLE   56,361 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   5,102,845 40,990 SH   SOLE   40,990 0 0
CARTERS INC COM 146229109   2,844,209 41,131 SH   SOLE   41,131 0 0
CERIDIAN HCM HLDG INC COM 15677J108   2,441,175 35,979 SH   SOLE   35,979 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   6,277,111 14,272 SH   SOLE   14,272 0 0
COTY INC COM CL A 222070203   3,043,791 277,465 SH   SOLE   277,465 0 0
DICKS SPORTING GOODS INC COM 253393102   4,170,775 38,412 SH   SOLE   38,412 0 0
DYNATRACE INC COM NEW 268150109   1,918,126 41,047 SH   SOLE   41,047 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   5,920,071 297,491 SH   SOLE   297,491 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   6,896,260 495,421 SH   SOLE   495,421 0 0
FERGUSON PLC NEW SHS G3421J106   6,691,626 40,686 SH   SOLE   40,686 0 0
FLOWERS FOODS INC COM 343498101   1,282,181 57,808 SH   SOLE   57,808 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   842,330 53,823 SH   SOLE   53,823 0 0
HASHICORP INC COM CL A 418100103   4,143,805 181,507 SH   SOLE   181,507 0 0
KLAVIYO INC COM SER A 49845K101   1,912,508 55,435 SH   SOLE   55,435 0 0
KONTOOR BRANDS INC COM 50050N103   4,050,961 92,256 SH   SOLE   92,256 0 0
LEGALZOOM COM INC COM 52466B103   7,676,489 701,690 SH   SOLE   701,690 0 0
LOWES COS INC COM 548661107   3,445,987 16,580 SH   SOLE   16,580 0 0
LYFT INC CL A COM 55087P104   1,871,651 177,576 SH   SOLE   177,576 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   3,660,693 20,764 SH   SOLE   20,764 0 0
MARQETA INC CLASS A COM 57142B104   6,014,385 1,005,750 SH   SOLE   1,005,750 0 0
META PLATFORMS INC CL A 30303M102   2,344,940 7,811 SH   SOLE   7,811 0 0
PINTEREST INC CL A 72352L106   4,509,550 166,835 SH   SOLE   166,835 0 0
RALPH LAUREN CORP CL A 751212101   3,664,033 31,562 SH   SOLE   31,562 0 0
REMITLY GLOBAL INC COM 75960P104   5,899,286 233,913 SH   SOLE   233,913 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   2,371,493 61,744 SH   SOLE   61,744 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   3,569,043 38,735 SH   SOLE   38,735 0 0
SHARKNINJA INC COM SHS G8068L108   6,531,150 140,879 SH   SOLE   140,879 0 0
SHYFT GROUP INC COM 825698103   2,287,102 152,779 SH   SOLE   152,779 0 0
SPLUNK INC COM 848637104   4,782,960 32,704 SH   SOLE   32,704 0 0
SPROUT SOCIAL INC COM CL A 85209W109   4,789,677 96,024 SH   SOLE   96,024 0 0
TEMPUR SEALY INTL INC COM 88023U101   7,926,496 182,891 SH   SOLE   182,891 0 0
TEXAS ROADHOUSE INC COM 882681109   1,525,491 15,874 SH   SOLE   15,874 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   3,437,886 40,898 SH   SOLE   40,898 0 0
TOPBUILD CORP COM 89055F103   5,767,930 22,925 SH   SOLE   22,925 0 0
URBAN OUTFITTERS INC COM 917047102   3,443,761 105,346 SH   SOLE   105,346 0 0
WALMART INC COM 931142103   1,610,975 10,073 SH   SOLE   10,073 0 0
WAYFAIR INC CL A 94419L101   2,383,975 39,359 SH   SOLE   39,359 0 0
WILLIAMS SONOMA INC COM 969904101   15,353,831 98,802 SH   SOLE   98,802 0 0
ZILLOW GROUP INC CL A 98954M101   4,637,646 103,542 SH   SOLE   103,542 0 0