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   9,622,019 142,464 SH   SOLE   142,464 0 0
AMAZON COM INC COM 023135106   9,629,045 53,382 SH   SOLE   53,382 0 0
AT&T INC COM 00206R102   4,598,053 261,253 SH   SOLE   261,253 0 0
BOOT BARN HLDGS INC COM 099406100   4,918,208 51,689 SH   SOLE   51,689 0 0
BRINKER INTL INC COM 109641100   4,121,055 82,952 SH   SOLE   82,952 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   8,202,689 39,332 SH   SOLE   39,332 0 0
BURLINGTON STORES INC COM 122017106   16,510,799 71,109 SH   SOLE   71,109 0 0
CARTERS INC COM 146229109   2,219,209 26,207 SH   SOLE   26,207 0 0
DICKS SPORTING GOODS INC COM 253393102   2,233,984 9,935 SH   SOLE   9,935 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   4,192,806 162,954 SH   SOLE   162,954 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   10,587,291 722,682 SH   SOLE   722,682 0 0
FISERV INC COM 337738108   4,605,533 28,817 SH   SOLE   28,817 0 0
FIVE BELOW INC COM 33829M101   1,289,975 7,112 SH   SOLE   7,112 0 0
LEGALZOOM COM INC COM 52466B103   13,312,306 997,924 SH   SOLE   997,924 0 0
LOWES COS INC COM 548661107   3,674,480 14,425 SH   SOLE   14,425 0 0
MAPLEBEAR INC COM 565394103   6,184,882 165,859 SH   SOLE   165,859 0 0
MARQETA INC CLASS A COM 57142B104   2,947,727 494,585 SH   SOLE   494,585 0 0
MOHAWK INDS INC COM 608190104   9,173,164 70,083 SH   SOLE   70,083 0 0
NEWS CORP NEW CL A 65249B109   2,663,658 101,744 SH   SOLE   101,744 0 0
NUTANIX INC CL A 67059N108   3,126,982 50,664 SH   SOLE   50,664 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,745,932 49,348 SH   SOLE   49,348 0 0
OUTFRONT MEDIA INC COM 69007J106   2,047,322 121,937 SH   SOLE   121,937 0 0
RALPH LAUREN CORP CL A 751212101   5,864,308 31,233 SH   SOLE   31,233 0 0
REMITLY GLOBAL INC COM 75960P104   5,963,870 287,554 SH   SOLE   287,554 0 0
RH COM 74967X103   10,775,861 30,942 SH   SOLE   30,942 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   5,398,686 131,700 SH   SOLE   131,700 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   10,092,682 72,604 SH   SOLE   72,604 0 0
SHARKNINJA INC COM SHS G8068L108   7,805,871 125,315 SH   SOLE   125,315 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   2,287,962 46,617 SH   SOLE   46,617 0 0
SPROUT SOCIAL INC COM CL A 85209W109   2,988,724 50,054 SH   SOLE   50,054 0 0
TAPESTRY INC COM 876030107   5,003,205 105,375 SH   SOLE   105,375 0 0
TEMPUR SEALY INTL INC COM 88023U101   10,604,260 186,629 SH   SOLE   186,629 0 0
TEXAS ROADHOUSE INC COM 882681109   2,849,354 18,446 SH   SOLE   18,446 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   6,351,567 73,505 SH   SOLE   73,505 0 0
TOPBUILD CORP COM 89055F103   5,770,478 13,093 SH   SOLE   13,093 0 0
URBAN OUTFITTERS INC COM 917047102   6,475,311 149,132 SH   SOLE   149,132 0 0
WAYFAIR INC CL A 94419L101   7,174,712 105,697 SH   SOLE   105,697 0 0
WILLIAMS SONOMA INC COM 969904101   8,713,976 27,443 SH   SOLE   27,443 0 0
ZILLOW GROUP INC CL A 98954M101   8,459,829 176,762 SH   SOLE   176,762 0 0