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   5,884,906 100,838 SH   SOLE   100,838 0 0
AUTONATION INC COM 05329W102   5,578,189 31,177 SH   SOLE   31,177 0 0
BOOKING HOLDINGS INC COM 09857L108   1,823,848 433 SH   SOLE   433 0 0
BOOT BARN HLDGS INC COM 099406100   1,536,132 9,183 SH   SOLE   9,183 0 0
BRINKER INTL INC COM 109641100   2,067,764 27,019 SH   SOLE   27,019 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   5,985,234 30,874 SH   SOLE   30,874 0 0
BURLINGTON STORES INC COM 122017106   11,768,334 44,665 SH   SOLE   44,665 0 0
CAMPBELL SOUP CO COM 134429109   1,850,057 37,818 SH   SOLE   37,818 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   5,099,094 275,925 SH   SOLE   275,925 0 0
CHEESECAKE FACTORY INC COM 163072101   1,327,283 32,732 SH   SOLE   32,732 0 0
CHEWY INC CL A 16679L109   4,812,611 164,309 SH   SOLE   164,309 0 0
CINEMARK HLDGS INC COM 17243V102   9,295,943 333,906 SH   SOLE   333,906 0 0
DICKS SPORTING GOODS INC COM 253393102   2,304,883 11,044 SH   SOLE   11,044 0 0
DIGITAL RLTY TR INC COM 253868103   3,614,797 22,337 SH   SOLE   22,337 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   2,043,896 207,713 SH   SOLE   207,713 0 0
FIVE BELOW INC COM 33829M101   7,198,846 81,481 SH   SOLE   81,481 0 0
G III APPAREL GROUP LTD COM 36237H101   1,258,309 41,229 SH   SOLE   41,229 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   4,186,627 10,930 SH   SOLE   10,930 0 0
IBOTTA INC CLASS A COM SHS 451051106   842,702 13,678 SH   SOLE   13,678 0 0
JD.COM INC SPON ADS CL A 47215P106   1,244,920 31,123 SH   SOLE   31,123 0 0
LEGALZOOM COM INC COM 52466B103   9,669,310 1,522,726 SH   SOLE   1,522,726 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   5,558,251 26,689 SH   SOLE   26,689 0 0
MAPLEBEAR INC COM 565394103   7,033,191 172,636 SH   SOLE   172,636 0 0
MARQETA INC CLASS A COM 57142B104   1,396,404 283,822 SH   SOLE   283,822 0 0
MOHAWK INDS INC COM 608190104   14,116,220 87,853 SH   SOLE   87,853 0 0
PAYPAL HLDGS INC COM 70450Y103   9,392,237 120,367 SH   SOLE   120,367 0 0
PRIMORIS SVCS CORP COM 74164F103   2,233,060 38,448 SH   SOLE   38,448 0 0
RALPH LAUREN CORP CL A 751212101   3,255,465 16,792 SH   SOLE   16,792 0 0
ROKU INC COM CL A 77543R102   1,310,283 17,550 SH   SOLE   17,550 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   8,493,238 47,887 SH   SOLE   47,887 0 0
SHIFT4 PMTS INC CL A 82452J109   2,403,629 27,129 SH   SOLE   27,129 0 0
TEMPUR SEALY INTL INC COM 88023U101   8,224,343 150,629 SH   SOLE   150,629 0 0
TEXAS ROADHOUSE INC COM 882681109   1,543,661 8,741 SH   SOLE   8,741 0 0
UPWORK INC COM 91688F104   992,583 94,984 SH   SOLE   94,984 0 0
URBAN OUTFITTERS INC COM 917047102   4,849,203 126,578 SH   SOLE   126,578 0 0
V F CORP COM 918204108   4,728,469 237,016 SH   SOLE   237,016 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   4,190,812 120,115 SH   SOLE   120,115 0 0
VISTRA CORP COM 92840M102   3,096,028 26,118 SH   SOLE   26,118 0 0
WALMART INC COM 931142103   5,287,833 65,484 SH   SOLE   65,484 0 0
WAYFAIR INC CL A 94419L101   8,813,013 156,871 SH   SOLE   156,871 0 0
WHIRLPOOL CORP COM 963320106   5,102,937 47,691 SH   SOLE   47,691 0 0
WILLIAMS SONOMA INC COM 969904101   9,753,298 62,957 SH   SOLE   62,957 0 0
ZILLOW GROUP INC CL A 98954M101   6,802,577 109,843 SH   SOLE   109,843 0 0