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   4,991,475 86,763 SH   SOLE   86,763 0 0
AFFIRM HLDGS INC COM CL A 00827B106   2,739,526 44,984 SH   SOLE   44,984 0 0
AMAZON COM INC COM 023135106   6,597,277 30,071 SH   SOLE   30,071 0 0
AMER SPORTS INC COM SHS G0260P102   5,020,386 179,556 SH   SOLE   179,556 0 0
AUTONATION INC COM 05329W102   2,237,812 13,176 SH   SOLE   13,176 0 0
AZEK CO INC CL A 05478C105   2,289,336 48,227 SH   SOLE   48,227 0 0
BLOCK INC CL A 852234103   1,435,056 16,885 SH   SOLE   16,885 0 0
BRINKER INTL INC COM 109641100   1,678,892 12,691 SH   SOLE   12,691 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,933,843 13,530 SH   SOLE   13,530 0 0
BURLINGTON STORES INC COM 122017106   8,565,768 30,049 SH   SOLE   30,049 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   11,227,656 450,548 SH   SOLE   450,548 0 0
CHEESECAKE FACTORY INC COM 163072101   1,222,244 25,764 SH   SOLE   25,764 0 0
CHEWY INC CL A 16679L109   4,792,821 143,112 SH   SOLE   143,112 0 0
CINEMARK HLDGS INC COM 17243V102   9,150,841 295,379 SH   SOLE   295,379 0 0
DICKS SPORTING GOODS INC COM 253393102   8,522,917 37,244 SH   SOLE   37,244 0 0
DIGITAL RLTY TR INC COM 253868103   4,518,900 25,483 SH   SOLE   25,483 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   7,926,651 959,643 SH   SOLE   959,643 0 0
FIVE BELOW INC COM 33829M101   6,799,624 64,783 SH   SOLE   64,783 0 0
FOX CORP CL A COM 35137L105   1,115,834 22,969 SH   SOLE   22,969 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   2,820,123 6,691 SH   SOLE   6,691 0 0
LEGALZOOM COM INC COM 52466B103   8,394,047 1,117,716 SH   SOLE   1,117,716 0 0
LITHIA MTRS INC COM 536797103   2,558,127 7,157 SH   SOLE   7,157 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   12,123,755 53,721 SH   SOLE   53,721 0 0
MAPLEBEAR INC COM 565394103   2,805,211 67,726 SH   SOLE   67,726 0 0
MOHAWK INDS INC COM 608190104   14,292,860 119,977 SH   SOLE   119,977 0 0
PRIMORIS SVCS CORP COM 74164F103   4,291,235 56,168 SH   SOLE   56,168 0 0
RALPH LAUREN CORP CL A 751212101   3,489,184 15,106 SH   SOLE   15,106 0 0
RH COM 74967X103   5,151,700 13,089 SH   SOLE   13,089 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,626,638 14,269 SH   SOLE   14,269 0 0
TAPESTRY INC COM 876030107   5,441,009 83,285 SH   SOLE   83,285 0 0
TEMPUR SEALY INTL INC COM 88023U101   7,428,147 131,031 SH   SOLE   131,031 0 0
URBAN OUTFITTERS INC COM 917047102   9,173,412 167,154 SH   SOLE   167,154 0 0
V F CORP COM 918204108   4,778,391 222,665 SH   SOLE   222,665 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   6,765,325 153,548 SH   SOLE   153,548 0 0
VISTRA CORP COM 92840M102   1,559,172 11,309 SH   SOLE   11,309 0 0
WAYFAIR INC CL A 94419L101   5,033,201 113,565 SH   SOLE   113,565 0 0
WHIRLPOOL CORP COM 963320106   8,067,749 70,473 SH   SOLE   70,473 0 0
WILLIAMS SONOMA INC COM 969904101   7,409,978 40,015 SH   SOLE   40,015 0 0
ZILLOW GROUP INC CL A 98954M101   2,760,103 38,957 SH   SOLE   38,957 0 0