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   1,368,997 27,369 SH   SOLE   27,369 0 0
ALPHABET INC CAP STK CL A 02079K305   4,613,066 18,976 SH   SOLE   18,976 0 0
AMER SPORTS INC COM SHS G0260P102   5,294,475 152,359 SH   SOLE   152,359 0 0
AT&T INC COM 00206R102   6,381,421 225,971 SH   SOLE   225,971 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   1,348,767 37,105 SH   SOLE   37,105 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   2,326,846 51,422 SH   SOLE   51,422 0 0
BOOT BARN HLDGS INC COM 099406100   2,570,649 15,512 SH   SOLE   15,512 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,640,028 13,526 SH   SOLE   13,526 0 0
BURLINGTON STORES INC COM 122017106   5,923,997 23,277 SH   SOLE   23,277 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   7,770,488 268,782 SH   SOLE   268,782 0 0
CARVANA CO CL A 146869102   1,997,486 5,295 SH   SOLE   5,295 0 0
CHEWY INC CL A 16679L109   1,407,377 34,793 SH   SOLE   34,793 0 0
DOLLAR TREE INC COM 256746108   3,876,720 41,080 SH   SOLE   41,080 0 0
ECHOSTAR CORP CL A 278768106   3,138,243 41,098 SH   SOLE   41,098 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   6,049,881 640,199 SH   SOLE   640,199 0 0
FIVE BELOW INC COM 33829M101   10,710,964 69,237 SH   SOLE   69,237 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   1,714,852 23,268 SH   SOLE   23,268 0 0
HOME DEPOT INC COM 437076102   5,697,377 14,061 SH   SOLE   14,061 0 0
JBS N.V. CL A SHS N4732M103   1,300,955 87,137 SH   SOLE   87,137 0 0
LEGALZOOM COM INC COM 52466B103   12,819,435 1,235,013 SH   SOLE   1,235,013 0 0
LEGALZOOM COM INC PUT 52466B953   4,273,446 411,700 SH Put SOLE   411,700 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   2,430,982 104,334 SH   SOLE   104,334 0 0
LITHIA MTRS INC COM 536797103   1,721,884 5,449 SH   SOLE   5,449 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   3,131,011 13,793 SH   SOLE   13,793 0 0
MCDONALDS CORP COM 580135101   4,458,066 14,670 SH   SOLE   14,670 0 0
MOHAWK INDS INC COM 608190104   8,904,247 69,068 SH   SOLE   69,068 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   879,912 97,768 SH   SOLE   97,768 0 0
RALPH LAUREN CORP CL A 751212101   2,867,506 9,145 SH   SOLE   9,145 0 0
ROBLOX CORP CL A 771049103   1,755,187 12,671 SH   SOLE   12,671 0 0
SHARKNINJA INC COM SHS G8068L108   4,051,629 39,279 SH   SOLE   39,279 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   6,019,644 71,382 SH   SOLE   71,382 0 0
TAPESTRY INC COM 876030107   4,195,707 37,058 SH   SOLE   37,058 0 0
URBAN OUTFITTERS INC COM 917047102   5,171,389 72,398 SH   SOLE   72,398 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   906,910 33,416 SH   SOLE   33,416 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   6,045,806 97,262 SH   SOLE   97,262 0 0
WALMART INC COM 931142103   1,457,681 14,144 SH   SOLE   14,144 0 0
WARNER BROS DISCOVERY INC CALL 934423904   2,523,276 129,200 SH Call SOLE   129,200 0 0
WAYFAIR INC CL A 94419L101   9,007,591 100,835 SH   SOLE   100,835 0 0
WILLIAMS SONOMA INC COM 969904101   5,585,375 28,577 SH   SOLE   28,577 0 0
ZILLOW GROUP INC CL A 98954M101   2,428,009 32,617 SH   SOLE   32,617 0 0