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   3,356,517 59,460 SH   SOLE   59,460 0 0
AIRBNB INC COM CL A 009066101   1,615,247 12,791 SH   SOLE   12,791 0 0
AMAZON COM INC COM 023135106   10,308,740 49,497 SH   SOLE   49,497 0 0
AMER SPORTS INC COM SHS G0260P102   7,932,041 240,949 SH   SOLE   240,949 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   2,468,651 68,899 SH   SOLE   68,899 0 0
BOBS DISC FURNITURE INC COM SHS 09681N106   4,392,044 373,791 SH   SOLE   373,791 0 0
BOOT BARN HLDGS INC COM 099406100   4,149,891 28,354 SH   SOLE   28,354 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,592,921 19,348 SH   SOLE   19,348 0 0
BURLINGTON STORES INC COM 122017106   11,180,708 34,362 SH   SOLE   34,362 0 0
CARNIVAL CORP COMMON STOCK 143658300   10,089,007 389,838 SH   SOLE   389,838 0 0
CHEWY INC CL A 16679L109   10,063,359 372,717 SH   SOLE   372,717 0 0
CONSTELLATION BRANDS INC CL A 21036P108   9,484,350 63,229 SH   SOLE   63,229 0 0
ECHOSTAR CORP CL A 278768106   3,345,041 28,573 SH   SOLE   28,573 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   14,989,649 1,438,546 SH   SOLE   1,438,546 0 0
FIVE BELOW INC COM 33829M101   13,124,805 57,444 SH   SOLE   57,444 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   13,415,416 264,083 SH   SOLE   264,083 0 0
LEGALZOOM COM INC COM 52466B103   5,043,363 889,482 SH   SOLE   889,482 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   8,850,412 104,098 SH   SOLE   104,098 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   14,833,253 46,152 SH   SOLE   46,152 0 0
MAPLEBEAR INC COM 565394103   2,709,444 72,329 SH   SOLE   72,329 0 0
MCDONALDS CORP COM 580135101   4,774,045 15,361 SH   SOLE   15,361 0 0
MOHAWK INDS INC COM 608190104   7,576,891 76,954 SH   SOLE   76,954 0 0
MONDELEZ INTL INC CL A 609207105   9,469,099 164,280 SH   SOLE   164,280 0 0
NATIONAL VISION HLDGS INC COM 63845R107   2,041,593 78,826 SH   SOLE   78,826 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   8,383,279 46,360 SH   SOLE   46,360 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   1,648,351 384,231 SH   SOLE   384,231 0 0
RALPH LAUREN CORP CL A 751212101   1,938,040 5,634 SH   SOLE   5,634 0 0
RH COM 74967X103   2,707,894 19,367 SH   SOLE   19,367 0 0
ROSS STORES INC COM 778296103   5,765,607 26,615 SH   SOLE   26,615 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   5,326,384 19,356 SH   SOLE   19,356 0 0
SHARKNINJA INC COM SHS G8068L108   4,071,008 38,442 SH   SOLE   38,442 0 0
ULTA BEAUTY INC COM 90384S303   3,259,097 6,235 SH   SOLE   6,235 0 0
URBAN OUTFITTERS INC COM 917047102   5,651,327 89,208 SH   SOLE   89,208 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   1,788,152 38,571 SH   SOLE   38,571 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   6,915,717 94,117 SH   SOLE   94,117 0 0
WAYFAIR INC CL A 94419L101   14,281,702 189,891 SH   SOLE   189,891 0 0
WILLIAMS SONOMA INC COM 969904101   4,882,615 26,779 SH   SOLE   26,779 0 0
WIX COM LTD SHS M98068105   2,429,908 26,978 SH   SOLE   26,978 0 0
YUM BRANDS INC COM 988498101   2,868,451 18,449 SH   SOLE   18,449 0 0