<?xml version="1.0" ?>
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  <proxyTable>
    <issuerName>e.l.f. Beauty, Inc.</issuerName>
    <cusip>26856L103</cusip>
    <isin>US26856L1035</isin>
    <figi></figi>
    <meetingDate>08/24/2023</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation paid to the company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>15491</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>15491</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Deckers Outdoor Corporation</issuerName>
    <cusip>243537107</cusip>
    <isin>US2435371073</isin>
    <figi></figi>
    <meetingDate>09/11/2023</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as disclosed in the "Compensation Discussion and Analysis" section of the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>24019</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>24019</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Deckers Outdoor Corporation</issuerName>
    <cusip>243537107</cusip>
    <isin>US2435371073</isin>
    <figi></figi>
    <meetingDate>09/11/2023</meetingDate>
    <voteDescription>"FOR" the approval, on a non-binding advisory basis, that the frequency of future advisory votes on compensation of our named executive officers shall occur every "one year".</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>24019</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>24019</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Take-Two Interactive Software, Inc.</issuerName>
    <cusip>874054109</cusip>
    <isin>US8740541094</isin>
    <figi></figi>
    <meetingDate>09/21/2023</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of the company's "named executive officers" as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>152176</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>152176</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Take-Two Interactive Software, Inc.</issuerName>
    <cusip>874054109</cusip>
    <isin>US8740541094</isin>
    <figi></figi>
    <meetingDate>09/21/2023</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the frequency of the advisory vote on the compensation of the company's "named executive officers".</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>152176</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>152176</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>The Procter &amp; Gamble Company</issuerName>
    <cusip>742718109</cusip>
    <isin>US7427181091</isin>
    <figi></figi>
    <meetingDate>10/10/2023</meetingDate>
    <voteDescription>Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>26109</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>26109</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>The Procter &amp; Gamble Company</issuerName>
    <cusip>742718109</cusip>
    <isin>US7427181091</isin>
    <figi></figi>
    <meetingDate>10/10/2023</meetingDate>
    <voteDescription>Advisory Vote to Approve the Frequency of the Executive Compensation Vote (the "Say on Frequency" vote)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>26109</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>26109</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Microsoft Corporation</issuerName>
    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <figi></figi>
    <meetingDate>12/07/2023</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote") (the Board recommends a vote FOR this proposal).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>135820</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>135820</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Microsoft Corporation</issuerName>
    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <figi></figi>
    <meetingDate>12/07/2023</meetingDate>
    <voteDescription>Advisory Vote on the Frequency of Advisory Vote on Executive Compensation (The Board recommends a vote for 1 YEAR on this proposal).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>135820</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>135820</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Carnival Corporation</issuerName>
    <cusip>143658300</cusip>
    <isin>PA1436583006</isin>
    <figi></figi>
    <meetingDate>04/05/2024</meetingDate>
    <voteDescription>To hold a (non-binding) advisory vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>302647</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>302647</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>The Sherwin-Williams Company</issuerName>
    <cusip>824348106</cusip>
    <isin>US8243481061</isin>
    <figi></figi>
    <meetingDate>04/17/2024</meetingDate>
    <voteDescription>Advisory approval of the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>46044</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>46044</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>The Walt Disney Company</issuerName>
    <cusip>254687106</cusip>
    <isin>US2546871060</isin>
    <figi></figi>
    <meetingDate>04/03/2024</meetingDate>
    <voteDescription>Consideration of an advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>64253</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>64253</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>United Parcel Service, Inc.</issuerName>
    <cusip>911312106</cusip>
    <isin>US9113121068</isin>
    <figi></figi>
    <meetingDate>05/02/2024</meetingDate>
    <voteDescription>To approve on an advisory basis named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>60139</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>60139</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Wynn Resorts, Limited</issuerName>
    <cusip>983134107</cusip>
    <isin>US9831341071</isin>
    <figi></figi>
    <meetingDate>05/02/2024</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>224317</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>224317</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Planet Fitness, Inc.</issuerName>
    <cusip>72703H101</cusip>
    <isin>US72703H1014</isin>
    <figi></figi>
    <meetingDate>04/30/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>24660</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>24660</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Planet Fitness, Inc.</issuerName>
    <cusip>72703H101</cusip>
    <isin>US72703H1014</isin>
    <figi></figi>
    <meetingDate>04/30/2024</meetingDate>
    <voteDescription>Approval of the frequency of the vote to approve, on an advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>24660</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>24660</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>DraftKings Inc.</issuerName>
    <cusip>26142V105</cusip>
    <isin>US26142V1052</isin>
    <figi></figi>
    <meetingDate>05/13/2024</meetingDate>
    <voteDescription>To conduct a non-binding advisory vote on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>112258</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>112258</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Uber Technologies, Inc.</issuerName>
    <cusip>90353T100</cusip>
    <isin>US90353T1007</isin>
    <figi></figi>
    <meetingDate>05/06/2024</meetingDate>
    <voteDescription>Advisory vote to approve 2023 named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>235150</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>235150</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Tempur Sealy International, Inc.</issuerName>
    <cusip>88023U101</cusip>
    <isin>US88023U1016</isin>
    <figi></figi>
    <meetingDate>05/09/2024</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>109856</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>109856</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Philip Morris International Inc.</issuerName>
    <cusip>718172109</cusip>
    <isin>US7181721090</isin>
    <figi></figi>
    <meetingDate>05/08/2024</meetingDate>
    <voteDescription>Advisory Vote Approving Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>160242</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>160242</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Colgate-Palmolive Company</issuerName>
    <cusip>194162103</cusip>
    <isin>US1941621039</isin>
    <figi></figi>
    <meetingDate>05/10/2024</meetingDate>
    <voteDescription>Advisory vote on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>14091</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>14091</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Dutch Bros</issuerName>
    <cusip>26701L100</cusip>
    <isin>US26701L1008</isin>
    <figi></figi>
    <meetingDate>05/14/2024</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>715247</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>715247</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>The Gap, Inc.</issuerName>
    <cusip>364760108</cusip>
    <isin>US3647601083</isin>
    <figi></figi>
    <meetingDate>05/07/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the overall compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>355000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>355000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Burlington Stores, Inc.</issuerName>
    <cusip>122017106</cusip>
    <isin>US1220171060</isin>
    <figi></figi>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>74682</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>74682</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Amazon.com, Inc.</issuerName>
    <cusip>023135106</cusip>
    <isin>US0231351067</isin>
    <figi></figi>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>501501</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>501501</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Roblox Corporation</issuerName>
    <cusip>771049103</cusip>
    <isin>US7710491033</isin>
    <figi></figi>
    <meetingDate>05/30/2024</meetingDate>
    <voteDescription>Advisory Vote on the Compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>41098</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>41098</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Equinix, Inc.</issuerName>
    <cusip>29444U700</cusip>
    <isin>US29444U7000</isin>
    <figi></figi>
    <meetingDate>05/23/2024</meetingDate>
    <voteDescription>Approval, by a non-binding advisory vote, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>56743</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>56743</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Royal Caribbean Cruises Ltd.</issuerName>
    <cusip>V7780T103</cusip>
    <isin>LR0008862868</isin>
    <figi></figi>
    <meetingDate>05/29/2024</meetingDate>
    <voteDescription>Advisory approval of the Company's compensation of its named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>67597</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>67597</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Lowe's Companies, Inc.</issuerName>
    <cusip>548661107</cusip>
    <isin>US5486611073</isin>
    <figi></figi>
    <meetingDate>05/31/2024</meetingDate>
    <voteDescription>Advisory vote to approve the Company's named executive officer compensation in fiscal 2023.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>26223</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>26223</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Grocery Outlet Holding Corp.</issuerName>
    <cusip>39874R101</cusip>
    <isin>US39874R1014</isin>
    <figi></figi>
    <meetingDate>06/03/2024</meetingDate>
    <voteDescription>To approve an advisory (non-binding) vote on the Company's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>775357</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>775357</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Chipotle Mexican Grill, Inc.</issuerName>
    <cusip>169656105</cusip>
    <isin>US1696561059</isin>
    <figi></figi>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>3703</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>3703</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Netflix, Inc.</issuerName>
    <cusip>64110L106</cusip>
    <isin>US64110L1061</isin>
    <figi></figi>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>Advisory approval of named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>10302</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>10302</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Airbnb Inc.</issuerName>
    <cusip>009066101</cusip>
    <isin>US0090661010</isin>
    <figi></figi>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>16228</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>16228</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Target Corporation</issuerName>
    <cusip>87612E106</cusip>
    <isin>US87612E1064</isin>
    <figi></figi>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>60891</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>60891</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Shake Shack Inc.</issuerName>
    <cusip>819047101</cusip>
    <isin>US8190471016</isin>
    <figi></figi>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>953</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>953</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Shake Shack Inc.</issuerName>
    <cusip>819047101</cusip>
    <isin>US8190471016</isin>
    <figi></figi>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the frequency of future Say-on-Pay votes.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>953</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>953</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Block, Inc.</issuerName>
    <cusip>852234103</cusip>
    <isin>US8522341036</isin>
    <figi></figi>
    <meetingDate>06/18/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>326476</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>326476</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Walmart Inc.</issuerName>
    <cusip>931142103</cusip>
    <isin>US9311421039</isin>
    <figi></figi>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>118356</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>118356</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>DoorDash, Inc.</issuerName>
    <cusip>25809K105</cusip>
    <isin>US25809K1051</isin>
    <figi></figi>
    <meetingDate>06/20/2024</meetingDate>
    <voteDescription>The approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>112227</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>112227</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Mastercard Incorporated</issuerName>
    <cusip>57636Q104</cusip>
    <isin>US57636Q1040</isin>
    <figi></figi>
    <meetingDate>06/18/2024</meetingDate>
    <voteDescription>Advisory approval of Mastercard's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>109761</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>109761</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Mercadolibre, Inc.</issuerName>
    <cusip>58733R102</cusip>
    <isin>US58733R1023</isin>
    <figi></figi>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2023.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>141</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>141</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Ollie's Bargain Outlet Holdings, Inc.</issuerName>
    <cusip>681116109</cusip>
    <isin>US6811161099</isin>
    <figi></figi>
    <meetingDate>06/13/2024</meetingDate>
    <voteDescription>To approve a non-binding advisory proposal regarding named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>274675</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>274675</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Ollie's Bargain Outlet Holdings, Inc.</issuerName>
    <cusip>681116109</cusip>
    <isin>US6811161099</isin>
    <figi></figi>
    <meetingDate>06/13/2024</meetingDate>
    <voteDescription>To approve a non-binding advisory proposal regarding the frequency of holding a non-binding advisory vote regarding the Company's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>274675</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>274675</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Coupang, Inc.</issuerName>
    <cusip>22266T109</cusip>
    <isin>US22266T1097</isin>
    <figi></figi>
    <meetingDate>06/13/2024</meetingDate>
    <voteDescription>To consider a non-binding vote to approve the compensation of Coupang, Inc.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>158119</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>158119</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Nvidia Corporation</issuerName>
    <cusip>67066G104</cusip>
    <isin>US67066G1040</isin>
    <figi></figi>
    <meetingDate>06/26/2024</meetingDate>
    <voteDescription>Advisory approval of our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>13332</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>13332</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Bath &amp; Body Works, Inc.</issuerName>
    <cusip>070830104</cusip>
    <isin>US0708301041</isin>
    <figi></figi>
    <meetingDate>06/27/2024</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>450900</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>450900</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Dell Technologies Inc.</issuerName>
    <cusip>24703L202</cusip>
    <isin>US24703L2025</isin>
    <figi></figi>
    <meetingDate>06/27/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>74279</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>74279</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Salesforce, Inc.</issuerName>
    <cusip>02553E106</cusip>
    <isin>US02553E1064</isin>
    <meetingDate>06/27/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the fiscal 2024 compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40602</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>40602</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>American Eagle Outfitters, Inc.</issuerName>
    <cusip>02553E106</cusip>
    <isin>US02553E1064</isin>
    <meetingDate>06/27/2024</meetingDate>
    <voteDescription>Proposal Three. Hold an advisory vote on the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>169659</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>169659</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
