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
ARHAUS CL A ORD COM CL A 04035M102   65,101 6,677 SH   SOLE   6,677 0 0
ACADEMY SPORTS AND OUTDOORS ORD COM 00402L107   5,736,265 109,179 SH   SOLE   109,179 0 0
BUILDERS FIRSTSOURCE ORD COM 12008R107   212,936 3,282 SH   SOLE   3,282 0 0
BLOOMIN BRANDS ORD COM 094235108   1,566,684 77,867 SH   SOLE   77,867 0 0
BOOT BARN HOLDINGS ORD COM 099406100   5,092,754 81,458 SH   SOLE   81,458 0 0
CHEESECAKE FACTORY ORD COM 163072101   2,068,729 65,239 SH   SOLE   65,239 0 0
DECKERS OUTDOOR ORD COM 243537107   8,748,789 21,918 SH   SOLE   21,918 0 0
D R HORTON ORD COM 23331A109   7,552,921 84,731 SH   SOLE   84,731 0 0
DISH NETWORK CL A ORD CL A 25470M109   34,370 2,448 SH   SOLE   2,448 0 0
DICKS SPORTING ORD COM 253393102   9,588,677 79,713 SH   SOLE   79,713 0 0
DARDEN RESTAURANTS ORD COM 237194105   3,104,540 22,443 SH   SOLE   22,443 0 0
FERGUSON ORD SHS G3421J106   8,323,137 65,552 SH   SOLE   65,552 0 0
KONTOOR BRANDS ORD COM 50050N103   2,669,692 66,759 SH   SOLE   66,759 0 0
LULULEMON ATHLETICA ORD COM 550021109   3,262,750 10,184 SH   SOLE   10,184 0 0
MONDELEZ INTERNATIONAL CL A ORD CL A 609207105   7,749,062 116,265 SH   SOLE   116,265 0 0
MONSTER BEVERAGE ORD COM 61174X109   4,244,360 41,804 SH   SOLE   41,804 0 0
NETFLIX ORD COM 64110L106   91,708 311 SH   SOLE   311 0 0
O REILLY AUTOMOTIVE ORD COM 67103H107   2,119,359 2,511 SH   SOLE   2,511 0 0
PERFORMANCE FOOD GROUP ORD COM 71377A103   137,567 2,356 SH   SOLE   2,356 0 0
PROCTER & GAMBLE ORD COM 742718109   3,773,541 24,898 SH   SOLE   24,898 0 0
ROYAL CARIBBEAN GROUP ORD COM V7780T103   4,978,491 100,718 SH   SOLE   100,718 0 0
RALPH LAUREN CL A ORD CL A 751212101   2,536,925 24,008 SH   SOLE   24,008 0 0
ROSS STORES ORD COM 778296103   2,856,134 24,607 SH   SOLE   24,607 0 0
SHYFT GROUP ORD COM 825698103   284,423 11,441 SH   SOLE   11,441 0 0
TAPESTRY ORD COM 876030107   7,063,421 185,489 SH   SOLE   185,489 0 0
TEMPUR SEALY INTERNATIONAL ORD COM 88023U101   3,926,047 114,362 SH   SOLE   114,362 0 0
TRACTOR SUPPLY ORD COM 892356106   3,001,775 13,343 SH   SOLE   13,343 0 0
WILLIAMS SONOMA ORD COM 969904101   9,309,439 81,008 SH   SOLE   81,008 0 0
WORLD WRESTLING ENTERTAINM CL A ORD CL A 98156Q108   5,455,083 79,613 SH   SOLE   79,613 0 0
ZILLOW GROUP CL A ORD CL A 98954M101   2,668,237 85,493 SH   SOLE   85,493 0 0