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
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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
LOWE'S COMPANIES COM 548661107   10,010,698 44,354 SH   SOLE   44,354 0 0
WILLIAMS SONOMA COM 969904101   9,921,099 79,280 SH   SOLE   79,280 0 0
FERGUSON COM G3421J106   9,567,909 60,822 SH   SOLE   60,822 0 0
BOOT BARN HOLDINGS COM 099406100   9,537,195 112,613 SH   SOLE   112,613 0 0
ACADEMY SPORTS AND OUTDOORS COM 00402L107   9,145,152 169,198 SH   SOLE   169,198 0 0
US FOODS COM 912008109   8,756,968 199,022 SH   SOLE   199,022 0 0
DICKS SPORTING COM 253393102   8,118,845 61,418 SH   SOLE   61,418 0 0
MONDELEZ INTERNATIONAL CL A 609207105   6,875,106 94,257 SH   SOLE   94,257 0 0
AMAZON COM COM 023135106   6,282,700 48,195 SH   SOLE   48,195 0 0
DECKERS OUTDOOR COM 243537107   6,125,077 11,608 SH   SOLE   11,608 0 0
TOLL BROTHERS COM 889478103   5,838,450 73,839 SH   SOLE   73,839 0 0
TAPESTRY COM 876030107   5,814,080 135,843 SH   SOLE   135,843 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   5,800,311 55,912 SH   SOLE   55,912 0 0
WALMART COM 931142103   5,686,772 36,180 SH   SOLE   36,180 0 0
D R HORTON COM 23331A109   5,502,213 45,215 SH   SOLE   45,215 0 0
ZILLOW GROUP CL A 98954M101   5,262,580 106,963 SH   SOLE   106,963 0 0
TEMPUR SEALY INTERNATIONAL COM 88023U101   5,003,902 124,879 SH   SOLE   124,879 0 0
LITHIA MOTORS COM 536797103   4,575,639 15,046 SH   SOLE   15,046 0 0
BUILDERS FIRSTSOURCE COM 12008R107   4,294,472 31,577 SH   SOLE   31,577 0 0
KELLOGG COM 487836108   4,256,040 63,146 SH   SOLE   63,146 0 0
WORLD WRESTLING ENTERTAINM CLA A 98156Q108   4,037,470 37,222 SH   SOLE   37,222 0 0
MONSTER BEVERAGE COM 61174X109   3,970,368 69,122 SH   SOLE   69,122 0 0
AUTONATION COM 05329W102   3,655,988 22,210 SH   SOLE   22,210 0 0
FLOOR DECOR HOLDINGS CLA A 339750101   3,629,971 34,917 SH   SOLE   34,917 0 0
DARDEN RESTAURANTS COM 237194105   2,790,570 16,702 SH   SOLE   16,702 0 0
LAUDER ESTEE CLA A 518439104   2,582,790 13,152 SH   SOLE   13,152 0 0
CHARTER COMMUNICATIONS CLA A 16119P108   1,989,676 5,416 SH   SOLE   5,416 0 0
TREX COM 89531P105   1,854,102 28,281 SH   SOLE   28,281 0 0
BURLINGTON STORES COM 122017106   1,771,582 11,256 SH   SOLE   11,256 0 0
RALPH LAUREN CLA A 751212101   1,736,311 14,082 SH   SOLE   14,082 0 0
CARTERS COM 146229109   1,583,406 21,810 SH   SOLE   21,810 0 0
MARRIOTT INTERNATIONAL CLA A 571903202   858,567 4,674 SH   SOLE   4,674 0 0
TOPBUILD COM 89055F103   230,107 865 SH   SOLE   865 0 0
SHYFT GROUP COM 825698103   145,221 6,583 SH   SOLE   6,583 0 0
PERFORMANCE FOOD GROUP COM 71377A103   141,925 2,356 SH   SOLE   2,356 0 0
MASONITE INTERNATIONAL COM 575385109   120,777 1,179 SH   SOLE   1,179 0 0
LOVESAC COMPANY COM 54738L109   83,949 3,115 SH   SOLE   3,115 0 0
LENNAR CLA A 526057104   81,827 653 SH   SOLE   653 0 0
ARHAUS CLA A 04035M102   59,326 5,688 SH   SOLE   5,688 0 0
DISH NETWORK CLA A 25470M109   35,968 5,458 SH   SOLE   5,458 0 0