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
AMAZON COM INC COM 023135106   9,596,289 75,490 SH   SOLE   75,490 0 0
AUTONATION INC COM 05329W102   4,405,437 29,098 SH   SOLE   29,098 0 0
ARHAUS INC COM CL A 04035M102   72,614 7,808 SH   SOLE   7,808 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   11,510,056 243,496 SH   SOLE   243,496 0 0
TOPBUILD CORP COM 89055F103   3,029,264 12,040 SH   SOLE   12,040 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   4,577,871 36,773 SH   SOLE   36,773 0 0
BOOT BARN HLDGS INC COM 099406100   7,706,392 94,918 SH   SOLE   94,918 0 0
BURLINGTON STORES INC COM 122017AB2   10,484,532 77,491 SH   SOLE   77,491 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   11,252,795 25,585 SH   SOLE   25,585 0 0
CARTERS INC COM 146229109   9,663,159 139,742 SH   SOLE   139,742 0 0
DECKERS OUTDOOR CORP COM 243537107   284,292 553 SH   SOLE   553 0 0
D R HORTON INC COM 23331A109   7,782,333 72,414 SH   SOLE   72,414 0 0
DISH NETWORK CORPORATION CL A 25470M109   31,984 5,458 SH   SOLE   5,458 0 0
DICKS SPORTING GOODS INC COM 253393102   6,609,265 60,870 SH   SOLE   60,870 0 0
FERGUSON PLC NEW SHS G3421J106   8,515,928 51,778 SH   SOLE   51,778 0 0
KELLANOVA COM 487836108   7,025,691 118,059 SH   SOLE   118,059 0 0
KONTOOR BRANDS INC COM 50050N103   11,684,758 266,107 SH   SOLE   266,107 0 0
LITHIA MTRS INC COM 536797103   3,256,604 11,027 SH   SOLE   11,027 0 0
LENNAR CORP CL A 526057104   73,286 653 SH   SOLE   653 0 0
LOVESAC COMPANY COM 54738L109   90,995 4,568 SH   SOLE   4,568 0 0
LOWES COS INC COM 548661107   13,691,252 65,874 SH   SOLE   65,874 0 0
LYFT INC CL A COM 55087P104   1,327,566 125,955 SH   SOLE   125,955 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,538,672 7,828 SH   SOLE   7,828 0 0
MONDELEZ INTL INC CL A 609207105   8,132,778 117,187 SH   SOLE   117,187 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   7,440,110 140,512 SH   SOLE   140,512 0 0
ODDITY TECH LTD SHS CL A M7518J104   67,275 2,373 SH   SOLE   2,373 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   138,674 2,356 SH   SOLE   2,356 0 0
PROCTER AND GAMBLE CO COM 742718109   6,874,382 47,130 SH   SOLE   47,130 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   7,217,695 78,334 SH   SOLE   78,334 0 0
ROSS STORES INC COM 778296103   4,160,739 36,837 SH   SOLE   36,837 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   1,815,780 21,601 SH   SOLE   21,601 0 0
TOLL BROTHERS INC COM 889478103   7,606,194 102,842 SH   SOLE   102,842 0 0
TAPESTRY INC COM 876030107   6,237,313 216,950 SH   SOLE   216,950 0 0
TEMPUR SEALY INTL INC COM 88023U101   12,381,631 285,686 SH   SOLE   285,686 0 0
URBAN OUTFITTERS INC COM 917047102   3,835,191 117,320 SH   SOLE   117,320 0 0
US FOODS HLDG CORP COM 912008109   12,811,111 322,698 SH   SOLE   322,698 0 0
WAYFAIR INC CL A 94419L101   1,987,968 32,821 SH   SOLE   32,821 0 0
WALMART INC COM 931142103   10,314,525 64,494 SH   SOLE   64,494 0 0
WILLIAMS SONOMA INC COM 969904101   22,203,086 142,877 SH   SOLE   142,877 0 0
ZILLOW GROUP INC CL A 98954M101   6,253,490 139,618 SH   SOLE   139,618 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   3,435,386 246,795 SH   SOLE   246,795 0 0