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   17,995,628 266,444 SH   SOLE   266,444 0 0
AMAZON COM INC COM 023135106   19,275,046 106,858 SH   SOLE   106,858 0 0
ARHAUS INC COM CL A 04035M102   368,021 23,913 SH   SOLE   23,913 0 0
BOOT BARN HLDGS INC COM 099406100   10,889,347 114,444 SH   SOLE   114,444 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   6,629,179 31,787 SH   SOLE   31,787 0 0
BURLINGTON STORES INC COM 122017106   38,431,160 165,516 SH   SOLE   165,516 0 0
CARTERS INC COM 146229109   5,412,068 63,912 SH   SOLE   63,912 0 0
D R HORTON INC COM 23331A109   490,030 2,978 SH   SOLE   2,978 0 0
DOORDASH INC CL A 25809K105   309,732 2,249 SH   SOLE   2,249 0 0
FERGUSON PLC NEW SHS G3421J106   487,099 2,230 SH   SOLE   2,230 0 0
FIVE BELOW INC COM 33829M101   7,767,236 42,823 SH   SOLE   42,823 0 0
GENERAL MLS INC COM 370334104   5,479,421 78,311 SH   SOLE   78,311 0 0
HERSHEY CO COM 427866108   11,408,398 58,655 SH   SOLE   58,655 0 0
KELLANOVA COM 487836108   5,814,362 101,490 SH   SOLE   101,490 0 0
LOWES COS INC COM 548661107   17,649,732 69,288 SH   SOLE   69,288 0 0
MAPLEBEAR INC COM 565394103   11,460,187 307,326 SH   SOLE   307,326 0 0
MOHAWK INDS INC COM 608190104   19,759,416 150,962 SH   SOLE   150,962 0 0
MONDELEZ INTL INC CL A 609207105   15,120,770 216,011 SH   SOLE   216,011 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   17,009,784 227,891 SH   SOLE   227,891 0 0
PROCTER AND GAMBLE CO COM 742718109   22,091,798 136,159 SH   SOLE   136,159 0 0
RALPH LAUREN CORP CL A 751212101   9,668,326 51,493 SH   SOLE   51,493 0 0
RH COM 74967X103   26,291,192 75,493 SH   SOLE   75,493 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   27,665,631 199,019 SH   SOLE   199,019 0 0
SHARKNINJA INC COM SHS G8068L108   9,332,288 149,820 SH   SOLE   149,820 0 0
TAPESTRY INC COM 876030107   15,386,844 324,070 SH   SOLE   324,070 0 0
TEMPUR SEALY INTL INC COM 88023U101   25,087,507 441,526 SH   SOLE   441,526 0 0
TOLL BROTHERS INC COM 889478103   13,675,315 105,707 SH   SOLE   105,707 0 0
TOPBUILD CORP COM 89055F103   6,660,752 15,113 SH   SOLE   15,113 0 0
URBAN OUTFITTERS INC COM 917047102   14,161,476 326,151 SH   SOLE   326,151 0 0
US FOODS HLDG CORP COM 912008109   22,871,892 423,789 SH   SOLE   423,789 0 0
WALMART INC COM 931142103   11,635,374 193,375 SH   SOLE   193,375 0 0
WAYFAIR INC CL A 94419L101   15,716,256 231,530 SH   SOLE   231,530 0 0
WILLIAMS SONOMA INC COM 969904101   15,180,792 47,809 SH   SOLE   47,809 0 0
ZILLOW GROUP INC CL A 98954M101   12,979,871 271,205 SH   SOLE   271,205 0 0