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
AUTONATION INC COM 05329W102   32,879,771 183,768 SH   SOLE   183,768 0 0
ARHAUS INC COM CL A 04035M102   4,196,307 340,886 SH   SOLE   340,886 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   25,880,034 443,455 SH   SOLE   443,455 0 0
BOOKING HOLDINGS INC COM 09857L108   252,727 60 SH   SOLE   60 0 0
TOPBUILD CORP COM 89055F103   572,788 1,408 SH   SOLE   1,408 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   12,020,483 62,006 SH   SOLE   62,006 0 0
BURLINGTON STORES INC COM 122017106   50,699,612 192,423 SH   SOLE   192,423 0 0
MAPLEBEAR INC COM 565394103   18,593,043 456,383 SH   SOLE   456,383 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   19,721,616 1,067,187 SH   SOLE   1,067,187 0 0
CHEWY INC CL A 16679L109   15,104,033 515,672 SH   SOLE   515,672 0 0
CINEMARK HLDGS INC COM 17243V102   39,640,931 1,423,884 SH   SOLE   1,423,884 0 0
D R HORTON INC COM 23331A109   10,573,427 55,425 SH   SOLE   55,425 0 0
DICKS SPORTING GOODS INC COM 253393102   4,441,345 21,281 SH   SOLE   21,281 0 0
FIVE BELOW INC COM 33829M101   30,006,134 339,628 SH   SOLE   339,628 0 0
GENERAL MLS INC COM 370334104   20,218,136 273,773 SH   SOLE   273,773 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   5,073,365 13,245 SH   SOLE   13,245 0 0
HERSHEY CO COM 427866108   23,370,503 121,861 SH   SOLE   121,861 0 0
JD.COM INC SPON ADS CL A 47215P106   319,360 7,984 SH   SOLE   7,984 0 0
LOVESAC COMPANY COM 54738L109   240,030 8,378 SH   SOLE   8,378 0 0
LOWES COS INC COM 548661107   24,954,223 92,133 SH   SOLE   92,133 0 0
LULULEMON ATHLETICA INC COM 550021109   4,547,012 16,757 SH   SOLE   16,757 0 0
MCDONALDS CORP COM 580135101   18,578,460 61,011 SH   SOLE   61,011 0 0
MONDELEZ INTL INC CL A 609207105   27,697,489 375,967 SH   SOLE   375,967 0 0
MOHAWK INDS INC COM 608190104   48,140,210 299,603 SH   SOLE   299,603 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   40,595,973 518,004 SH   SOLE   518,004 0 0
PROCTER AND GAMBLE CO COM 742718109   29,977,110 173,078 SH   SOLE   173,078 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   32,665,455 184,176 SH   SOLE   184,176 0 0
RALPH LAUREN CORP CL A 751212101   9,324,372 48,096 SH   SOLE   48,096 0 0
STARBUCKS CORP COM 855244109   4,660,802 47,808 SH   SOLE   47,808 0 0
TOLL BROTHERS INC COM 889478103   11,583,042 74,976 SH   SOLE   74,976 0 0
TAPESTRY INC COM 876030107   4,508,530 95,967 SH   SOLE   95,967 0 0
TEMPUR SEALY INTL INC COM 88023U101   34,812,796 637,597 SH   SOLE   637,597 0 0
URBAN OUTFITTERS INC COM 917047102   13,940,703 363,892 SH   SOLE   363,892 0 0
US FOODS HLDG CORP COM 912008109   32,458,716 527,784 SH   SOLE   527,784 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   20,823,992 596,847 SH   SOLE   596,847 0 0
WAYFAIR INC CL A 94419L101   37,884,477 674,341 SH   SOLE   674,341 0 0
WHIRLPOOL CORP COM 963320106   14,259,034 133,262 SH   SOLE   133,262 0 0
WALMART INC COM 931142103   24,543,317 303,942 SH   SOLE   303,942 0 0
WILLIAMS SONOMA INC COM 969904101   25,608,741 165,303 SH   SOLE   165,303 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   16,022,519 250,940 SH   SOLE   250,940 0 0
ZILLOW GROUP INC CL A 98954M101   5,340,657 86,237 SH   SOLE   86,237 0 0