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   26,326,016 457,605 SH   SOLE   457,605 0 0
AMAZON COM INC COM 023135106   33,474,965 152,582 SH   SOLE   152,582 0 0
AMER SPORTS INC COM SHS G0260P102   33,029,092 1,181,298 SH   SOLE   1,181,298 0 0
AUTONATION INC COM 05329W102   11,971,342 70,486 SH   SOLE   70,486 0 0
AZEK CO INC CL A 05478C105   8,384,958 176,637 SH   SOLE   176,637 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   9,437,668 66,030 SH   SOLE   66,030 0 0
BURLINGTON STORES INC COM 122017106   50,799,972 178,208 SH   SOLE   178,208 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   54,814,580 2,199,622 SH   SOLE   2,199,622 0 0
CASEYS GEN STORES INC COM 147528103   8,360,057 21,099 SH   SOLE   21,099 0 0
CINEMARK HLDGS INC COM 17243V102   44,361,006 1,431,924 SH   SOLE   1,431,924 0 0
DARDEN RESTAURANTS INC COM 237194105   8,884,204 47,588 SH   SOLE   47,588 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   5,125,076 84,712 SH   SOLE   84,712 0 0
DICKS SPORTING GOODS INC COM 253393102   41,702,429 182,234 SH   SOLE   182,234 0 0
FIVE BELOW INC COM 33829M101   43,083,666 410,477 SH   SOLE   410,477 0 0
KROGER CO COM 501044101   5,866,242 95,932 SH   SOLE   95,932 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   11,704,488 676,560 SH   SOLE   676,560 0 0
LITHIA MTRS INC COM 536797103   17,642,030 49,358 SH   SOLE   49,358 0 0
LOWES COS INC COM 548661107   35,085,582 142,162 SH   SOLE   142,162 0 0
LULULEMON ATHLETICA INC COM 550021109   17,562,179 45,925 SH   SOLE   45,925 0 0
MAPLEBEAR INC COM 565394103   23,032,378 556,069 SH   SOLE   556,069 0 0
MOHAWK INDS INC COM 608190104   39,263,461 329,585 SH   SOLE   329,585 0 0
MONDELEZ INTL INC CL A 609207105   31,806,285 532,501 SH   SOLE   532,501 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   43,043,729 509,092 SH   SOLE   509,092 0 0
PHILIP MORRIS INTL INC COM 718172109   13,709,309 113,912 SH   SOLE   113,912 0 0
PROCTER AND GAMBLE CO COM 742718109   32,747,075 195,330 SH   SOLE   195,330 0 0
RH COM 74967X103   26,938,480 68,443 SH   SOLE   68,443 0 0
ROSS STORES INC COM 778296103   15,059,836 99,556 SH   SOLE   99,556 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   1,095,547 4,749 SH   SOLE   4,749 0 0
STARBUCKS CORP COM 855244109   11,197,105 122,708 SH   SOLE   122,708 0 0
TAPESTRY INC COM 876030107   54,209,266 829,776 SH   SOLE   829,776 0 0
TEMPUR SEALY INTL INC COM 88023U101   32,048,104 565,322 SH   SOLE   565,322 0 0
TOLL BROTHERS INC COM 889478103   545,867 4,334 SH   SOLE   4,334 0 0
TOPBUILD CORP COM 89055F103   224,165 720 SH   SOLE   720 0 0
URBAN OUTFITTERS INC COM 917047102   20,790,245 378,831 SH   SOLE   378,831 0 0
US FOODS HLDG CORP COM 912008109   25,624,748 379,851 SH   SOLE   379,851 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   34,698,396 787,526 SH   SOLE   787,526 0 0
WALMART INC COM 931142103   5,883,140 65,115 SH   SOLE   65,115 0 0
WAYFAIR INC CL A 94419L101   24,888,516 561,564 SH   SOLE   561,564 0 0
WHIRLPOOL CORP COM 963320106   31,723,896 277,113 SH   SOLE   277,113 0 0
WILLIAMS SONOMA INC COM 969904101   23,332,865 126,001 SH   SOLE   126,001 0 0
YETI HLDGS INC COM 98585X104   21,830,972 566,891 SH   SOLE   566,891 0 0
ZILLOW GROUP INC CL A 98954M101   686,466 9,689 SH   SOLE   9,689 0 0