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   16,766,282 367,601 SH   SOLE   367,601 0 0
AMER SPORTS INC COM SHS G0260P102   30,914,341 1,156,541 SH   SOLE   1,156,541 0 0
AUTONATION INC COM 05329W102   103,791 641 SH   SOLE   641 0 0
AZEK CO INC CL A 05478C105   27,747,617 567,552 SH   SOLE   567,552 0 0
BOOKING HOLDINGS INC COM 09857L108   54,905,153 11,918 SH   SOLE   11,918 0 0
BOOT BARN HLDGS INC COM 099406100   27,003,175 251,356 SH   SOLE   251,356 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   308,477 2,469 SH   SOLE   2,469 0 0
BURLINGTON STORES INC COM 122017106   47,638,830 199,886 SH   SOLE   199,886 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   36,671,188 1,877,685 SH   SOLE   1,877,685 0 0
CARVANA CO CL A 146869102   253,196 1,211 SH   SOLE   1,211 0 0
CINEMARK HLDGS INC COM 17243V102   31,902,085 1,281,723 SH   SOLE   1,281,723 0 0
DICKS SPORTING GOODS INC COM 253393102   29,334,035 145,535 SH   SOLE   145,535 0 0
FIVE BELOW INC COM 33829M101   18,752,604 250,285 SH   SOLE   250,285 0 0
FIVE BELOW INC COM 33829M101   3,746,250 50,000 SH Call SOLE   0 0 0
FIVE BELOW INC COM 33829M101   1,873,125 25,000 SH Put SOLE   25,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   110,405 1,372 SH   SOLE   1,372 0 0
HOME DEPOT INC COM 437076102   31,059,661 84,749 SH   SOLE   84,749 0 0
JD.COM INC SPON ADS CL A 47215P106   285,578 6,945 SH   SOLE   6,945 0 0
LOWES COS INC COM 548661107   35,882,669 153,851 SH   SOLE   153,851 0 0
MAPLEBEAR INC COM 565394103   163,549 4,100 SH   SOLE   4,100 0 0
MCDONALDS CORP COM 580135101   12,314,250 39,422 SH   SOLE   39,422 0 0
MOHAWK INDS INC COM 608190104   32,777,082 287,065 SH   SOLE   287,065 0 0
MONDELEZ INTL INC CL A 609207105   47,246,194 696,333 SH   SOLE   696,333 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   22,866,076 290,806 SH   SOLE   290,806 0 0
PHILIP MORRIS INTL INC COM 718172109   11,797,449 74,324 SH   SOLE   74,324 0 0
RALPH LAUREN CORP CL A 751212101   14,266,868 64,632 SH   SOLE   64,632 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   12,238,266 59,571 SH   SOLE   59,571 0 0
SHARKNINJA INC COM SHS G8068L108   24,499,102 293,719 SH   SOLE   293,719 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   19,986,926 333,783 SH   SOLE   333,783 0 0
STARBUCKS CORP COM 855244109   20,675,999 210,786 SH   SOLE   210,786 0 0
TAPESTRY INC COM 876030107   53,494,561 759,758 SH   SOLE   759,758 0 0
TOLL BROTHERS INC COM 889478103   9,260,771 87,705 SH   SOLE   87,705 0 0
URBAN OUTFITTERS INC COM 917047102   37,767,405 720,752 SH   SOLE   720,752 0 0
US FOODS HLDG CORP COM 912008109   10,441,197 159,505 SH   SOLE   159,505 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   18,232,172 458,671 SH   SOLE   458,671 0 0
WHIRLPOOL CORP COM 963320106   187,561 2,081 SH   SOLE   2,081 0 0
WILLIAMS SONOMA INC COM 969904101   23,648,282 149,578 SH   SOLE   149,578 0 0
YETI HLDGS INC COM 98585X104   16,296,090 492,329 SH   SOLE   492,329 0 0