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   10,415,771 232,443 SH   SOLE   232,443 0 0
AMER SPORTS INC COM SHS G0260P102   34,386,050 887,153 SH   SOLE   887,153 0 0
AT&T INC COM 00206R102   19,271,927 665,927 SH   SOLE   665,927 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   22,148,557 450,357 SH   SOLE   450,357 0 0
BOOKING HOLDINGS INC COM 09857L108   33,872,843 5,851 SH   SOLE   5,851 0 0
BOOT BARN HLDGS INC COM 099406100   26,833,928 176,539 SH   SOLE   176,539 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   206,425 1,769 SH   SOLE   1,769 0 0
BURLINGTON STORES INC COM 122017106   26,244,118 112,810 SH   SOLE   112,810 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   62,517,368 2,223,235 SH   SOLE   2,223,235 0 0
CARVANA CO CL A 146869102   504,766 1,498 SH   SOLE   1,498 0 0
CINEMARK HLDGS INC COM 17243V102   48,876,963 1,619,515 SH   SOLE   1,619,515 0 0
CONSTELLATION BRANDS INC CL A 21036P108   31,490,293 193,572 SH   SOLE   193,572 0 0
DARDEN RESTAURANTS INC COM 237194105   15,882,820 72,867 SH   SOLE   72,867 0 0
DOLLAR GEN CORP NEW COM 256677105   44,994,576 393,378 SH   SOLE   393,378 0 0
DOLLAR TREE INC COM 256746108   18,893,465 190,766 SH   SOLE   190,766 0 0
DOORDASH INC CL A 25809K105   13,099,541 53,140 SH   SOLE   53,140 0 0
ETSY INC COM 29786A106   18,709,229 372,991 SH   SOLE   372,991 0 0
FIVE BELOW INC COM 33829M101   59,508,889 453,643 SH   SOLE   453,643 0 0
GAP INC COM 364760108   19,090,249 875,298 SH   SOLE   875,298 0 0
HOME DEPOT INC COM 437076102   43,711,554 119,222 SH   SOLE   119,222 0 0
KROGER CO COM 501044101   6,316,113 88,054 SH   SOLE   88,054 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   14,102,915 762,732 SH   SOLE   762,732 0 0
MOHAWK INDS INC COM 608190104   6,450,176 61,524 SH   SOLE   61,524 0 0
MONDELEZ INTL INC CL A 609207105   48,082,360 712,965 SH   SOLE   712,965 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   42,182,757 482,254 SH   SOLE   482,254 0 0
PHILIP MORRIS INTL INC COM 718172109   14,631,596 80,336 SH   SOLE   80,336 0 0
RALPH LAUREN CORP CL A 751212101   19,575,089 71,369 SH   SOLE   71,369 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   1,060,292 3,386 SH   SOLE   3,386 0 0
SHARKNINJA INC COM SHS G8068L108   43,381,972 438,246 SH   SOLE   438,246 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   13,229,464 194,408 SH   SOLE   194,408 0 0
TAPESTRY INC COM 876030107   60,194,106 685,504 SH   SOLE   685,504 0 0
TOLL BROTHERS INC COM 889478103   13,568,003 118,882 SH   SOLE   118,882 0 0
URBAN OUTFITTERS INC COM 917047102   27,125,317 373,936 SH   SOLE   373,936 0 0
US FOODS HLDG CORP COM 912008109   13,782,711 178,973 SH   SOLE   178,973 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   41,674,166 782,026 SH   SOLE   782,026 0 0
WAYFAIR INC CL A 94419L101   39,965,092 781,484 SH   SOLE   781,484 0 0
WILLIAMS SONOMA INC COM 969904101   36,043,016 220,622 SH   SOLE   220,622 0 0
YUM BRANDS INC COM 988498101   25,288,251 170,659 SH   SOLE   170,659 0 0